account_balance
Investment manager · 13F filer · SEC CIK 1965468
Beacon Bridge Wealth Partners, LLC
Reported value$354Mas of Sep 30, 2026
Positions106 6 new, 5 sold out
Top 10 weight43.3%SPY alone is 9%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
9.2%Added +6%
DYNFBlackRock ETF Trust
5.3%Added +8%
VUGVanguard Index FDS
5.1%Added +6%
VTVVanguard Index FDS
4.2%Added +5%
MUBiShares Tr
3.9%Added +6%
IVViShares Tr
3.6%Added +3%
VOOVanguard Index FDS
3.6%
SPYGSPDR Series Trust
3.1%Added +4%
MBBiShares Tr
2.8%Trimmed −4%
IEMGiShares Inc
2.3%+6%
GOVTiShares Tr
2.2%Added +7%
FLMIFranklin Templeton ETF Tr
2.1%
SPYSPDR S&P 500 ETF Trust
9.2%Added +6%
DYNFBlackRock ETF Trust
5.3%+8%
VUGVanguard Index FDS
5.1%+6%
VTVVanguard Index FDS
4.2%+5%
MUBiShares Tr
3.9%+6%
IVViShares Tr
3.6%
VOOVanguard Index FDS
3.6%
SPYGSPDR Series Trust
3.1%
MBBiShares Tr
2.8%
IEMG2.3%
GOVT2.2%
FLMI2.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 9.2% Added +6%
DYNF BlackRock ETF Trust 5.3% Added +8%
VUG Vanguard Index FDS 5.1% Added +6%
VTV Vanguard Index FDS 4.2% Added +5%
MUB iShares Tr 3.9% Added +6%
IVV iShares Tr 3.6% Added +3%
VOO Vanguard Index FDS 3.6% Held
SPYG SPDR Series Trust 3.1% Added +4%
MBB iShares Tr 2.8% Trimmed −4%
IEMG iShares Inc 2.3% Added +6%
GOVT iShares Tr 2.2% Added +7%
FLMI Franklin Templeton ETF Tr 2.1% Held
What changed
Biggest moves since Jun 30, 2026
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