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Bridge Generations Wealth Management - Q2 2026 13F Filings

BR

Bridge Generations Wealth Management LLC

CIK: 0002056071
Address: Florida South Miami 5900 Sw 73Rd Street Suite 300
$196.21 M
Portfolio Value
34
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/20/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. DFGX Dimensional Global Ex Us Core Fixed Income Etf
+$1.99 M
2. STIP Ishares 0-5 Year Tips Bond Etf
+$1.77 M
3. MUB Ishares National Muni Bond Etf
+$1.46 M
4. SPTI Spdr Portfolio Intermediate Term Treasury Etf
+$1.34 M
5. VCIT Vanguard Intermediate-Term Corporate Bond Etf
+$1.03 M

Top Sells

Q2 2026
1. TLH Ishares 10-20 Year Treasury Bond Etf
−$970,569
2. DFGP Dimensional Global Core Plus Fixed Income Etf
−$284,445.16
3. DFAC Dimensional Us Core Equity 2 Etf
−$228,675.76
4. NOW Servicenow
−$98,982.2
5. DFAX Dimensional World Ex Us Core Equity 2 Etf
−$5,599.71

Asset Allocation

Stocks/ETFs
+12.48%
$196.21 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Bridge Generations Wealth Management Q2 2026 Filing Summary

Bridge Generations Wealth Management LLC filed its 13F report for Q2 2026 on July 20, 2026. The portfolio totaled 196.21 M reflecting a +12.48% change from the prior quarter, spanning 34 assets. The top 10 holdings comprised 73.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 1 complete exits.

Report Type

Status

Data Summary

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Total Value:

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Issuer Name Class Value Shares Option Type

FAQs for Bridge Generations Wealth Management’s Q2 2026 Filing

Bridge Generations Wealth Management submitted their Form 13F-HR for the Q2 2026 period on 07/20/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Bridge Generations Wealth Management reported a managed portfolio value of 196.21 M, consisting of 34 individual positions.

This page displays the raw filing documents. To see which stocks Bridge Generations Wealth Management bought or sold during Q2 2026, please visit Bridge Generations Wealth Management's Portfolio Analysis page.