BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
CIK: 0002056071SEC EDGAR →
Portfolio Value
$161.5B
Holdings
129
As of
Q4 2025
New Positions
129
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 758,615 | $30.0B | 18.59% |
| 2 | DIMENSIONAL ETF TRUST | 301,329 | $17.9B | 11.11% |
| 3 | SPDR SERIES TRUST | 598,595 | $17.3B | 10.69% |
| 4 | ISHARES TR | 95,206 | $10.2B | 6.31% |
| 5 | DIMENSIONAL ETF TRUST | 347,822 | $9.2B | 5.69% |
| 6 | DIMENSIONAL ETF TRUST | 159,541 | $8.6B | 5.34% |
| 7 | DIMENSIONAL ETF TRUST | 245,966 | $8.5B | 5.25% |
| 8 | DIMENSIONAL ETF TRUST | 248,556 | $8.2B | 5.09% |
| 9 | DIMENSIONAL ETF TRUST | 152,531 | $5.8B | 3.59% |
| 10 | DIMENSIONAL ETF TRUST | 156,015 | $4.9B | 3.06% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (129)
$30.0B · 759K shares
$17.9B · 301K shares
$17.3B · 599K shares
$10.2B · 95K shares
$9.2B · 348K shares
$8.6B · 160K shares
$8.5B · 246K shares
$8.2B · 249K shares
$5.8B · 153K shares
$4.9B · 156K shares
$4.8B · 127K shares
$4.3B · 51K shares
$4.1B · 12K shares
$3.2B · 60K shares
$2.9B · 90K shares
$2.6B · 57K shares
$1.9B · 35K shares
$1.8B · 17K shares
$1.8B · 18K shares
$1.8B · 35K shares
$1.7B · 33K shares
$1.5B · 15K shares
$1.5B · 24K shares
$1.2B · 8K shares
$1.0B · 5K shares
$744.0M · 17K shares
$620.0M · 8K shares
$485.0M · 6K shares
$375.0M · 9K shares
$354.0M · 5K shares
$292.0M · 6K shares
$202.0M · 5K shares
$188.0M · 3K shares
$177.0M · 911 shares
$171.0M · 7K shares
$143.0M · 3K shares
$116.0M · 712 shares
$100.0M · 1K shares
$89.0M · 962 shares
$70.0M · 1K shares
$65.0M · 3K shares
$61.0M · 1K shares
$58.0M · 255 shares
$48.0M · 188 shares
$41.0M · 68 shares
$36.0M · 1K shares
$35.0M · 250 shares
$31.0M · 250 shares
$23.0M · 164 shares
$23.0M · 398 shares
$19.0M · 358 shares
$18.0M · 160 shares
$16.0M · 2K shares
$15.0M · 22 shares
$15.0M · 100 shares
$11.0M · 398 shares
$6.0M · 19 shares
$4.0M · 16 shares
$4.0M · 100 shares
$4.0M · 18 shares
$4.0M · 18 shares
$3.0M · 7 shares
$3.0M · 10 shares
$2.0M · 108 shares
$2.0M · 41 shares
$2.0M · 53 shares
$2.0M · 28 shares
$2.0M · 6 shares
$2.0M · 10 shares
$2.0M · 31 shares
$1.0M · 26 shares
$1.0M · 10 shares
$1.0M · 4 shares
$1.0M · 10 shares
$1.0M · 10 shares
$1.0M · 9 shares
$1.0M · 5 shares
$1.0M · 21 shares
$1.0M · 5 shares
$1.0M · 23 shares
$1.0M · 4 shares
$1.0M · 11 shares
$1.0M · 5 shares
$1.0M · 3 shares
$1.0M · 1 shares
$1.0M · 5 shares
$1.0M · 9 shares
$1.0M · 5 shares
$1.0M · 6 shares
$1.0M · 21 shares
$1.0M · 6 shares
$1.0M · 4 shares
$1.0M · 20 shares
$1.0M · 15 shares
$0 · 6 shares
$0 · 3 shares
$0 · 25 shares
$0 · 3 shares
$0 · 6 shares
$0 · 3 shares
$0 · 3 shares
$0 · 4 shares
$0 · 9 shares
$0 · 3 shares
$0 · 1 shares
$0 · 1 shares
$0 · 3 shares
$0 · 4 shares
$0 · 13 shares
$0 · 4 shares
$0 · 4 shares
$0 · 2 shares
$0 · 6 shares
$0 · 11 shares
$0 · 5 shares
$0 · 1 shares
$0 · 9 shares
$0 · 10 shares
$0 · 2 shares
$0 · 2 shares
$0 · 1 shares
$0 · 1 shares
$0 · 9 shares
$0 · 23 shares
$0 · 3 shares
$0 · 10 shares
$0 · 10 shares
$0 · 2 shares
$0 · 12 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 73 | $159.4B | 98.7% |
| Technology | 9 | $1.4B | 0.8% |
| Unknown | 7 | $213.0M | 0.1% |
| Healthcare | 9 | $118.0M | 0.1% |
| Basic Materials | 2 | $117.0M | 0.1% |
| Industrials | 6 | $102.0M | 0.1% |
| Real Estate | 3 | $48.0M | 0.0% |
| Consumer Defensive | 6 | $37.0M | 0.0% |
| Consumer Cyclical | 8 | $23.0M | 0.0% |
| Communication Services | 2 | $18.0M | 0.0% |
| Energy | 2 | $1.0M | 0.0% |
| Utilities | 2 | $1.0M | 0.0% |