Bridge Generations Wealth Management LLC
- SEC CIK
- 0002056071
- Latest filing
- Jul 20, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 13, 2025. Long positions only.
- Positions
- 97
- No filing for Q3 2024
- Portfolio value
- $151.4M
- No filing for Q3 2024
Bridge Generations Wealth Management LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 1,030,895 | $35.7M | 23.6% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 377,625 | $21.0M | 13.9% | – | – | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 210,198 | $20.9M | 13.8% | – | – | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 392,259 | $10.0M | 6.6% | – | – | – |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 182,747 | $9.65M | 6.4% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 359,380 | $9.41M | 6.2% | – | – | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 302,776 | $7.83M | 5.2% | – | – | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 224,170 | $5.66M | 3.7% | – | – | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 140,855 | $4.76M | 3.1% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 98,514 | $4.03M | 2.7% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 35,495 | $3.78M | 2.5% | – | – | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 135,001 | $3.59M | 2.4% | – | – | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 119,035 | $2.96M | 2.0% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 14,060 | $2.79M | 1.8% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 77,187 | $2.74M | 1.8% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 18,025 | $1.90M | 1.3% | – | – | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 17,166 | $650.6K | 0.4% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 8,364 | $533.2K | 0.4% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 7,176 | $435.9K | 0.3% | – | – | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 7,760 | $402.8K | 0.3% | – | – | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 11,159 | $366.6K | 0.2% | – | – | – |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 10,753 | $356.3K | 0.2% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,090 | $315.8K | 0.2% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 4,961 | $260.3K | 0.2% | – | – | – |
| Ea Series Trust02072L532 | BRID OMN SMA ETF | 8,723 | $188.9K | 0.1% | – | – | – |
| ORCLOracle Corp | Stock | 900 | $150.0K | 0.1% | – | – | History |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 3,652 | $147.9K | 0.1% | – | – | – |
| SKYWSkywest Inc | COM | 1,000 | $100.1K | 0.1% | – | – | History |
| NUENucor Corp | COM | 712 | $83.1K | 0.1% | – | – | History |
| GBCIGlacier Bancorp, Inc. | COM | 1,402 | $70.4K | <0.1% | – | – | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 1,463 | $70.0K | <0.1% | – | – | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 2,867 | $66.7K | <0.1% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 1,015 | $66.0K | <0.1% | – | – | – |
| PSAPublic Storage | COM | 188 | $56.3K | <0.1% | – | – | History |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 925 | $51.2K | <0.1% | – | – | – |
| PEPPepsiCo Inc | Stock | 250 | $38.0K | <0.1% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 68 | $34.8K | <0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 166 | $29.1K | <0.1% | – | – | – |
| WFCWells Fargo & Company | Stock | 280 | $19.7K | <0.1% | – | – | History |
| DISWalt Disney Co | Stock | 160 | $17.8K | <0.1% | – | – | History |
| Manager Directed Portfolios56170L695 | VERT GLB SUST RE | 1,677 | $17.0K | <0.1% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 88 | $14.2K | <0.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138E420 | RUSEL 1000 EQL | 283 | $13.7K | <0.1% | – | – | – |
| YUMYum Brands Inc | Stock | 100 | $13.4K | <0.1% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 22 | $13.0K | <0.1% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 129 | $11.5K | <0.1% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 470 | $10.9K | <0.1% | – | – | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 431 | $10.2K | <0.1% | – | – | – |
| SPDR Index Shs FDS78463X863 | ST DOW INTL ETF | 395 | $9.10K | <0.1% | – | – | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 215 | $7.13K | <0.1% | – | – | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 217 | $6.43K | <0.1% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 274 | $5.08K | <0.1% | – | – | – |
| YUMCYum China Holdings, Inc. | COM | 100 | $4.82K | <0.1% | – | – | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 163 | $4.21K | <0.1% | – | – | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 121 | $3.50K | <0.1% | – | – | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 16 | $3.37K | <0.1% | – | – | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 94 | $3.23K | <0.1% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 64 | $3.21K | <0.1% | – | – | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 53 | $2.48K | <0.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 10 | $2.19K | <0.1% | – | – | History |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 63 | $2.16K | <0.1% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 79 | $2.12K | <0.1% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 35 | $2.09K | <0.1% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 28 | $1.93K | <0.1% | – | – | – |
| Schwab U.S. REIT ETF808524847 | ETF | 89 | $1.87K | <0.1% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 20 | $1.25K | <0.1% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5 | $1.16K | <0.1% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 6 | $1.15K | <0.1% | – | – | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 5 | $1.12K | <0.1% | – | – | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 5 | $1.06K | <0.1% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 11 | $1.06K | <0.1% | – | – | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 26 | $1.03K | <0.1% | – | – | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 10 | $969 | <0.1% | – | – | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 23 | $930 | <0.1% | – | – | – |
| J P Morgan Exchange Traded F46654Q781 | EQUITY FOCUS ETF | 13 | $873 | <0.1% | – | – | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 4 | $841 | <0.1% | – | – | – |
| Pacer Developed Markets International Cash Cows 100 ETF69374H873 | ETF | 28 | $818 | <0.1% | – | – | – |
| LLYEli Lilly & Co | Stock | 1 | $772 | <0.1% | – | – | History |
| AVGOBroadcom Inc. | Stock | 3 | $696 | <0.1% | – | – | History |
| Matthews Asia FDS577125792 | EMER MARK EX ETF | 21 | $609 | <0.1% | – | – | – |
| GSGoldman Sachs Group Inc | Stock | 1 | $573 | <0.1% | – | – | History |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 9 | $572 | <0.1% | – | – | – |
| Innovator ETFs Trust45782C714 | EMRGNG MKT JULY | 23 | $568 | <0.1% | – | – | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 10 | $565 | <0.1% | – | – | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 7 | $560 | <0.1% | – | – | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 11 | $454 | <0.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1 | $422 | <0.1% | – | – | History |
| WisdomTree Tr97717X560 | EQUITY PREMIUM | 12 | $396 | <0.1% | – | – | – |
| FTNTFortinet, Inc. | Stock | 4 | $378 | <0.1% | – | – | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1 | $343 | <0.1% | – | – | History |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 25 | $325 | <0.1% | – | – | – |
| Pacer FDS Tr69374H766 | INDUSTRIAL RELET | 9 | $318 | <0.1% | – | – | – |
| VVisa Inc. | Stock | 1 | $317 | <0.1% | – | – | History |
| Global X Lithium & Battery Tech ETF37954Y855 | ETF | 6 | $245 | <0.1% | – | – | – |
| Matthews Asia FDS577125834 | CHINA ACTIVE ETF | 10 | $221 | <0.1% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1 | $190 | <0.1% | – | – | History |
| PGProcter & Gamble Co | Stock | 1 | $168 | <0.1% | – | – | History |