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Beacon Bridge Wealth Partners, LLC — 13F Holdings & Portfolio

CIK 1965468 · latest 13F-HR filed 2026-08-05

Backtest portfolio

Beacon Bridge Wealth Partners, LLC manages $351.0M in 13F-reported U.S. long-equity assets across 105 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPY (8.64%), DYNF (4.90%), VUG (4.68%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 12 new positions and exited 8; 60 existing positions rose in reported value and 16 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$351.0M

Long-equity book

Holdings
105

Distinct positions

Period
2026-06-30

Filed 2026-08-05

Q/Q Activity
+12 / −8 / ↑60 / ↓16

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
SPY8.6% · +27%DYNF4.9% · +5%VUG4.7% · +519%VTV4.1% · -17%MUB3.9% · +9%VOO3.6% · -2%IVV3.5% · +1%MBB3.1% · +2%SPYG2.9% · -0%SCHG2.6% · +0%IEMG2.3% · -27%FLMI2.3% · +55%GOVT2.1% · +145%BAI2.1% · -4%BDYN2.0% · +0%SCHZ1.9% · +68%BINC1.7% · -19%EFG1.6% · newBDVL1.5% · -2%SCHQ1.5% · -4%MTUM1.5% · -20%VB1.5% · +7%IAGG1.5% · +7%EFV1.4% · -33%IALT1.4% · newSCHM1.4% · +4%DGRO1.3% · -4%ITA1.3% · +78%BLCR1.1% · newRPG1.1% · +1%EVTR1.1% · -2%IAU1.0% · -28%IEFA1.0% · -3%SCHF1.0% · +24%IXUS0.9% · +6%VO0.9% · +286%SYSB0.9% · +15%VIG0.9% · -0%SPTL0.8% · -10%QQQ0.8% · -0%SCHI0.8% · -4%EEMV0.7% · +7%VEA0.7% · +20%PVAL0.6% · newVTWO0.6% · -0%TLH0.6% · -2%AVGO0.5% · 0%QUAL0.5% · -76%IEUR0.5% · -10%VOOV0.5% · -1%SPEM0.5% · -5%XLF0.5% · -21%IVW0.4% · -2%XLK0.4% · -17%NVDA0.4% · +4%IYW0.4% · -40%XLI0.4% · -3%GOOGL0.4% · +6%VXUS0.4% · +59%HIMU0.3% · +27%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 42%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 29, 2026.

Assets Under Management
$426.6M
Discretionary
$421.8M
Employees
11
Accounts
1,113
Address
1600 N BETHLEHEM PIKE
N-200
LOWER GWYNEDD, PA 19002
Phone
(484) 533-6600
Website
Name Title / Status Ownership Type
KRZYWICKI, STEVEN, JOHN ControlCHIEF EXECUTIVE OFFICER & WEALTH ADVISOR | PARTNER
since Sep 2022
50–75%Individual
Lemesevski, Kristen, Michele ControlCHIEF OPERATING OFFICER
since Sep 2022
Less than 5%Individual
SCHMIDT, JAMES, F ControlWEALTH ADVISOR | PARTNER
since Sep 2022
10–25%Individual
SCOTT, MEGAN, AMANDA ControlCHIEF VISION OFFICER | PARTNER
since Sep 2022
10–25%Individual
MCCARTHY, MICHELLE, ANNECHIEF COMPLIANCE OFFICER
since Dec 2022
Less than 5%Individual
Ownership & leadership changes · 2 filings with changes since Jul 14, 2022

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jan 5, 2023 filing
  • No longer listedSTARK, BRADLEY, RICHARD · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Aug 2022
  • AddedMCCARTHY, MICHELLE, ANNE · CHIEF COMPLIANCE OFFICER · Less than 5%
Sep 1, 2022 filing
  • No longer listedWOODARD, KEVIN, SEAN · MEMBER, MANAGER AND CHIEF COMPLIANCE OFFICER · 75% or more · control person · listed since Apr 2022
  • AddedKRZYWICKI, STEVEN, JOHN · CHIEF EXECUTIVE OFFICER & WEALTH ADVISOR | PARTNER · 50–75% · control person
  • AddedLemesevski, Kristen, Michele · CHIEF OPERATING OFFICER · Less than 5% · control person
  • AddedSCHMIDT, JAMES, F · WEALTH ADVISOR | PARTNER · 10–25% · control person
  • AddedSCOTT, MEGAN, AMANDA · CHIEF VISION OFFICER | PARTNER · 10–25% · control person
  • AddedSTARK, BRADLEY, RICHARD · CHIEF COMPLIANCE OFFICER · Less than 5%
Jul 14, 2022 filing (earliest on record)
  • ListedWOODARD, KEVIN, SEAN · MEMBER, MANAGER AND CHIEF COMPLIANCE OFFICER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 60 →

Top Trims

Show all 16 →

New Positions

Show all 12 →

Exited Positions

Show all 8 →

Beacon Bridge Wealth Partners, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $30.3M 8.64% 40,596 SH
2 BLACKROCK ETF TRUST DYNF 09290C103 $17.2M 4.90% 253,037 SH
3 VANGUARD INDEX FDS VUG 922908736 $16.4M 4.68% 190,527 SH
4 VANGUARD INDEX FDS VTV 922908744 $14.4M 4.09% 65,893 SH
5 ISHARES TR MUB 464288414 $13.8M 3.93% 128,023 SH
6 VANGUARD INDEX FDS VOO 922908363 $12.7M 3.63% 18,555 SH
7 ISHARES TR IVV 464287200 $12.3M 3.51% 16,429 SH
8 ISHARES TR MBB 464288588 $10.9M 3.10% 115,183 SH
9 SPDR SERIES TRUST SPYG 78464A409 $10.2M 2.92% 86,059 SH
10 SCHWAB STRATEGIC TR SCHG 808524300 $9.0M 2.57% 266,774 SH
11 ISHARES INC IEMG 46434G103 $8.0M 2.27% 96,030 SH
12 FRANKLIN TEMPLETON ETF TR FLMI 35473P868 $7.9M 2.26% 314,712 SH
13 ISHARES TR GOVT 46429B267 $7.4M 2.12% 326,927 SH
14 BLACKROCK ETF TRUST BAI 09290C780 $7.4M 2.10% 139,883 SH
15 BLACKROCK ETF TRUST BDYN 09290C723 $7.1M 2.02% 255,226 SH
16 SCHWAB STRATEGIC TR SCHZ 808524839 $6.8M 1.93% 292,966 SH
17 BLACKROCK ETF TRUST II BINC 092528603 $6.1M 1.75% 117,051 SH
18 ISHARES TR EFG 464288885 $5.7M 1.62% 45,808 SH
19 BLACKROCK ETF TRUST BDVL 09290C715 $5.4M 1.54% 207,920 SH
20 SCHWAB STRATEGIC TR SCHQ 808524680 $5.3M 1.52% 169,913 SH
21 ISHARES TR MTUM 46432F396 $5.2M 1.49% 15,240 SH
22 VANGUARD INDEX FDS VB 922908751 $5.1M 1.46% 16,889 SH
23 ISHARES TR IAGG 46435G672 $5.1M 1.45% 100,772 SH
24 ISHARES TR EFV 464288877 $5.1M 1.45% 66,431 SH
25 BLACKROCK ETF TRUST IALT 09290C665 $4.9M 1.41% 176,392 SH
26 SCHWAB STRATEGIC TR SCHM 808524508 $4.8M 1.38% 131,105 SH
27 ISHARES TR DGRO 46434V621 $4.6M 1.31% 60,798 SH
28 ISHARES TR ITA 464288760 $4.5M 1.28% 18,516 SH
29 BLACKROCK ETF TRUST BLCR 09290C855 $4.0M 1.15% 80,024 SH
30 INVESCO EXCHANGE TRADED FD T RPG 46137V266 $3.9M 1.11% 60,765 SH
31 MORGAN STANLEY ETF TRUST EVTR 61774R841 $3.7M 1.07% 73,940 SH
32 ISHARES GOLD TR IAU 464285204 $3.6M 1.04% 48,302 SH
33 ISHARES TR IEFA 46432F842 $3.4M 0.98% 35,613 SH
34 SCHWAB STRATEGIC TR SCHF 808524805 $3.4M 0.97% 122,407 SH
35 ISHARES TR IXUS 46432F834 $3.2M 0.91% 33,625 SH
36 VANGUARD INDEX FDS VO 922908629 $3.1M 0.88% 38,351 SH
37 ISHARES TR SYSB 46435U796 $3.0M 0.86% 34,108 SH
38 VANGUARD SPECIALIZED FUNDS VIG 921908844 $3.0M 0.86% 12,778 SH
39 SPDR SERIES TRUST SPTL 78464A664 $3.0M 0.84% 112,686 SH
40 INVESCO QQQ TR QQQ 46090E103 $2.9M 0.81% 3,878 SH
41 SCHWAB STRATEGIC TR SCHI 808524698 $2.7M 0.78% 121,017 SH
42 ISHARES INC EEMV 464286533 $2.5M 0.71% 32,978 SH
43 VANGUARD TAX-MANAGED FDS VEA 921943858 $2.3M 0.65% 32,188 SH
44 PUTNAM ETF TRUST PVAL 746729300 $2.0M 0.57% 39,409 SH
45 VANGUARD SCOTTSDALE FDS VTWO 92206C664 $2.0M 0.57% 16,506 SH
46 ISHARES TR TLH 464288653 $2.0M 0.56% 19,618 SH
47 BROADCOM INC AVGO 11135F101 $1.9M 0.53% 4,962 SH
48 ISHARES TR QUAL 46432F339 $1.8M 0.51% 8,187 SH
49 ISHARES TR IEUR 46434V738 $1.8M 0.51% 23,798 SH
50 VANGUARD ADMIRAL FDS INC VOOV 921932703 $1.7M 0.50% 7,946 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-05 $351.0M 105 0001765380-26-000277
2026-03-31 2026-05-05 $298.8M 101 0001765380-26-000151
2025-12-31 2026-01-27 $301.0M 98 0001765380-26-000036
Filer Information
Address
1600 N BETHLEHEM PIKE
N-200
LOWER GWYNEDD, PA 19002
Phone
(484) 533-6600
Filing Manager
Beacon Bridge Wealth Partners, LLC
LOWER GWYNEDD, PA
Signatory
Michelle McCarthy
Chief Compliance Officer