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BRIDGE GENERATIONS WEALTH MANAGEMENT LLC — 13F Holdings & Portfolio

CIK 2056071 · latest 13F-HR filed 2026-04-24

Backtest portfolio

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC manages $174.4M in 13F-reported U.S. long-equity assets across 32 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are DFAC (17.32%), DFAT (11.12%), SPTI (10.86%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 97, added to 10, and trimmed 6.

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

$174.4M

Long-equity book

Holdings

32

Distinct positions

Period

2026-03-31

Filed 2026-04-24

Q/Q Activity

+0 / −97 / ↑10 / ↓6

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$3.0M +199.8%
  • ISHARES TR$3.0M +29.1%
  • DIMENSIONAL ETF TRUST$2.5M +78.6%
  • SPDR SERIES TRUST$1.7M +9.7%
  • VANGUARD SCOTTSDALE FDS$1.5M +35.0%
Show all 10 →

Top Trims

  • ISHARES TR-$844.8K -46.5%
  • DIMENSIONAL ETF TRUST-$298.1K -18.0%
  • SERVICENOW INC-$123.3K -10.4%
  • DIMENSIONAL ETF TRUST-$123.1K -19.8%
  • DIMENSIONAL ETF TRUST-$58.5K -15.6%
Show all 6 →

New Positions

  • No new positions this quarter.
Show all 0 →

Exited Positions

  • VANGUARD SCOTTSDALE FDS$188.4K
  • ORACLE CORP$177.6K
  • EA SERIES TRUST$171.8K
  • DIMENSIONAL ETF TRUST$143.3K
  • NUCOR CORP$116.1K
Show all 97 →
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 DIMENSIONAL ETF TRUST DFAC 25434V708 $30.2M 17.32% 777,411 SH
2 DIMENSIONAL ETF TRUST DFAT 25434V609 $19.4M 11.12% 310,500 SH
3 SPDR SERIES TRUST SPTI 78464A672 $18.9M 10.86% 660,917 SH
4 ISHARES TR MUB 464288414 $13.2M 7.55% 124,010 SH
5 DIMENSIONAL ETF TRUST DFGR 25434V658 $9.6M 5.48% 359,686 SH
6 DIMENSIONAL ETF TRUST DFGP 25434V583 $8.8M 5.02% 162,187 SH
7 DIMENSIONAL ETF TRUST DFIC 25434V799 $8.7M 5.00% 245,608 SH
8 DIMENSIONAL ETF TRUST DFEM 25434V732 $8.6M 4.92% 248,400 SH
9 DIMENSIONAL ETF TRUST DUHP 25434V831 $6.1M 3.51% 166,648 SH
10 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $5.8M 3.32% 69,917 SH
11 DIMENSIONAL ETF TRUST DFGX 25434V575 $5.7M 3.25% 108,165 SH
12 DIMENSIONAL ETF TRUST DIHP 25434V765 $5.1M 2.94% 159,287 SH
13 DIMENSIONAL ETF TRUST DISV 25434V781 $4.9M 2.83% 125,026 SH
14 ISHARES TR STIP 46429B747 $4.6M 2.62% 44,198 SH
15 VANGUARD INDEX FDS VTI 922908769 $3.9M 2.24% 12,190 SH
16 DIMENSIONAL ETF TRUST DFAX 25434V880 $3.0M 1.74% 89,451 SH
17 DIMENSIONAL ETF TRUST DFUV 25434V724 $2.7M 1.58% 56,732 SH
18 PIMCO ETF TR MUNI 72201R866 $2.4M 1.40% 46,797 SH
19 J P MORGAN EXCHANGE TRADED F JMUB 46641Q647 $2.1M 1.22% 42,601 SH
20 ISHARES TR SUB 464288158 $1.8M 1.04% 17,025 SH
21 VANGUARD TAX-MANAGED FDS VEA 921943858 $1.5M 0.86% 23,339 SH
22 DIMENSIONAL ETF TRUST DFIV 25434V807 $1.4M 0.78% 25,732 SH
23 VANGUARD INDEX FDS VBR 922908611 $1.1M 0.61% 4,925 SH
24 SERVICENOW INC NOW 81762P102 $1.1M 0.61% 10,110 SH
25 ISHARES TR TLH 464288653 $970.6K 0.56% 9,636 SH
26 DIMENSIONAL ETF TRUST DFSU 25434V716 $737.4K 0.42% 17,946 SH
27 DIMENSIONAL ETF TRUST DFUS 25434V401 $497.3K 0.29% 7,013 SH
28 ISHARES TR SCZ 464288273 $491.0K 0.28% 6,262 SH
29 DIMENSIONAL ETF TRUST DFSI 25434V690 $316.6K 0.18% 7,467 SH
30 ISHARES TR EFV 464288877 $307.5K 0.18% 4,136 SH
31 VANECK ETF TRUST HYD 92189H409 $278.9K 0.16% 5,563 SH
32 DIMENSIONAL ETF TRUST DFSE 25434V682 $220.3K 0.13% 5,199 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-24 $174.4M 32 0001941040-26-000258
2025-12-31 2026-02-10 $161.5M 129 0002056071-26-000001