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.
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC (CIK 2056071) reported $174.4M across 32 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($30.2M, 17.32%), DFAT ($19.4M, 11.12%), SPTI ($18.9M, 10.86%), MUB ($13.2M, 7.55%), DFGR ($9.6M, 5.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $30.2M | 17.32% | 777,411 | Added |
| 2 | DFAT | DIMENSIONAL ETF TRUST | $19.4M | 11.12% | 310,500 | Added |
| 3 | SPTI | SPDR SERIES TRUST | $18.9M | 10.86% | 660,917 | Added |
| 4 | MUB | ISHARES TR | $13.2M | 7.55% | 124,010 | Added |
| 5 | DFGR | DIMENSIONAL ETF TRUST | $9.6M | 5.48% | 359,686 | Added |
| 6 | DFGP | DIMENSIONAL ETF TRUST | $8.8M | 5.02% | 162,187 | Added |
| 7 | DFIC | DIMENSIONAL ETF TRUST | $8.7M | 5.00% | 245,608 | Trimmed |
| 8 | DFEM | DIMENSIONAL ETF TRUST | $8.6M | 4.92% | 248,400 | Trimmed |
| 9 | DUHP | DIMENSIONAL ETF TRUST | $6.1M | 3.51% | 166,648 | Added |
| 10 | VCIT | VANGUARD SCOTTSDALE FDS | $5.8M | 3.32% | 69,917 | Added |
| 11 | DFGX | DIMENSIONAL ETF TRUST | $5.7M | 3.25% | 108,165 | Added |
| 12 | DIHP | DIMENSIONAL ETF TRUST | $5.1M | 2.94% | 159,287 | Added |
| 13 | DISV | DIMENSIONAL ETF TRUST | $4.9M | 2.83% | 125,026 | Trimmed |
| 14 | STIP | ISHARES TR | $4.6M | 2.62% | 44,198 | Added |
| 15 | VTI | VANGUARD INDEX FDS | $3.9M | 2.24% | 12,190 | Added |
| 16 | DFAX | DIMENSIONAL ETF TRUST | $3.0M | 1.74% | 89,451 | Trimmed |
| 17 | DFUV | DIMENSIONAL ETF TRUST | $2.7M | 1.58% | 56,732 | Hold |
| 18 | MUNI | PIMCO ETF TR | $2.4M | 1.40% | 46,797 | Added |
| 19 | JMUB | J P MORGAN EXCHANGE TRADED F | $2.1M | 1.22% | 42,601 | Added |
| 20 | SUB | ISHARES TR | $1.8M | 1.04% | 17,025 | Hold |
| 21 | VEA | VANGUARD TAX-MANAGED FDS | $1.5M | 0.86% | 23,339 | Trimmed |
| 22 | DFIV | DIMENSIONAL ETF TRUST | $1.4M | 0.78% | 25,732 | Trimmed |
| 23 | NOW | SERVICENOW INC | $1.1M | 0.61% | 10,110 | Added |
| 24 | VBR | VANGUARD INDEX FDS | $1.1M | 0.61% | 4,925 | Hold |
| 25 | TLH | ISHARES TR | $970,569 | 0.56% | 9,636 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31