Q2 2026 13F · SEC CIK 2056071

Bridge Generations Wealth Management LLC

Wealth managerFiled 2026-07-20 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $196.2M
Reported positions: 34
Holdings vs S&P 500, 3 yrs: —
Assets under management: $259.8M

Bridge Generations Wealth Management LLC is a wealth manager that reported 34 positions worth $196.2M in its Q2 2026 13F, filed 2026-07-20. Its largest holdings were Dimensional ETF Trust (DFAC, 17.5%), Dimensional ETF Trust (DFAT, 11.1%), Spdr Series Trust (SPTI, 10.2%).

Bridge Generations Wealth Management LLC holdings all 34 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Bridge Generations Wealth Management LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
DFACDimensional ETF Trust	17.5%	17.3%	772,256	-0.7%	$34.3M
DFATDimensional ETF Trust	11.1%	11.1%	311,403	+0.3%	$21.8M
SPTISpdr Series Trust	10.2%	10.9%	708,223	+7.2%	$20.1M
MUBIshares Tr	7.5%	7.5%	137,613	+11.0%	$14.8M
DFGRDimensional ETF Trust	5.5%	5.5%	370,107	+2.9%	$10.7M
DFEMDimensional ETF Trust	5.2%	4.9%	250,965	+1.0%	$10.2M
DFICDimensional ETF Trust	4.7%	5.0%	247,440	+0.7%	$9.2M
DFGPDimensional ETF Trust	4.4%	5.0%	156,964	-3.2%	$8.5M
DFGXDimensional Global ex US Core Fixed Inco	4.0%	3.3%	145,346	+34.4%	$7.8M
DUHPDimensional ETF Trust	3.7%	3.5%	174,112	+4.5%	$7.3M
VCITVanguard Scottsdale Fds	3.5%	3.3%	82,421	+17.9%	$6.8M
STIPIshares Tr	3.2%	2.6%	61,524	+39.2%	$6.3M
DIHPDimensional International High Profitabi	2.8%	2.9%	162,388	+1.9%	$5.5M
DISVDimensional ETF Trust	2.6%	2.8%	127,787	+2.2%	$5.1M
VTIVanguard Index Fds	2.4%	2.2%	12,566	+3.1%	$4.6M
DFAXDimensional ETF Trust	1.7%	1.7%	89,299	-0.2%	$3.3M
MUNIPimco ETF Tr	1.6%	1.4%	59,878	+28.0%	$3.1M
DFUVDimensional ETF Trust	1.6%	1.6%	56,732	+0.0%	$3.1M
JMUBJ P Morgan Exchange Traded F	1.3%	1.2%	52,136	+22.4%	$2.6M
VEAVanguard Ftse Developed Markets Index Fu	0.9%	0.9%	25,677	+10.0%	$1.8M
SUBIshares Tr	0.9%	1.0%	17,025	+0.0%	$1.8M
DFIVDimensional ETF Trust	0.7%	0.8%	25,732	+0.0%	$1.4M
VBRVanguard Index Fds	0.6%	0.6%	4,925	+0.0%	$1.2M
NOWServicenow Inc	0.5%	0.6%	9,113	-9.9%	$905K
DFSUDimensional ETF Trust	0.4%	0.4%	17,946	+0.0%	$837K
DFUSDimensional ETF Trust	0.3%	0.3%	7,013	+0.0%	$575K
SCZIshares Tr	0.3%	0.3%	6,262	+0.0%	$515K
DFSIDimensional ETF Trust	0.2%	0.2%	7,467	+0.0%	$337K
EFVIshares Tr	0.2%	0.2%	4,136	+0.0%	$317K
HYDVaneck ETF Trust	0.1%	0.2%	5,563	+0.0%	$287K
DFSEDimensional ETF Trust	0.1%	0.1%	5,199	+0.0%	$254K
SPYState Str Spdr S&p 500 ETF T	0.1%	New	319	—	$238K
FBTCFidelity Wise Origin Bitcoin	0.1%	New	4,183	—	$214K
DFIPDimensional ETF Trust	0.1%	New	4,878	—	$201K

What Bridge Generations Wealth Management LLC bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +14.1% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$196.2M	34
Q1 2026	$174.4M	32
Q4 2025	$161.5M	129
Q3 2025	$150.6M	134
Q2 2025	$164.9M	127
Q1 2025	$159.3M	151
Q4 2024	$151.4M	97

Questions about Bridge Generations Wealth Management LLC's portfolio

What stocks does Bridge Generations Wealth Management LLC own?

Bridge Generations Wealth Management LLC's latest 13F, for Q2 2026 and filed Jul 20, 2026, lists 34 positions worth $196.2M. The largest are Dimensional ETF Trust (DFAC) at 17.5%, Dimensional ETF Trust (DFAT) at 11.1%, Spdr Series Trust (SPTI) at 10.2%, Ishares Tr (MUB) at 7.5% and Dimensional ETF Trust (DFGR) at 5.5%.

What did Bridge Generations Wealth Management LLC buy last quarter?

In Q2 2026, Bridge Generations Wealth Management LLC added a new position in State Str Spdr S&p 500 ETF T (SPY), a new position in Fidelity Wise Origin Bitcoin (FBTC), a new position in Dimensional ETF Trust (DFIP), Ishares Tr (STIP) (+39.2% shares), Dimensional Global ex US Core Fixed Inco (DFGX) (+34.4% shares) and Pimco ETF Tr (MUNI) (+28.0% shares), compared with its Q1 2026 filing.

What did Bridge Generations Wealth Management LLC sell last quarter?

In Q2 2026, Bridge Generations Wealth Management LLC sold all of Ishares Tr (TLH) and Servicenow Inc (NOW) (-9.9% shares), compared with its Q1 2026 filing.

When is Bridge Generations Wealth Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Bridge Generations Wealth Management LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Bridge Generations Wealth Management LLC manage?

Bridge Generations Wealth Management LLC reported $259.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $196.2M.