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Bridge Generations Wealth Management - Q1 2026 13F Filings

BR

Bridge Generations Wealth Management LLC

CIK: 0002056071
Address: Florida South Miami 5900 Sw 73Rd Street Suite 300
$174.44 M
Portfolio Value
32
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/20/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. MUB Ishares National Muni Bond Etf
+$3.06 M
2. STIP Ishares 0-5 Year Tips Bond Etf
+$3.03 M
3. DFGX Dimensional Global Ex Us Core Fixed Income Etf
+$2.51 M
4. SPTI Spdr Portfolio Intermediate Term Treasury Etf
+$1.79 M
5. VCIT Vanguard Intermediate-Term Corporate Bond Etf
+$1.55 M

Top Sells

Q1 2026
1. TLH Ishares 10-20 Year Treasury Bond Etf
−$827,844.19
2. DFIV Dimensional International Value Etf
−$393,681.97
3. VGIT Vanguard Intermediate-Term Treasury Etf
−$188,420
4. ORCL Oracle Corporation
−$177,564
5. BSVO Ea Bridgeway Omni Small-Cap Value Etf
−$171,838

Asset Allocation

Stocks/ETFs
+7.99%
$174.44 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Bridge Generations Wealth Management Q1 2026 Filing Summary

Bridge Generations Wealth Management LLC filed its 13F report for Q1 2026 on April 23, 2026. The portfolio totaled 174.44 M reflecting a +7.99% change from the prior quarter, spanning 32 assets. The top 10 holdings comprised 74.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 0 new positions and 97 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Bridge Generations Wealth Management’s Q1 2026 Filing

Bridge Generations Wealth Management submitted their Form 13F-HR for the Q1 2026 period on 04/23/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Bridge Generations Wealth Management reported a managed portfolio value of 174.44 M, consisting of 32 individual positions.

This page displays the raw filing documents. To see which stocks Bridge Generations Wealth Management bought or sold during Q1 2026, please visit Bridge Generations Wealth Management's Portfolio Analysis page.