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

Currently, BRIDGE GENERATIONS WEALTH MANAGEMENT LLC holds 34 types of securities in its portfolio with a total value $196.2M. In the most recent quarter, they have increased their positions in DFGX (+37.2K shares, valued at $2.0M), STIP (+17.3K shares, valued at $1.8M), MUB (+13.6K shares, valued at $1.5M); decreased their positions in DFGP (-5.2K shares, valued at $284.4K), DFAC (-5.2K shares, valued at $228.7K), N/A (-997 shares, valued at $99.0K); initiated new positions in N/A (+319 shares, valued at $238.1K), FBTC (+4.2K shares, valued at $213.5K), DFIP (+4.9K shares, valued at $201.2K).

1M P&L

+506.7K+0.26%

3M P&L

+5.0M+2.69%

HY P&L

+10.8M+5.95%

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/A190.4M

100.0%

Top Industries by Stock Count

1N/A31 stocks

100.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST772.3K shares-0.66%2026-06-302026-07-20

DFAT DIMENSIONAL ETF TRUST311.4K shares0.29%2026-06-302026-07-20

SPTI SPDR SERIES TRUST708.2K shares7.16%2026-06-302026-07-20

MUB ISHARES TR137.6K shares10.97%2026-06-302026-07-20

DFGR DIMENSIONAL ETF TRUST370.1K shares2.90%2026-06-302026-07-20

DFEM DIMENSIONAL ETF TRUST251.0K shares1.03%2026-06-302026-07-20

DFIC DIMENSIONAL ETF TRUST247.4K shares0.75%2026-06-302026-07-20

DFGP DIMENSIONAL ETF TRUST157.0K shares-3.22%2026-06-302026-07-20

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DFGX DIMENSIONAL ETF TRUST145.3K shares34.37%2026-06-302026-07-20

DUHP DIMENSIONAL ETF TRUST174.1K shares4.48%2026-06-302026-07-20

VCIT VANGUARD SCOTTSDALE FDS82.4K shares17.88%2026-06-302026-07-20

STIP ISHARES TR61.5K shares39.20%2026-06-302026-07-20

DIHP DIMENSIONAL ETF TRUST162.4K shares1.95%2026-06-302026-07-20

DISV DIMENSIONAL ETF TRUST127.8K shares2.21%2026-06-302026-07-20

VANGUARD INDEX FDS VANGUARD INDEX FDS12.6K shares3.08%2026-06-302026-07-20

DFAX DIMENSIONAL ETF TRUST89.3K shares-0.17%2026-06-302026-07-20

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MUNI PIMCO ETF TR59.9K shares27.95%2026-06-302026-07-20

DFUV DIMENSIONAL ETF TRUST56.7K shares0.00%2026-06-302026-07-20

JMUB J P MORGAN EXCHANGE TRADED F52.1K shares22.38%2026-06-302026-07-20

VEA VANGUARD TAX-MANAGED FDS25.7K shares10.02%2026-06-302026-07-20

SUB ISHARES TR17.0K shares0.00%2026-06-302026-07-20

DFIV DIMENSIONAL ETF TRUST25.7K shares0.00%2026-06-302026-07-20

VBR VANGUARD INDEX FDS4.9K shares0.00%2026-06-302026-07-20

SERVICENOW INC SERVICENOW INC9.1K shares-9.86%2026-06-302026-07-20

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DFSU DIMENSIONAL ETF TRUST17.9K shares0.00%2026-06-302026-07-20

DFUS DIMENSIONAL ETF TRUST7.0K shares0.00%2026-06-302026-07-20

SCZ ISHARES TR6.3K shares0.00%2026-06-302026-07-20

DFSI DIMENSIONAL ETF TRUST7.5K shares0.00%2026-06-302026-07-20

EFV ISHARES TR4.1K shares0.00%2026-06-302026-07-20

HYD VANECK ETF TRUST5.6K shares0.00%2026-06-302026-07-20

DFSE DIMENSIONAL ETF TRUST5.2K shares0.00%2026-06-302026-07-20

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T319 sharesnew addition2026-06-302026-07-20

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FBTC FIDELITY WISE ORIGIN BITCOIN4.2K sharesnew addition2026-06-302026-07-20

DFIP DIMENSIONAL ETF TRUST4.9K sharesnew addition2026-06-302026-07-20

DFAC

DIMENSIONAL ETF TRUST

-0.66%

Shares772.3K

Event2026-06-30

Filed2026-07-20

DFAT

DIMENSIONAL ETF TRUST

0.29%

Shares311.4K

Event2026-06-30

Filed2026-07-20

SPTI

SPDR SERIES TRUST

7.16%

Shares708.2K

Event2026-06-30

Filed2026-07-20

MUB

ISHARES TR

10.97%

Shares137.6K

Event2026-06-30

Filed2026-07-20

DFGR

DIMENSIONAL ETF TRUST

2.90%

Shares370.1K

Event2026-06-30

Filed2026-07-20

DFEM

DIMENSIONAL ETF TRUST

1.03%

Shares251.0K

Event2026-06-30

Filed2026-07-20

DFIC

DIMENSIONAL ETF TRUST

0.75%

Shares247.4K

Event2026-06-30

Filed2026-07-20

DFGP

DIMENSIONAL ETF TRUST

-3.22%

Shares157.0K

Event2026-06-30

Filed2026-07-20

DFGX

DIMENSIONAL ETF TRUST

34.37%

Shares145.3K

Event2026-06-30

Filed2026-07-20

DUHP

DIMENSIONAL ETF TRUST

4.48%

Shares174.1K

Event2026-06-30

Filed2026-07-20

VCIT

VANGUARD SCOTTSDALE FDS

17.88%

Shares82.4K

Event2026-06-30

Filed2026-07-20

STIP

ISHARES TR

39.20%

Shares61.5K

Event2026-06-30

Filed2026-07-20

DIHP

DIMENSIONAL ETF TRUST

1.95%

Shares162.4K

Event2026-06-30

Filed2026-07-20

DISV

DIMENSIONAL ETF TRUST

2.21%

Shares127.8K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

3.08%

Shares12.6K

Event2026-06-30

Filed2026-07-20

DFAX

DIMENSIONAL ETF TRUST

-0.17%

Shares89.3K

Event2026-06-30

Filed2026-07-20

MUNI

PIMCO ETF TR

27.95%

Shares59.9K

Event2026-06-30

Filed2026-07-20

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares56.7K

Event2026-06-30

Filed2026-07-20

JMUB

J P MORGAN EXCHANGE TRADED F

22.38%

Shares52.1K

Event2026-06-30

Filed2026-07-20

VEA

VANGUARD TAX-MANAGED FDS

10.02%

Shares25.7K

Event2026-06-30

Filed2026-07-20

SUB

ISHARES TR

0.00%

Shares17.0K

Event2026-06-30

Filed2026-07-20

DFIV

DIMENSIONAL ETF TRUST

0.00%

Shares25.7K

Event2026-06-30

Filed2026-07-20

VBR

VANGUARD INDEX FDS

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-20

SERVICENOW INC

-9.86%

Shares9.1K

Event2026-06-30

Filed2026-07-20

DFSU

DIMENSIONAL ETF TRUST

0.00%

Shares17.9K

Event2026-06-30

Filed2026-07-20

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-20

SCZ

ISHARES TR

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-20

DFSI

DIMENSIONAL ETF TRUST

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-20

EFV

ISHARES TR

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-20

HYD

VANECK ETF TRUST

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-20

DFSE

DIMENSIONAL ETF TRUST

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-20

STATE STR SPDR S&P 500 ETF T

New

Shares319

Event2026-06-30

Filed2026-07-20

FBTC

FIDELITY WISE ORIGIN BITCOIN

New

Shares4.2K

Event2026-06-30

Filed2026-07-20

DFIP

DIMENSIONAL ETF TRUST

New

Shares4.9K

Event2026-06-30

Filed2026-07-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available