Institutional Fund
Bridge Generations Wealth Management LLC
South Miami, FLCIK 20560715 filings on record
Portfolio Value
$174.44M
Q1 2026
Holdings
32
Reported positions
New Buys
0
Opened this quarter
QoQ Change
+8.0%
from $161.52M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust17.3%
- Dimensional ETF Trust11.1%
- Spdr Series Trust10.9%
- Ishares Tr7.5%
- Dimensional ETF Trust5.5%
- Dimensional ETF Trust5.0%
- Other42.7%
Portfolio Holdings
32 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 777.4K | $30.21M | 17.3% | +18.8K | Added |
| 2 | Dimensional ETF Trust | 310.5K | $19.39M | 11.1% | +9.2K | Added |
| 3 | Spdr Series Trust | 660.9K | $18.94M | 10.9% | +62.3K | Added |
| 4 | Ishares Tr | 124.0K | $13.16M | 7.5% | +28.8K | Added |
| 5 | Dimensional ETF Trust | 359.7K | $9.56M | 5.5% | +11.9K | Added |
| 6 | Dimensional ETF Trust | 162.2K | $8.76M | 5.0% | +2.6K | Added |
| 7 | Dimensional ETF Trust | 245.6K | $8.73M | 5.0% | −358 | Reduced |
| 8 | Dimensional ETF Trust | 248.4K | $8.58M | 4.9% | −156 | Reduced |
| 9 | Dimensional ETF Trust | 166.6K | $6.13M | 3.5% | +14.1K | Added |
| 10 | Vanguard Scottsdale Fds | 69.9K | $5.79M | 3.3% | +18.8K | Added |
22 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio