2026 Q2 Portfolio Activity
In 2026 Q2, BRIDGE GENERATIONS WEALTH MANAGEMENT LLC maintained a portfolio of 35 distinct positions. The most significant new addition was STATE STR SPDR S&P 500 ETF T, now representing 0.12% of the total fund value. They heavily accumulated shares in DIMENSIONAL ETF TRUST, increasing the position by 34.4%. Conversely, BRIDGE GENERATIONS WEALTH MANAGEMENT LLC completely exited their position in ISHARES TR.
Position History
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Total Positions
35
Quarter
2026 Q2
Top Holding
DFAC (17.5%)
Top 10 Concentration
73.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-35 of 35
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFAC
DIMENSIONAL ETF...
|
ETF | 17.46% | 17.32% |
#1
Prev: #1
|
6.5 |
—
|
-5,155 | -0.7% |
P
S
|
772,256 | $34,257,270 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 11.09% | 11.12% |
#2
Prev: #2
|
6.0 |
—
|
903 | 0.3% |
P
S
|
311,403 | $21,767,056 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
SPTI
SPDR SERIES TRU...
|
Bond/Debt | 10.25% | 10.86% |
#3
Prev: #3
|
7.0 |
—
|
47,306 | 7.2% |
P
S
|
708,223 | $20,106,452 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
MUB
ISHARES TR
|
ETF | 7.55% | 7.55% |
#4
Prev: #4
|
5.5 |
—
|
13,603 | 11.0% |
P
S
|
137,613 | $14,809,896 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
DFGR
DIMENSIONAL ETF...
|
ETF | 5.46% | 5.48% |
#5
Prev: #5
|
3.2 |
—
|
10,421 | 2.9% |
P
S
|
370,107 | $10,721,988 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 5.20% | 4.92% |
#6
2
Prev: #8
|
2.6 |
—
|
2,565 | 1.0% |
P
S
|
250,965 | $10,199,208 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 4.70% | 5.00% |
#7
Prev: #7
|
2.4 |
—
|
1,832 | 0.7% |
P
S
|
247,440 | $9,219,628 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
DFGP
DIMENSIONAL ETF...
|
ETF | 4.36% | 5.02% |
#8
2
Prev: #6
|
2.2 |
—
|
-5,223 | -3.2% |
P
S
|
156,964 | $8,548,277 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
DFGX
DIMENSIONAL ETF...
|
Bond/Debt | 3.97% | 3.25% |
#9
2
Prev: #11
|
4.1 |
—
|
37,181 | 34.4% |
P
S
|
145,346 | $7,789,798 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
DUHP
DIMENSIONAL ETF...
|
ETF | 3.70% | 3.51% |
#10
1
Prev: #9
|
2.0 |
—
|
7,464 | 4.5% |
P
S
|
174,112 | $7,265,707 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 3.47% | 3.32% |
#11
1
Prev: #10
|
3.4 |
—
|
12,504 | 17.9% |
P
S
|
82,421 | $6,812,123 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
STIP
ISHARES TR
|
ETF | 3.20% | 2.62% |
#12
2
Prev: #14
|
3.8 |
—
|
17,326 | 39.2% |
P
S
|
61,524 | $6,285,258 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
DIHP
DIMENSIONAL ETF...
|
Bond/Debt | 2.82% | 2.94% |
#13
1
Prev: #12
|
1.6 |
—
|
3,101 | 1.9% |
P
S
|
162,388 | $5,541,507 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
DISV
DIMENSIONAL ETF...
|
Bond/Debt | 2.61% | 2.83% |
#14
1
Prev: #13
|
1.5 |
—
|
2,761 | 2.2% |
P
S
|
127,787 | $5,128,077 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 2.37% | 2.24% |
#15
Prev: #15
|
1.4 |
—
|
376 | 3.1% |
P
S
|
12,566 | $4,649,852 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 1.68% | 1.74% |
#16
Prev: #16
|
1.2 |
—
|
-152 | -0.2% |
P
S
|
89,299 | $3,289,792 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
MUNI
PIMCO ETF TR
|
Bond/Debt | 1.61% | 1.40% |
#17
1
Prev: #18
|
3.1 |
—
|
13,081 | 28.0% |
P
S
|
59,878 | $3,149,588 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 1.59% | 1.58% |
#18
1
Prev: #17
|
1.6 |
—
|
no change | no change |
P
S
|
56,732 | $3,120,828 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
JMUB
J P MORGAN EXCH...
|
ETF | 1.35% | 1.22% |
#19
Prev: #19
|
3.0 |
—
|
9,535 | 22.4% |
P
S
|
52,136 | $2,640,960 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.93% | 0.86% |
#20
1
Prev: #21
|
2.4 |
—
|
2,338 | 10.0% |
P
S
|
25,677 | $1,829,471 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
SUB
ISHARES TR
|
ETF | 0.92% | 1.04% |
#21
1
Prev: #20
|
1.4 |
—
|
no change | no change |
P
S
|
17,025 | $1,812,652 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 0.71% | 0.78% |
#22
Prev: #22
|
1.3 |
—
|
no change | no change |
P
S
|
25,732 | $1,390,028 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 0.61% | 0.61% |
#23
Prev: #23
|
1.2 |
—
|
no change | no change |
P
S
|
4,925 | $1,196,727 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
NOW
SERVICENOW INC
|
Technology | 0.46% | 0.61% |
#24
Prev: #24
|
0.7 |
—
|
-997 | -9.9% |
P
S
|
9,113 | $904,739 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
DFSU
DIMENSIONAL ETF...
|
ETF | 0.43% | 0.42% |
#25
1
Prev: #26
|
1.2 |
—
|
no change | no change |
P
S
|
17,946 | $836,822 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 0.29% | 0.29% |
#26
1
Prev: #27
|
1.1 |
—
|
no change | no change |
P
S
|
7,013 | $574,646 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
SCZ
ISHARES TR
|
ETF | 0.26% | 0.28% |
#27
1
Prev: #28
|
1.1 |
—
|
no change | no change |
P
S
|
6,262 | $515,175 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
DFSI
DIMENSIONAL ETF...
|
Bond/Debt | 0.17% | 0.18% |
#28
1
Prev: #29
|
1.1 |
—
|
no change | no change |
P
S
|
7,467 | $336,762 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
EFV
ISHARES TR
|
ETF | 0.16% | 0.18% |
#29
1
Prev: #30
|
1.1 |
—
|
no change | no change |
P
S
|
4,136 | $316,611 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
HYD
VANECK ETF TRUS...
|
ETF | 0.15% | 0.16% |
#30
1
Prev: #31
|
1.1 |
—
|
no change | no change |
P
S
|
5,563 | $286,525 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
DFSE
DIMENSIONAL ETF...
|
ETF | 0.13% | 0.13% |
#31
1
Prev: #32
|
1.1 |
—
|
no change | no change |
P
S
|
5,199 | $254,125 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.12% | — |
#32
Prev: #—
|
3.5 |
—
|
319 | — |
NEW
|
319 | $238,100 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
FBTC
FIDELITY WISE O...
|
Unknown | 0.11% | — |
#33
Prev: #—
|
3.5 |
—
|
4,183 | — |
NEW
|
4,183 | $213,543 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
DFIP
DIMENSIONAL ETF...
|
ETF | 0.10% | — |
#34
Prev: #—
|
3.5 |
—
|
4,878 | — |
NEW
|
4,878 | $201,242 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
TLH
ISHARES TR
|
ETF | 0.00% | 0.56% |
Sold All 😨
(Was: #25) |
0.0 |
—
|
-9,636 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 |
Showing 1-35 of 35 holdings