Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Beacon Bridge Wealth Partners, LLC (CIK 1965468) reported $298.8M across 99 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($20.8M, 6.96%), VTV ($15.5M, 5.19%), DYNF ($14.0M, 4.68%), VUG ($13.4M, 4.50%), MUB ($12.5M, 4.18%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $20.8M | 6.96% | 31,968 | Added |
| 2 | VTV | VANGUARD INDEX FDS | $15.5M | 5.19% | 79,065 | Added |
| 3 | DYNF | BLACKROCK ETF TRUST | $14.0M | 4.68% | 240,341 | Added |
| 4 | VUG | VANGUARD INDEX FDS | $13.4M | 4.50% | 30,790 | Added |
| 5 | MUB | ISHARES TR | $12.5M | 4.18% | 117,514 | Added |
| 6 | VOO | VANGUARD INDEX FDS | $11.3M | 3.78% | 18,898 | Trimmed |
| 7 | MBB | ISHARES TR | $10.7M | 3.60% | 113,194 | Trimmed |
| 8 | IVV | ISHARES TR | $10.6M | 3.55% | 16,246 | Added |
| 9 | IEMG | ISHARES INC | $9.2M | 3.08% | 131,719 | Added |
| 10 | SPYG | SPDR SERIES TRUST | $8.5M | 2.83% | 86,328 | Added |
| 11 | SCHG | SCHWAB STRATEGIC TR | $7.7M | 2.59% | 265,605 | Added |
| 12 | BINC | BLACKROCK ETF TRUST II | $7.5M | 2.51% | 144,646 | Trimmed |
| 13 | EFV | ISHARES TR | $7.4M | 2.46% | 98,961 | Added |
| 14 | QUAL | ISHARES TR | $6.7M | 2.24% | 34,905 | Added |
| 15 | DYNF | BLACKROCK ETF TRUST | $6.2M | 2.07% | 254,793 | Trimmed |
| 16 | IAU | ISHARES GOLD TR | $5.9M | 1.97% | 66,685 | Trimmed |
| 17 | SCHQ | SCHWAB STRATEGIC TR | $5.6M | 1.86% | 176,856 | Added |
| 18 | DYNF | BLACKROCK ETF TRUST | $5.2M | 1.75% | 212,183 | Trimmed |
| 19 | FLMI | FRANKLIN TEMPLETON ETF TR | $5.0M | 1.69% | 203,337 | Added |
| 20 | BAI | BLACKROCK ETF TRUST | $4.8M | 1.61% | 146,377 | Added |
| 21 | IAGG | ISHARES TR | $4.7M | 1.57% | 93,827 | Added |
| 22 | MTUM | ISHARES TR | $4.6M | 1.53% | 19,058 | Trimmed |
| 23 | DGRO | ISHARES TR | $4.4M | 1.49% | 63,226 | Added |
| 24 | VB | VANGUARD INDEX FDS | $4.1M | 1.39% | 15,825 | Added |
| 25 | SCHZ | SCHWAB STRATEGIC TR | $4.1M | 1.36% | 174,497 | Added |
Source: SEC Form 13F filings · as of 2026-03-31