BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
Holdings as of 2026-06-30, filed 2026-07-20
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 20 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
34
Value reported by manager
$196.2M
Sum of our stored positions
$196.2M
should match the line above
Disclosure lag
20 d
quarter end to filing
Top 5 concentration
51.8%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
34 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $34.3M | 772,256 | — | 25434V708 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $21.8M | 311,403 | — | 25434V609 |
| SPDR SERIES TRUST | ST INTER ETF | $20.1M | 708,223 | — | 78464A672 |
| ISHARES TR | NATIONAL MUN ETF | $14.8M | 137,613 | — | 464288414 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $10.7M | 370,107 | — | 25434V658 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $10.2M | 250,965 | — | 25434V732 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $9.2M | 247,440 | — | 25434V799 |
| DIMENSIONAL ETF TRUST | GLOB CO PLUS ETF | $8.5M | 156,964 | — | 25434V583 |
| DIMENSIONAL ETF TRUST | INTL COR FIX ETF | $7.8M | 145,346 | — | 25434V575 |
| DIMENSIONAL ETF TRUST | US HIGH PROF ETF | $7.3M | 174,112 | — | 25434V831 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $6.8M | 82,421 | — | 92206C870 |
| ISHARES TR | 0-5 YR TIPS ETF | $6.3M | 61,524 | — | 46429B747 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $5.5M | 162,388 | — | 25434V765 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $5.1M | 127,787 | — | 25434V781 |
| VANGUARD INDEX FDS | TOTAL STK MKT | $4.6M | 12,566 | — | 922908769 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $3.3M | 89,299 | — | 25434V880 |
| PIMCO ETF TR | INTER MUN BD ACT | $3.1M | 59,878 | — | 72201R866 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $3.1M | 56,732 | — | 25434V724 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $2.6M | 52,136 | — | 46641Q647 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.8M | 25,677 | — | 921943858 |
| ISHARES TR | SHRT NAT MUN ETF | $1.8M | 17,025 | — | 464288158 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $1.4M | 25,732 | — | 25434V807 |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.2M | 4,925 | — | 922908611 |
| SERVICENOW INC | COM | $904.7K | 9,113 | — | 81762P102 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $836.8K | 17,946 | — | 25434V716 |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | $574.6K | 7,013 | — | 25434V401 |
| ISHARES TR | EAFE SML CP ETF | $515.2K | 6,262 | — | 464288273 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $336.8K | 7,467 | — | 25434V690 |
| ISHARES TR | EAFE VALUE ETF | $316.6K | 4,136 | — | 464288877 |
| VANECK ETF TRUST | HIGH YLD MUNIETF | $286.5K | 5,563 | — | 92189H409 |
| DIMENSIONAL ETF TRUST | EMER MARK SU ETF | $254.1K | 5,199 | — | 25434V682 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $238.1K | 319 | — | 78462F103 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $213.5K | 4,183 | — | 315948109 |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $201.2K | 4,878 | — | 25434V856 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-20