13F HOLDINGS REPORT
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
Quarter ended Q4 2025 · Filed February 10, 2026 · Accession 0002056071-26-000001
Total Value
$161.5M
Positions
129
Other Managers
0
Confidential Omitted
No
Holdings (129)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 758,615 | $30.0M | 18.59% |
| 2 | DIMENSIONAL ETF TRUST | 25434V609 | 301,329 | $17.9M | 11.11% |
| 3 | SPDR SERIES TRUST | 78464A672 | 598,595 | $17.3M | 10.69% |
| 4 | ISHARES TR | 464288414 | 95,206 | $10.2M | 6.31% |
| 5 | DIMENSIONAL ETF TRUST | 25434V658 | 347,822 | $9.2M | 5.69% |
| 6 | DIMENSIONAL ETF TRUST | 25434V583 | 159,541 | $8.6M | 5.34% |
| 7 | DIMENSIONAL ETF TRUST | 25434V799 | 245,966 | $8.5M | 5.25% |
| 8 | DIMENSIONAL ETF TRUST | 25434V732 | 248,556 | $8.2M | 5.09% |
| 9 | DIMENSIONAL ETF TRUST | 25434V831 | 152,531 | $5.8M | 3.59% |
| 10 | DIMENSIONAL ETF TRUST | 25434V765 | 156,015 | $4.9M | 3.06% |
| 11 | DIMENSIONAL ETF TRUST | 25434V781 | 127,174 | $4.8M | 2.99% |
| 12 | VANGUARD SCOTTSDALE FDS | 92206C870 | 51,157 | $4.3M | 2.65% |
| 13 | VANGUARD INDEX FDS | 922908769 | 12,099 | $4.1M | 2.51% |
| 14 | DIMENSIONAL ETF TRUST | 25434V575 | 60,342 | $3.2M | 1.97% |
| 15 | DIMENSIONAL ETF TRUST | 25434V880 | 89,942 | $2.9M | 1.82% |
| 16 | DIMENSIONAL ETF TRUST | 25434V724 | 56,732 | $2.6M | 1.64% |
| 17 | PIMCO ETF TR | 72201R866 | 35,395 | $1.9M | 1.15% |
| 18 | ISHARES TR | 464288158 | 17,025 | $1.8M | 1.12% |
| 19 | ISHARES TR | 464288653 | 17,855 | $1.8M | 1.12% |
| 20 | J P MORGAN EXCHANGE TRADED F | 46641Q647 | 35,241 | $1.8M | 1.10% |
| 21 | DIMENSIONAL ETF TRUST | 25434V807 | 33,191 | $1.7M | 1.03% |
| 22 | ISHARES TR | 46429B747 | 14,894 | $1.5M | 0.94% |
| 23 | VANGUARD TAX-MANAGED FDS | 921943858 | 23,569 | $1.5M | 0.91% |
| 24 | SERVICENOW INC | NOW | 7,705 | $1.2M | 0.73% |
| 25 | VANGUARD INDEX FDS | 922908611 | 4,925 | $1.0M | 0.65% |
| 26 | DIMENSIONAL ETF TRUST | 25434V716 | 17,151 | $744,868 | 0.46% |
| 27 | DIMENSIONAL ETF TRUST | 25434V401 | 8,364 | $620,358 | 0.38% |
| 28 | ISHARES TR | 464288273 | 6,262 | $485,493 | 0.30% |
| 29 | DIMENSIONAL ETF TRUST | 25434V690 | 8,754 | $375,066 | 0.23% |
| 30 | ISHARES TR | 464288877 | 4,961 | $354,266 | 0.22% |
| 31 | VANECK ETF TRUST | 92189H409 | 5,713 | $292,023 | 0.18% |
| 32 | DIMENSIONAL ETF TRUST | 25434V682 | 4,884 | $202,589 | 0.13% |
| 33 | VANGUARD SCOTTSDALE FDS | 92206C706 | 3,144 | $188,420 | 0.12% |
| 34 | ORACLE CORP | ORCL-PD | 911 | $177,564 | 0.11% |
| 35 | EA SERIES TRUST | 02072L532 | 7,375 | $171,838 | 0.11% |
| 36 | DIMENSIONAL ETF TRUST | 25434V856 | 3,449 | $143,324 | 0.09% |
| 37 | NUCOR CORP | NUE | 712 | $116,135 | 0.07% |
| 38 | SKYWEST INC | SKYW | 1,000 | $100,410 | 0.06% |
| 39 | WELLS FARGO CO NEW | 949746101 | 962 | $89,685 | 0.06% |
| 40 | DIMENSIONAL ETF TRUST | 25434V500 | 1,015 | $70,698 | 0.04% |
| 41 | DIMENSIONAL ETF TRUST | 25434V823 | 2,867 | $65,658 | 0.04% |
| 42 | GLACIER BANCORP INC NEW | GBCI | 1,402 | $61,759 | 0.04% |
| 43 | ABBVIE INC | ABBV | 255 | $58,265 | 0.04% |
| 44 | PUBLIC STORAGE OPER CO | PSA-PS | 188 | $48,786 | 0.03% |
| 45 | INVESCO QQQ TR | IVZ | 68 | $41,774 | 0.03% |
| 46 | DIMENSIONAL ETF TRUST | 25434V815 | 1,110 | $36,508 | 0.02% |
| 47 | PEPSICO INC | PEP | 250 | $35,880 | 0.02% |
| 48 | ABBOTT LABS | ABLZF | 250 | $31,323 | 0.02% |
| 49 | ICU MED INC | ICUI | 164 | $23,398 | 0.01% |
| 50 | ZIONS BANCORPORATION N A | 989701107 | 398 | $23,285 | 0.01% |
| 51 | VANGUARD SCOTTSDALE FDS | 92206C847 | 358 | $19,977 | 0.01% |
| 52 | DISNEY WALT CO | 254687106 | 160 | $18,213 | 0.01% |
| 53 | MANAGER DIRECTED PORTFOLIOS | 56170L695 | 1,554 | $16,162 | 0.01% |
| 54 | YUM BRANDS INC | YUM | 100 | $15,128 | 0.01% |
| 55 | ISHARES TR | 464287200 | 22 | $15,069 | 0.01% |
| 56 | SPDR INDEX SHS FDS | 78463X863 | 398 | $11,144 | 0.01% |
| 57 | BROADCOM INC | AVGO | 19 | $6,576 | 0.00% |
| 58 | APPLE INC | AAPL | 18 | $4,894 | 0.00% |
| 59 | YUM CHINA HLDGS INC | YUMC | 100 | $4,774 | 0.00% |
| 60 | DANAHER CORPORATION | 235851102 | 18 | $4,121 | 0.00% |
| 61 | INVESCO EXCH TRADED FD TR II | IVZ | 16 | $4,047 | 0.00% |
| 62 | VISA INC | V | 10 | $3,508 | 0.00% |
| 63 | MICROSOFT CORP | MSFT | 7 | $3,386 | 0.00% |
| 64 | SCHWAB STRATEGIC TR | 808524201 | 108 | $2,907 | 0.00% |
| 65 | VANGUARD WHITEHALL FDS | 921946810 | 31 | $2,835 | 0.00% |
| 66 | DIMENSIONAL ETF TRUST | 25434V864 | 53 | $2,542 | 0.00% |
| 67 | AMAZON COM INC | AMZN | 10 | $2,359 | 0.00% |
| 68 | SPDR SERIES TRUST | 78464A854 | 28 | $2,247 | 0.00% |
| 69 | HOME DEPOT INC | HD | 6 | $2,065 | 0.00% |
| 70 | VANGUARD MUN BD FDS | 922907746 | 41 | $2,062 | 0.00% |
| 71 | PNC FINL SVCS GROUP INC | 693475105 | 9 | $1,879 | 0.00% |
| 72 | WALMART INC | WMT | 15 | $1,672 | 0.00% |
| 73 | EATON CORP PLC | ETN | 5 | $1,593 | 0.00% |
| 74 | AMERICAN EXPRESS CO | AXP | 4 | $1,480 | 0.00% |
| 75 | COCA COLA CO | KO | 21 | $1,469 | 0.00% |
| 76 | SELECT SECTOR SPDR TR | 81369Y803 | 10 | $1,440 | 0.00% |
| 77 | ANALOG DEVICES INC | ADI | 5 | $1,356 | 0.00% |
| 78 | ACCENTURE PLC IRELAND | ACN | 5 | $1,342 | 0.00% |
| 79 | UNITEDHEALTH GROUP INC | UNH | 4 | $1,321 | 0.00% |
| 80 | ISHARES TR | 464287507 | 20 | $1,320 | 0.00% |
| 81 | JPMORGAN CHASE & CO. | VYLD | 4 | $1,289 | 0.00% |
| 82 | LINDE PLC | LIN | 3 | $1,280 | 0.00% |
| 83 | ISHARES TR | 464287408 | 6 | $1,273 | 0.00% |
| 84 | VANGUARD WORLD FD | 921910873 | 5 | $1,256 | 0.00% |
| 85 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 21 | $1,203 | 0.00% |
| 86 | SELECT SECTOR SPDR TR | 81369Y407 | 10 | $1,195 | 0.00% |
| 87 | SELECT SECTOR SPDR TR | 81369Y852 | 10 | $1,178 | 0.00% |
| 88 | AMERICAN CENTY ETF TR | 025072877 | 11 | $1,122 | 0.00% |
| 89 | GLOBAL X FDS | 37954Y673 | 23 | $1,100 | 0.00% |
| 90 | WASTE MGMT INC DEL | 94106L109 | 5 | $1,099 | 0.00% |
| 91 | EXXON MOBIL CORP | XOM | 9 | $1,084 | 0.00% |
| 92 | ELI LILLY & CO | LLY | 1 | $1,075 | 0.00% |
| 93 | VERIZON COMMUNICATIONS INC | VZ | 26 | $1,059 | 0.00% |
| 94 | ATMOS ENERGY CORP | ATO | 6 | $1,006 | 0.00% |
| 95 | J P MORGAN EXCHANGE TRADED F | 46654Q781 | 13 | $971 | 0.00% |
| 96 | VANGUARD SCOTTSDALE FDS | 92206C623 | 4 | $944 | 0.00% |
| 97 | MCDONALDS CORP | MCD | 3 | $917 | 0.00% |
| 98 | DONALDSON INC | DCI | 10 | $887 | 0.00% |
| 99 | GOLDMAN SACHS GROUP INC | GSCE | 1 | $879 | 0.00% |
| 100 | COSTCO WHSL CORP NEW | 22160K105 | 1 | $863 | 0.00% |
| 101 | NOVARTIS AG | NVSEF | 5 | $690 | 0.00% |
| 102 | INNOVATOR ETFS TRUST | INHD | 23 | $682 | 0.00% |
| 103 | FIRST TR EXCHANGE TRADED FD | 33734X846 | 9 | $644 | 0.00% |
| 104 | MERCK & CO INC | MRK | 6 | $632 | 0.00% |
| 105 | BEST BUY INC | BBY | 9 | $603 | 0.00% |
| 106 | PACER FDS TR | 69374H881 | 10 | $602 | 0.00% |
| 107 | HONEYWELL INTL INC | 438516106 | 3 | $586 | 0.00% |
| 108 | PROCTER AND GAMBLE CO | 742718109 | 4 | $574 | 0.00% |
| 109 | ROLLINS INC | ROL | 9 | $541 | 0.00% |
| 110 | DIMENSIONAL ETF TRUST | 25434V872 | 11 | $469 | 0.00% |
| 111 | CROWDSTRIKE HLDGS INC | CRWD | 1 | $469 | 0.00% |
| 112 | DIGITAL RLTY TR INC | 253868103 | 3 | $465 | 0.00% |
| 113 | TJX COS INC NEW | 872540109 | 3 | $461 | 0.00% |
| 114 | CHEVRON CORP NEW | CVX | 3 | $458 | 0.00% |
| 115 | ISHARES INC | 46434G764 | 6 | $437 | 0.00% |
| 116 | JOHNSON & JOHNSON | JNJ | 2 | $414 | 0.00% |
| 117 | WISDOMTREE TR | WT | 12 | $397 | 0.00% |
| 118 | GLOBAL X FDS | 37954Y855 | 6 | $390 | 0.00% |
| 119 | PROLOGIS INC. | PLDGP | 3 | $383 | 0.00% |
| 120 | ZOETIS INC | ZTS | 3 | $378 | 0.00% |
| 121 | AMERICAN TOWER CORP NEW | 03027X100 | 2 | $352 | 0.00% |
| 122 | INVESCO ACTVELY MNGD ETC FD | IVZ | 25 | $332 | 0.00% |
| 123 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 2 | $324 | 0.00% |
| 124 | FORTINET INC | FTNT | 4 | $318 | 0.00% |
| 125 | ALPHABET INC | GOOG | 1 | $313 | 0.00% |
| 126 | MATTHEWS ASIA FDS | 577125834 | 10 | $283 | 0.00% |
| 127 | AUTOMATIC DATA PROCESSING IN | ADP | 1 | $258 | 0.00% |
| 128 | MONDELEZ INTL INC | 609207105 | 4 | $216 | 0.00% |
| 129 | NEXTERA ENERGY INC | NEE-PW | 2 | $161 | 0.00% |