account_balance

Investment manager · 13F filer · SEC CIK 2056071

Bridge Generations Wealth Management LLC

Reported value$196Mas of Jun 30, 2026
Positions34 3 new, 1 sold out
Top 10 weight73.7%DFAC alone is 17%
FiledJul 2020 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

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
DFAC Dimensional ETF Trust 17.5% Held
DFAT Dimensional ETF Trust 11.1% Held
SPTI SPDR Series Trust 10.2% Added +7%
MUB iShares Tr 7.5% Added +11%
DFGR Dimensional ETF Trust 5.5% Added +3%
DFEM Dimensional ETF Trust 5.2% Held
DFIC Dimensional ETF Trust 4.7% Held
DFGP Dimensional ETF Trust 4.4% Trimmed −3%
DFGX Dimensional ETF Trust 4.0% Added +34%
DUHP Dimensional ETF Trust 3.7% Added +4%
VCIT Vanguard Scottsdale FDS 3.5% Added +18%
STIP iShares Tr 3.2% Added +39%

What changed

Biggest moves since Mar 31, 2026

Filed Jul 20, 2026, compared with the Apr 24, 2026 filing
add_circleNew
arrow_upwardAdded
  • STIP +39%
  • DFGX +34%
  • MUNI +28%
  • JMUB +22%
arrow_downwardTrimmed
  • NOW −10%
  • DFGP −3%
remove_circleSold out
  • TLH $971K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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