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Livermore
Livermore
ZHEN

Bridge Generations Wealth Management LLC

SEC CIK
0002056071
Latest filing
Jul 20, 2026

The latest 13F from Bridge Generations Wealth Management LLC covers Q2 2026 (filed Jul 20, 2026): 34 long positions worth $196.2M. The top 10 holdings make up 73.7% of the portfolio, and the largest is Dimensional U.S. Core Equity 2 ETF at 17.5%. Livermore has 7 filings on Form 13F from this institution, going back to Q4 2024.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
3
Est. +$652.9K
Added
16
Est. +$10.1M
Reduced
4
Est. −$617.7K
Sold out
1
Est. −$970.6K

Top 5 holdings

Share of this quarter's portfolio value

  1. Dimensional U.S. Core Equity 2 ETF25434V708
    17.5%$34.3M
  2. Dimensional U.S. Targeted Value ETF25434V609
    11.1%$21.8M
  3. SPDR Series Trust78464A672
    10.2%$20.1M
  4. iShares Tr464288414
    7.5%$14.8M
  5. Dimensional ETF Trust25434V658
    5.5%$10.7M

Share of portfolio

Top 5 holdings and the other 29 positions, by share of portfolio value

  1. Dimensional U.S. Core Equity 2 ETF17.5%
  2. Dimensional U.S. Targeted Value ETF11.1%
  3. SPDR Series Trust10.2%
  4. iShares Tr7.5%
  5. Dimensional ETF Trust5.5%
  6. Other 29 positions48.2%

Biggest buys

New and added positions, by estimated amount bought

  1. Dimensional ETF Trust25434V575
    +$1.99MAdded
  2. iShares Tr46429B747
    +$1.77MAdded
  3. iShares Tr464288414
    +$1.46MAdded
  4. SPDR Series Trust78464A672
    +$1.34MAdded
  5. Vanguard Intermediate-Term Corporate Bond ETF92206C870
    +$1.03MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Dimensional ETF Trust25434V575
    +0.72 pp3.3% → 4.0%
  2. iShares Tr46429B747
    +0.58 pp2.6% → 3.2%
  3. Dimensional ETF Trust25434V732
    +0.28 pp4.9% → 5.2%
  4. PIMCO ETF Tr72201R866
    +0.21 pp1.4% → 1.6%
  5. Dimensional ETF Trust25434V831
    +0.19 pp3.5% → 3.7%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Tr464288653
    −$970.6KSold out
  2. Dimensional ETF Trust25434V583
    −$284.4KReduced
  3. Dimensional U.S. Core Equity 2 ETF25434V708
    −$228.7KReduced
  4. NOWServiceNow, Inc.
    −$99.0KReducedHistory
  5. Dimensional World Ex U.S. Core Equity 2 ETF25434V880
    −$5.60KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Dimensional ETF Trust25434V583
    −0.66 pp5.0% → 4.4%
  2. iShares Tr464288653
    −0.56 pp0.6% → 0.0%
  3. NOWServiceNow, Inc.
    −0.14 pp0.6% → 0.5%History
  4. Dimensional World Ex U.S. Core Equity 2 ETF25434V880
    −0.07 pp1.7% → 1.7%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$196.2M
+$21.8M (+12.5%) vs. prior quarter
Positions
34
+2 vs. prior quarter
Top 10 concentration
73.7%
Top 10 as share of value
Turnover
0.9%
Q2 2026, one quarter
Average holding period
6.7 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2024), so positions held before then are understated.

13F filings by quarter

7 quarters, going back to Q4 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $196.2M (Q2 2026)

Q4 2024: $151.4MQ1 2025: $159.3MQ2 2025: $164.9MQ3 2025: $150.6MQ4 2025: $161.5MQ1 2026: $174.4MQ2 2026: $196.2M
Q4 2024Q2 2026
13F filings of Bridge Generations Wealth Management LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 20, 202634$196.2MDimensional U.S. Core Equity 2 ETFDimensional U.S. Targeted Value ETFSPDR Series Trustvs. Q1 2026SEC
Q1 2026Apr 24, 202632$174.4MDimensional U.S. Core Equity 2 ETFDimensional U.S. Targeted Value ETFSPDR Series Trustvs. Q4 2025SEC
Q4 2025Feb 10, 2026129$161.5MDimensional U.S. Core Equity 2 ETFDimensional U.S. Targeted Value ETFSPDR Series Trustvs. Q3 2025SEC
Q3 2025Nov 6, 2025134$150.6MDimensional U.S. Core Equity 2 ETFDimensional U.S. Targeted Value ETFSPDR Series Trustvs. Q2 2025SEC
Q2 2025Jul 18, 2025127$164.9MDimensional U.S. Core Equity 2 ETFDimensional U.S. Targeted Value ETFDimensional ETF Trustvs. Q1 2025SEC
Q1 2025May 1, 2025151$159.3MDimensional U.S. Core Equity 2 ETFDimensional U.S. Targeted Value ETFDimensional ETF Trustvs. Q4 2024SEC
Q4 2024Feb 13, 202597$151.4MDimensional U.S. Core Equity 2 ETFDimensional U.S. Targeted Value ETFiShares Tr–SEC