We are live on
!
Find out more
BGWM
Bridge Generations Wealth Management Portfolio holdings
AUM
$196M
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
4.7%
Top 10 Holdings %
Top 10 Hldgs %
73.74%
Holding
35
New
3
Increased
16
Reduced
4
Closed
1
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 |
Dimensional US Core Equity 2 ETF
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 | |
|---|---|---|---|---|---|---|
|
DFUS
26
Dimensional US Equity ETF
DFUS
$21.6B
| $575K | 0.29% |
7,013
| – | – |
|
27
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.3B
| $515K | 0.26% |
6,262
| – | – |
|
|
DFSI
28
Dimensional International Sustainability Core 1 ETF
DFSI
$1.2B
| $337K | 0.17% |
7,467
| – | – |
|
29
iShares MSCI EAFE Value ETF
EFV
$32.2B
| $317K | 0.16% |
4,136
| – | – |
|
30
VanEck High Yield Muni ETF
HYD
$4.28B
| $287K | 0.15% |
5,563
| – | – |
|
|
DFSE
31
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$661M
| $254K | 0.13% |
5,199
| – | – |
|
32
State Street SPDR S&P 500 ETF Trust
SPY
$815B
| $238K | 0.12% |
+319
| New | +$231K |
|
33
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.8B
| $214K | 0.11% |
+4,183
| New | +$261K |
|
34
Dimensional Inflation-Protected Securities ETF
DFIP
$1.14B
| $201K | 0.1% |
+4,878
| New | +$204K |
|
|
35
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
| – | – |
-9,636
| Closed | -$971K |
|
Similar funds
CRCM
LFWA
VCM
CF
GWM
LC
RF
EWM
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.