Holders — by stockHoldings — by fund
Beacon Bridge Wealth Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001965468
$351.0M
disclosed book value
105
positions
8.6%
largest position share
Positions, as of 2026-06-30
top 100 of 105 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPYSTATE STR SPDR S&P 500 ETF T | 40,596 | $30.3M | 8.6% |
| 2 | DYNFBLACKROCK ETF TRUST | 253,037 | $17.2M | 4.9% |
| 3 | VUGVANGUARD INDEX FDS | 190,527 | $16.4M | 4.7% |
| 4 | VTVVANGUARD INDEX FDS | 65,893 | $14.4M | 4.1% |
| 5 | MUBISHARES TR | 128,023 | $13.8M | 3.9% |
| 6 | VOOVANGUARD INDEX FDS | 18,555 | $12.7M | 3.6% |
| 7 | IVVISHARES TR | 16,429 | $12.3M | 3.5% |
| 8 | MBBISHARES TR | 115,183 | $10.9M | 3.1% |
| 9 | SPYGSPDR SERIES TRUST | 86,059 | $10.2M | 2.9% |
| 10 | SCHGSCHWAB STRATEGIC TR | 266,774 | $9.0M | 2.6% |
| 11 | IEMGISHARES INC | 96,030 | $8.0M | 2.3% |
| 12 | FLMIFRANKLIN TEMPLETON ETF TR | 314,712 | $7.9M | 2.3% |
| 13 | GOVTISHARES TR | 326,927 | $7.4M | 2.1% |
| 14 | BAIBLACKROCK ETF TRUST | 139,883 | $7.4M | 2.1% |
| 15 | BDYNBLACKROCK ETF TRUST | 255,226 | $7.1M | 2% |
| 16 | SCHZSCHWAB STRATEGIC TR | 292,966 | $6.8M | 1.9% |
| 17 | BINCBLACKROCK ETF TRUST II | 117,051 | $6.1M | 1.7% |
| 18 | EFGISHARES TR | 45,808 | $5.7M | 1.6% |
| 19 | BDVLBLACKROCK ETF TRUST | 207,920 | $5.4M | 1.5% |
| 20 | SCHQSCHWAB STRATEGIC TR | 169,913 | $5.3M | 1.5% |
| 21 | MTUMISHARES TR | 15,240 | $5.2M | 1.5% |
| 22 | VBVANGUARD INDEX FDS | 16,889 | $5.1M | 1.5% |
| 23 | IAGGISHARES TR | 100,772 | $5.1M | 1.5% |
| 24 | EFVISHARES TR | 66,431 | $5.1M | 1.4% |
| 25 | IALTBLACKROCK ETF TRUST | 176,392 | $4.9M | 1.4% |
| 26 | SCHMSCHWAB STRATEGIC TR | 131,105 | $4.8M | 1.4% |
| 27 | DGROISHARES TR | 60,798 | $4.6M | 1.3% |
| 28 | ITAISHARES TR | 18,516 | $4.5M | 1.3% |
| 29 | BLCRBLACKROCK ETF TRUST | 80,024 | $4.0M | 1.1% |
| 30 | RPGINVESCO EXCHANGE TRADED FD T | 60,765 | $3.9M | 1.1% |
| 31 | EVTRMORGAN STANLEY ETF TRUST | 73,940 | $3.7M | 1.1% |
| 32 | IAUISHARES GOLD TR | 48,302 | $3.6M | 1% |
| 33 | IEFAISHARES TR | 35,613 | $3.4M | 1% |
| 34 | SCHFSCHWAB STRATEGIC TR | 122,407 | $3.4M | 1% |
| 35 | IXUSISHARES TR | 33,625 | $3.2M | 0.9% |
| 36 | VOVANGUARD INDEX FDS | 38,351 | $3.1M | 0.9% |
| 37 | SYSBISHARES TR | 34,108 | $3.0M | 0.9% |
| 38 | VIGVANGUARD SPECIALIZED FUNDS | 12,778 | $3.0M | 0.9% |
| 39 | SPTLSPDR SERIES TRUST | 112,686 | $3.0M | 0.8% |
| 40 | QQQINVESCO QQQ TR | 3,878 | $2.9M | 0.8% |
| 41 | SCHISCHWAB STRATEGIC TR | 121,017 | $2.7M | 0.8% |
| 42 | EEMVISHARES INC | 32,978 | $2.5M | 0.7% |
| 43 | VEAVANGUARD TAX-MANAGED FDS | 32,188 | $2.3M | 0.7% |
| 44 | PVALPUTNAM ETF TRUST | 39,409 | $2.0M | 0.6% |
| 45 | VTWOVANGUARD SCOTTSDALE FDS | 16,506 | $2.0M | 0.6% |
| 46 | TLHISHARES TR | 19,618 | $2.0M | 0.6% |
| 47 | AVGOBROADCOM INC | 4,962 | $1.9M | 0.5% |
| 48 | QUALISHARES TR | 8,187 | $1.8M | 0.5% |
| 49 | IEURISHARES TR | 23,798 | $1.8M | 0.5% |
| 50 | VOOVVANGUARD ADMIRAL FDS INC | 7,946 | $1.7M | 0.5% |
| 51 | SPEMSPDR INDEX SHS FDS | 31,296 | $1.6M | 0.5% |
| 52 | XLFSELECT SECTOR SPDR TR | 29,990 | $1.6M | 0.5% |
| 53 | IVWISHARES TR | 11,089 | $1.5M | 0.4% |
| 54 | XLKSELECT SECTOR SPDR TR | 7,644 | $1.5M | 0.4% |
| 55 | NVDANVIDIA CORPORATION | 7,270 | $1.5M | 0.4% |
| 56 | IYWISHARES TR | 5,595 | $1.4M | 0.4% |
| 57 | XLISELECT SECTOR SPDR TR | 7,366 | $1.4M | 0.4% |
| 58 | GOOGLALPHABET INC | 3,779 | $1.4M | 0.4% |
| 59 | VXUSVANGUARD STAR FDS | 15,516 | $1.3M | 0.4% |
| 60 | HIMUBLACKROCK ETF TRUST II | 23,586 | $1.2M | 0.3% |
| 61 | AGGISHARES TR | 11,840 | $1.2M | 0.3% |
| 62 | SPTISPDR SERIES TRUST | 37,647 | $1.1M | 0.3% |
| 63 | VTIVANGUARD INDEX FDS | 2,664 | $985,787 | 0.3% |
| 64 | GOOGALPHABET INC | 2,729 | $964,238 | 0.3% |
| 65 | SPHQINVESCO EXCHANGE TRADED FD T | 9,973 | $898,595 | 0.3% |
| 66 | TSLATESLA INC | 1,933 | $813,020 | 0.2% |
| 67 | JPMJPMORGAN CHASE & CO | 2,243 | $734,201 | 0.2% |
| 68 | JQUAJ P MORGAN EXCHANGE TRADED F | 9,189 | $664,208 | 0.2% |
| 69 | SDYSPDR SERIES TRUST | 4,207 | $640,221 | 0.2% |
| 70 | VRTVERTIV HOLDINGS CO | 1,897 | $635,154 | 0.2% |
| 71 | AMZNAMAZON COM INC | 2,631 | $627,073 | 0.2% |
| 72 | OEFISHARES TR | 1,699 | $621,613 | 0.2% |
| 73 | MSFTMICROSOFT CORP | 1,641 | $611,958 | 0.2% |
| 74 | LMTLOCKHEED MARTIN CORP | 1,152 | $586,976 | 0.2% |
| 75 | OTFBLUE OWL TECHNOLOGY FIN CORP | 53,168 | $550,290 | 0.2% |
| 76 | VCSHVANGUARD SCOTTSDALE FDS | 6,827 | $539,538 | 0.2% |
| 77 | PGPROCTER & GAMBLE CO | 3,593 | $526,878 | 0.2% |
| 78 | HDHOME DEPOT INC | 1,411 | $497,696 | 0.1% |
| 79 | GLWCORNING INC | 1,928 | $492,469 | 0.1% |
| 80 | SPMOINVESCO EXCH TRADED FD TR II | 2,781 | $449,243 | 0.1% |
| 81 | JNJJOHNSON & JOHNSON | 1,740 | $441,781 | 0.1% |
| 82 | S&P GLOBAL INC | 1,061 | $432,031 | 0.1% |
| 83 | RINGISHARES INC | 6,406 | $413,828 | 0.1% |
| 84 | NCDLNUVEEN CHURCHILL DIRECT LEND | 33,113 | $411,265 | 0.1% |
| 85 | IGROISHARES TR | 4,643 | $408,259 | 0.1% |
| 86 | MDYSTATE STR SPDR S&P MIDCAP 40 | 564 | $396,684 | 0.1% |
| 87 | IVEISHARES TR | 1,732 | $393,321 | 0.1% |
| 88 | VVISA INC | 1,145 | $392,838 | 0.1% |
| 89 | BABOEING CO | 1,723 | $372,978 | 0.1% |
| 90 | LLYELI LILLY & CO | 294 | $352,632 | 0.1% |
| 91 | BRK/BBERKSHIRE HATHAWAY INC DEL | 612 | $306,239 | 0.1% |
| 92 | BMYBRISTOL-MYERS SQUIBB CO | 5,230 | $301,353 | 0.1% |
| 93 | CSCOCISCO SYS INC | 2,504 | $294,120 | 0.1% |
| 94 | VOYAVOYA FINANCIAL INC | 3,217 | $291,235 | 0.1% |
| 95 | CSLCARLISLE COS INC | 772 | $280,043 | 0.1% |
| 96 | COHRCOHERENT CORP | 700 | $276,129 | 0.1% |
| 97 | VTEBVANGUARD MUN BD FDS | 5,332 | $269,693 | 0.1% |
| 98 | METAMETA PLATFORMS INC | 475 | $267,563 | 0.1% |
| 99 | GEGE AEROSPACE | 674 | $251,894 | 0.1% |
| 100 | GEVGE VERNOVA INC | 214 | $251,420 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.