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Livermore
Livermore
ZHEN

Bridge Generations Wealth Management LLC

SEC CIK
0002056071
Latest filing
Jul 20, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 10, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
129
−5 vs. Q3 2025
Portfolio value
$161.5M
+$11.0M (+7.3%) vs. Q3 2025
Filed
Feb 10, 2026
SEC
Holdings of Bridge Generations Wealth Management LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Dimensional U.S. Core Equity 2 ETF25434V708ETF758,615$30.0M18.6%−5,081−0.7%Reduced–
Dimensional U.S. Targeted Value ETF25434V609ETF301,329$17.9M11.1%+7,494+2.6%Added–
SPDR Series Trust78464A672ST INTER ETF598,595$17.3M10.7%+90,353+17.8%Added–
iShares Tr464288414NATIONAL MUN ETF95,206$10.2M6.3%+34,344+56.4%Added–
Dimensional ETF Trust25434V658GLOBAL REAL EST347,822$9.19M5.7%+2,522+0.7%Added–
Dimensional ETF Trust25434V583GLOB CO PLUS ETF159,541$8.63M5.3%−1,973−1.2%Reduced–
Dimensional ETF Trust25434V799INTL CORE EQUITY245,966$8.48M5.2%+1,558+0.6%Added–
Dimensional ETF Trust25434V732EMERGING MKTS CO248,556$8.22M5.1%−10,624−4.1%Reduced–
Dimensional ETF Trust25434V831US HIGH PROF ETF152,531$5.80M3.6%+6,288+4.3%Added–
Dimensional ETF Trust25434V765INTL HIGH PROFIT156,015$4.94M3.1%−4,793−3.0%Reduced–
Dimensional ETF Trust25434V781INTL SMALL CAP V127,174$4.83M3.0%−4,251−3.2%Reduced–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF51,157$4.28M2.7%+13,812+37.0%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF12,099$4.06M2.5%+1,473+13.9%Added–
Dimensional ETF Trust25434V575INTL COR FIX ETF60,342$3.18M2.0%+26,530+78.5%Added–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF89,942$2.94M1.8%−289−0.3%Reduced–
Dimensional ETF Trust25434V724US MKTWIDE VALUE56,732$2.64M1.6%−404−0.7%Reduced–
PIMCO ETF Tr72201R866INTER MUN BD ACT35,395$1.86M1.1%+3,150+9.8%Added–
iShares Tr464288158SHRT NAT MUN ETF17,025$1.82M1.1%00.0%Unchanged–
iShares Tr46428865310-20 YR TRS ETF17,855$1.82M1.1%−14,027−44.0%Reduced–
J P Morgan Exchange Traded F46641Q647MUNICIPAL ETF35,241$1.78M1.1%+7,947+29.1%Added–
Dimensional ETF Trust25434V807INTERNATNAL VAL33,191$1.66M1.0%00.0%Unchanged–
iShares Tr46429B7470-5 YR TIPS ETF14,894$1.52M0.9%+11,554+345.9%Added–
Vanguard Ftse Developed Markets ETF921943858ETF23,569$1.47M0.9%+2,085+9.7%Added–
NOWServiceNow, Inc.Stock7,705$1.18M0.7%−1,095−12.4%ReducedConverted for a 5-for-1 splitHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF4,925$1.04M0.6%−974−16.5%Reduced–
Dimensional ETF Trust25434V716US SUSTAINABILTY17,151$744.9K0.5%00.0%Unchanged–
Dimensional ETF Trust25434V401US EQUI MARK ETF8,364$620.4K0.4%00.0%Unchanged–
iShares Tr464288273EAFE SML CP ETF6,262$485.5K0.3%00.0%Unchanged–
Dimensional ETF Trust25434V690INTERNATIONAL8,754$375.1K0.2%−2,222−20.2%Reduced–
iShares Tr464288877EAFE VALUE ETF4,961$354.3K0.2%00.0%Unchanged–
VanEck ETF Trust92189H409HIGH YLD MUNIETF5,713$292.0K0.2%00.0%Unchanged–
Dimensional ETF Trust25434V682EMER MARK SU ETF4,884$202.6K0.1%00.0%Unchanged–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS3,144$188.4K0.1%00.0%Unchanged–
ORCLOracle CorpStock911$177.6K0.1%00.0%UnchangedHistory
Ea Series Trust02072L532BRID OMN SMA ETF7,375$171.8K0.1%00.0%Unchanged–
Dimensional ETF Trust25434V856INFLATION PROTE3,449$143.3K0.1%00.0%Unchanged–
NUENucor CorpCOM712$116.1K0.1%00.0%UnchangedHistory
SKYWSkywest IncCOM1,000$100.4K0.1%00.0%UnchangedHistory
WFCWells Fargo & CompanyStock962$89.7K0.1%+682+243.6%AddedHistory
Dimensional U.S. Small Cap ETF25434V500ETF1,015$70.7K<0.1%00.0%Unchanged–
Dimensional ETF Trust25434V823US REAL ESTA ETF2,867$65.7K<0.1%00.0%Unchanged–
GBCIGlacier Bancorp, Inc.COM1,402$61.8K<0.1%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock255$58.3K<0.1%00.0%UnchangedHistory
PSAPublic StorageCOM188$48.8K<0.1%00.0%UnchangedHistory
Invesco QQQ Trust Series I46090E103ETF68$41.8K<0.1%00.0%Unchanged–
Dimensional ETF Trust25434V815US SMALL CAP ETF1,110$36.5K<0.1%00.0%Unchanged–
PEPPepsiCo IncStock250$35.9K<0.1%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock250$31.3K<0.1%00.0%UnchangedHistory
ICUIIcu Medical IncCOM164$23.4K<0.1%00.0%UnchangedHistory
ZIONZions Bancorporation, National AssociationCOM398$23.3K<0.1%−906−69.5%ReducedHistory
Vanguard Long-Term Treasury ETF92206C847ETF358$20.0K<0.1%00.0%Unchanged–
DISWalt Disney CoStock160$18.2K<0.1%00.0%UnchangedHistory
Manager Directed Portfolios56170L695VERT GLB SUST RE1,554$16.2K<0.1%00.0%Unchanged–
YUMYum Brands IncStock100$15.1K<0.1%00.0%UnchangedHistory
iShares Core S&P 500 ETF464287200ETF22$15.1K<0.1%00.0%Unchanged–
SPDR Index Shs FDS78463X863ST DOW INTL ETF398$11.1K<0.1%00.0%Unchanged–
AVGOBroadcom Inc.Stock19$6.58K<0.1%00.0%UnchangedHistory
AAPLApple Inc.Stock18$4.89K<0.1%00.0%UnchangedHistory
YUMCYum China Holdings, Inc.COM100$4.77K<0.1%00.0%UnchangedHistory
DHRDanaher CorpStock18$4.12K<0.1%00.0%UnchangedHistory
Invesco Nasdaq 100 ETF46138G649ETF16$4.05K<0.1%00.0%Unchanged–
VVisa Inc.Stock10$3.51K<0.1%00.0%UnchangedHistory
MSFTMicrosoft CorpStock7$3.39K<0.1%00.0%UnchangedHistory
Schwab U.S. Large-Cap ETF808524201ETF108$2.91K<0.1%00.0%Unchanged–
Vanguard Whitehall FDS921946810INTL DVD ETF31$2.83K<0.1%00.0%Unchanged–
Dimensional ETF Trust25434V864SHOR DUR FIX ETF53$2.54K<0.1%00.0%Unchanged–
AMZNAmazon Com IncStock10$2.36K<0.1%−233−95.9%ReducedHistory
State Street SPDR Portfolio S&P 500 ETF78464A854ETF28$2.25K<0.1%00.0%Unchanged–
HDHome Depot, Inc.Stock6$2.06K<0.1%00.0%UnchangedHistory
Vanguard Mun BD FDS922907746TAX EXEMPT BD41$2.06K<0.1%00.0%Unchanged–
PNCPNC Financial Services Group, Inc.Stock9$1.88K<0.1%00.0%UnchangedHistory
WMTWalmart Inc.Stock15$1.67K<0.1%00.0%UnchangedHistory
ETNEaton Corp plcStock5$1.59K<0.1%00.0%UnchangedHistory
AXPAmerican Express CoStock4$1.48K<0.1%00.0%UnchangedHistory
KOCoca Cola CoStock21$1.47K<0.1%00.0%UnchangedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF10$1.44K<0.1%00.0%UnchangedConverted for a 2-for-1 split–
ADIAnalog Devices IncStock5$1.36K<0.1%00.0%UnchangedHistory
ACNAccenture plcStock5$1.34K<0.1%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock4$1.32K<0.1%00.0%UnchangedHistory
iShares Core S&P Mid-Cap ETF464287507ETF20$1.32K<0.1%00.0%Unchanged–
JPMJPMorgan Chase & CoStock4$1.29K<0.1%00.0%UnchangedHistory
LINLinde PLCStock3$1.28K<0.1%00.0%UnchangedHistory
iShares S&P 500 Value ETF464287408ETF6$1.27K<0.1%00.0%Unchanged–
Vanguard World FD921910873MEGA CAP INDEX5$1.26K<0.1%00.0%Unchanged–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM21$1.20K<0.1%00.0%Unchanged–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF10$1.20K<0.1%00.0%UnchangedConverted for a 2-for-1 split–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF10$1.18K<0.1%00.0%Unchanged–
American Centy ETF Tr025072877US SML CP VALU11$1.12K<0.1%00.0%Unchanged–
Global X FDS37954Y673US INFR DEV ETF23$1.10K<0.1%00.0%Unchanged–
WMWaste Management IncStock5$1.10K<0.1%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM9$1.08K<0.1%00.0%UnchangedHistory
LLYEli Lilly & CoStock1$1.07K<0.1%00.0%UnchangedHistory
VZVerizon Communications IncStock26$1.06K<0.1%00.0%UnchangedHistory
ATOAtmos Energy CorpCOM6$1.01K<0.1%00.0%UnchangedHistory
J P Morgan Exchange Traded F46654Q781EQUITY FOCUS ETF13$971<0.1%00.0%Unchanged–
Vanguard Scottsdale FDS92206C623VNG RUS2000GRW4$944<0.1%00.0%Unchanged–
MCDMcDonalds CorpStock3$917<0.1%00.0%UnchangedHistory
DCIDonaldson Co IncStock10$887<0.1%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock1$879<0.1%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock1$863<0.1%00.0%UnchangedHistory

Sold out since Q3 2025 (5)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Bridge Generations Wealth Management LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
NVDANVIDIA CorpStock400$74.6K<0.1%History
NTAPNetApp, Inc.Stock200$23.7K<0.1%History
EGOEldorado Gold CorpCOM300$8.67K<0.1%History
ACHRArcher Aviation Inc.Stock231$2.21K<0.1%History
AALAmerican Airlines Group Inc.Stock10$113<0.1%History