Institutional Manager · CIK 0002056071
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
SOUTH MIAMI, FL · File #028-25067
Latest AUM
$161.5M
Positions
129
Top-10 Concentration
74.8%
Filings
5
Portfolio Value Over Time
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | ISHARES TR | 464288414 | +34,344 | +$3.7M | +$37,704 |
| ADD | SPDR SERIES TRUST | 78464A672 | +90,353 | +$2.6M | -$30,481 |
| REDUCE | ISHARES TR | 464288653 | -14,027 | -$1.4M | -$42,047 |
| ADD | DIMENSIONAL ETF TRUST | 25434V575 | +26,530 | +$1.4M | -$44,796 |
| ADD | ISHARES TR | 46429B747 | +11,554 | +$1.2M | -$3,240 |
| ADD | VANGUARD SCOTTSDALE FDS | 92206C870 | +13,812 | +$1.2M | -$13,479 |
| ADD | SERVICENOW INC | NOW | +5,945 | +$910,715 | -$1.4M |
| ADD | VANGUARD INDEX FDS | 922908769 | +1,473 | +$493,873 | +$75,624 |
| ADD | DIMENSIONAL ETF TRUST | 25434V609 | +7,494 | +$446,192 | +$390,777 |
| ADD | J P MORGAN EXCHANGE TRADED F | 46641Q647 | +7,947 | +$401,319 | +$828 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025129 pos · $161.5M
- 13F HOLDINGS REPORTQ/E Sep 2025134 pos · $150.6M
- 13F HOLDINGS REPORTQ/E Jun 2025127 pos · $164.9M
- 13F HOLDINGS REPORTQ/E Mar 2025151 pos · $159.3M
- 13F HOLDINGS REPORTQ/E Dec 202497 pos · $151.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 758,615 | $30.0M | 18.62% |
| 2 | DIMENSIONAL ETF TRUST | 25434V609 | 301,329 | $17.9M | 11.12% |
| 3 | SPDR SERIES TRUST | 78464A672 | 598,595 | $17.3M | 10.70% |
| 4 | ISHARES TR | 464288414 | 95,206 | $10.2M | 6.32% |
| 5 | DIMENSIONAL ETF TRUST | 25434V658 | 347,822 | $9.2M | 5.70% |
| 6 | DIMENSIONAL ETF TRUST | 25434V583 | 159,541 | $8.6M | 5.35% |
| 7 | DIMENSIONAL ETF TRUST | 25434V799 | 245,966 | $8.5M | 5.25% |
| 8 | DIMENSIONAL ETF TRUST | 25434V732 | 248,556 | $8.2M | 5.10% |
| 9 | DIMENSIONAL ETF TRUST | 25434V831 | 152,531 | $5.8M | 3.60% |
| 10 | DIMENSIONAL ETF TRUST | 25434V765 | 156,015 | $4.9M | 3.06% |
| 11 | DIMENSIONAL ETF TRUST | 25434V781 | 127,174 | $4.8M | 3.00% |
| 12 | VANGUARD SCOTTSDALE FDS | 92206C870 | 51,157 | $4.3M | 2.66% |
| 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 | 1.13% |
| 19 | ISHARES TR | 464288653 | 17,855 | $1.8M | 1.13% |
| 20 | J P MORGAN EXCHANGE TRADED F | 46641Q647 | 35,241 | $1.8M | 1.10% |