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BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
Period ended Jun 30, 2026 · Latest filing Jul 20, 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
- Jun 30, 2026: $196,210,433
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 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
- DIMENSIONAL ETF TRUST · US COR EQU 2 ETF · 25434V708 · shares: $34,257,270
- DIMENSIONAL ETF TRUST · US TARGETED VLU · 25434V609 · shares: $21,767,056
- SPDR SERIES TRUST · ST INTER ETF · 78464A672 · shares: $20,106,452
- ISHARES TR · NATIONAL MUN ETF · 464288414 · shares: $14,809,896
- DIMENSIONAL ETF TRUST · GLOBAL REAL EST · 25434V658 · shares: $10,721,988
- DIMENSIONAL ETF TRUST · EMERGING MKTS CO · 25434V732 · shares: $10,199,208
- DIMENSIONAL ETF TRUST · INTL CORE EQUITY · 25434V799 · shares: $9,219,628
- DIMENSIONAL ETF TRUST · GLOB CO PLUS ETF · 25434V583 · shares: $8,548,277
- DIMENSIONAL ETF TRUST · INTL COR FIX ETF · 25434V575 · shares: $7,789,798
- DIMENSIONAL ETF TRUST · US HIGH PROF ETF · 25434V831 · shares: $7,265,707
Reported holdings
34 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | — | 772,256 shares | $34,257,270 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | — | 311,403 shares | $21,767,056 |
| SPDR SERIES TRUST | ST INTER ETF | 78464A672 | — | 708,223 shares | $20,106,452 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 137,613 shares | $14,809,896 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | — | 370,107 shares | $10,721,988 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | — | 250,965 shares | $10,199,208 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | — | 247,440 shares | $9,219,628 |
| DIMENSIONAL ETF TRUST | GLOB CO PLUS ETF | 25434V583 | — | 156,964 shares | $8,548,277 |
| DIMENSIONAL ETF TRUST | INTL COR FIX ETF | 25434V575 | — | 145,346 shares | $7,789,798 |
| DIMENSIONAL ETF TRUST | US HIGH PROF ETF | 25434V831 | — | 174,112 shares | $7,265,707 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | — | 82,421 shares | $6,812,123 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | — | 61,524 shares | $6,285,258 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | — | 162,388 shares | $5,541,507 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | — | 127,787 shares | $5,128,077 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | — | 12,566 shares | $4,649,852 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | — | 89,299 shares | $3,289,792 |
| PIMCO ETF TR | INTER MUN BD ACT | 72201R866 | — | 59,878 shares | $3,149,588 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | — | 56,732 shares | $3,120,828 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 | — | 52,136 shares | $2,640,960 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 25,677 shares | $1,829,471 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | — | 17,025 shares | $1,812,652 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | — | 25,732 shares | $1,390,028 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | — | 4,925 shares | $1,196,727 |
| SERVICENOW INC | COM | 81762P102 | — | 9,113 shares | $904,739 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 | — | 17,946 shares | $836,822 |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | 25434V401 | — | 7,013 shares | $574,646 |
| ISHARES TR | EAFE SML CP ETF | 464288273 | — | 6,262 shares | $515,175 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 | — | 7,467 shares | $336,762 |
| ISHARES TR | EAFE VALUE ETF | 464288877 | — | 4,136 shares | $316,611 |
| VANECK ETF TRUST | HIGH YLD MUNIETF | 92189H409 | — | 5,563 shares | $286,525 |
| DIMENSIONAL ETF TRUST | EMER MARK SU ETF | 25434V682 | — | 5,199 shares | $254,125 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 319 shares | $238,100 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 | — | 4,183 shares | $213,543 |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | — | 4,878 shares | $201,242 |