Institutional Fund
Beacon Bridge Wealth Partners, LLC
Lower Gwynedd, PACIK 19654685 filings on record
Portfolio Value
$298.76M
Q1 2026
Holdings
101
Reported positions
New Buys
9
Opened this quarter
QoQ Change
-0.7%
from $301.00M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr7.0%
- Vanguard Index Fds5.2%
- Blackrock ETF Trust4.7%
- Vanguard Index Fds4.5%
- Ishares Tr4.2%
- Vanguard Index Fds3.8%
- Other70.7%
Portfolio Holdings
101 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 32.0K | $20.79M | 7.0% | +326 | Added |
| 2 | Vanguard Index Fds | 79.1K | $15.51M | 5.2% | +2.0K | Added |
| 3 | Blackrock ETF Trust | 240.3K | $13.98M | 4.7% | +4.0K | Added |
| 4 | Vanguard Index Fds | 30.8K | $13.45M | 4.5% | +498 | Added |
| 5 | Ishares Tr | 117.5K | $12.47M | 4.2% | +1.4K | Added |
| 6 | Vanguard Index Fds | 18.9K | $11.29M | 3.8% | −261 | Reduced |
| 7 | Ishares Tr | 113.2K | $10.75M | 3.6% | −4.5K | Reduced |
| 8 | Ishares Tr | 16.2K | $10.61M | 3.6% | +297 | Added |
| 9 | Ishares Inc | 131.7K | $9.19M | 3.1% | +9.5K | Added |
| 10 | Spdr Series Trust | 86.3K | $8.45M | 2.8% | +1.5K | Added |
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