# BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2056071. Source: https://holderbook.com/funds/2056071-bridge-generations-wealth-management-llc/

- Reported value: $196.2M
- Positions: 34
- Weight of the ten largest: 73.7%
- Filed: 2026-07-20

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | [DFAC](https://holderbook.com/stocks/DFAC/) | $34.3M | 772,256 | 17.5% | 7 |
| DIMENSIONAL ETF TRUST | [DFAT](https://holderbook.com/stocks/DFAT/) | $21.8M | 311,403 | 11.1% | 7 |
| SPDR SERIES TRUST | [SPTI](https://holderbook.com/stocks/SPTI/) | $20.1M | 708,223 | 10.2% | 6 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $14.8M | 137,613 | 7.5% | 7 |
| DIMENSIONAL ETF TRUST | [DFGR](https://holderbook.com/stocks/DFGR/) | $10.7M | 370,107 | 5.5% | 7 |
| DIMENSIONAL ETF TRUST | [DFEM](https://holderbook.com/stocks/DFEM/) | $10.2M | 250,965 | 5.2% | 7 |
| DIMENSIONAL ETF TRUST | [DFIC](https://holderbook.com/stocks/DFIC/) | $9.2M | 247,440 | 4.7% | 7 |
| DIMENSIONAL ETF TRUST | [DFGP](https://holderbook.com/stocks/DFGP/) | $8.5M | 156,964 | 4.4% | 7 |
| DIMENSIONAL ETF TRUST | [DFGX](https://holderbook.com/stocks/DFGX/) | $7.8M | 145,346 | 4.0% | 6 |
| DIMENSIONAL ETF TRUST | [DUHP](https://holderbook.com/stocks/DUHP/) | $7.3M | 174,112 | 3.7% | 7 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $6.8M | 82,421 | 3.5% | 6 |
| ISHARES TR | [STIP](https://holderbook.com/stocks/STIP/) | $6.3M | 61,524 | 3.2% | 5 |
| DIMENSIONAL ETF TRUST | [DIHP](https://holderbook.com/stocks/DIHP/) | $5.5M | 162,388 | 2.8% | 7 |
| DIMENSIONAL ETF TRUST | [DISV](https://holderbook.com/stocks/DISV/) | $5.1M | 127,787 | 2.6% | 7 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $4.6M | 12,566 | 2.4% | 7 |
| DIMENSIONAL ETF TRUST | [DFAX](https://holderbook.com/stocks/DFAX/) | $3.3M | 89,299 | 1.7% | 7 |
| PIMCO ETF TR | [MUNI](https://holderbook.com/stocks/MUNI/) | $3.1M | 59,878 | 1.6% | 6 |
| DIMENSIONAL ETF TRUST | [DFUV](https://holderbook.com/stocks/DFUV/) | $3.1M | 56,732 | 1.6% | 7 |
| J P MORGAN EXCHANGE TRADED F | [JMUB](https://holderbook.com/stocks/JMUB/) | $2.6M | 52,136 | 1.3% | 6 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $1.8M | 25,677 | 0.9% | 7 |
| ISHARES TR | [SUB](https://holderbook.com/stocks/SUB/) | $1.8M | 17,025 | 0.9% | 7 |
| DIMENSIONAL ETF TRUST | [DFIV](https://holderbook.com/stocks/DFIV/) | $1.4M | 25,732 | 0.7% | 7 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $1.2M | 4,925 | 0.6% | 7 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $904.7K | 9,113 | 0.5% | 6 |
| DIMENSIONAL ETF TRUST | [DFSU](https://holderbook.com/stocks/DFSU/) | $836.8K | 17,946 | 0.4% | 7 |
| DIMENSIONAL ETF TRUST | [DFUS](https://holderbook.com/stocks/DFUS/) | $574.6K | 7,013 | 0.3% | 7 |
| ISHARES TR | [SCZ](https://holderbook.com/stocks/SCZ/) | $515.2K | 6,262 | 0.3% | 7 |
| DIMENSIONAL ETF TRUST | [DFSI](https://holderbook.com/stocks/DFSI/) | $336.8K | 7,467 | 0.2% | 7 |
| ISHARES TR | [EFV](https://holderbook.com/stocks/EFV/) | $316.6K | 4,136 | 0.2% | 7 |
| VANECK ETF TRUST | [HYD](https://holderbook.com/stocks/HYD/) | $286.5K | 5,563 | 0.1% | 7 |
| DIMENSIONAL ETF TRUST | [DFSE](https://holderbook.com/stocks/DFSE/) | $254.1K | 5,199 | 0.1% | 7 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $238.1K | 319 | 0.1% | 1 |
| FIDELITY WISE ORIGIN BITCOIN | [FBTC](https://holderbook.com/stocks/FBTC/) | $213.5K | 4,183 | 0.1% | 1 |
| DIMENSIONAL ETF TRUST | [DFIP](https://holderbook.com/stocks/DFIP/) | $201.2K | 4,878 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +7.2% | +14.8% | -7.6% | 100% |
| Q1 2026 | +0.3% | -4.6% | +4.9% | 100% |
| Q4 2025 | +1.3% | +2.4% | -1.0% | 100% |
| Q3 2025 | +5.1% | +7.8% | -2.7% | 100% |
| Q2 2025 | +6.1% | +10.5% | -4.3% | 100% |
| Q1 2025 | -0.3% | -4.6% | +4.3% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $196.2M | 34 |
| Q1 2026 | $174.4M | 32 |
| Q4 2025 | $161.5M | 129 |
| Q3 2025 | $150.6M | 134 |
| Q2 2025 | $164.9M | 127 |
| Q1 2025 | $159.3M | 151 |
| Q4 2024 | $151.4M | 97 |