13F HOLDINGS REPORT
Beacon Bridge Wealth Partners, LLC
Quarter ended Q4 2025 · Filed January 27, 2026 · Accession 0001765380-26-000036
Total Value
$301.0M
Positions
98
Other Managers
0
Confidential Omitted
No
Holdings (98)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | SPY | 31,642 | $21.6M | 7.17% |
| 2 | VANGUARD INDEX FDS | 922908736 | 30,292 | $14.8M | 4.91% |
| 3 | VANGUARD INDEX FDS | 922908744 | 77,041 | $14.7M | 4.89% |
| 4 | BLACKROCK ETF TRUST | BLK | 236,391 | $14.4M | 4.78% |
| 5 | ISHARES TR | 464288414 | 116,095 | $12.4M | 4.13% |
| 6 | VANGUARD INDEX FDS | 922908363 | 19,159 | $12.0M | 3.99% |
| 7 | ISHARES TR | 464288588 | 117,744 | $11.2M | 3.72% |
| 8 | ISHARES TR | 464287200 | 15,949 | $10.9M | 3.63% |
| 9 | SPDR SERIES TRUST | 78464A409 | 84,830 | $9.1M | 3.01% |
| 10 | SCHWAB STRATEGIC TR | 808524300 | 254,119 | $8.3M | 2.75% |
| 11 | ISHARES INC | 46434G103 | 122,215 | $8.2M | 2.73% |
| 12 | BLACKROCK ETF TRUST II | BLK | 146,148 | $7.7M | 2.56% |
| 13 | ISHARES TR | 464288877 | 98,258 | $7.0M | 2.33% |
| 14 | ISHARES TR | 46432F339 | 34,559 | $6.9M | 2.28% |
| 15 | BLACKROCK ETF TRUST | BLK | 260,433 | $6.7M | 2.22% |
| 16 | ISHARES TR | 46432F396 | 22,617 | $5.7M | 1.88% |
| 17 | SCHWAB STRATEGIC TR | 808524680 | 174,868 | $5.5M | 1.84% |
| 18 | ISHARES GOLD TR | IAU | 66,804 | $5.4M | 1.80% |
| 19 | BLACKROCK ETF TRUST | BLK | 216,744 | $5.4M | 1.79% |
| 20 | BLACKROCK ETF TRUST | BLK | 143,582 | $4.8M | 1.59% |
| 21 | ISHARES TR | 46435G672 | 92,650 | $4.6M | 1.54% |
| 22 | SCHWAB STRATEGIC TR | 808524839 | 174,021 | $4.1M | 1.35% |
| 23 | ISHARES TR | 46434V621 | 58,361 | $4.1M | 1.35% |
| 24 | VANGUARD INDEX FDS | 922908751 | 15,680 | $4.0M | 1.34% |
| 25 | FRANKLIN TEMPLETON ETF TR | FGDL | 153,791 | $3.8M | 1.27% |
| 26 | MORGAN STANLEY ETF TRUST | MS-PQ | 74,105 | $3.8M | 1.27% |
| 27 | SCHWAB STRATEGIC TR | 808524508 | 125,611 | $3.8M | 1.25% |
| 28 | ISHARES TR | 46432F842 | 36,943 | $3.3M | 1.10% |
| 29 | SCHWAB STRATEGIC TR | 808524698 | 143,847 | $3.3M | 1.10% |
| 30 | SPDR SERIES TRUST | 78464A664 | 119,795 | $3.2M | 1.05% |
| 31 | VANGUARD INDEX FDS | 922908629 | 10,643 | $3.1M | 1.03% |
| 32 | ISHARES TR | 46429B267 | 132,391 | $3.0M | 1.01% |
| 33 | VANGUARD SPECIALIZED FUNDS | 921908844 | 13,068 | $2.9M | 0.95% |
| 34 | INVESCO EXCHANGE TRADED FD T | IVZ | 61,425 | $2.9M | 0.95% |
| 35 | ISHARES TR | 46432F834 | 31,530 | $2.7M | 0.89% |
| 36 | ISHARES TR | 46435U796 | 28,782 | $2.6M | 0.86% |
| 37 | INVESCO QQQ TR | IVZ | 3,842 | $2.4M | 0.78% |
| 38 | ISHARES TR | 464288760 | 10,326 | $2.2M | 0.74% |
| 39 | SCHWAB STRATEGIC TR | 808524805 | 92,137 | $2.2M | 0.74% |
| 40 | SELECT SECTOR SPDR TR | 81369Y605 | 37,553 | $2.1M | 0.68% |
| 41 | ISHARES INC | 464286533 | 31,030 | $2.0M | 0.66% |
| 42 | ISHARES TR | 464287721 | 9,329 | $1.9M | 0.62% |
| 43 | VANGUARD SCOTTSDALE FDS | 92206C664 | 17,770 | $1.8M | 0.59% |
| 44 | BROADCOM INC | AVGO | 4,960 | $1.7M | 0.57% |
| 45 | VANGUARD TAX-MANAGED FDS | 921943858 | 26,854 | $1.7M | 0.56% |
| 46 | VANGUARD ADMIRAL FDS INC | 921932703 | 8,177 | $1.7M | 0.56% |
| 47 | ISHARES TR | 46434V738 | 23,254 | $1.7M | 0.55% |
| 48 | SPDR INDEX SHS FDS | 78463X509 | 32,543 | $1.5M | 0.51% |
| 49 | ISHARES TR | 464288653 | 14,880 | $1.5M | 0.50% |
| 50 | ISHARES TR | 464287309 | 11,318 | $1.4M | 0.46% |
| 51 | SPDR S&P MIDCAP 400 ETF TR | MDY | 2,311 | $1.4M | 0.46% |
| 52 | ISHARES TR | 464287226 | 13,283 | $1.3M | 0.44% |
| 53 | NVIDIA CORPORATION | NVDA | 7,011 | $1.3M | 0.43% |
| 54 | SPDR SERIES TRUST | 78464A672 | 44,347 | $1.3M | 0.42% |
| 55 | ALPHABET INC | GOOG | 3,554 | $1.1M | 0.37% |
| 56 | SELECT SECTOR SPDR TR | 81369Y704 | 7,163 | $1.1M | 0.37% |
| 57 | LOCKHEED MARTIN CORP | LMT | 2,152 | $1.0M | 0.35% |
| 58 | SELECT SECTOR SPDR TR | 81369Y803 | 6,857 | $987,202 | 0.33% |
| 59 | VANGUARD STAR FDS | 921909768 | 11,179 | $843,344 | 0.28% |
| 60 | ALPHABET INC | GOOG | 2,627 | $824,353 | 0.27% |
| 61 | BLACKROCK ETF TRUST II | BLK | 16,934 | $824,347 | 0.27% |
| 62 | SELECT SECTOR SPDR TR | 81369Y407 | 6,465 | $771,986 | 0.26% |
| 63 | MICROSOFT CORP | MSFT | 1,589 | $768,678 | 0.26% |
| 64 | J P MORGAN EXCHANGE TRADED F | 46641Q761 | 12,144 | $767,276 | 0.25% |
| 65 | TESLA INC | TSLA | 1,660 | $746,535 | 0.25% |
| 66 | INVESCO EXCHANGE TRADED FD T | IVZ | 9,528 | $715,093 | 0.24% |
| 67 | JPMORGAN CHASE & CO. | VYLD | 1,990 | $641,218 | 0.21% |
| 68 | VANGUARD SCOTTSDALE FDS | 92206C409 | 7,772 | $619,662 | 0.21% |
| 69 | ISHARES TR | 464287101 | 1,793 | $614,945 | 0.20% |
| 70 | SPDR SERIES TRUST | 78464A763 | 4,207 | $585,446 | 0.19% |
| 71 | S&P GLOBAL INC | SPGI | 1,103 | $576,257 | 0.19% |
| 72 | AMAZON COM INC | AMZN | 2,487 | $574,049 | 0.19% |
| 73 | ISHARES INC | 46434G855 | 7,235 | $532,785 | 0.18% |
| 74 | FISERV INC | FISV | 7,820 | $525,269 | 0.17% |
| 75 | HOME DEPOT INC | HD | 1,393 | $479,161 | 0.16% |
| 76 | PROCTER AND GAMBLE CO | 742718109 | 3,342 | $478,942 | 0.16% |
| 77 | NUVEEN CHURCHILL DIRECT LEND | 67090S108 | 32,432 | $432,643 | 0.14% |
| 78 | ISHARES TR | 464287408 | 1,895 | $401,855 | 0.13% |
| 79 | VISA INC | V | 1,144 | $401,212 | 0.13% |
| 80 | ISHARES TR | 46435G524 | 4,643 | $384,301 | 0.13% |
| 81 | BOEING CO | BA-PA | 1,727 | $374,966 | 0.12% |
| 82 | JOHNSON & JOHNSON | JNJ | 1,605 | $332,052 | 0.11% |
| 83 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 626 | $314,659 | 0.10% |
| 84 | META PLATFORMS INC | META | 457 | $301,661 | 0.10% |
| 85 | VERTIV HOLDINGS CO | VRT | 1,805 | $292,428 | 0.10% |
| 86 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 5,221 | $281,621 | 0.09% |
| 87 | VANGUARD MUN BD FDS | 922907746 | 5,555 | $279,361 | 0.09% |
| 88 | ELI LILLY & CO | LLY | 245 | $263,297 | 0.09% |
| 89 | BLUE OWL TECHNOLOGY FIN CORP | OTF | 17,545 | $255,104 | 0.08% |
| 90 | ISHARES TR | 464288885 | 2,210 | $251,764 | 0.08% |
| 91 | VOYA FINANCIAL INC | VOYA-PB | 3,217 | $239,634 | 0.08% |
| 92 | PIMCO ETF TR | 72201R783 | 2,256 | $213,914 | 0.07% |
| 93 | CISCO SYS INC | CSCO | 2,776 | $213,835 | 0.07% |
| 94 | ISHARES TR | 464287234 | 3,887 | $212,667 | 0.07% |
| 95 | PACER FDS TR | 69374H881 | 3,530 | $212,405 | 0.07% |
| 96 | ORACLE CORP | ORCL-PD | 1,071 | $208,666 | 0.07% |
| 97 | GE AEROSPACE | 369604301 | 671 | $206,688 | 0.07% |
| 98 | NUVEEN DYNAMIC MUN OPPORTUNI | NU | 10,332 | $104,144 | 0.03% |