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The Analysis of BRIDGE GENERATIONS WEALTH MANAGEMENT LLC's Holdings & P&L

Currently, BRIDGE GENERATIONS WEALTH MANAGEMENT LLC holds 32 types of securities in its portfolio with a total value $174.4M. In the most recent quarter, they have increased their positions in MUB (+28.8K shares, valued at $3.1M), STIP (+29.3K shares, valued at $3.0M), DFGX (+47.8K shares, valued at $2.5M); decreased their positions in TLH (-8.2K shares, valued at $827.8K), DFIV (-7.5K shares, valued at $393.7K), DFUS (-1.4K shares, valued at $95.8K).

1M P&L

+2.9M+1.59%

3M P&L

+1.8M+1.00%

HY P&L

+13.4M+7.83%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A173.4M

99.4%

2Software - Application1.1M

0.6%

Top Industries by Stock Count

1N/A31 stocks

96.9%

2Software - Application1 stocks

3.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST777.4K shares2.48%2026-03-312026-04-24

DFAT DIMENSIONAL ETF TRUST310.5K shares3.04%2026-03-312026-04-24

SPTI SPDR SERIES TRUST660.9K shares10.41%2026-03-312026-04-24

MUB ISHARES TR124.0K shares30.25%2026-03-312026-04-24

DFGR DIMENSIONAL ETF TRUST359.7K shares3.41%2026-03-312026-04-24

DFGP DIMENSIONAL ETF TRUST162.2K shares1.66%2026-03-312026-04-24

DFIC DIMENSIONAL ETF TRUST245.6K shares-0.15%2026-03-312026-04-24

DFEM DIMENSIONAL ETF TRUST248.4K shares-0.06%2026-03-312026-04-24

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DUHP DIMENSIONAL ETF TRUST166.6K shares9.26%2026-03-312026-04-24

VCIT VANGUARD SCOTTSDALE FDS69.9K shares36.67%2026-03-312026-04-24

DFGX DIMENSIONAL ETF TRUST108.2K shares79.25%2026-03-312026-04-24

DIHP DIMENSIONAL ETF TRUST159.3K shares2.10%2026-03-312026-04-24

DISV DIMENSIONAL ETF TRUST125.0K shares-1.69%2026-03-312026-04-24

STIP ISHARES TR44.2K shares196.75%2026-03-312026-04-24

VTI VANGUARD INDEX FDS12.2K shares0.75%2026-03-312026-04-24

DFAX DIMENSIONAL ETF TRUST89.5K shares-0.55%2026-03-312026-04-24

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DFUV DIMENSIONAL ETF TRUST56.7K shares0.00%2026-03-312026-04-24

MUNI PIMCO ETF TR46.8K shares32.21%2026-03-312026-04-24

JMUB J P MORGAN EXCHANGE TRADED F42.6K shares20.88%2026-03-312026-04-24

SUB ISHARES TR17.0K shares0.00%2026-03-312026-04-24

VEA VANGUARD TAX-MANAGED FDS23.3K shares-0.98%2026-03-312026-04-24

DFIV DIMENSIONAL ETF TRUST25.7K shares-22.47%2026-03-312026-04-24

VBR VANGUARD INDEX FDS4.9K shares0.00%2026-03-312026-04-24

NOW SERVICENOW INC10.1K shares31.21%2026-03-312026-04-24

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TLH ISHARES TR9.6K shares-46.03%2026-03-312026-04-24

DFSU DIMENSIONAL ETF TRUST17.9K shares4.64%2026-03-312026-04-24

DFUS DIMENSIONAL ETF TRUST7.0K shares-16.15%2026-03-312026-04-24

SCZ ISHARES TR6.3K shares0.00%2026-03-312026-04-24

DFSI DIMENSIONAL ETF TRUST7.5K shares-14.70%2026-03-312026-04-24

EFV ISHARES TR4.1K shares-16.63%2026-03-312026-04-24

HYD VANECK ETF TRUST5.6K shares-2.63%2026-03-312026-04-24

DFSE DIMENSIONAL ETF TRUST5.2K shares6.45%2026-03-312026-04-24

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DFAC

DIMENSIONAL ETF TRUST

2.48%

Shares777.4K

Event2026-03-31

Filed2026-04-24

DFAT

DIMENSIONAL ETF TRUST

3.04%

Shares310.5K

Event2026-03-31

Filed2026-04-24

SPTI

SPDR SERIES TRUST

10.41%

Shares660.9K

Event2026-03-31

Filed2026-04-24

MUB

ISHARES TR

30.25%

Shares124.0K

Event2026-03-31

Filed2026-04-24

DFGR

DIMENSIONAL ETF TRUST

3.41%

Shares359.7K

Event2026-03-31

Filed2026-04-24

DFGP

DIMENSIONAL ETF TRUST

1.66%

Shares162.2K

Event2026-03-31

Filed2026-04-24

DFIC

DIMENSIONAL ETF TRUST

-0.15%

Shares245.6K

Event2026-03-31

Filed2026-04-24

DFEM

DIMENSIONAL ETF TRUST

-0.06%

Shares248.4K

Event2026-03-31

Filed2026-04-24

DUHP

DIMENSIONAL ETF TRUST

9.26%

Shares166.6K

Event2026-03-31

Filed2026-04-24

VCIT

VANGUARD SCOTTSDALE FDS

36.67%

Shares69.9K

Event2026-03-31

Filed2026-04-24

DFGX

DIMENSIONAL ETF TRUST

79.25%

Shares108.2K

Event2026-03-31

Filed2026-04-24

DIHP

DIMENSIONAL ETF TRUST

2.10%

Shares159.3K

Event2026-03-31

Filed2026-04-24

DISV

DIMENSIONAL ETF TRUST

-1.69%

Shares125.0K

Event2026-03-31

Filed2026-04-24

STIP

ISHARES TR

196.75%

Shares44.2K

Event2026-03-31

Filed2026-04-24

VTI

VANGUARD INDEX FDS

0.75%

Shares12.2K

Event2026-03-31

Filed2026-04-24

DFAX

DIMENSIONAL ETF TRUST

-0.55%

Shares89.5K

Event2026-03-31

Filed2026-04-24

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares56.7K

Event2026-03-31

Filed2026-04-24

MUNI

PIMCO ETF TR

32.21%

Shares46.8K

Event2026-03-31

Filed2026-04-24

JMUB

J P MORGAN EXCHANGE TRADED F

20.88%

Shares42.6K

Event2026-03-31

Filed2026-04-24

SUB

ISHARES TR

0.00%

Shares17.0K

Event2026-03-31

Filed2026-04-24

VEA

VANGUARD TAX-MANAGED FDS

-0.98%

Shares23.3K

Event2026-03-31

Filed2026-04-24

DFIV

DIMENSIONAL ETF TRUST

-22.47%

Shares25.7K

Event2026-03-31

Filed2026-04-24

VBR

VANGUARD INDEX FDS

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-24

NOW

SERVICENOW INC

31.21%

Shares10.1K

Event2026-03-31

Filed2026-04-24

TLH

ISHARES TR

-46.03%

Shares9.6K

Event2026-03-31

Filed2026-04-24

DFSU

DIMENSIONAL ETF TRUST

4.64%

Shares17.9K

Event2026-03-31

Filed2026-04-24

DFUS

DIMENSIONAL ETF TRUST

-16.15%

Shares7.0K

Event2026-03-31

Filed2026-04-24

SCZ

ISHARES TR

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-24

DFSI

DIMENSIONAL ETF TRUST

-14.70%

Shares7.5K

Event2026-03-31

Filed2026-04-24

EFV

ISHARES TR

-16.63%

Shares4.1K

Event2026-03-31

Filed2026-04-24

HYD

VANECK ETF TRUST

-2.63%

Shares5.6K

Event2026-03-31

Filed2026-04-24

DFSE

DIMENSIONAL ETF TRUST

6.45%

Shares5.2K

Event2026-03-31

Filed2026-04-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available