Beacon Bridge Wealth Partners, LLC Q4 2025 Filing
Filed January 27, 2026
Portfolio Value
$301.0B
Holdings
98
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (98 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 31,642 | $21.6B | 7.17% | |
| 2 | VUGVANGUARD INDEX FDS | 30,292 | $14.8B | 4.91% | |
| 3 | VTVVANGUARD INDEX FDS | 77,041 | $14.7B | 4.89% | |
| 4 | DYNFBLACKROCK ETF TRUST | 236,391 | $14.4B | 4.78% | |
| 5 | MUBISHARES TR | 116,095 | $12.4B | 4.13% | |
| 6 | VOOVANGUARD INDEX FDS | 19,159 | $12.0B | 3.99% | |
| 7 | MBBISHARES TR | 117,744 | $11.2B | 3.72% | |
| 8 | IVVISHARES TR | 15,949 | $10.9B | 3.63% | |
| 9 | SPYGSPDR SERIES TRUST | 84,830 | $9.1B | 3.01% | |
| 10 | SCHGSCHWAB STRATEGIC TR | 254,119 | $8.3B | 2.75% | |
| 11 | IEMGISHARES INC | 122,215 | $8.2B | 2.73% | |
| 12 | BINCBLACKROCK ETF TRUST II | 146,148 | $7.7B | 2.56% | |
| 13 | EFVISHARES TR | 98,258 | $7.0B | 2.33% | |
| 14 | QUALISHARES TR | 34,559 | $6.9B | 2.28% | |
| 15 | BDYNBLACKROCK ETF TRUST | 260,433 | $6.7B | 2.22% | |
| 16 | MTUMISHARES TR | 22,617 | $5.7B | 1.88% | |
| 17 | SCHQSCHWAB STRATEGIC TR | 174,868 | $5.5B | 1.84% | |
| 18 | IAU*ISHARES GOLD TR | 66,804 | $5.4B | 1.80% | |
| 19 | BDVLBLACKROCK ETF TRUST | 216,744 | $5.4B | 1.79% | |
| 20 | BAIBLACKROCK ETF TRUST | 143,582 | $4.8B | 1.59% | |
| 21 | IAGGISHARES TR | 92,650 | $4.6B | 1.54% | |
| 22 | SCHZSCHWAB STRATEGIC TR | 174,021 | $4.1B | 1.35% | |
| 23 | DGROISHARES TR | 58,361 | $4.1B | 1.35% | |
| 24 | VBVANGUARD INDEX FDS | 15,680 | $4.0B | 1.34% | |
| 25 | FLMIFRANKLIN TEMPLETON ETF TR | 153,791 | $3.8B | 1.27% | |
| 26 | EVTRMORGAN STANLEY ETF TRUST | 74,105 | $3.8B | 1.27% | |
| 27 | SCHMSCHWAB STRATEGIC TR | 125,611 | $3.8B | 1.25% | |
| 28 | AQLTISHARES TR | 36,943 | $3.3B | 1.10% | |
| 29 | SCHISCHWAB STRATEGIC TR | 143,847 | $3.3B | 1.10% | |
| 30 | SPTLSPDR SERIES TRUST | 119,795 | $3.2B | 1.05% | |
| 31 | VOVANGUARD INDEX FDS | 10,643 | $3.1B | 1.03% | |
| 32 | AQLTISHARES TR | 132,391 | $3.0B | 1.01% | |
| 33 | VIGVANGUARD SPECIALIZED FUNDS | 13,068 | $2.9B | 0.95% | |
| 34 | RPGINVESCO EXCHANGE TRADED FD T | 61,425 | $2.9B | 0.95% | |
| 35 | IXUSISHARES TR | 31,530 | $2.7B | 0.89% | |
| 36 | SYSBISHARES TR | 28,782 | $2.6B | 0.86% | |
| 37 | NDQINVESCO QQQ TR | 3,842 | $2.4B | 0.78% | |
| 38 | ITA*ISHARES TR | 10,326 | $2.2B | 0.74% | |
| 39 | SCHFSCHWAB STRATEGIC TR | 92,137 | $2.2B | 0.74% | |
| 40 | XLFSELECT SECTOR SPDR TR | 37,553 | $2.1B | 0.68% | |
| 41 | EEMVISHARES INC | 31,030 | $2.0B | 0.66% | |
| 42 | IYWISHARES TR | 9,329 | $1.9B | 0.62% | |
| 43 | VTWOVANGUARD SCOTTSDALE FDS | 17,770 | $1.8B | 0.59% | |
| 44 | AVGOBROADCOM INC | 4,960 | $1.7B | 0.57% | |
| 45 | VEAVANGUARD TAX-MANAGED FDS | 26,854 | $1.7B | 0.56% | |
| 46 | VOOVVANGUARD ADMIRAL FDS INC | 8,177 | $1.7B | 0.56% | |
| 47 | IEURISHARES TR | 23,254 | $1.6B | 0.55% | |
| 48 | SPEMSPDR INDEX SHS FDS | 32,543 | $1.5B | 0.51% | |
| 49 | TLHISHARES TR | 14,880 | $1.5B | 0.50% | |
| 50 | IVWISHARES TR | 11,318 | $1.4B | 0.46% | |
| 51 | MDYSPDR S&P MIDCAP 400 ETF TR | 2,311 | $1.4B | 0.46% | |
| 52 | AGGISHARES TR | 13,283 | $1.3B | 0.44% | |
| 53 | NVDANVIDIA CORPORATION | 7,011 | $1.3B | 0.43% | |
| 54 | SPTISPDR SERIES TRUST | 44,347 | $1.3B | 0.42% | |
| 55 | GOOGLALPHABET INC | 3,554 | $1.1B | 0.37% | |
| 56 | XLISELECT SECTOR SPDR TR | 7,163 | $1.1B | 0.37% | |
| 57 | LMTLOCKHEED MARTIN CORP | 2,152 | $1.0B | 0.35% | |
| 58 | XLKSELECT SECTOR SPDR TR | 6,857 | $987.0M | 0.33% | |
| 59 | VXUSVANGUARD STAR FDS | 11,179 | $843.0M | 0.28% | |
| 60 | GOOGALPHABET INC | 2,627 | $824.0M | 0.27% | |
| 61 | HIMUBLACKROCK ETF TRUST II | 16,934 | $824.0M | 0.27% | |
| 62 | XLYSELECT SECTOR SPDR TR | 6,465 | $771.0M | 0.26% | |
| 63 | MSFTMICROSOFT CORP | 1,589 | $768.0M | 0.26% | |
| 64 | JQUAJ P MORGAN EXCHANGE TRADED F | 12,144 | $767.0M | 0.25% | |
| 65 | TSLATESLA INC | 1,660 | $746.0M | 0.25% | |
| 66 | SPHQINVESCO EXCHANGE TRADED FD T | 9,528 | $715.0M | 0.24% | |
| 67 | JPMJPMORGAN CHASE & CO. | 1,990 | $641.0M | 0.21% | |
| 68 | VCSHVANGUARD SCOTTSDALE FDS | 7,772 | $619.0M | 0.21% | |
| 69 | OEFISHARES TR | 1,793 | $614.0M | 0.20% | |
| 70 | SDYSPDR SERIES TRUST | 4,207 | $585.0M | 0.19% | |
| 71 | SPGIS&P GLOBAL INC | 1,103 | $576.0M | 0.19% | |
| 72 | AMZNAMAZON COM INC | 2,487 | $574.0M | 0.19% | |
| 73 | RINGISHARES INC | 7,235 | $532.0M | 0.18% | |
| 74 | FISVFISERV INC | 7,820 | $525.0M | 0.17% | |
| 75 | HDHOME DEPOT INC | 1,393 | $479.0M | 0.16% | |
| 76 | PGPROCTER AND GAMBLE CO | 3,342 | $478.0M | 0.16% | |
| 77 | NCDLNUVEEN CHURCHILL DIRECT LEND | 32,432 | $432.0M | 0.14% | |
| 78 | IVEISHARES TR | 1,895 | $401.0M | 0.13% | |
| 79 | VVISA INC | 1,144 | $401.0M | 0.13% | |
| 80 | IGROISHARES TR | 4,643 | $384.0M | 0.13% | |
| 81 | BABOEING CO | 1,727 | $374.0M | 0.12% | |
| 82 | JNJJOHNSON & JOHNSON | 1,605 | $332.0M | 0.11% | |
| 83 | BRK/BBERKSHIRE HATHAWAY INC DEL | 626 | $314.0M | 0.10% | |
| 84 | METAMETA PLATFORMS INC | 457 | $301.0M | 0.10% | |
| 85 | VRTVERTIV HOLDINGS CO | 1,805 | $292.0M | 0.10% | |
| 86 | BMYBRISTOL-MYERS SQUIBB CO | 5,221 | $281.0M | 0.09% | |
| 87 | VTEBVANGUARD MUN BD FDS | 5,555 | $279.0M | 0.09% | |
| 88 | LLYELI LILLY & CO | 245 | $263.0M | 0.09% | |
| 89 | OTFBLUE OWL TECHNOLOGY FIN CORP | 17,545 | $255.0M | 0.08% | |
| 90 | EFGISHARES TR | 2,210 | $251.0M | 0.08% | |
| 91 | VOYAVOYA FINANCIAL INC | 3,217 | $239.0M | 0.08% | |
| 92 | CSCOCISCO SYS INC | 2,776 | $213.0M | 0.07% | |
| 93 | HYSPIMCO ETF TR | 2,256 | $213.0M | 0.07% | |
| 94 | EEMISHARES TR | 3,887 | $212.0M | 0.07% | |
| 95 | COWZPACER FDS TR | 3,530 | $212.0M | 0.07% | |
| 96 | ORCLORACLE CORP | 1,071 | $208.0M | 0.07% | |
| 97 | GEGE AEROSPACE | 671 | $206.0M | 0.07% | |
| 98 | NDMONUVEEN DYNAMIC MUN OPPORTUNI | 10,332 | $104.0M | 0.03% |