Bridge Generations Wealth Management LLC holds a focused book of 34 stocks worth $196.2M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2025 would be +21% (+14.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2056071/holdings"
Use Arkolith to show BRIDGE GENERATIONS WEALTH MANAGEMENT LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Bridge Generations Wealth Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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
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, no cost basis
Other tracked managers holding the same core names as Bridge Generations Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 80 / 34 | $43.5B |
| LPL Financial LLC | 80 / 34 | $41.8B |
| OSAIC HOLDINGS, INC. | 80 / 34 | $7.9B |
| Farther Finance Advisors, LLC | 80 / 34 | $1.8B |
| MORGAN STANLEY | 79 / 34 | $222.6B |
| JPMORGAN CHASE & CO | 79 / 34 | $206.8B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 79 / 34 | $7.1B |
| Allworth Financial LP | 79 / 34 | $5.3B |
Ranked by how many of Bridge Generations Wealth Management LLC's top 34 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 34 | $196.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 24, 2026 | 32 | $174.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 129 | $161.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 134 | $150.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 18, 2025 | 127 | $164.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 1, 2025 | 151 | $159.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 97 | $151.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.