Institutional Manager · CIK 0001965468
Beacon Bridge Wealth Partners, LLC
CONSHOHOCKEN, PA · File #028-22889
Latest AUM
$301.0M
Positions
98
Top-10 Concentration
47.3%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202598 pos · $301.0M
- 13F HOLDINGS REPORTQ/E Sep 202587 pos · $281.1M
- 13F HOLDINGS REPORTQ/E Jun 202587 pos · $252.0M
- 13F HOLDINGS REPORTQ/E Mar 202585 pos · $234.4M
- 13F HOLDINGS REPORTQ/E Dec 202488 pos · $235.5M
- 13F HOLDINGS REPORTQ/E Sep 202487 pos · $232.7M
- 13F HOLDINGS REPORTQ/E Jun 202495 pos · $217.9M
- 13F HOLDINGS REPORTQ/E Mar 202492 pos · $211.8M
- 13F HOLDINGS REPORTQ/E Dec 202398 pos · $189.5M
- 13F HOLDINGS REPORTQ/E Sep 202390 pos · $195.6M
- 13F HOLDINGS REPORTQ/E Jun 202390 pos · $166.7M
- 13F HOLDINGS REPORTQ/E Mar 202393 pos · $137.6M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | SPY | 31,642 | $21.6M | 7.89% |
| 2 | VANGUARD INDEX FDS | 922908736 | 30,292 | $14.8M | 5.41% |
| 3 | VANGUARD INDEX FDS | 922908744 | 77,041 | $14.7M | 5.38% |
| 4 | BLACKROCK ETF TRUST | BLK | 236,391 | $14.4M | 5.26% |
| 5 | ISHARES TR | 464288414 | 116,095 | $12.4M | 4.55% |
| 6 | VANGUARD INDEX FDS | 922908363 | 19,159 | $12.0M | 4.40% |
| 7 | ISHARES TR | 464288588 | 117,744 | $11.2M | 4.10% |
| 8 | ISHARES TR | 464287200 | 15,949 | $10.9M | 4.00% |
| 9 | SPDR SERIES TRUST | 78464A409 | 84,830 | $9.1M | 3.31% |
| 10 | SCHWAB STRATEGIC TR | 808524300 | 254,119 | $8.3M | 3.03% |
| 11 | ISHARES INC | 46434G103 | 122,215 | $8.2M | 3.01% |
| 12 | BLACKROCK ETF TRUST II | BLK | 146,148 | $7.7M | 2.82% |
| 13 | ISHARES TR | 464288877 | 98,258 | $7.0M | 2.57% |
| 14 | ISHARES TR | 46432F339 | 34,559 | $6.9M | 2.51% |
| 15 | BLACKROCK ETF TRUST | BLK | 260,433 | $6.7M | 2.44% |
| 16 | ISHARES TR | 46432F396 | 22,617 | $5.7M | 2.07% |
| 17 | SCHWAB STRATEGIC TR | 808524680 | 174,868 | $5.5M | 2.03% |
| 18 | ISHARES GOLD TR | IAU | 66,804 | $5.4M | 1.98% |
| 19 | BLACKROCK ETF TRUST | BLK | 216,744 | $5.4M | 1.97% |
| 20 | BLACKROCK ETF TRUST | BLK | 143,582 | $4.8M | 1.75% |