Beacon Bridge Wealth Partners, LLC — 13F Holdings & Portfolio
CIK 1965468 · latest 13F-HR filed 2026-05-05
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
$298.8M
Long-equity book
Holdings
101
Distinct positions
Period
2026-03-31
Filed 2026-05-05
Q/Q Activity
+9 / −6 / ↑18 / ↓30
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- FRANKLIN TEMPLETON ETF TR$1.2M +31.8%
- ISHARES INC$972.1K +11.8%
- VANGUARD INDEX FDS$798.5K +5.4%
- ISHARES TR$509.6K +33.7%
- ISHARES GOLD TR$456.5K +8.4%
Top Trims
- VANGUARD INDEX FDS-$1.3M -9.0%
- ISHARES TR-$1.1M -19.2%
- VANGUARD INDEX FDS-$722.6K -6.0%
- SPDR SERIES TRUST-$599.0K -6.6%
- SCHWAB STRATEGIC TR-$552.3K -6.7%
New Positions
- SCHWAB STRATEGIC TR$965.1K
- SELECT SECTOR SPDR TR$679.0K
- INVESCO EXCH TRADED FD TR II$318.7K
- CORNING INC$269.9K
- GE VERNOVA INC$230.4K
Exited Positions
- SELECT SECTOR SPDR TR$772.0K
- ISHARES TR$251.8K
- CISCO SYS INC$213.8K
- ORACLE CORP$208.7K
- GE AEROSPACE$206.7K
All Holdings
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 | $20.8M | 6.96% | 31,968 | SH |
| 2 | VANGUARD INDEX FDS | VTV | 922908744 | $15.5M | 5.19% | 79,065 | SH |
| 3 | BLACKROCK ETF TRUST | DYNF | 09290C103 | $14.0M | 4.68% | 240,341 | SH |
| 4 | VANGUARD INDEX FDS | VUG | 922908736 | $13.4M | 4.50% | 30,790 | SH |
| 5 | ISHARES TR | MUB | 464288414 | $12.5M | 4.18% | 117,514 | SH |
| 6 | VANGUARD INDEX FDS | VOO | 922908363 | $11.3M | 3.78% | 18,898 | SH |
| 7 | ISHARES TR | MBB | 464288588 | $10.7M | 3.60% | 113,194 | SH |
| 8 | ISHARES TR | IVV | 464287200 | $10.6M | 3.55% | 16,246 | SH |
| 9 | ISHARES INC | IEMG | 46434G103 | $9.2M | 3.08% | 131,719 | SH |
| 10 | SPDR SERIES TRUST | SPYG | 78464A409 | $8.5M | 2.83% | 86,328 | SH |
| 11 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $7.7M | 2.59% | 265,605 | SH |
| 12 | BLACKROCK ETF TRUST II | BINC | 092528603 | $7.5M | 2.51% | 144,646 | SH |
| 13 | ISHARES TR | EFV | 464288877 | $7.4M | 2.46% | 98,961 | SH |
| 14 | ISHARES TR | QUAL | 46432F339 | $6.7M | 2.24% | 34,905 | SH |
| 15 | BLACKROCK ETF TRUST | BDYN | 09290C723 | $6.2M | 2.07% | 254,793 | SH |
| 16 | ISHARES GOLD TR | IAU | 464285204 | $5.9M | 1.97% | 66,685 | SH |
| 17 | SCHWAB STRATEGIC TR | SCHQ | 808524680 | $5.6M | 1.86% | 176,856 | SH |
| 18 | BLACKROCK ETF TRUST | BDVL | 09290C715 | $5.2M | 1.75% | 212,183 | SH |
| 19 | FRANKLIN TEMPLETON ETF TR | FLMI | 35473P868 | $5.0M | 1.69% | 203,337 | SH |
| 20 | BLACKROCK ETF TRUST | BAI | 09290C780 | $4.8M | 1.61% | 146,377 | SH |
| 21 | ISHARES TR | IAGG | 46435G672 | $4.7M | 1.57% | 93,827 | SH |
| 22 | ISHARES TR | MTUM | 46432F396 | $4.6M | 1.53% | 19,058 | SH |
| 23 | ISHARES TR | DGRO | 46434V621 | $4.4M | 1.49% | 63,226 | SH |
| 24 | VANGUARD INDEX FDS | VB | 922908751 | $4.1M | 1.39% | 15,825 | SH |
| 25 | SCHWAB STRATEGIC TR | SCHZ | 808524839 | $4.1M | 1.36% | 174,497 | SH |
| 26 | SCHWAB STRATEGIC TR | SCHM | 808524508 | $3.9M | 1.31% | 126,438 | SH |
| 27 | MORGAN STANLEY ETF TRUST | EVTR | 61774R841 | $3.8M | 1.28% | 75,617 | SH |
| 28 | ISHARES TR | IEFA | 46432F842 | $3.3M | 1.11% | 36,697 | SH |
| 29 | SPDR SERIES TRUST | SPTL | 78464A664 | $3.3M | 1.10% | 124,549 | SH |
| 30 | ISHARES TR | GOVT | 46429B267 | $3.1M | 1.02% | 133,518 | SH |
| 31 | VANGUARD INDEX FDS | VO | 922908629 | $2.9M | 0.95% | 9,932 | SH |
| 32 | SCHWAB STRATEGIC TR | SCHI | 808524698 | $2.8M | 0.95% | 125,574 | SH |
| 33 | INVESCO EXCHANGE TRADED FD T | RPG | 46137V266 | $2.8M | 0.94% | 60,318 | SH |
| 34 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $2.8M | 0.92% | 12,824 | SH |
| 35 | ISHARES TR | IXUS | 46432F834 | $2.8M | 0.92% | 31,809 | SH |
| 36 | ISHARES TR | SYSB | 46435U796 | $2.6M | 0.88% | 29,609 | SH |
| 37 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $2.5M | 0.82% | 99,033 | SH |
| 38 | ISHARES TR | ITA | 464288760 | $2.3M | 0.76% | 10,383 | SH |
| 39 | INVESCO QQQ TR | QQQ | 46090E103 | $2.2M | 0.75% | 3,896 | SH |
| 40 | ISHARES TR | TLH | 464288653 | $2.0M | 0.68% | 20,080 | SH |
| 41 | ISHARES INC | EEMV | 464286533 | $2.0M | 0.67% | 30,846 | SH |
| 42 | SELECT SECTOR SPDR TR | XLF | 81369Y605 | $1.9M | 0.62% | 37,792 | SH |
| 43 | ISHARES TR | IEUR | 46434V738 | $1.9M | 0.62% | 26,516 | SH |
| 44 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $1.7M | 0.58% | 26,913 | SH |
| 45 | ISHARES TR | IYW | 464287721 | $1.7M | 0.56% | 9,301 | SH |
| 46 | VANGUARD SCOTTSDALE FDS | VTWO | 92206C664 | $1.7M | 0.56% | 16,583 | SH |
| 47 | VANGUARD ADMIRAL FDS INC | VOOV | 921932703 | $1.6M | 0.55% | 8,050 | SH |
| 48 | SPDR INDEX SHS FDS | SPEM | 78463X509 | $1.6M | 0.52% | 33,081 | SH |
| 49 | BROADCOM INC | AVGO | 11135F101 | $1.5M | 0.51% | 4,961 | SH |
| 50 | STATE STR SPDR S&P MIDCAP 40 | MDY | 78467Y107 | $1.5M | 0.49% | 2,374 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-05 | $298.8M | 101 | 0001765380-26-000151 |
| 2025-12-31 | 2026-01-27 | $301.0M | 98 | 0001765380-26-000036 |