The Analysis of Beacon Bridge Wealth Partners, LLC's Holdings
Currently, Beacon Bridge Wealth Partners, LLC holds 87 types of securities in its portfolio with a total value $281.1M. In the most recent quarter, they have increased their positions in BDYN (+238.8K shares, valued at $6.0M), BDVL (+181.8K shares, valued at $4.5M), IEUR (+11.5K shares, valued at $783.0K); decreased their positions in QUAL (-4.7K shares, valued at $914.0K), SCHF (-36.8K shares, valued at $856.4K), VO (-691 shares, valued at $203.0K); initiated new positions in BDYN (+238.8K shares, valued at $6.0M), BDVL (+181.8K shares, valued at $4.5M), RING (+9.1K shares, valued at $590.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR28.6K shares2.02%2025-09-302025-11-06
QUAL ISHARES TR89.9K shares-4.97%2025-09-302025-11-06 VUG VANGUARD INDEX FDS30.9K shares1.88%2025-09-302025-11-06 VTV VANGUARD INDEX FDS70.0K shares2.01%2025-09-302025-11-06 MUB ISHARES TR118.3K shares2.34%2025-09-302025-11-06 VOO VANGUARD INDEX FDS19.5K shares0.28%2025-09-302025-11-06 DYNF BLACKROCK ETF TRUST191.0K shares2.69%2025-09-302025-11-06 IVV ISHARES TR16.2K shares0.82%2025-09-302025-11-06 MBB ISHARES TR110.6K shares4.29%2025-09-302025-11-06 SPYG SPDR SERIES TRUST85.4K shares0.57%2025-09-302025-11-06 SCHG SCHWAB STRATEGIC TR242.3K shares6.99%2025-09-302025-11-06 EEMV ISHARES INC113.3K shares2.12%2025-09-302025-11-06 BINC BLACKROCK ETF TRUST II134.1K shares0.20%2025-09-302025-11-06 SCHQ SCHWAB STRATEGIC TR205.6K shares0.75%2025-09-302025-11-06 EFV ISHARES TR94.3K shares3.34%2025-09-302025-11-06 IYW ISHARES TR31.6K shares0.89%2025-09-302025-11-06 BDYN BLACKROCK ETF TRUST238.8K sharesnew addition2025-09-302025-11-06 SCHZ SCHWAB STRATEGIC TR214.2K shares1.46%2025-09-302025-11-06 BDVL BLACKROCK ETF TRUST181.8K sharesnew addition2025-09-302025-11-06 DGRO ISHARES TR64.9K shares4.43%2025-09-302025-11-06 IAGG ISHARES TR86.1K shares3.30%2025-09-302025-11-06 VB VANGUARD INDEX FDS15.6K shares1.56%2025-09-302025-11-06 SCHM SCHWAB STRATEGIC TR123.7K shares1.95%2025-09-302025-11-06 VO VANGUARD INDEX FDS12.1K shares-5.41%2025-09-302025-11-06 EFG ISHARES TR29.5K shares2.59%2025-09-302025-11-06 IEFA ISHARES TR37.5K shares-0.22%2025-09-302025-11-06 MTUM ISHARES TR12.7K shares3.12%2025-09-302025-11-06 IAU ISHARES GOLD TR43.8K shares3.75%2025-09-302025-11-06 RPG INVESCO EXCHANGE TRADED FD T62.6K shares0.19%2025-09-302025-11-06 SCHI SCHWAB STRATEGIC TR126.7K shares5.01%2025-09-302025-11-06 SPTL SPDR SERIES TRUST108.1K shares4.07%2025-09-302025-11-06 IXUS ISHARES TR35.2K shares1.05%2025-09-302025-11-06 GOVT ISHARES TR124.8K shares5.09%2025-09-302025-11-06 VIG VANGUARD SPECIALIZED FUNDS13.3K shares-0.74%2025-09-302025-11-06 SCHF SCHWAB STRATEGIC TR119.4K shares-23.55%2025-09-302025-11-06 QQQ INVESCO QQQ TR3.6K shares0.39%2025-09-302025-11-06 VTWO VANGUARD SCOTTSDALE FDS19.4K shares-1.35%2025-09-302025-11-06 AGG ISHARES TR16.6K shares0.70%2025-09-302025-11-06 VOOV VANGUARD ADMIRAL FDS INC8.2K shares-6.31%2025-09-302025-11-06 XLF SELECT SECTOR SPDR TR29.8K shares-0.65%2025-09-302025-11-06 AVGO BROADCOM INC4.8K shares2.45%2025-09-302025-11-06 VEA VANGUARD TAX-MANAGED FDS26.1K shares-0.69%2025-09-302025-11-06 LMT LOCKHEED MARTIN CORP3.1K shares-6.31%2025-09-302025-11-06 SPEM SPDR INDEX SHS FDS31.5K shares0.50%2025-09-302025-11-06 MDY SPDR S&P MIDCAP 400 ETF TR2.4K shares-2.08%2025-09-302025-11-06 IVW ISHARES TR11.5K shares1.93%2025-09-302025-11-06 SPTI SPDR SERIES TRUST44.4K shares0.52%2025-09-302025-11-06 NVDA NVIDIA CORPORATION6.6K shares2.69%2025-09-302025-11-06 IEUR ISHARES TR16.6K shares225.57%2025-09-302025-11-06 GOOGL ALPHABET INC4.2K shares3.51%2025-09-302025-11-06 FI FISERV INC7.8K shares0.31%2025-09-302025-11-06 VXUS VANGUARD STAR FDS11.9K shares-1.30%2025-09-302025-11-06 JQUA J P MORGAN EXCHANGE TRADED F13.0K shares1.48%2025-09-302025-11-06 XLI SELECT SECTOR SPDR TR5.2K shares147.25%2025-09-302025-11-06 SPHQ INVESCO EXCHANGE TRADED FD T10.4K shares1.81%2025-09-302025-11-06 MSFT MICROSOFT CORP1.4K shares15.63%2025-09-302025-11-06 TSLA TESLA INC1.6K shares2.36%2025-09-302025-11-06 HD HOME DEPOT INC1.7K shares1.47%2025-09-302025-11-06 JPM JPMORGAN CHASE & CO.2.2K shares3.07%2025-09-302025-11-06 SPGI S&P GLOBAL INC1.3K shares23.71%2025-09-302025-11-06 VCSH VANGUARD SCOTTSDALE FDS8.1K shares0.00%2025-09-302025-11-06 GOOG ALPHABET INC2.5K shares4.75%2025-09-302025-11-06 SDY SPDR SERIES TRUST4.3K shares5.81%2025-09-302025-11-06 RING ISHARES INC9.1K sharesnew addition2025-09-302025-11-06 OEF ISHARES TR1.8K shares1.91%2025-09-302025-11-06 AMZN AMAZON COM INC2.4K shares10.73%2025-09-302025-11-06 PG PROCTER AND GAMBLE CO3.3K shares2.93%2025-09-302025-11-06 NCDL NUVEEN CHURCHILL DIRECT LEND32.4K shares0.00%2025-09-302025-11-06 ORCL ORACLE CORP1.5K shares3.00%2025-09-302025-11-06 V VISA INC1.2K shares2.82%2025-09-302025-11-06 IVE ISHARES TR1.9K shares6.28%2025-09-302025-11-06 IGRO ISHARES TR4.9K shares0.00%2025-09-302025-11-06 BA BOEING CO1.7K shares1.06%2025-09-302025-11-06 VTEB VANGUARD MUN BD FDS6.9K shares0.00%2025-09-302025-11-06 BRK.B BERKSHIRE HATHAWAY INC DEL588 shares8.29%2025-09-302025-11-06 JNJ JOHNSON & JOHNSON1.5K shares5.80%2025-09-302025-11-06 META META PLATFORMS INC367 shares16.51%2025-09-302025-11-06 VRT VERTIV HOLDINGS CO1.7K sharesnew addition2025-09-302025-11-06 GE GE AEROSPACE845 shares3.43%2025-09-302025-11-06 BMY BRISTOL-MYERS SQUIBB CO5.6K shares-0.13%2025-09-302025-11-06 IXC ISHARES TR6.0K shares-3.89%2025-09-302025-11-06 EEM ISHARES TR4.6K shares0.91%2025-09-302025-11-06 IGIB ISHARES TR4.5K shares0.00%2025-09-302025-11-06 VOYA VOYA FINANCIAL INC3.2K sharesnew addition2025-09-302025-11-06 HYS PIMCO ETF TR2.5K shares0.00%2025-09-302025-11-06 JAZZ JAZZ PHARMACEUTICALS PLC1.7K sharesnew addition2025-09-302025-11-06 NDMO NUVEEN DYNAMIC MUN OPPORTUNI10.1K sharesnew addition2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available