Investor
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
CIK 0002056071 · filed 2026-04-24 · SEC filing
13F book
$174.4M
Positions
32
0 new · 97 sold
Largest name
17.3%
Dimensional Etf Trust
Est. mark
$538.7K
Price effect on 32 names still held. Flow $12.4M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust | — | 777.4K | $30.2M | 17.3% | −$553.8K | Added$176.6K |
| Dimensional Etf Trust | — | 310.5K | $19.4M | 11.1% | $876.9K | Added$1.45M |
| Spdr Series Trust | — | 660.9K | $18.9M | 10.9% | −$107.8K | Added$1.68M |
| Ishares Tr | — | 124K | $13.2M | 7.5% | −$91.4K | Added$2.97M |
| Dimensional Etf Trust | — | 359.7K | $9.56M | 5.5% | $55.7K | Added$371K |
| Dimensional Etf Trust | — | 162.2K | $8.76M | 5.0% | −$12.8K | Added$130.1K |
| Dimensional Etf Trust | — | 245.6K | $8.73M | 5.0% | $262.8K | Cut$250.5K |
| Dimensional Etf Trust | — | 248.4K | $8.58M | 4.9% | $365.2K | Cut$360K |
| Dimensional Etf Trust | — | 166.6K | $6.13M | 3.5% | −$193.7K | Added$325.2K |
| Vanguard Scottsdale Fds | — | 69.9K | $5.79M | 3.3% | −$51.1K | Added$1.5M |
| Dimensional Etf Trust | — | 108.2K | $5.67M | 3.3% | −$11.1K | Added$2.5M |
| Dimensional Etf Trust | — | 159.3K | $5.13M | 2.9% | $86.6K | Added$192K |
| Dimensional Etf Trust | — | 125K | $4.93M | 2.8% | $180K | Cut$98.4K |
| Ishares Tr | — | 44.2K | $4.57M | 2.6% | $15.5K | Added$3.05M |
| Vanguard Index Fds | — | 12.2K | $3.91M | 2.2% | −$175.1K | Added−$145.9K |
| Dimensional Etf Trust | — | 89.5K | $3.04M | 1.7% | $110.9K | Cut$94.8K |
| Dimensional Etf Trust | — | 56.7K | $2.75M | 1.6% | $106.1K | Held |
| Pimco Etf Tr | — | 46.8K | $2.44M | 1.4% | −$7.81K | Added$587.3K |
| J P Morgan Exchange Traded F | — | 42.6K | $2.13M | 1.2% | −$17.9K | Added$350K |
| Ishares Tr | — | 17K | $1.81M | 1.0% | −$3.41K | Held |
| Vanguard Tax-Managed Fds | — | 23.3K | $1.5M | 0.9% | $37.6K | Cut$23.2K |
| Dimensional Etf Trust | — | 25.7K | $1.36M | 0.8% | $74.1K | Cut−$298.1K |
| Vanguard Index Fds | — | 4.92K | $1.07M | 0.6% | $26.9K | Held |
| ServiceNow, Inc. | NOW | 10.1K | $1.06M | 0.6% | −$374.8K | Added−$123.3K |
| Ishares Tr | — | 9.64K | $970.6K | 0.6% | −$9.14K | Cut−$844.8K |
| Dimensional Etf Trust | — | 17.9K | $737.4K | 0.4% | −$40.1K | Added−$7.47K |
| Dimensional Etf Trust | — | 7.01K | $497.3K | 0.3% | −$22.9K | Cut−$123.1K |
| Ishares Tr | — | 6.26K | $491K | 0.3% | $5.51K | Held |
| Dimensional Etf Trust | — | 7.47K | $316.6K | 0.2% | −$3.32K | Cut−$58.5K |
| Ishares Tr | — | 4.14K | $307.5K | 0.2% | $12.2K | Cut−$46.8K |
| Vaneck Etf Trust | — | 5.56K | $278.9K | 0.2% | −$5.45K | Cut−$13.1K |
| Dimensional Etf Trust | — | 5.2K | $220.3K | 0.1% | $4.35K | Added$17.7K |
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.