Bridge Generations Wealth Management LLC holds a focused book of 34 reported positions worth $196.2M as of Q2 2026 (disclosed Jul 20, 2026, a ~20-day 13F lag). This quarter they opened SS SPDR S&P 500 ETF Trust-US and trimmed Dimensional US Core Equity 2. Their largest long position is Dimensional US Core Equity 2 at 17% of the reported non-option book. Cloning the disclosed picks since 2025 would be +23% (+14.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Bridge Generations Wealth Management LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Bridge Generations Wealth Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~20 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: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
1% mapped to company sectors
+2 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 Bridge Generations Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Miramar Fiduciary Corp | 4 / 34 | $98.2M |
| Ramsey Quantitative Systems | 3 / 34 | $97.6M |
| Triune Financial Partners, LLC | 10 / 34 | $407.5M |
| Capstone Capital LLC | 9 / 34 | $146.4M |
| Retirement Solution LLC | 10 / 34 | $411.8M |
| Verisail Partners, LLC | 7 / 34 | $212.2M |
| Forum Financial Management, LP | 25 / 34 | $5.9B |
| Sensible Money, LLC | 11 / 34 | $281.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Bridge Generations Wealth Management 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 | Dimensional ETF Trust US COR EQU 2 ETF | $34.3M | 772.3K | 17.5% | ▼−0.7% Reduced · −5K sh | |
| 2 | Dimensional ETF Trust US TARGETED VLU | $21.8M | 311.4K | 11.1% | ▲+0.3% Added · +903 sh | |
| 3 | SPDR Series Trust ST INTER ETF | $20.1M | 708.2K | 10.2% | ▲+7.2% Added · +47K sh | |
| 4 | Ishares TR NATIONAL MUN ETF | $14.8M | 137.6K | 7.5% | ▲+11% Added · +14K sh | |
| 5 | Dimensional ETF Trust GLOBAL REAL EST | $10.7M | 370.1K | 5.5% | ▲+2.9% Added · +10K sh | |
| 6 | Dimensional ETF Trust EMERGING MKTS CO | $10.2M | 251.0K | 5.2% | ▲+1.0% Added · +3K sh | |
| 7 | Dimensional ETF Trust INTL CORE EQUITY | $9.2M | 247.4K | 4.7% | ▲+0.7% Added · +2K sh | |
| 8 | Dimensional ETF Trust GLOB CO PLUS ETF | $8.5M | 157.0K | 4.4% | ▼−3.2% Reduced · −5K sh | |
| 9 | Dimensional ETF Trust INTL COR FIX ETF | $7.8M | 145.3K | 4.0% | ▲+34% Added · +37K sh | |
| 10 | Dimensional ETF Trust US HIGH PROF ETF | $7.3M | 174.1K | 3.7% | ▲+4.5% Added · +7K sh | |
| 11 | Vanguard Scottsdale FDS INT-TERM CORP | $6.8M | 82.4K | 3.5% | ▲+18% Added · +13K sh | |
| 12 | Ishares TR 0-5 YR TIPS ETF | $6.3M | 61.5K | 3.2% | ▲+39% Added · +17K sh | |
| 13 | Dimensional ETF Trust INTL HIGH PROFIT | $5.5M | 162.4K | 2.8% | ▲+1.9% Added · +3K sh | |
| 14 | Dimensional ETF Trust INTL SMALL CAP V | $5.1M | 127.8K | 2.6% | ▲+2.2% Added · +3K sh | |
| 15 | Vanguard Index FDS TOTAL STK MKT | $4.6M | 12.6K | 2.4% | ▲+3.1% Added · +376 sh | |
| 16 | Dimensional ETF Trust WORLD EX US CORE | $3.3M | 89.3K | 1.7% | ▼−0.2% Reduced · −152 sh | |
| 17 | Pimco ETF TR INTER MUN BD ACT | $3.1M | 59.9K | 1.6% | ▲+28% Added · +13K sh | |
| 18 | Dimensional ETF Trust US MKTWIDE VALUE | $3.1M | 56.7K | 1.6% | —Held | |
| 19 | J P Morgan Exchange Traded F MUNICIPAL ETF | $2.6M | 52.1K | 1.3% | ▲+22% Added · +10K sh | |
| 20 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.8M | 25.7K | 0.9% | ▲+10% Added · +2K sh | |
| 21 | Ishares TR SHRT NAT MUN ETF | $1.8M | 17.0K | 0.9% | —Held | |
| 22 | Dimensional ETF Trust INTERNATNAL VAL | $1.4M | 25.7K | 0.7% | —Held | |
| 23 | Vanguard Index FDS SM CP VAL ETF | $1.2M | 4.9K | 0.6% | —Held | |
| 24 | Servicenow Inc COM | $905K | 9.1K | 0.5% | ▼−9.9% Reduced · −997 sh | |
| 25 | Dimensional ETF Trust US SUSTAINABILTY | $837K | 17.9K | 0.4% | —Held | |
| 26 | Dimensional ETF Trust US EQUI MARK ETF | $575K | 7.0K | 0.3% | —Held | |
| 27 | Ishares TR EAFE SML CP ETF | $515K | 6.3K | 0.3% | —Held | |
| 28 | Dimensional ETF Trust INTERNATIONAL | $337K | 7.5K | 0.2% | —Held | |
| 29 | Ishares TR EAFE VALUE ETF | $317K | 4.1K | 0.2% | —Held | |
| 30 | Vaneck ETF Trust HIGH YLD MUNIETF | $287K | 5.6K | 0.1% | —Held | |
| 31 | Dimensional ETF Trust EMER MARK SU ETF | $254K | 5.2K | 0.1% | —Held | |
| 32 | State STR SPDR S&P 500 ETF T TR UNIT | $238K | 319 | 0.1% | ▲New New position | |
| 33 | Fidelity Wise Origin Bitcoin SHS | $214K | 4.2K | 0.1% | ▲New New position | |
| 34 | Dimensional ETF Trust INFLATION PROTE | $201K | 4.9K | 0.1% | ▲New New position |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show BRIDGE GENERATIONS WEALTH MANAGEMENT LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 20d | 34 | $196.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 24, 2026 | 24d | 32 | $174.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 41d | 129 | $161.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 37d | 134 | $150.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 18, 2025 | 18d | 127 | $164.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 1, 2025 | 31d | 151 | $159.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 44d | 97 | $151.4M | 13F-HR |
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.