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BGWM
Bridge Generations Wealth Management Portfolio holdings
AUM
$196M
Turnover
11.43%
1-Year Est. Return
14.54%
This Fund
S&P 500
This Quarter Est. Return
+7.31%
1 Year Est. Return
+14.54%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$196M
AUM Growth
+$21.8M
(+12%)
Cap. Flow
+$9.22M
Cap. Flow % of AUM
Cap. Flow %
4.7%
Top 10 Holdings %
Top 10 Hldgs %
73.74%
Holding
35
New
3
Increased
16
Reduced
4
Closed
1
Avg Time Held
1.3
years
Top 10 Avg Time Held
1.3
years
Top 20 Avg Time Held
1.2
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional International Core Fixed Income ETF
DFGX
|
+$1.97M |
| 2 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$1.79M |
| 3 |
iShares National Muni Bond ETF
MUB
|
+$1.45M |
| 4 |
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
+$1.35M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$1.03M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
+$971K |
| 2 |
Dimensional Global Core Plus Fixed Income ETF
DFGP
|
+$284K |
| 3 |
U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC
|
+$221K |
| 4 |
ServiceNow
NOW
|
+$98.7K |
| 5 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$5.58K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 99.54% |
| 2 | Technology | 0.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC
$49.2B
| $34.3M | 17.46% |
772,256
-5,155
| -0.7% | -$221K |
2024 Q4
6 quarters
|
|
2
U.S. Targeted Value Portfolio ETF Class Shares
DFAT
$14.1B
| $21.8M | 11.09% |
311,403
+903
| +0.3% | +$60.3K |
2024 Q4
6 quarters
|
|
|
3
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.8B
| $20.1M | 10.25% |
708,223
+47,306
| +7% | +$1.35M |
2025 Q1
5 quarters
|
|
|
4
iShares National Muni Bond ETF
MUB
$50.9B
| $14.8M | 7.55% |
137,613
+13,603
| +11% | +$1.45M |
2024 Q4
6 quarters
|
|
5
Dimensional Global Real Estate ETF
DFGR
$3.76B
| $10.7M | 5.46% |
370,107
+10,421
| +3% | +$298K |
2024 Q4
6 quarters
|
|
6
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.19B
| $10.2M | 5.2% |
250,965
+2,565
| +1% | +$101K |
2024 Q4
6 quarters
|
|
7
Dimensional International Core Equity 2 ETF
DFIC
$15.2B
| $9.22M | 4.7% |
247,440
+1,832
| +0.7% | +$68.7K |
2024 Q4
6 quarters
|
|
|
8
Dimensional Global Core Plus Fixed Income ETF
DFGP
$3.63B
| $8.55M | 4.36% |
156,964
-5,223
| -3% | -$284K |
2024 Q4
6 quarters
|
|
|
9
Dimensional International Core Fixed Income ETF
DFGX
$1.82B
| $7.79M | 3.97% |
145,346
+37,181
| +34% | +$1.97M |
2025 Q1
5 quarters
|
|
10
U.S. High Relative Profitability Portfolio ETF Class Shares
DUHP
$12.9B
| $7.27M | 3.7% |
174,112
+7,464
| +4% | +$298K |
2024 Q4
6 quarters
|
|
|
11
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67B
| $6.81M | 3.47% |
82,421
+12,504
| +18% | +$1.03M |
2025 Q1
5 quarters
|
|
|
12
iShares 0-5 Year TIPS Bond ETF
STIP
$16.7B
| $6.29M | 3.2% |
61,524
+17,326
| +39% | +$1.79M |
2025 Q2
4 quarters
|
|
13
Dimensional International High Profitability ETF
DIHP
$6.54B
| $5.54M | 2.82% |
162,388
+3,101
| +2% | +$105K |
2024 Q4
6 quarters
|
|
14
Dimensional International Small Cap Value ETF
DISV
$5.11B
| $5.13M | 2.61% |
127,787
+2,761
| +2% | +$115K |
2024 Q4
6 quarters
|
|
15
Vanguard Morningstar Total Stock Market ETF
VTI
$695B
| $4.65M | 2.37% |
12,566
+376
| +3% | +$134K |
2024 Q4
6 quarters
|
|
|
16
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.2B
| $3.29M | 1.68% |
89,299
-152
| -0.2% | -$5.58K |
2024 Q4
6 quarters
|
|
17
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.44B
| $3.15M | 1.61% |
59,878
+13,081
| +28% | +$685K |
2025 Q1
5 quarters
|
|
18
Dimensional US Marketwide Value ETF
DFUV
$15.5B
| $3.12M | 1.59% |
56,732
| – | – |
2024 Q4
6 quarters
|
|
19
JPMorgan Municipal ETF
JMUB
$8.72B
| $2.64M | 1.35% |
52,136
+9,535
| +22% | +$480K |
2025 Q1
5 quarters
|
|
20
Vanguard FTSE Developed Markets ETF
VEA
$229B
| $1.83M | 0.93% |
25,677
+2,338
| +10% | +$163K |
2024 Q4
6 quarters
|
|
21
iShares Short-Term National Muni Bond ETF
SUB
$12.7B
| $1.81M | 0.92% |
17,025
| – | – |
2024 Q4
6 quarters
|
|
22
Dimensional International Value ETF
DFIV
$21.8B
| $1.39M | 0.71% |
25,732
| – | – |
2024 Q4
6 quarters
|
|
23
Vanguard Morningstar Small-Cap Value ETF
VBR
$36.2B
| $1.2M | 0.61% |
4,925
| – | – |
2024 Q4
6 quarters
|
|
|
24
ServiceNow
NOW
$154B
| $905K | 0.46% |
9,113
-997
| -10% | -$98.7K |
2025 Q1
5 quarters
|
|
25
Dimensional US Sustainability Core 1 ETF
DFSU
$2.38B
| $837K | 0.43% |
17,946
| – | – |
2024 Q4
6 quarters
|
|
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Bridge Generations Wealth Management's Q2 2026 Portfolio in Review
As of Q2 2026, Bridge Generations Wealth Management held 35 positions worth $196M, up 12% from $174M the previous quarter. Its ten largest holdings account for 74% of the portfolio.
Bridge Generations Wealth Management deployed $9.22M of net new capital in Q2 2026, opening 3 new positions and adding to 16 existing holdings. Its largest new stake was Fidelity Wise Origin Bitcoin Fund: 4,183 shares worth $214K.
By sector, the portfolio is most concentrated in Miscellaneous at 100% of assets, up from 99% a quarter earlier, followed by Technology.
On the sell side, the largest reduction was Dimensional Global Core Plus Fixed Income ETF, an estimated $284K trimmed.
- Bridge Generations Wealth Management's largest Q2 2026 buy was Fidelity Wise Origin Bitcoin Fund: 4,183 shares worth $214K.
- Bridge Generations Wealth Management added most to Dimensional International Core Fixed Income ETF in Q2 2026, an estimated $1.97M increase.
- Bridge Generations Wealth Management's biggest Q2 2026 reduction was Dimensional Global Core Plus Fixed Income ETF, cutting an estimated $284K.
- Bridge Generations Wealth Management fully exited iShares 10-20 Year Treasury Bond ETF in Q2 2026, selling an estimated $971K.
- Bridge Generations Wealth Management's ten largest holdings make up 74% of its $196M portfolio in Q2 2026.
- Bridge Generations Wealth Management opened 3 new positions and closed 1 in Q2 2026.
- Bridge Generations Wealth Management's portfolio value rose 12% quarter-over-quarter to $196M.
Based on Bridge Generations Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.