Beacon Bridge Wealth Partners, LLC holds a diversified book of 105 reported positions worth $351.0M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Ishares Msci Eafe Growth ETF and trimmed Vanguard Value ETF. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 9% of the reported non-option book. Cloning the disclosed picks since 2025 would be +11% (+12.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Beacon Bridge Wealth Partners, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Beacon Bridge Wealth Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
5% mapped to company sectors
+5 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Beacon Bridge Wealth Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.4B |
| Swiss Re Ltd | 15 / 80 | $1.0B |
| Kearns & Associates LLC | 14 / 80 | $181.8M |
| Prosperity Advisers, LLC | 21 / 80 | $116.5M |
| BCK Partners, Inc. | 12 / 80 | $172.9M |
| Constellation Investments, Inc. | 9 / 80 | $2.6B |
| XP Advisory US, Inc. | 20 / 80 | $149.8M |
| Chaney Capital Management, Inc. | 15 / 80 | $256.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Beacon Bridge Wealth Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State STR SPDR S&P 500 ETF T TR UNIT | $30.3M | 40.6K | 8.6% | ▲+27% Added · +9K sh | |
| 2 | BlackRock ETF Trust ISHARES US EQUIT | $17.2M | 253.0K | 4.9% | ▲+5.3% Added · +13K sh | |
| 3 | Vanguard Index FDS GROWTH ETF | $16.4M | 190.5K | 4.7% | ▲+519% Added · +160K sh | |
| 4 | Vanguard Index FDS VALUE ETF | $14.4M | 65.9K | 4.1% | ▼−17% Reduced · −13K sh | |
| 5 | Ishares TR NATIONAL MUN ETF | $13.8M | 128.0K | 3.9% | ▲+8.9% Added · +11K sh | |
| 6 | Vanguard Index FDS S&P 500 ETF SHS | $12.7M | 18.6K | 3.6% | ▼−1.8% Reduced · −343 sh | |
| 7 | Ishares TR CORE S&P500 ETF | $12.3M | 16.4K | 3.5% | ▲+1.1% Added · +183 sh | |
| 8 | Ishares TR MBS ETF | $10.9M | 115.2K | 3.1% | ▲+1.8% Added · +2K sh | |
| 9 | SPDR Series Trust ST STR P500GRW | $10.2M | 86.1K | 2.9% | ▼−0.3% Reduced · −269 sh | |
| 10 | Schwab Strategic TR US LCAP GR ETF | $9.0M | 266.8K | 2.6% | ▲+0.4% Added · +1K sh | |
| 11 | Ishares Inc CORE MSCI EMKT | $8.0M | 96.0K | 2.3% | ▼−27% Reduced · −36K sh | |
| 12 | Franklin Templeton ETF TR FRANKLIN DYN MUN | $7.9M | 314.7K | 2.3% | ▲+55% Added · +111K sh | |
| 13 | Ishares TR US TREAS BD ETF | $7.4M | 326.9K | 2.1% | ▲+145% Added · +193K sh | |
| 14 | BlackRock ETF Trust ISHA I IN TE ETF | $7.4M | 139.9K | 2.1% | ▼−4.4% Reduced · −6K sh | |
| 15 | BlackRock ETF Trust DYNAMIC EQTY ACT | $7.1M | 255.2K | 2.0% | ▲+0.2% Added · +433 sh | |
| 16 | Schwab Strategic TR US AGGREGATE B | $6.8M | 293.0K | 1.9% | ▲+68% Added · +118K sh | |
| 17 | BlackRock ETF Trust II ISHA FLEX IN ETF | $6.1M | 117.1K | 1.7% | ▼−19% Reduced · −28K sh | |
| 18 | Ishares TR EAFE GRWTH ETF | $5.7M | 45.8K | 1.6% | ▲New New position | |
| 19 | BlackRock ETF Trust DISC VOLA EQ ETF | $5.4M | 207.9K | 1.5% | ▼−2.0% Reduced · −4K sh | |
| 20 | Schwab Strategic TR LONG TERM US | $5.3M | 169.9K | 1.5% | ▼−3.9% Reduced · −7K sh | |
| 21 | Ishares TR MSCI USA MMENTM | $5.2M | 15.2K | 1.5% | ▼−20% Reduced · −4K sh | |
| 22 | Vanguard Index FDS SMALL CP ETF | $5.1M | 16.9K | 1.5% | ▲+6.7% Added · +1K sh | |
| 23 | Ishares TR CORE INTL AGGR | $5.1M | 100.8K | 1.5% | ▲+7.4% Added · +7K sh | |
| 24 | Ishares TR EAFE VALUE ETF | $5.1M | 66.4K | 1.4% | ▼−33% Reduced · −33K sh | |
| 25 | BlackRock ETF Trust ISHA SYST AL ETF | $4.9M | 176.4K | 1.4% | ▲New New position | |
| 26 | Schwab Strategic TR US MID-CAP ETF | $4.8M | 131.1K | 1.4% | ▲+3.7% Added · +5K sh | |
| 27 | Ishares TR CORE DIV GRWTH | $4.6M | 60.8K | 1.3% | ▼−3.8% Reduced · −2K sh | |
| 28 | Ishares TR US AER DEF ETF | $4.5M | 18.5K | 1.3% | ▲+78% Added · +8K sh | |
| 29 | BlackRock ETF Trust ISHA LA CORE ETF | $4.0M | 80.0K | 1.1% | ▲New New position | |
| 30 | Invesco Exchange Traded FD T S&P500 PUR GWT | $3.9M | 60.8K | 1.1% | ▲+0.7% Added · +447 sh | |
| 31 | Morgan Stanley ETF Trust EATO VANC BD ETF | $3.7M | 73.9K | 1.1% | ▼−2.2% Reduced · −2K sh | |
| 32 | Ishares Gold TR ISHARES NEW | $3.6M | 48.3K | 1.0% | ▼−28% Reduced · −18K sh | |
| 33 | Ishares TR CORE MSCI EAFE | $3.4M | 35.6K | 1.0% | ▼−3.0% Reduced · −1K sh | |
| 34 | Schwab Strategic TR INTL EQTY ETF | $3.4M | 122.4K | 1.0% | ▲+24% Added · +23K sh | |
| 35 | Ishares TR CORE MSCI TOTAL | $3.2M | 33.6K | 0.9% | ▲+5.7% Added · +2K sh | |
| 36 | Vanguard Index FDS MID CAP ETF | $3.1M | 38.4K | 0.9% | ▲+286% Added · +28K sh | |
| 37 | Ishares TR SYSTEMATIC BD ET | $3.0M | 34.1K | 0.9% | ▲+15% Added · +4K sh | |
| 38 | Vanguard Specialized Funds DIV APP ETF | $3.0M | 12.8K | 0.9% | ▼−0.3% Reduced · −46 sh | |
| 39 | SPDR Series Trust ST LON TREAS ETF | $3.0M | 112.7K | 0.8% | ▼−9.5% Reduced · −12K sh | |
| 40 | Invesco QQQ TR UNIT SER 1 | $2.9M | 3.9K | 0.8% | ▼−0.5% Reduced · −18 sh | |
| 41 | Schwab Strategic TR 5 10YR CORP BD | $2.7M | 121.0K | 0.8% | ▼−3.6% Reduced · −5K sh | |
| 42 | Ishares Inc MSCI EMERG MRKT | $2.5M | 33.0K | 0.7% | ▲+6.9% Added · +2K sh | |
| 43 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $2.3M | 32.2K | 0.7% | ▲+20% Added · +5K sh | |
| 44 | Putnam ETF Trust FOCUSED LAR CAP | $2.0M | 39.4K | 0.6% | ▲New New position | |
| 45 | Vanguard Scottsdale FDS VNG RUS2000IDX | $2.0M | 16.5K | 0.6% | ▼−0.5% Reduced · −77 sh | |
| 46 | Ishares TR 10-20 YR TRS ETF | $2.0M | 19.6K | 0.6% | ▼−2.3% Reduced · −462 sh | |
| 47 | Broadcom Inc COM | $1.9M | 5.0K | 0.5% | ▲~0% Added · +1 sh | |
| 48 | Ishares TR MSCI USA QLT FCT | $1.8M | 8.2K | 0.5% | ▼−77% Reduced · −27K sh | |
| 49 | Ishares TR CORE MSCI EURO | $1.8M | 23.8K | 0.5% | ▼−10% Reduced · −3K sh | |
| 50 | Vanguard Admiral FDS Inc 500 VAL IDX FD | $1.7M | 7.9K | 0.5% | ▼−1.3% Reduced · −104 sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.