13F HOLDINGS REPORT
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
Quarter ended Q3 2025 · Filed November 6, 2025 · Accession 0002056071-25-000007
Total Value
$150.6M
Positions
134
Other Managers
0
Confidential Omitted
No
Holdings (134)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 763,696 | $29.5M | 19.56% |
| 2 | DIMENSIONAL ETF TRUST | 25434V609 | 293,835 | $17.1M | 11.36% |
| 3 | SPDR SERIES TRUST | 78464A672 | 508,242 | $14.7M | 9.76% |
| 4 | DIMENSIONAL ETF TRUST | 25434V658 | 345,300 | $9.4M | 6.26% |
| 5 | DIMENSIONAL ETF TRUST | 25434V583 | 161,514 | $9.0M | 5.96% |
| 6 | DIMENSIONAL ETF TRUST | 25434V732 | 259,180 | $8.3M | 5.52% |
| 7 | DIMENSIONAL ETF TRUST | 25434V799 | 244,408 | $8.0M | 5.32% |
| 8 | ISHARES TR | 464288414 | 60,862 | $6.5M | 4.30% |
| 9 | DIMENSIONAL ETF TRUST | 25434V831 | 146,243 | $5.5M | 3.67% |
| 10 | DIMENSIONAL ETF TRUST | 25434V765 | 160,808 | $4.9M | 3.25% |
| 11 | DIMENSIONAL ETF TRUST | 25434V781 | 131,425 | $4.7M | 3.12% |
| 12 | VANGUARD INDEX FDS | 922908769 | 10,626 | $3.5M | 2.32% |
| 13 | ISHARES TR | 464288653 | 31,882 | $3.3M | 2.18% |
| 14 | VANGUARD SCOTTSDALE FDS | 92206C870 | 37,345 | $3.1M | 2.09% |
| 15 | DIMENSIONAL ETF TRUST | 25434V880 | 90,231 | $2.8M | 1.88% |
| 16 | DIMENSIONAL ETF TRUST | 25434V724 | 57,136 | $2.6M | 1.70% |
| 17 | DIMENSIONAL ETF TRUST | 25434V575 | 33,812 | $1.8M | 1.21% |
| 18 | ISHARES TR | 464288158 | 17,025 | $1.8M | 1.21% |
| 19 | PIMCO ETF TR | 72201R866 | 32,245 | $1.7M | 1.12% |
| 20 | SERVICENOW INC | NOW | 1,760 | $1.6M | 1.08% |
| 21 | DIMENSIONAL ETF TRUST | 25434V807 | 33,191 | $1.5M | 1.02% |
| 22 | J P MORGAN EXCHANGE TRADED F | 46641Q647 | 27,294 | $1.4M | 0.91% |
| 23 | VANGUARD TAX-MANAGED FDS | 921943858 | 21,484 | $1.3M | 0.86% |
| 24 | VANGUARD INDEX FDS | 922908611 | 5,899 | $1.2M | 0.82% |
| 25 | DIMENSIONAL ETF TRUST | 25434V716 | 17,151 | $728,448 | 0.48% |
| 26 | DIMENSIONAL ETF TRUST | 25434V401 | 8,364 | $605,889 | 0.40% |
| 27 | ISHARES TR | 464288273 | 6,262 | $480,421 | 0.32% |
| 28 | DIMENSIONAL ETF TRUST | 25434V690 | 10,976 | $449,469 | 0.30% |
| 29 | ISHARES TR | 46429B747 | 3,340 | $345,223 | 0.23% |
| 30 | ISHARES TR | 464288877 | 4,961 | $336,505 | 0.22% |
| 31 | VANECK ETF TRUST | 92189H409 | 5,713 | $290,767 | 0.19% |
| 32 | ORACLE CORP | ORCL-PD | 911 | $256,210 | 0.17% |
| 33 | DIMENSIONAL ETF TRUST | 25434V682 | 4,884 | $200,684 | 0.13% |
| 34 | VANGUARD SCOTTSDALE FDS | 92206C706 | 3,144 | $188,735 | 0.13% |
| 35 | EA SERIES TRUST | 02072L532 | 7,375 | $167,054 | 0.11% |
| 36 | DIMENSIONAL ETF TRUST | 25434V856 | 3,449 | $145,652 | 0.10% |
| 37 | SKYWEST INC | SKYW | 1,000 | $100,620 | 0.07% |
| 38 | NUCOR CORP | NUE | 712 | $96,427 | 0.06% |
| 39 | NVIDIA CORPORATION | NVDA | 400 | $74,632 | 0.05% |
| 40 | ZIONS BANCORPORATION N A | 989701107 | 1,304 | $73,762 | 0.05% |
| 41 | DIMENSIONAL ETF TRUST | 25434V500 | 1,015 | $69,470 | 0.05% |
| 42 | DIMENSIONAL ETF TRUST | 25434V823 | 2,867 | $68,378 | 0.05% |
| 43 | GLACIER BANCORP INC NEW | GBCI | 1,402 | $68,236 | 0.05% |
| 44 | ABBVIE INC | ABBV | 255 | $59,043 | 0.04% |
| 45 | PUBLIC STORAGE OPER CO | PSA-PS | 188 | $54,304 | 0.04% |
| 46 | AMAZON COM INC | AMZN | 243 | $53,403 | 0.04% |
| 47 | INVESCO QQQ TR | IVZ | 68 | $40,826 | 0.03% |
| 48 | DIMENSIONAL ETF TRUST | 25434V815 | 1,110 | $35,343 | 0.02% |
| 49 | PEPSICO INC | PEP | 250 | $35,110 | 0.02% |
| 50 | ABBOTT LABS | ABLZF | 250 | $33,485 | 0.02% |
| 51 | NETAPP INC | NTAP | 200 | $23,692 | 0.02% |
| 52 | WELLS FARGO CO NEW | 949746101 | 280 | $23,494 | 0.02% |
| 53 | VANGUARD SCOTTSDALE FDS | 92206C847 | 358 | $20,356 | 0.01% |
| 54 | ICU MED INC | ICUI | 164 | $19,674 | 0.01% |
| 55 | DISNEY WALT CO | 254687106 | 160 | $18,329 | 0.01% |
| 56 | MANAGER DIRECTED PORTFOLIOS | 56170L695 | 1,554 | $16,551 | 0.01% |
| 57 | YUM BRANDS INC | YUM | 100 | $15,200 | 0.01% |
| 58 | ISHARES TR | 464287200 | 22 | $14,725 | 0.01% |
| 59 | SPDR INDEX SHS FDS | 78463X863 | 398 | $11,069 | 0.01% |
| 60 | ELDORADO GOLD CORP NEW | 284902509 | 300 | $8,667 | 0.01% |
| 61 | BROADCOM INC | AVGO | 19 | $6,269 | 0.00% |
| 62 | APPLE INC | AAPL | 18 | $4,584 | 0.00% |
| 63 | YUM CHINA HLDGS INC | YUMC | 100 | $4,292 | 0.00% |
| 64 | INVESCO EXCH TRADED FD TR II | IVZ | 16 | $3,954 | 0.00% |
| 65 | MICROSOFT CORP | MSFT | 7 | $3,626 | 0.00% |
| 66 | DANAHER CORPORATION | 235851102 | 18 | $3,569 | 0.00% |
| 67 | VISA INC | V | 10 | $3,414 | 0.00% |
| 68 | SCHWAB STRATEGIC TR | 808524201 | 108 | $2,845 | 0.00% |
| 69 | VANGUARD WHITEHALL FDS | 921946810 | 31 | $2,777 | 0.00% |
| 70 | DIMENSIONAL ETF TRUST | 25434V864 | 53 | $2,555 | 0.00% |
| 71 | HOME DEPOT INC | HD | 6 | $2,432 | 0.00% |
| 72 | ARCHER AVIATION INC | ACHR-WT | 231 | $2,212 | 0.00% |
| 73 | SPDR SERIES TRUST | 78464A854 | 28 | $2,194 | 0.00% |
| 74 | VANGUARD MUN BD FDS | 922907746 | 41 | $2,053 | 0.00% |
| 75 | EATON CORP PLC | ETN | 5 | $1,872 | 0.00% |
| 76 | PNC FINL SVCS GROUP INC | 693475105 | 9 | $1,809 | 0.00% |
| 77 | WALMART INC | WMT | 15 | $1,546 | 0.00% |
| 78 | LINDE PLC | LIN | 3 | $1,425 | 0.00% |
| 79 | SELECT SECTOR SPDR TR | 81369Y803 | 5 | $1,410 | 0.00% |
| 80 | COCA COLA CO | KO | 21 | $1,393 | 0.00% |
| 81 | UNITEDHEALTH GROUP INC | UNH | 4 | $1,382 | 0.00% |
| 82 | AMERICAN EXPRESS CO | AXP | 4 | $1,329 | 0.00% |
| 83 | ISHARES TR | 464287507 | 20 | $1,306 | 0.00% |
| 84 | JPMORGAN CHASE & CO. | VYLD | 4 | $1,262 | 0.00% |
| 85 | ISHARES TR | 464287408 | 6 | $1,240 | 0.00% |
| 86 | ACCENTURE PLC IRELAND | ACN | 5 | $1,233 | 0.00% |
| 87 | ANALOG DEVICES INC | ADI | 5 | $1,229 | 0.00% |
| 88 | VANGUARD WORLD FD | 921910873 | 5 | $1,221 | 0.00% |
| 89 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 21 | $1,200 | 0.00% |
| 90 | SELECT SECTOR SPDR TR | 81369Y407 | 5 | $1,199 | 0.00% |
| 91 | SELECT SECTOR SPDR TR | 81369Y852 | 10 | $1,184 | 0.00% |
| 92 | VERIZON COMMUNICATIONS INC | VZ | 26 | $1,143 | 0.00% |
| 93 | WASTE MGMT INC DEL | 94106L109 | 5 | $1,105 | 0.00% |
| 94 | GLOBAL X FDS | 37954Y673 | 23 | $1,096 | 0.00% |
| 95 | AMERICAN CENTY ETF TR | 025072877 | 11 | $1,095 | 0.00% |
| 96 | ATMOS ENERGY CORP | ATO | 6 | $1,025 | 0.00% |
| 97 | EXXON MOBIL CORP | XOM | 9 | $1,015 | 0.00% |
| 98 | J P MORGAN EXCHANGE TRADED F | 46654Q781 | 13 | $964 | 0.00% |
| 99 | VANGUARD SCOTTSDALE FDS | 92206C623 | 4 | $936 | 0.00% |
| 100 | COSTCO WHSL CORP NEW | 22160K105 | 1 | $926 | 0.00% |
| 101 | MCDONALDS CORP | MCD | 3 | $912 | 0.00% |
| 102 | DONALDSON INC | DCI | 10 | $819 | 0.00% |
| 103 | GOLDMAN SACHS GROUP INC | GSCE | 1 | $797 | 0.00% |
| 104 | ELI LILLY & CO | LLY | 1 | $763 | 0.00% |
| 105 | FIRST TR EXCHANGE TRADED FD | 33734X846 | 9 | $685 | 0.00% |
| 106 | BEST BUY INC | BBY | 9 | $681 | 0.00% |
| 107 | INNOVATOR ETFS TRUST | INHD | 23 | $666 | 0.00% |
| 108 | NOVARTIS AG | NVSEF | 5 | $642 | 0.00% |
| 109 | HONEYWELL INTL INC | 438516106 | 3 | $632 | 0.00% |
| 110 | PROCTER AND GAMBLE CO | 742718109 | 4 | $615 | 0.00% |
| 111 | PACER FDS TR | 69374H881 | 10 | $575 | 0.00% |
| 112 | ROLLINS INC | ROL | 9 | $529 | 0.00% |
| 113 | DIGITAL RLTY TR INC | 253868103 | 3 | $519 | 0.00% |
| 114 | MERCK & CO INC | MRK | 6 | $504 | 0.00% |
| 115 | CROWDSTRIKE HLDGS INC | CRWD | 1 | $491 | 0.00% |
| 116 | DIMENSIONAL ETF TRUST | 25434V872 | 11 | $471 | 0.00% |
| 117 | CHEVRON CORP NEW | CVX | 3 | $466 | 0.00% |
| 118 | ZOETIS INC | ZTS | 3 | $439 | 0.00% |
| 119 | TJX COS INC NEW | 872540109 | 3 | $434 | 0.00% |
| 120 | ISHARES INC | 46434G764 | 6 | $406 | 0.00% |
| 121 | WISDOMTREE TR | WT | 12 | $400 | 0.00% |
| 122 | AMERICAN TOWER CORP NEW | 03027X100 | 2 | $385 | 0.00% |
| 123 | JOHNSON & JOHNSON | JNJ | 2 | $371 | 0.00% |
| 124 | PROLOGIS INC. | PLDGP | 3 | $344 | 0.00% |
| 125 | GLOBAL X FDS | 37954Y855 | 6 | $342 | 0.00% |
| 126 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 2 | $337 | 0.00% |
| 127 | FORTINET INC | FTNT | 4 | $337 | 0.00% |
| 128 | INVESCO ACTVELY MNGD ETC FD | IVZ | 25 | $336 | 0.00% |
| 129 | MATTHEWS ASIA FDS | 577125834 | 10 | $303 | 0.00% |
| 130 | AUTOMATIC DATA PROCESSING IN | ADP | 1 | $294 | 0.00% |
| 131 | MONDELEZ INTL INC | 609207105 | 4 | $250 | 0.00% |
| 132 | ALPHABET INC | GOOG | 1 | $244 | 0.00% |
| 133 | NEXTERA ENERGY INC | NEE-PW | 2 | $151 | 0.00% |
| 134 | AMERICAN AIRLS GROUP INC | 02376R102 | 10 | $113 | 0.00% |