Bridge Generations Wealth Management LLC (CIK: 0002056071) is a financial institution headquartered at 5900 Sw 73Rd Street, Suite 300, South Miami, Florida 33143. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $196.21 M, comprising 34 distinct securities. Over its filing history, it has submitted 7 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 73.7%. Quarterly turnover: 0.9%. ▲ 3 new, +16 added, −4 reduced, ×1 exited.

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

Stocks/ETFs

+12.48%

$196.21 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Dimensional Us Core Equity 2 Etf ETF-DFAC	772,256	$34.26 M	17.46%	▼ 5,155	Reduce -0.7%
Dimensional Us Targeted Value Etf ETF-DFAT	311,403	$21.77 M	11.09%	▲ 903	Add 0.3%
Spdr Portfolio Intermediate Term Treasury Etf ETF-SPTI	708,223	$20.11 M	10.25%	▲ 47,306	Add 7.2%
Ishares National Muni Bond Etf ETF-MUB	137,613	$14.81 M	7.55%	▲ 13,603	Add 11.0%
Dimensional Global Real Estate Etf ETF-DFGR	370,107	$10.72 M	5.46%	▲ 10,421	Add 2.9%
Dimensional Emerging Markets Core Equity 2 Etf ETF-DFEM	250,965	$10.2 M	5.20%	▲ 2,565	Add 1.0%
Dimensional International Core Equity 2 Etf ETF-DFIC	247,440	$9.22 M	4.70%	▲ 1,832	Add 0.8%
Dimensional Global Core Plus Fixed Income Etf ETF-DFGP	156,964	$8.55 M	4.36%	▼ 5,223	Reduce -3.2%
Dimensional Global Ex Us Core Fixed Income Etf ETF-DFGX	145,346	$7.79 M	3.97%	▲ 37,181	Add 34.4%
Dimensional Us High Profitability Etf ETF-DUHP	174,112	$7.27 M	3.70%	▲ 7,464	Add 4.5%

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Bridge Generations Wealth Management LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Bridge Generations Wealth Management LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 7 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Bridge Generations Wealth Management LLC Quarterly 13F Statistics

Discover detailed insights into Bridge Generations Wealth Management LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Bridge Generations Wealth Management LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Bridge Generations Wealth Management LLC.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Bridge Generations Wealth Management LLC 13F Filings, Portfolio & Analysis

Bridge Generations Wealth Management LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q2 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Historical Portfolio Charts

Bridge Generations Wealth Management LLC's Portfolio

Bridge Generations Wealth Management LLC Quarterly 13F Statistics

Bridge Generations Wealth Management LLC's All 13F Filings

Insider Trading Activity (SEC Form 4)