Beacon Bridge Wealth Partners, LLC Q2 2025 Filing
Filed July 24, 2025
Portfolio Value
$252.0B
Holdings
87
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (87 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 28,014 | $17.3B | 6.87% | |
| 2 | QUALISHARES TR | 94,627 | $17.3B | 6.87% | |
| 3 | VUGVANGUARD INDEX FDS | 30,332 | $13.3B | 5.28% | |
| 4 | VTVVANGUARD INDEX FDS | 68,608 | $12.1B | 4.81% | |
| 5 | MUBISHARES TR | 115,600 | $12.1B | 4.79% | |
| 6 | VOOVANGUARD INDEX FDS | 19,408 | $11.0B | 4.38% | |
| 7 | DYNFBLACKROCK ETF TRUST | 186,031 | $10.1B | 4.02% | |
| 8 | IVVISHARES TR | 16,061 | $10.0B | 3.96% | |
| 9 | MBBISHARES TR | 106,087 | $10.0B | 3.95% | |
| 10 | SPYGSPDR SERIES TRUST | 84,900 | $8.1B | 3.21% | |
| 11 | BINCBLACKROCK ETF TRUST II | 133,867 | $7.1B | 2.81% | |
| 12 | EEMVISHARES INC | 110,936 | $7.0B | 2.76% | |
| 13 | SCHGSCHWAB STRATEGIC TR | 226,496 | $6.6B | 2.63% | |
| 14 | SCHQSCHWAB STRATEGIC TR | 204,119 | $6.5B | 2.58% | |
| 15 | EFVISHARES TR | 91,255 | $5.8B | 2.30% | |
| 16 | IYWISHARES TR | 31,279 | $5.4B | 2.15% | |
| 17 | SCHZSCHWAB STRATEGIC TR | 211,119 | $4.9B | 1.95% | |
| 18 | IAGGISHARES TR | 83,390 | $4.3B | 1.69% | |
| 19 | DGROISHARES TR | 62,164 | $4.0B | 1.58% | |
| 20 | VBVANGUARD INDEX FDS | 15,386 | $3.6B | 1.45% | |
| 21 | VOVANGUARD INDEX FDS | 12,762 | $3.6B | 1.42% | |
| 22 | SCHFSCHWAB STRATEGIC TR | 156,198 | $3.5B | 1.37% | |
| 23 | SCHMSCHWAB STRATEGIC TR | 121,311 | $3.4B | 1.35% | |
| 24 | EFGISHARES TR | 28,746 | $3.2B | 1.28% | |
| 25 | AQLTISHARES TR | 37,574 | $3.1B | 1.24% | |
| 26 | MTUMISHARES TR | 12,301 | $3.0B | 1.17% | |
| 27 | RPGINVESCO EXCHANGE TRADED FD T | 62,486 | $2.9B | 1.14% | |
| 28 | SPTLSPDR SERIES TRUST | 103,897 | $2.8B | 1.10% | |
| 29 | SCHISCHWAB STRATEGIC TR | 120,656 | $2.7B | 1.09% | |
| 30 | VIGVANGUARD SPECIALIZED FUNDS | 13,410 | $2.7B | 1.09% | |
| 31 | AQLTISHARES TR | 118,795 | $2.7B | 1.08% | |
| 32 | IXUSISHARES TR | 34,827 | $2.7B | 1.07% | |
| 33 | IAU*ISHARES GOLD TR | 42,252 | $2.6B | 1.05% | |
| 34 | NDQINVESCO QQQ TR | 3,550 | $2.0B | 0.78% | |
| 35 | VTWOVANGUARD SCOTTSDALE FDS | 19,634 | $1.7B | 0.68% | |
| 36 | VOOVVANGUARD ADMIRAL FDS INC | 8,728 | $1.6B | 0.65% | |
| 37 | AGGISHARES TR | 16,479 | $1.6B | 0.65% | |
| 38 | XLFSELECT SECTOR SPDR TR | 29,961 | $1.6B | 0.62% | |
| 39 | LMTLOCKHEED MARTIN CORP | 3,267 | $1.5B | 0.60% | |
| 40 | VEAVANGUARD TAX-MANAGED FDS | 26,317 | $1.5B | 0.60% | |
| 41 | MDYSPDR S&P MIDCAP 400 ETF TR | 2,407 | $1.4B | 0.54% | |
| 42 | SPEMSPDR INDEX SHS FDS | 31,297 | $1.3B | 0.53% | |
| 43 | FISVFISERV INC | 7,752 | $1.3B | 0.53% | |
| 44 | AVGOBROADCOM INC | 4,649 | $1.3B | 0.51% | |
| 45 | SPTISPDR SERIES TRUST | 44,128 | $1.3B | 0.50% | |
| 46 | IVWISHARES TR | 11,262 | $1.2B | 0.49% | |
| 47 | NVDANVIDIA CORPORATION | 6,402 | $1.0B | 0.40% | |
| 48 | VXUSVANGUARD STAR FDS | 12,097 | $835.8M | 0.33% | |
| 49 | JQUAJ P MORGAN EXCHANGE TRADED F | 12,849 | $771.6M | 0.31% | |
| 50 | SPHQINVESCO EXCHANGE TRADED FD T | 10,174 | $725.0M | 0.29% | |
| 51 | GOOGLALPHABET INC | 4,103 | $723.2M | 0.29% | |
| 52 | VCSHVANGUARD SCOTTSDALE FDS | 8,092 | $643.3M | 0.26% | |
| 53 | HDHOME DEPOT INC | 1,696 | $622.0M | 0.25% | |
| 54 | MSFTMICROSOFT CORP | 1,248 | $620.5M | 0.25% | |
| 55 | JPMJPMORGAN CHASE & CO. | 2,118 | $614.0M | 0.24% | |
| 56 | SPGIS&P GLOBAL INC | 1,084 | $571.5M | 0.23% | |
| 57 | SDYSPDR SERIES TRUST | 4,025 | $546.3M | 0.22% | |
| 58 | NCDLNUVEEN CHURCHILL DIRECT LEND | 32,432 | $525.1M | 0.21% | |
| 59 | OEFISHARES TR | 1,725 | $525.0M | 0.21% | |
| 60 | PGPROCTER AND GAMBLE CO | 3,170 | $505.0M | 0.20% | |
| 61 | TSLATESLA INC | 1,567 | $497.8M | 0.20% | |
| 62 | AMZNAMAZON COM INC | 2,162 | $474.3M | 0.19% | |
| 63 | XLVSELECT SECTOR SPDR TR | 3,365 | $453.6M | 0.18% | |
| 64 | GOOGALPHABET INC | 2,422 | $429.6M | 0.17% | |
| 65 | VVISA INC | 1,207 | $428.5M | 0.17% | |
| 66 | IGROISHARES TR | 4,937 | $389.5M | 0.15% | |
| 67 | IVEISHARES TR | 1,831 | $357.9M | 0.14% | |
| 68 | BABOEING CO | 1,695 | $355.2M | 0.14% | |
| 69 | COSTCOSTCO WHSL CORP NEW | 357 | $353.4M | 0.14% | |
| 70 | IEURISHARES TR | 5,096 | $337.4M | 0.13% | |
| 71 | VTEBVANGUARD MUN BD FDS | 6,872 | $336.9M | 0.13% | |
| 72 | ORCLORACLE CORP | 1,498 | $327.6M | 0.13% | |
| 73 | XLISELECT SECTOR SPDR TR | 2,112 | $311.6M | 0.12% | |
| 74 | BRK/BBERKSHIRE HATHAWAY INC DEL | 543 | $263.8M | 0.10% | |
| 75 | BMYBRISTOL-MYERS SQUIBB CO | 5,582 | $258.4M | 0.10% | |
| 76 | IXCISHARES TR | 6,218 | $244.3M | 0.10% | |
| 77 | FISFIDELITY NATL INFORMATION SV | 2,957 | $240.7M | 0.10% | |
| 78 | IGIBISHARES TR | 4,502 | $239.9M | 0.10% | |
| 79 | HYSPIMCO ETF TR | 2,505 | $238.0M | 0.09% | |
| 80 | METAMETA PLATFORMS INC | 315 | $232.5M | 0.09% | |
| 81 | EEMISHARES TR | 4,521 | $218.1M | 0.09% | |
| 82 | JNJJOHNSON & JOHNSON | 1,397 | $213.3M | 0.08% | |
| 83 | ZTSZOETIS INC | 1,352 | $210.8M | 0.08% | |
| 84 | GEGE AEROSPACE | 817 | $210.3M | 0.08% | |
| 85 | NFLXNETFLIX INC | 156 | $208.9M | 0.08% | |
| 86 | SXCSUNCOKE ENERGY INC | 11,534 | $99.1M | 0.04% | |
| 87 | RLGTRADIANT LOGISTICS INC | 12,794 | $77.8M | 0.03% |