Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Beacon Bridge Wealth Partners, LLC (CIK 1965468) reported $351.0M across 105 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($30.3M, 8.64%), DYNF ($17.2M, 4.90%), VUG ($16.4M, 4.68%), VTV ($14.4M, 4.09%), MUB ($13.8M, 3.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $30.3M | 8.64% | 40,596 | Added |
| 2 | DYNF | BLACKROCK ETF TRUST | $17.2M | 4.90% | 253,037 | Added |
| 3 | VUG | VANGUARD INDEX FDS | $16.4M | 4.68% | 190,527 | Added |
| 4 | VTV | VANGUARD INDEX FDS | $14.4M | 4.09% | 65,893 | Trimmed |
| 5 | MUB | ISHARES TR | $13.8M | 3.93% | 128,023 | Added |
| 6 | VOO | VANGUARD INDEX FDS | $12.7M | 3.63% | 18,555 | Trimmed |
| 7 | IVV | ISHARES TR | $12.3M | 3.51% | 16,429 | Added |
| 8 | MBB | ISHARES TR | $10.9M | 3.10% | 115,183 | Added |
| 9 | SPYG | SPDR SERIES TRUST | $10.2M | 2.92% | 86,059 | Trimmed |
| 10 | SCHG | SCHWAB STRATEGIC TR | $9.0M | 2.57% | 266,774 | Added |
| 11 | IEMG | ISHARES INC | $8.0M | 2.27% | 96,030 | Trimmed |
| 12 | FLMI | FRANKLIN TEMPLETON ETF TR | $7.9M | 2.26% | 314,712 | Added |
| 13 | GOVT | ISHARES TR | $7.4M | 2.12% | 326,927 | Added |
| 14 | BAI | BLACKROCK ETF TRUST | $7.4M | 2.10% | 139,883 | Trimmed |
| 15 | BDYN | BLACKROCK ETF TRUST | $7.1M | 2.02% | 255,226 | Added |
| 16 | SCHZ | SCHWAB STRATEGIC TR | $6.8M | 1.93% | 292,966 | Added |
| 17 | BINC | BLACKROCK ETF TRUST II | $6.1M | 1.75% | 117,051 | Trimmed |
| 18 | EFG | ISHARES TR | $5.7M | 1.62% | 45,808 | New |
| 19 | BDVL | BLACKROCK ETF TRUST | $5.4M | 1.54% | 207,920 | Trimmed |
| 20 | SCHQ | SCHWAB STRATEGIC TR | $5.3M | 1.52% | 169,913 | Trimmed |
| 21 | MTUM | ISHARES TR | $5.2M | 1.49% | 15,240 | Trimmed |
| 22 | VB | VANGUARD INDEX FDS | $5.1M | 1.46% | 16,889 | Added |
| 23 | EFV | ISHARES TR | $5.1M | 1.45% | 66,431 | Trimmed |
| 24 | IAGG | ISHARES TR | $5.1M | 1.45% | 100,772 | Added |
| 25 | IALT | BLACKROCK ETF TRUST | $4.9M | 1.41% | 176,392 | New |
Source: SEC Form 13F filings · as of 2026-06-30