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BGWM

Bridge Generations Wealth Management Portfolio holdings

AUM $174M
1-Year Est. Return 13.43%
This Fund
S&P 500
This Quarter Est. Return
+0.38%
1 Year Est. Return
+13.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$174M
AUM Growth
+$12.9M
Cap. Flow
+$12.5M
Cap. Flow %
7.18%
Top 10 Hldgs %
74.09%
Holding
129
New
–
Increased
17
Reduced
11
Closed
97

Top Buys

1
MUB icon
iShares National Muni Bond ETF
MUB
+$3.1M
2
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$3.02M
3
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$2.53M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$1.8M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.57M

Top Sells

1
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$839K
2
DFIV icon
Dimensional International Value ETF
DFIV
+$395K
3
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$188K
4
ORCL icon
Oracle
ORCL
+$178K
5
BSVO icon
EA Bridgeway Omni Small-Cap Value ETF
BSVO
+$172K

Sector Composition

1 Technology 0.61%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFAC icon
1
Dimensional US Core Equity 2 ETF
DFAC
$47.4B
$30.2M 17.32%
777,411
+18,796
+2% +$757K
DFAT icon
2
Dimensional US Targeted Value ETF
DFAT
$14.5B
$19.4M 11.12%
310,500
+9,171
+3% +$582K
SPTI icon
3
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.4B
$18.9M 10.86%
660,917
+62,322
+10% +$1.8M
MUB icon
4
iShares National Muni Bond ETF
MUB
$45.5B
$13.2M 7.55%
124,010
+28,804
+30% +$3.1M
DFGR icon
5
Dimensional Global Real Estate ETF
DFGR
$3.84B
$9.56M 5.48%
359,686
+11,864
+3% +$325K
DFGP icon
6
Dimensional Global Core Plus Fixed Income ETF
DFGP
$2.64B
$8.76M 5.02%
162,187
+2,646
+2% +$144K
DFIC icon
7
Dimensional International Core Equity 2 ETF
DFIC
$14.4B
$8.73M 5%
245,608
-358
-0.1% -$13K
DFEM icon
8
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.76B
$8.58M 4.92%
248,400
-156
-0.1% -$5.54K
DUHP icon
9
Dimensional US High Profitability ETF
DUHP
$12.2B
$6.13M 3.51%
166,648
+14,117
+9% +$541K
VCIT icon
10
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.7B
$5.79M 3.32%
69,917
+18,760
+37% +$1.57M
DFGX icon
11
Dimensional International Core Fixed Income ETF
DFGX
$1.71B
$5.67M 3.25%
108,165
+47,823
+79% +$2.53M
DIHP icon
12
Dimensional International High Profitability ETF
DIHP
$6.16B
$5.13M 2.94%
159,287
+3,272
+2% +$109K
DISV icon
13
Dimensional International Small Cap Value ETF
DISV
$4.78B
$4.93M 2.83%
125,026
-2,148
-2% -$86.9K
STIP icon
14
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$4.57M 2.62%
44,198
+29,304
+197% +$3.02M
VTI icon
15
Vanguard Total Stock Market ETF
VTI
$658B
$3.91M 2.24%
12,190
+91
+0.8% +$30.5K
DFAX icon
16
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.7B
$3.04M 1.74%
89,451
-491
-0.5% -$17.1K
DFUV icon
17
Dimensional US Marketwide Value ETF
DFUV
$15.2B
$2.75M 1.58%
56,732
– –
MUNI icon
18
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.07B
$2.44M 1.4%
46,797
+11,402
+32% +$601K
JMUB icon
19
JPMorgan Municipal ETF
JMUB
$8.06B
$2.13M 1.22%
42,601
+7,360
+21% +$373K
SUB icon
20
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$1.81M 1.04%
17,025
– –
VEA icon
21
Vanguard FTSE Developed Markets ETF
VEA
$226B
$1.5M 0.86%
23,339
-230
-1% -$15.2K
DFIV icon
22
Dimensional International Value ETF
DFIV
$20.6B
$1.36M 0.78%
25,732
-7,459
-22% -$395K
VBR icon
23
Vanguard Small-Cap Value ETF
VBR
$37.1B
$1.07M 0.61%
4,925
– –
NOW icon
24
ServiceNow
NOW
$107B
$1.06M 0.61%
10,110
+2,405
+31% +$283K
TLH icon
25
iShares 10-20 Year Treasury Bond ETF
TLH
$11.1B
$971K 0.56%
9,636
-8,219
-46% -$839K
1
2 3 4 5

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Bridge Generations Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, Bridge Generations Wealth Management held 129 positions worth $174M, up 8% from $162M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

Bridge Generations Wealth Management deployed $12.5M of net new capital in Q1 2026, adding to 17 existing holdings.

By sector, the portfolio is most concentrated in Technology at 0.61% of assets, down from 0.85% a quarter earlier, followed by Consumer Discretionary and Consumer Staples.

On the sell side, the largest reduction was iShares 10-20 Year Treasury Bond ETF, an estimated $839K trimmed.

  • Bridge Generations Wealth Management added most to iShares National Muni Bond ETF in Q1 2026, an estimated $3.1M increase.
  • Bridge Generations Wealth Management's biggest Q1 2026 reduction was iShares 10-20 Year Treasury Bond ETF, cutting an estimated $839K.
  • Bridge Generations Wealth Management fully exited Vanguard Intermediate-Term Treasury ETF in Q1 2026, selling an estimated $188K.
  • Bridge Generations Wealth Management's ten largest holdings make up 74% of its $174M portfolio in Q1 2026.
  • Bridge Generations Wealth Management opened 0 new positions and closed 97 in Q1 2026.
  • Bridge Generations Wealth Management's portfolio value rose 8% quarter-over-quarter to $174M.

Based on Bridge Generations Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.