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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

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

Sector Allocation

Technology
0.7%$1.2M
Financials
0.1%$113,297
Materials
0.1%$118,097
Industrials
0.1%$102,890
Healthcare
0.1%$85,483
Consumer Staples
0.0%$39,021
Energy
0.0%$1,542
Utilities
0.0%$1,006

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1DIMENSIONAL ETF TRUST25434V708758,615$30.0M18.62%
2DIMENSIONAL ETF TRUST25434V609301,329$17.9M11.12%
3SPDR SERIES TRUST78464A672598,595$17.3M10.70%
4ISHARES TR46428841495,206$10.2M6.32%
5DIMENSIONAL ETF TRUST25434V658347,822$9.2M5.70%
6DIMENSIONAL ETF TRUST25434V583159,541$8.6M5.35%
7DIMENSIONAL ETF TRUST25434V799245,966$8.5M5.25%
8DIMENSIONAL ETF TRUST25434V732248,556$8.2M5.10%
9DIMENSIONAL ETF TRUST25434V831152,531$5.8M3.60%
10DIMENSIONAL ETF TRUST25434V765156,015$4.9M3.06%
11DIMENSIONAL ETF TRUST25434V781127,174$4.8M3.00%
12VANGUARD SCOTTSDALE FDS92206C87051,157$4.3M2.66%
13VANGUARD INDEX FDS92290876912,099$4.1M2.51%
14DIMENSIONAL ETF TRUST25434V57560,342$3.2M1.97%
15DIMENSIONAL ETF TRUST25434V88089,942$2.9M1.82%
16DIMENSIONAL ETF TRUST25434V72456,732$2.6M1.64%
17PIMCO ETF TR72201R86635,395$1.9M1.15%
18ISHARES TR46428815817,025$1.8M1.13%
19ISHARES TR46428865317,855$1.8M1.13%
20J P MORGAN EXCHANGE TRADED F46641Q64735,241$1.8M1.10%