Investor
Beacon Bridge Wealth Partners, LLC
CIK 0001965468 · filed 2026-05-05 · SEC filing
13F book
$298.8M
Positions
101
9 new · 6 sold
Largest name
7.0%
Spdr S&P 500 Etf Tr
Est. mark
−$6.88M
Price effect on 92 names still held. Flow $4.64M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Spdr S&P 500 Etf Tr | — | 32K | $20.8M | 7.0% | −$999.3K | Added−$787.2K |
| Vanguard Index Fds | — | 79.1K | $15.5M | 5.2% | $401.4K | Added$798.5K |
| Blackrock Etf Trust | — | 240.3K | $14M | 4.7% | −$621.7K | Added−$391.8K |
| Vanguard Growth Etf | — | 30.8K | $13.4M | 4.5% | −$1.55M | Added−$1.33M |
| Ishares Tr | — | 117.5K | $12.5M | 4.2% | −$111.4K | Added$39.2K |
| Vanguard Index Fds | — | 18.9K | $11.3M | 3.8% | −$558.9K | Cut−$722.6K |
| Ishares Tr | — | 113.2K | $10.7M | 3.6% | −$30.5K | Cut−$463.8K |
| Ishares Tr | — | 16.2K | $10.6M | 3.6% | −$506.2K | Added−$312.2K |
| Ishares Inc | — | 131.7K | $9.19M | 3.1% | $309.2K | Added$972.1K |
| Spdr Series Trust | — | 86.3K | $8.45M | 2.8% | −$745.7K | Added−$599K |
| Schwab Strategic Tr | — | 265.6K | $7.74M | 2.6% | −$886.9K | Added−$552.3K |
| Blackrock Etf Trust Ii | — | 144.6K | $7.51M | 2.5% | −$121.5K | Cut−$200.8K |
| Ishares Tr | — | 99K | $7.36M | 2.5% | $288.9K | Added$341.1K |
| Ishares Tr | — | 34.9K | $6.7M | 2.2% | −$235.3K | Added−$168.9K |
| Blackrock Etf Trust | — | 254.8K | $6.19M | 2.1% | −$331.2K | Cut−$475.7K |
| Ishares Gold Tr | — | 66.7K | $5.88M | 2.0% | $466.1K | Cut$456.5K |
| Schwab Strategic Tr | — | 176.9K | $5.56M | 1.9% | −$47.2K | Added$15.3K |
| Blackrock Etf Trust | — | 212.2K | $5.23M | 1.8% | −$32.9K | Cut−$146.1K |
| Franklin Templeton Etf Tr | — | 203.3K | $5.04M | 1.7% | −$12.3K | Added$1.22M |
| Blackrock Etf Trust | — | 146.4K | $4.82M | 1.6% | −$50.3K | Added$41.8K |
| Ishares Tr | — | 93.8K | $4.7M | 1.6% | $2.81K | Added$61.7K |
| Ishares Tr | — | 19.1K | $4.57M | 1.5% | −$196.7K | Cut−$1.09M |
| Ishares Tr | — | 63.2K | $4.44M | 1.5% | $44.4K | Added$385.8K |
| Vanguard Index Fds | — | 15.8K | $4.14M | 1.4% | $62.1K | Added$100.1K |
| Schwab Us Aggregate Bond | — | 174.5K | $4.05M | 1.4% | −$26.1K | Added−$15.1K |
| Schwab Strategic Tr | — | 126.4K | $3.91M | 1.3% | $111.8K | Added$137.4K |
| Morgan Stanley Etf Trust | — | 75.6K | $3.84M | 1.3% | −$55.6K | Added$21.2K |
| Ishares Tr | — | 36.7K | $3.32M | 1.1% | $39.3K | Cut$17.3K |
| Spdr Series Trust | — | 124.5K | $3.28M | 1.1% | −$20.4K | Added$104.7K |
| Ishares Tr | — | 133.5K | $3.06M | 1.0% | −$15.2K | Added$10.6K |
| Vanguard Index Fds | — | 9.93K | $2.85M | 1.0% | −$30.2K | Cut−$236.5K |
| Schwab Strategic Tr | — | 125.6K | $2.85M | 1.0% | −$36.4K | Cut−$456.1K |
| Invesco Exchange Traded Fd T | — | 60.3K | $2.82M | 0.9% | $3.92K | Cut−$47.7K |
| Vanguard Specialized Funds | — | 12.8K | $2.76M | 0.9% | −$60.5K | Cut−$114.2K |
| Ishares Tr | — | 31.8K | $2.76M | 0.9% | $63.1K | Added$87.2K |
| Ishares Tr | — | 29.6K | $2.64M | 0.9% | −$21.9K | Added$51.7K |
| Schwab Strategic Tr | — | 99K | $2.45M | 0.8% | $65.4K | Added$236.1K |
| Ishares Tr | — | 10.4K | $2.27M | 0.8% | $41.9K | Added$54.4K |
| Invesco Qqq Tr | — | 3.9K | $2.25M | 0.8% | −$142.6K | Added−$111.4K |
| Ishares Tr | — | 20.1K | $2.02M | 0.7% | −$14.1K | Added$509.6K |
| Ishares Inc | — | 30.8K | $2M | 0.7% | $21.3K | Cut$9.5K |
| Select Sector Spdr Tr | — | 37.8K | $1.87M | 0.6% | −$202.8K | Added−$191K |
| Ishares Tr | — | 26.5K | $1.86M | 0.6% | −$16.5K | Added$212.7K |
| Vanguard Tax-Managed Fds | — | 26.9K | $1.72M | 0.6% | $43.2K | Added$47K |
| Ishares Tr | — | 9.3K | $1.69M | 0.6% | −$169.8K | Cut−$175.4K |
| Vanguard Scottsdale Fds | — | 16.6K | $1.66M | 0.6% | $10.8K | Cut−$107.4K |
| Vanguard Admiral Fds Inc | — | 8.05K | $1.64M | 0.5% | −$8.53K | Cut−$34.5K |
| Spdr Index Shs Fds | — | 33.1K | $1.55M | 0.5% | $3.25K | Added$28.5K |
| Broadcom Inc. | AVGO | 4.96K | $1.54M | 0.5% | −$181.5K | Added−$181.2K |
| Spdr S&P Midcap 400 Etf Tr | — | 2.37K | $1.46M | 0.5% | $31.2K | Added$70K |
| Ishares Tr | — | 13.5K | $1.34M | 0.4% | −$8.1K | Added$12.1K |
| Ishares Tr | — | 11.3K | $1.28M | 0.4% | −$114.6K | Cut−$117.8K |
| Spdr Series Trust | — | 44.5K | $1.27M | 0.4% | −$7.98K | Added−$4.89K |
| Select Sector Spdr Tr | — | 9.26K | $1.23M | 0.4% | −$75.9K | Added$243.1K |
| Nvidia Corp | NVDA | 7.03K | $1.23M | 0.4% | −$84.8K | Added−$82.4K |
| Select Sector Spdr Tr | — | 7.57K | $1.22M | 0.4% | $47.3K | Added$113K |
| Alphabet Inc | — | 3.56K | $1.02M | 0.3% | −$90.4K | Added−$88.6K |
| Schwab Strategic Tr | — | 38.7K | $965.1K | 0.3% | — | New |
| Blackrock Etf Trust Ii | — | 18.6K | $891.4K | 0.3% | −$11.9K | Added$67.1K |
| Alphabet Inc | — | 2.63K | $754.7K | 0.3% | −$70.8K | Added−$69.6K |
| Vanguard Star Fds | — | 9.78K | $754.1K | 0.3% | $16.3K | Cut−$89.3K |
| Invesco Exchange Traded Fd T | — | 9.95K | $747.9K | 0.3% | $1.34K | Added$32.8K |
| Tesla, Inc. | TSLA | 1.92K | $711.9K | 0.2% | −$129.4K | Added−$34.6K |
| Lockheed Martin Corp | LMT | 1.15K | $696.3K | 0.2% | $139.1K | Cut−$344.6K |
| Select Sector Spdr Tr | — | 4.63K | $679K | 0.2% | — | New |
| Vanguard Scottsdale Fds | — | 7.77K | $616.1K | 0.2% | −$3.58K | Held |
| Spdr Series Trust | — | 4.21K | $614K | 0.2% | $28.5K | Held |
| Ishares Inc | — | 7.42K | $586.2K | 0.2% | $38.6K | Added$53.4K |
| J P Morgan Exchange Traded F | — | 9.54K | $584.8K | 0.2% | −$17.7K | Cut−$182.5K |
| Microsoft Corp | MSFT | 1.57K | $579.7K | 0.2% | −$177.9K | Cut−$189K |
| Jpmorgan Chase & Co. | — | 1.95K | $573.6K | 0.2% | −$54.7K | Cut−$67.6K |
| Ishares Tr | — | 1.7K | $540.4K | 0.2% | −$42.3K | Cut−$74.5K |
| S&P Global Inc. | SPGI | 1.25K | $530.1K | 0.2% | −$107K | Added−$46.2K |
| Amazon Com Inc | AMZN | 2.51K | $523.4K | 0.2% | −$56.1K | Added−$50.7K |
| Procter And Gamble Co | PG | 3.37K | $487.3K | 0.2% | $3.78K | Added$8.4K |
| Home Depot, Inc. | HD | 1.39K | $456.8K | 0.2% | −$21K | Cut−$22.4K |
| Vertiv Holdings Co | VRT | 1.82K | $455.1K | 0.2% | $159.9K | Added$162.6K |
| Nuveen Churchill Direct Lend | — | 32.4K | $412.5K | 0.1% | −$20.1K | Held |
| Ishares Tr | — | 1.92K | $406.1K | 0.1% | −$1.72K | Added$4.2K |
| Blue Owl Technology Fin Corp | — | 32.7K | $405.1K | 0.1% | −$37.7K | Added$150K |
| Johnson & Johnson | JNJ | 1.62K | $396.4K | 0.1% | $60.2K | Added$64.3K |
| Ishares Tr | — | 4.64K | $388.9K | 0.1% | $4.64K | Held |
| Visa Inc. | V | 1.17K | $352.1K | 0.1% | −$55.4K | Added−$49.1K |
| Boeing Co | — | 1.72K | $342.5K | 0.1% | −$31.1K | Cut−$32.4K |
| Fiserv Inc | FISV | 5.84K | $326.1K | 0.1% | −$66.4K | Cut−$199.2K |
| Invesco Exch Traded Fd Tr Ii | — | 2.84K | $318.7K | 0.1% | — | New |
| Bristol-Myers Squibb Co | — | 5.25K | $318.5K | 0.1% | $35K | Added$36.9K |
| Berkshire Hathaway Inc Del | — | 633 | $303.3K | 0.1% | −$14.7K | Added−$11.3K |
| Vanguard Mun Bd Fds | — | 5.55K | $277.1K | 0.1% | −$2.22K | Held |
| Corning Inc | — | 1.99K | $269.9K | 0.1% | — | New |
| Meta Platforms, Inc. | META | 439 | $251.2K | 0.1% | −$38.6K | Cut−$50.5K |
| GE Vernova Inc. | GEV | 264 | $230.4K | 0.1% | — | New |
| Pacer Fds Tr | — | 3.62K | $226.2K | 0.1% | $8.44K | Added$13.8K |
| Chevron Corp New | CVX | 1.07K | $222.1K | 0.1% | — | New |
| Voya Financial Inc | — | 3.22K | $219.8K | 0.1% | −$19.8K | Held |
| Eli Lilly & Co | LLY | 237 | $218K | 0.1% | −$36.7K | Cut−$45.3K |
| Ishares Tr | — | 3.77K | $214.4K | 0.1% | $7.85K | Cut$1.73K |
| Pimco Etf Tr | — | 2.26K | $210.4K | 0.1% | −$3.5K | Held |
| At&T Inc | — | 7.19K | $208.5K | 0.1% | — | New |
| Schwab Strategic Tr | — | 4.19K | $205.2K | 0.1% | — | New |
| Vanguard Index Fds | — | 630 | $202.1K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.