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Beacon Bridge Wealth Partners, LLC
Period ended Sep 30, 2026 · Latest filing Nov 12, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $353,966,920
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $32,730,021
- BLACKROCK ETF TRUST · ISHARES US EQUIT · 09290C103 · shares: $18,858,823
- VANGUARD INDEX FDS · MRNGSTR GRWT ETF · 922908736 · shares: $18,161,771
- VANGUARD INDEX FDS · MRNGSTR VAL ETF · 922908744 · shares: $14,952,449
- ISHARES TR · NATIONAL MUN ETF · 464288414 · shares: $13,765,996
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $12,912,510
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $12,825,174
- SPDR SERIES TRUST · ST STR P500GRW · 78464A409 · shares: $10,996,452
- ISHARES TR · MBS ETF · 464288588 · shares: $9,894,237
- ISHARES INC · CORE MSCI EMKT · 46434G103 · shares: $8,250,726
Reported holdings
106 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | — | 4,193 shares | $225,374 |
| ABBVIE INC | COM | 00287Y109 | — | 808 shares | $211,365 |
| GE AEROSPACE | COM NEW | 369604301 | — | 674 shares | $210,483 |
| GE VERNOVA INC | COM | 36828A101 | — | 214 shares | $203,405 |
| COHERENT CORP | COM | 19247G107 | — | 706 shares | $203,194 |
| CHEVRON CORPORATION | COM | 166764100 | — | 995 shares | $203,101 |