13F HOLDINGS REPORT
Beacon Bridge Wealth Partners, LLC
Quarter ended Q3 2025 · Filed November 6, 2025 · Accession 0001765380-25-000438
Total Value
$281.1M
Positions
87
Other Managers
0
Confidential Omitted
No
Holdings (87)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | SPY | 28,581 | $19.0M | 6.77% |
| 2 | ISHARES TR | 46432F339 | 89,928 | $17.5M | 6.22% |
| 3 | VANGUARD INDEX FDS | 922908736 | 30,902 | $14.8M | 5.27% |
| 4 | VANGUARD INDEX FDS | 922908744 | 69,989 | $13.1M | 4.64% |
| 5 | ISHARES TR | 464288414 | 118,301 | $12.6M | 4.48% |
| 6 | VANGUARD INDEX FDS | 922908363 | 19,463 | $11.9M | 4.24% |
| 7 | BLACKROCK ETF TRUST | BLK | 191,030 | $11.3M | 4.02% |
| 8 | ISHARES TR | 464287200 | 16,192 | $10.8M | 3.85% |
| 9 | ISHARES TR | 464288588 | 110,640 | $10.5M | 3.74% |
| 10 | SPDR SERIES TRUST | 78464A409 | 85,388 | $8.9M | 3.17% |
| 11 | SCHWAB STRATEGIC TR | 808524300 | 242,328 | $7.7M | 2.75% |
| 12 | ISHARES INC | 464286533 | 113,287 | $7.2M | 2.57% |
| 13 | BLACKROCK ETF TRUST II | BLK | 134,137 | $7.1M | 2.54% |
| 14 | SCHWAB STRATEGIC TR | 808524680 | 205,649 | $6.6M | 2.36% |
| 15 | ISHARES TR | 464288877 | 94,303 | $6.4M | 2.28% |
| 16 | ISHARES TR | 464287721 | 31,557 | $6.2M | 2.20% |
| 17 | BLACKROCK ETF TRUST | BLK | 238,763 | $6.0M | 2.15% |
| 18 | SCHWAB STRATEGIC TR | 808524839 | 214,211 | $5.0M | 1.79% |
| 19 | BLACKROCK ETF TRUST | BLK | 181,791 | $4.5M | 1.62% |
| 20 | ISHARES TR | 46434V621 | 64,918 | $4.4M | 1.57% |
| 21 | ISHARES TR | 46435G672 | 86,139 | $4.4M | 1.57% |
| 22 | VANGUARD INDEX FDS | 922908751 | 15,626 | $4.0M | 1.41% |
| 23 | SCHWAB STRATEGIC TR | 808524508 | 123,675 | $3.7M | 1.30% |
| 24 | VANGUARD INDEX FDS | 922908629 | 12,071 | $3.5M | 1.26% |
| 25 | ISHARES TR | 464288885 | 29,490 | $3.4M | 1.19% |
| 26 | ISHARES TR | 46432F842 | 37,492 | $3.3M | 1.16% |
| 27 | ISHARES TR | 46432F396 | 12,685 | $3.3M | 1.16% |
| 28 | ISHARES GOLD TR | IAU | 43,837 | $3.2M | 1.13% |
| 29 | INVESCO EXCHANGE TRADED FD T | IVZ | 62,603 | $3.0M | 1.06% |
| 30 | SCHWAB STRATEGIC TR | 808524698 | 126,702 | $2.9M | 1.04% |
| 31 | SPDR SERIES TRUST | 78464A664 | 108,126 | $2.9M | 1.04% |
| 32 | ISHARES TR | 46432F834 | 35,193 | $2.9M | 1.03% |
| 33 | ISHARES TR | 46429B267 | 124,840 | $2.9M | 1.03% |
| 34 | VANGUARD SPECIALIZED FUNDS | 921908844 | 13,311 | $2.9M | 1.02% |
| 35 | SCHWAB STRATEGIC TR | 808524805 | 119,412 | $2.8M | 0.99% |
| 36 | INVESCO QQQ TR | IVZ | 3,564 | $2.1M | 0.76% |
| 37 | VANGUARD SCOTTSDALE FDS | 92206C664 | 19,368 | $1.9M | 0.67% |
| 38 | ISHARES TR | 464287226 | 16,594 | $1.7M | 0.59% |
| 39 | VANGUARD ADMIRAL FDS INC | 921932703 | 8,177 | $1.6M | 0.58% |
| 40 | SELECT SECTOR SPDR TR | 81369Y605 | 29,767 | $1.6M | 0.57% |
| 41 | BROADCOM INC | AVGO | 4,763 | $1.6M | 0.56% |
| 42 | VANGUARD TAX-MANAGED FDS | 921943858 | 26,136 | $1.6M | 0.56% |
| 43 | LOCKHEED MARTIN CORP | LMT | 3,061 | $1.5M | 0.54% |
| 44 | SPDR INDEX SHS FDS | 78463X509 | 31,452 | $1.5M | 0.52% |
| 45 | SPDR S&P MIDCAP 400 ETF TR | MDY | 2,357 | $1.4M | 0.50% |
| 46 | ISHARES TR | 464287309 | 11,479 | $1.4M | 0.49% |
| 47 | SPDR SERIES TRUST | 78464A672 | 44,356 | $1.3M | 0.46% |
| 48 | NVIDIA CORPORATION | NVDA | 6,574 | $1.2M | 0.44% |
| 49 | ISHARES TR | 46434V738 | 16,591 | $1.1M | 0.40% |
| 50 | ALPHABET INC | GOOG | 4,247 | $1.0M | 0.37% |
| 51 | FISERV INC | FISV | 7,776 | $1.0M | 0.36% |
| 52 | VANGUARD STAR FDS | 921909768 | 11,940 | $877,112 | 0.31% |
| 53 | J P MORGAN EXCHANGE TRADED F | 46641Q761 | 13,039 | $820,296 | 0.29% |
| 54 | SELECT SECTOR SPDR TR | 81369Y704 | 5,222 | $805,389 | 0.29% |
| 55 | INVESCO EXCHANGE TRADED FD T | IVZ | 10,358 | $759,150 | 0.27% |
| 56 | MICROSOFT CORP | MSFT | 1,443 | $747,382 | 0.27% |
| 57 | TESLA INC | TSLA | 1,604 | $713,331 | 0.25% |
| 58 | HOME DEPOT INC | HD | 1,721 | $697,241 | 0.25% |
| 59 | JPMORGAN CHASE & CO. | VYLD | 2,183 | $688,584 | 0.24% |
| 60 | S&P GLOBAL INC | SPGI | 1,341 | $652,779 | 0.23% |
| 61 | VANGUARD SCOTTSDALE FDS | 92206C409 | 8,092 | $646,794 | 0.23% |
| 62 | ALPHABET INC | GOOG | 2,537 | $617,886 | 0.22% |
| 63 | SPDR SERIES TRUST | 78464A763 | 4,259 | $596,473 | 0.21% |
| 64 | ISHARES INC | 46434G855 | 9,132 | $590,932 | 0.21% |
| 65 | ISHARES TR | 464287101 | 1,758 | $585,133 | 0.21% |
| 66 | AMAZON COM INC | AMZN | 2,394 | $525,651 | 0.19% |
| 67 | PROCTER AND GAMBLE CO | 742718109 | 3,263 | $501,360 | 0.18% |
| 68 | NUVEEN CHURCHILL DIRECT LEND | 67090S108 | 32,432 | $447,562 | 0.16% |
| 69 | ORACLE CORP | ORCL-PD | 1,543 | $433,833 | 0.15% |
| 70 | VISA INC | V | 1,241 | $423,653 | 0.15% |
| 71 | ISHARES TR | 464287408 | 1,946 | $401,769 | 0.14% |
| 72 | ISHARES TR | 46435G524 | 4,937 | $393,331 | 0.14% |
| 73 | BOEING CO | BA-PA | 1,713 | $369,717 | 0.13% |
| 74 | VANGUARD MUN BD FDS | 922907746 | 6,872 | $344,081 | 0.12% |
| 75 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 588 | $295,611 | 0.11% |
| 76 | JOHNSON & JOHNSON | JNJ | 1,478 | $273,958 | 0.10% |
| 77 | META PLATFORMS INC | META | 367 | $269,517 | 0.10% |
| 78 | VERTIV HOLDINGS CO | VRT | 1,705 | $257,216 | 0.09% |
| 79 | GE AEROSPACE | 369604301 | 845 | $254,193 | 0.09% |
| 80 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 5,575 | $251,433 | 0.09% |
| 81 | ISHARES TR | 464287341 | 5,976 | $249,489 | 0.09% |
| 82 | ISHARES TR | 464287234 | 4,562 | $243,635 | 0.09% |
| 83 | ISHARES TR | 464288638 | 4,502 | $243,513 | 0.09% |
| 84 | VOYA FINANCIAL INC | VOYA-PB | 3,217 | $240,632 | 0.09% |
| 85 | PIMCO ETF TR | 72201R783 | 2,505 | $239,678 | 0.09% |
| 86 | JAZZ PHARMACEUTICALS PLC | JAZZ | 1,651 | $217,602 | 0.08% |
| 87 | NUVEEN DYNAMIC MUN OPPORTUNI | NU | 10,090 | $104,834 | 0.04% |