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 $196.2M across 34 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAC ($34.3M, 17.46%), DFAT ($21.8M, 11.09%), SPTI ($20.1M, 10.25%), MUB ($14.8M, 7.55%), DFGR ($10.7M, 5.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $34.3M | 17.46% | 772,256 | Trimmed |
| 2 | DFAT | DIMENSIONAL ETF TRUST | $21.8M | 11.09% | 311,403 | Added |
| 3 | SPTI | SPDR SERIES TRUST | $20.1M | 10.25% | 708,223 | Added |
| 4 | MUB | ISHARES TR | $14.8M | 7.55% | 137,613 | Added |
| 5 | DFGR | DIMENSIONAL ETF TRUST | $10.7M | 5.46% | 370,107 | Added |
| 6 | DFEM | DIMENSIONAL ETF TRUST | $10.2M | 5.20% | 250,965 | Added |
| 7 | DFIC | DIMENSIONAL ETF TRUST | $9.2M | 4.70% | 247,440 | Added |
| 8 | DFGP | DIMENSIONAL ETF TRUST | $8.5M | 4.36% | 156,964 | Trimmed |
| 9 | DFGX | DIMENSIONAL ETF TRUST | $7.8M | 3.97% | 145,346 | Added |
| 10 | DUHP | DIMENSIONAL ETF TRUST | $7.3M | 3.70% | 174,112 | Added |
| 11 | VCIT | VANGUARD SCOTTSDALE FDS | $6.8M | 3.47% | 82,421 | Added |
| 12 | STIP | ISHARES TR | $6.3M | 3.20% | 61,524 | Added |
| 13 | DIHP | DIMENSIONAL ETF TRUST | $5.5M | 2.82% | 162,388 | Added |
| 14 | DISV | DIMENSIONAL ETF TRUST | $5.1M | 2.61% | 127,787 | Added |
| 15 | VTI | VANGUARD INDEX FDS | $4.6M | 2.37% | 12,566 | Added |
| 16 | DFAX | DIMENSIONAL ETF TRUST | $3.3M | 1.68% | 89,299 | Trimmed |
| 17 | MUNI | PIMCO ETF TR | $3.1M | 1.61% | 59,878 | Added |
| 18 | DFUV | DIMENSIONAL ETF TRUST | $3.1M | 1.59% | 56,732 | Hold |
| 19 | JMUB | J P MORGAN EXCHANGE TRADED F | $2.6M | 1.35% | 52,136 | Added |
| 20 | VEA | VANGUARD TAX-MANAGED FDS | $1.8M | 0.93% | 25,677 | Added |
| 21 | SUB | ISHARES TR | $1.8M | 0.92% | 17,025 | Hold |
| 22 | DFIV | DIMENSIONAL ETF TRUST | $1.4M | 0.71% | 25,732 | Hold |
| 23 | VBR | VANGUARD INDEX FDS | $1.2M | 0.61% | 4,925 | Hold |
| 24 | NOW | SERVICENOW INC | $904,739 | 0.46% | 9,113 | Trimmed |
| 25 | DFSU | DIMENSIONAL ETF TRUST | $836,822 | 0.43% | 17,946 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30