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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 | |
|---|---|---|---|---|---|---|---|
26
Dimensional US Equity ETF
DFUS
$21.1B
| $575K | 0.29% |
7,013
| – | – |
2024 Q4
6 quarters
|
|
27
iShares MSCI EAFE Small-Cap ETF
SCZ
$12.7B
| $515K | 0.26% |
6,262
| – | – |
2024 Q4
6 quarters
|
|
28
Dimensional International Sustainability Core 1 ETF
DFSI
$1.16B
| $337K | 0.17% |
7,467
| – | – |
2024 Q4
6 quarters
|
|
29
iShares MSCI EAFE Value ETF
EFV
$30.4B
| $317K | 0.16% |
4,136
| – | – |
2024 Q4
6 quarters
|
|
30
VanEck High Yield Muni ETF
HYD
$4.4B
| $287K | 0.15% |
5,563
| – | – |
2024 Q4
6 quarters
|
|
31
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$598M
| $254K | 0.13% |
5,199
| – | – |
2024 Q4
6 quarters
|
|
32
State Street SPDR S&P 500 ETF Trust
SPY
$810B
| $238K | 0.12% |
+319
| New | +$231K |
2026 Q2
0 quarters
|
|
33
Fidelity Wise Origin Bitcoin Fund
FBTC
$15.1B
| $214K | 0.11% |
+4,183
| New | +$261K |
2026 Q2
0 quarters
|
|
34
Dimensional Inflation-Protected Securities ETF
DFIP
$1.13B
| $201K | 0.1% |
+4,878
| New | +$204K |
2026 Q2
0 quarters
|
|
|
35
iShares 10-20 Year Treasury Bond ETF
TLH
$11.8B
| – | – |
-9,636
| Closed | -$971K | – |
|
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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.