BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
CIK 0002056071 · SOUTH MIAMI, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$196.2M
2026 Q2
Positions
34
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
73.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
DFAC
DIMENSIONAL ETF TRUST
17.5%
DFAT
DIMENSIONAL ETF TRUST
11.1%
SPTI
SPDR SERIES TRUST
10.2%
MUB
ISHARES TR
7.5%
DFGR
DIMENSIONAL ETF TRUST
5.5%
DFEM
DIMENSIONAL ETF TRUST
5.2%
DFIC
DIMENSIONAL ETF TRUST
4.7%
DFGP
DIMENSIONAL ETF TRUST
4.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.