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
Cap. Flow
+$9.22M
Cap. Flow %
4.7%
Top 10 Hldgs %
73.74%
Holding
35
New
3
Increased
16
Reduced
4
Closed
1

Top Buys

Rank Stock Value
1
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$1.97M
2
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.79M
3
MUB icon
iShares National Muni Bond ETF
MUB
+$1.45M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$1.35M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.03M

Top Sells

Rank Stock Value
1
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$971K
2
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$284K
3
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$221K
4
NOW icon
ServiceNow
NOW
+$98.7K
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$5.58K

Sector Composition

Rank Sector Weight
1 Technology 0.46%

No holdings matched the selected filter criteria.

1 2

Similar funds

FFA
Fortune Financial Advisors Overland Park, Kansas $196M AUM 17.21% 1-Year Est. Return
DWG
Darden Wealth Group Ann Arbor, Michigan $196M AUM 48.82% 1-Year Est. Return
CCP
Cyrus Capital Partners New York $196M AUM 123.68% 1-Year Est. Return
SF
SWP Financial San Diego, California $196M AUM 14.56% 1-Year Est. Return
FCM
FourWorld Capital Management New York $196M AUM 42.39% 1-Year Est. Return
NWA
Navis Wealth Advisors Rye Brook, New York $196M AUM 33.05% 1-Year Est. Return
LWA
Legacy Wealth Advisors Miami, Florida $196M AUM
CA
Continental Advisors Park City, Utah $196M AUM 24.19% 1-Year Est. Return

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 Technology at 0.46% of assets, down from 0.61% a quarter earlier.

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.