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Bridge Generations Wealth Management - Q4 2025 13F Filings

BR

Bridge Generations Wealth Management LLC

CIK: 0002056071
Address: Florida South Miami 5900 Sw 73Rd Street Suite 300
$161.52 M
Portfolio Value
129
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/20/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. MUB Ishares National Muni Bond Etf
+$3.68 M
2. SPTI Spdr Portfolio Intermediate Term Treasury Etf
+$2.61 M
3. MUNI Pimco Intermediate Municipal
+$1.86 M
4. DFGX Dimensional Global Ex Us Core Fixed Income Etf
+$1.4 M
5. STIP Ishares 0-5 Year Tips Bond Etf
+$1.18 M
6. VCIT Vanguard Intermediate-Term Corporate Bond Etf
+$1.16 M

Top Sells

Q4 2025
1. TLH Ishares 10-20 Year Treasury Bond Etf
−$1.43 M
2. DFEM Dimensional Emerging Markets Core Equity 2 Etf
−$351,441.26
3. VBR Vanguard Small Cap Value Etf
−$206,283.71
4. DFAC Dimensional Us Core Equity 2 Etf
−$201,156.68
5. NOW Servicenow
−$167,743.06

Asset Allocation

Stocks/ETFs
+8.97%
$161.52 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Bridge Generations Wealth Management Q4 2025 Filing Summary

Bridge Generations Wealth Management LLC filed its 13F report for Q4 2025 on February 10, 2026. The portfolio totaled 161.52 M reflecting a +7.28% change from the prior quarter, spanning 129 assets. The top 10 holdings comprised 74.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 5 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Bridge Generations Wealth Management’s Q4 2025 Filing

Bridge Generations Wealth Management submitted their Form 13F-HR for the Q4 2025 period on 02/10/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Bridge Generations Wealth Management reported a managed portfolio value of 161.52 M, consisting of 129 individual positions.

This page displays the raw filing documents. To see which stocks Bridge Generations Wealth Management bought or sold during Q4 2025, please visit Bridge Generations Wealth Management's Portfolio Analysis page.