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BRIDGE GENERATIONS WEALTH MANAGEMENT LLC — 13F Holdings & Portfolio

CIK 2056071 · latest 13F-HR filed 2026-07-20

Backtest portfolio

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC manages $196.2M in 13F-reported U.S. long-equity assets across 34 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DFAC (17.46%), DFAT (11.09%), SPTI (10.25%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 1, added to 23, and trimmed 1.

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.

Filer Information
Address
5900 SW 73RD STREET
SUITE 300
SOUTH MIAMI, FL 33143
Phone
(305) 666-9411
Filing Manager
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
South Miami, FL
Signatory
DAVID SMITH
Chief Compliance Officer
Loading holdings…
AUM

$196.2M

Long-equity book

Holdings

34

Distinct positions

Period

2026-06-30

Filed 2026-07-20

Q/Q Activity

+3 / −1 / ↑23 / ↓1

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DIMENSIONAL ETF TRUST$4.0M +13.4%
  • DIMENSIONAL ETF TRUST$2.4M +12.3%
  • DIMENSIONAL ETF TRUST$2.1M +37.3%
  • ISHARES TR$1.7M +37.5%
  • ISHARES TR$1.6M +12.5%
Show all 23 →

Top Trims

  • SERVICENOW INC-$152.3K -14.4%
Show all 1 →

New Positions

  • STATE STR SPDR S&P 500 ETF T$238.1K
  • FIDELITY WISE ORIGIN BITCOIN$213.5K
  • DIMENSIONAL ETF TRUST$201.2K
Show all 3 →

Exited Positions

  • ISHARES TR$970.6K
Show all 1 →
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 $34.3M 17.46% 772,256 SH
2 DIMENSIONAL ETF TRUST DFAT 25434V609 $21.8M 11.09% 311,403 SH
3 SPDR SERIES TRUST SPTI 78464A672 $20.1M 10.25% 708,223 SH
4 ISHARES TR MUB 464288414 $14.8M 7.55% 137,613 SH
5 DIMENSIONAL ETF TRUST DFGR 25434V658 $10.7M 5.46% 370,107 SH
6 DIMENSIONAL ETF TRUST DFEM 25434V732 $10.2M 5.20% 250,965 SH
7 DIMENSIONAL ETF TRUST DFIC 25434V799 $9.2M 4.70% 247,440 SH
8 DIMENSIONAL ETF TRUST DFGP 25434V583 $8.5M 4.36% 156,964 SH
9 DIMENSIONAL ETF TRUST DFGX 25434V575 $7.8M 3.97% 145,346 SH
10 DIMENSIONAL ETF TRUST DUHP 25434V831 $7.3M 3.70% 174,112 SH
11 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $6.8M 3.47% 82,421 SH
12 ISHARES TR STIP 46429B747 $6.3M 3.20% 61,524 SH
13 DIMENSIONAL ETF TRUST DIHP 25434V765 $5.5M 2.82% 162,388 SH
14 DIMENSIONAL ETF TRUST DISV 25434V781 $5.1M 2.61% 127,787 SH
15 VANGUARD INDEX FDS VTI 922908769 $4.6M 2.37% 12,566 SH
16 DIMENSIONAL ETF TRUST DFAX 25434V880 $3.3M 1.68% 89,299 SH
17 PIMCO ETF TR MUNI 72201R866 $3.1M 1.61% 59,878 SH
18 DIMENSIONAL ETF TRUST DFUV 25434V724 $3.1M 1.59% 56,732 SH
19 J P MORGAN EXCHANGE TRADED F JMUB 46641Q647 $2.6M 1.35% 52,136 SH
20 VANGUARD TAX-MANAGED FDS VEA 921943858 $1.8M 0.93% 25,677 SH
21 ISHARES TR SUB 464288158 $1.8M 0.92% 17,025 SH
22 DIMENSIONAL ETF TRUST DFIV 25434V807 $1.4M 0.71% 25,732 SH
23 VANGUARD INDEX FDS VBR 922908611 $1.2M 0.61% 4,925 SH
24 SERVICENOW INC NOW 81762P102 $904.7K 0.46% 9,113 SH
25 DIMENSIONAL ETF TRUST DFSU 25434V716 $836.8K 0.43% 17,946 SH
26 DIMENSIONAL ETF TRUST DFUS 25434V401 $574.6K 0.29% 7,013 SH
27 ISHARES TR SCZ 464288273 $515.2K 0.26% 6,262 SH
28 DIMENSIONAL ETF TRUST DFSI 25434V690 $336.8K 0.17% 7,467 SH
29 ISHARES TR EFV 464288877 $316.6K 0.16% 4,136 SH
30 VANECK ETF TRUST HYD 92189H409 $286.5K 0.15% 5,563 SH
31 DIMENSIONAL ETF TRUST DFSE 25434V682 $254.1K 0.13% 5,199 SH
32 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $238.1K 0.12% 319 SH
33 FIDELITY WISE ORIGIN BITCOIN FBTC 315948109 $213.5K 0.11% 4,183 SH
34 DIMENSIONAL ETF TRUST DFIP 25434V856 $201.2K 0.10% 4,878 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-20 $196.2M 34 0001941040-26-000429
2026-03-31 2026-04-24 $174.4M 32 0001941040-26-000258
2025-12-31 2026-02-10 $161.5M 129 0002056071-26-000001