Beacon Bridge Wealth Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Beacon Bridge Wealth Partners, LLC reported 105 stock positions worth $351.0 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 8.6% of the portfolio, followed by Ishrs US E F R A ETF-Usd (DYNF, 4.9%) and Vanguard Mrngstar GR ETF-Sui (VUG, 4.7%). Compared with Q1 2026, it opened 12 new positions, sold out of 8, added to 42 and reduced 45. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +27%) and the biggest sale iShares MSCI USA Quality Fac (QUAL, shares −77%).
- Most Recent 13F
- Q2 2026
- Location
- LOWER GWYNEDD, PA
- CIK
- 0001965468
- Portfolio Value
- $351.0M (Q2 2026)
- SEC Filing
- 0001765380-26-000277 ↗ filed Aug 5, 2026
Holdings Value
Holdings 105 stocks · $351.0M
| SPY SS SPDR S&P 500 ETF Trust-US | 8.64% | 40,596 | $30.3M | Add +27.0% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 4.90% | 253,037 | $17.2M | Add +5.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.68% | 190,527 | $16.4M | Add +3.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 4.09% | 65,893 | $14.4M | Reduce -16.7% |
| MUB iShares National Muni Bond E | 3.93% | 128,023 | $13.8M | Add +8.9% |
| VOO Vanguard S&P 500 ETF | 3.63% | 18,555 | $12.7M | Reduce -1.8% |
| IVV iShares Core S&P 500 ETF | 3.51% | 16,429 | $12.3M | Add +1.1% |
| MBB iShares MBS ETF | 3.10% | 115,183 | $10.9M | Add +1.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 2.92% | 86,059 | $10.2M | Reduce -0.3% |
| SCHG Schwab US Large-Cap Growth | 2.57% | 266,774 | $9.0M | Add +0.4% |
| IEMG iShares Core MSCI Emerging | 2.27% | 96,030 | $8.0M | Reduce -27.1% |
| FLMI Franklin Dynamic Municipal B | 2.26% | 314,712 | $7.9M | Add +54.8% |
| GOVT iShares US Treasury Bond ETF | 2.12% | 326,927 | $7.4M | Add +144.9% |
| BAI Ishrs AI in and Tech Act ETF | 2.10% | 139,883 | $7.4M | Reduce -4.4% |
| BDYN iShares DYN Act ETF | 2.02% | 255,226 | $7.1M | Add +0.2% |
| SCHZ Schwab US Aggregate Bond ETF | 1.93% | 292,966 | $6.8M | Add +67.9% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.75% | 117,051 | $6.1M | Reduce -19.1% |
| EFG iShares MSCI Eafe Growth ETF | 1.62% | 45,808 | $5.7M | New |
| BDVL iShares DV Equity Active ETF | 1.54% | 207,920 | $5.4M | Reduce -2.0% |
| SCHQ Schwab Long-Term US Treasury | 1.52% | 169,913 | $5.3M | Reduce -3.9% |
| MTUM iShares MSCI USA Momentum Fa | 1.49% | 15,240 | $5.2M | Reduce -20.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.46% | 16,889 | $5.1M | Add +6.7% |
| IAGG iShares Intl Aggregate Bond | 1.45% | 100,772 | $5.1M | Add +7.4% |
| EFV iShares MSCI Eafe Value ETF | 1.45% | 66,431 | $5.1M | Reduce -32.9% |
| IALT Ishrs SYS Alt Act ETF | 1.41% | 176,392 | $4.9M | New |
| SCHM Schwab US Mid Cap ETF | 1.38% | 131,105 | $4.8M | Add +3.7% |
| DGRO iShares Core Dividend Growth | 1.31% | 60,798 | $4.6M | Reduce -3.8% |
| ITA iShares U.S. Aerospace & Def | 1.28% | 18,516 | $4.5M | Add +78.3% |
| BLCR iShares LRG CP CR Act ETF-Ui | 1.15% | 80,024 | $4.0M | New |
| RPG Invesco S&P 500 Pure Growth | 1.11% | 60,765 | $3.9M | Add +0.7% |
| EVTR Eaton Vance Total Return | 1.07% | 73,940 | $3.7M | Reduce -2.2% |
| IAU iShares Gold Trust | 1.04% | 48,302 | $3.6M | Reduce -27.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.98% | 35,613 | $3.4M | Reduce -3.0% |
| SCHF Schwab Intl Equity ETF | 0.97% | 122,407 | $3.4M | Add +23.6% |
| IXUS iShares Core Intl Stock ETF | 0.91% | 33,625 | $3.2M | Add +5.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.88% | 38,351 | $3.1M | Reduce -3.5% |
| SYSB iShares Systematic Bond ETF | 0.86% | 34,108 | $3.0M | Add +15.2% |
| VIG Vanguard Dividend Apprec ETF | 0.86% | 12,778 | $3.0M | Reduce -0.4% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.84% | 112,686 | $3.0M | Reduce -9.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.81% | 3,878 | $2.9M | Reduce -0.5% |
| SCHI Schwab 5-10 Year Corporate B | 0.78% | 121,017 | $2.7M | Reduce -3.6% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.71% | 32,978 | $2.5M | Add +6.9% |
| VEA Vanguard Ftse Developed ETF | 0.65% | 32,188 | $2.3M | Add +19.6% |
| PVAL Putnam Focused LRG Cap Value | 0.57% | 39,409 | $2.0M | New |
| VTWO Vanguard Russell 2000 ETF | 0.57% | 16,506 | $2.0M | Reduce -0.5% |
| TLH iShares 10-20 Year Treasury | 0.56% | 19,618 | $2.0M | Reduce -2.3% |
| AVGO Broadcom Inc. | 0.53% | 4,962 | $1.9M | Add +0.0% |
| QUAL iShares MSCI USA Quality Fac | 0.51% | 8,187 | $1.8M | Reduce -76.5% |
| IEUR iShares Core MSCI Europe ETF | 0.51% | 23,798 | $1.8M | Reduce -10.3% |
| VOOV Vanguard S&P 500 Value ETF | 0.50% | 7,946 | $1.7M | Reduce -1.3% |
| SPEM State Street SP PTF Em ETF | 0.46% | 31,296 | $1.6M | Reduce -5.4% |
| XLF SS Financial Select Sector | 0.46% | 29,990 | $1.6M | Reduce -20.6% |
| IVW iShares S&P 500 Growth ETF | 0.43% | 11,089 | $1.5M | Reduce -1.8% |
| XLK SS Technology Select Sector | 0.41% | 7,644 | $1.5M | Reduce -17.4% |
| NVDA Nvidia Corp. | 0.41% | 7,270 | $1.5M | Add +3.5% |
| IYW iShares Ustechnology ETF | 0.40% | 5,595 | $1.4M | Reduce -39.9% |
| XLI SS Industrial Select Sector | 0.39% | 7,366 | $1.4M | Reduce -2.7% |
| GOOGL Alphabet Inc. Class A | 0.38% | 3,779 | $1.4M | Add +6.2% |
| VXUS Vanguard Total Intl Stock | 0.38% | 15,516 | $1.3M | Add +58.7% |
| HIMU iShares High Yild Muni A ETF | 0.33% | 23,586 | $1.2M | Add +26.9% |
| AGG iShares Core U.S. Aggregate | 0.33% | 11,840 | $1.2M | Reduce -12.2% |
| SPTI SS SPDR P Int Term TSY ETF | 0.30% | 37,647 | $1.1M | Reduce -15.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.28% | 2,664 | $986K | Add +322.9% |
| GOOG Alphabet Inc. Class C | 0.27% | 2,729 | $964K | Add +3.7% |
| SPHQ Invesco S&P 500 Quality ETF | 0.26% | 9,973 | $899K | Add +0.3% |
| TSLA Tesla Inc. | 0.23% | 1,933 | $813K | Add +0.9% |
| JPM JPMorgan Chase & Co. | 0.21% | 2,243 | $734K | Add +15.0% |
| JQUA JPMorgan US Quality Factor | 0.19% | 9,189 | $664K | Reduce -3.6% |
| SDY SS SPDR S&P Dividend ETF | 0.18% | 4,207 | $640K | No change |
| VRT Vertiv Holdings Co. Class A | 0.18% | 1,897 | $635K | Add +4.5% |
| AMZN Amazon.com Inc. | 0.18% | 2,631 | $627K | Add +4.7% |
| OEF iShares S&P 100 ETF | 0.18% | 1,699 | $622K | No change |
| MSFT Microsoft Corp. | 0.17% | 1,641 | $612K | Add +4.8% |
| LMT Lockheed Martin Corp. | 0.17% | 1,152 | $587K | No change |
| OTF Blue Owl Technology Finance | 0.16% | 53,168 | $550K | Add +62.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.15% | 6,827 | $540K | Reduce -12.2% |
| PG The Procter & Gamble Co. | 0.15% | 3,593 | $527K | Add +6.5% |
| HD Home Depot Inc. | 0.14% | 1,411 | $498K | Add +1.6% |
| GLW Corning Inc. | 0.14% | 1,928 | $492K | Reduce -2.9% |
| SPMO Invesco S&P 500 Momentum ETF | 0.13% | 2,781 | $449K | Reduce -2.2% |
| JNJ Johnson & Johnson | 0.13% | 1,740 | $442K | Add +7.3% |
| SPGI S&P Global Inc. Class W | 0.12% | 1,061 | $432K | New |
| RING iShares MSCI Global Gold Min | 0.12% | 6,406 | $414K | Reduce -13.7% |
| NCDL Nuveen Churchill Direct Lend | 0.12% | 33,113 | $411K | Add +2.1% |
| IGRO iShares Intl Div Growth ETF | 0.12% | 4,643 | $408K | No change |
| MDY State Street SPDR S&P Midcap | 0.11% | 564 | $397K | Reduce -76.2% |
| IVE iShares S&P 500 Value ETF | 0.11% | 1,732 | $393K | Reduce -9.9% |
| V Visa Inc. Class A | 0.11% | 1,145 | $393K | Reduce -1.7% |
| BA The Boeing Co. | 0.11% | 1,723 | $373K | Add +0.1% |
| LLY Eli Lilly & Co. | 0.10% | 294 | $353K | Add +24.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.09% | 612 | $306K | Reduce -3.3% |
| BMY Bristol-Myers Squibb Co. | 0.09% | 5,230 | $301K | Reduce -0.4% |
| CSCO Cisco Systems Inc. | 0.08% | 2,504 | $294K | New |
| VOYA Voya Financial Inc. | 0.08% | 3,217 | $291K | No change |
| CSL Carlisle Cos Inc. | 0.08% | 772 | $280K | New |
| COHR Coherent Corp. | 0.08% | 700 | $276K | New |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.08% | 5,332 | $270K | Reduce -4.0% |
| META Meta Platforms Inc. Class A | 0.08% | 475 | $268K | Add +8.2% |
| GE General Electric filed as GE AEROSPACE | 0.07% | 674 | $252K | New |
| GEV GE Vernova Inc. | 0.07% | 214 | $251K | Reduce -18.9% |
Portfolio Sells Q1 2026 → Q2 2026
| QUAL iShares MSCI USA Quality Fac | Reduce -76.5% | 0.51% | −1.73 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -16.7% | 4.09% | −1.10 |
| EFV iShares MSCI Eafe Value ETF | Reduce -32.9% | 1.45% | −1.01 |
| IAU iShares Gold Trust | Reduce -27.6% | 1.04% | −0.93 |
| IEMG iShares Core MSCI Emerging | Reduce -27.1% | 2.27% | −0.81 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -19.1% | 1.75% | −0.77 |
| MDY State Street SPDR S&P Midcap | Reduce -76.2% | 0.11% | −0.38 |
| SCHQ Schwab Long-Term US Treasury | Reduce -3.9% | 1.52% | −0.35 |
| SCHR Schwab Intermediate-Term US | Sold out | 0.00% | −0.32 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -9.5% | 0.84% | −0.25 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.23 |
| EVTR Eaton Vance Total Return | Reduce -2.2% | 1.07% | −0.22 |
| BDVL iShares DV Equity Active ETF | Reduce -2.0% | 1.54% | −0.21 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.18 |
| SCHI Schwab 5-10 Year Corporate B | Reduce -3.6% | 0.78% | −0.17 |
| DGRO iShares Core Dividend Growth | Reduce -3.8% | 1.31% | −0.17 |
| XLF SS Financial Select Sector | Reduce -20.6% | 0.46% | −0.17 |
| IYW iShares Ustechnology ETF | Reduce -39.9% | 0.40% | −0.16 |
| VOO Vanguard S&P 500 ETF | Reduce -1.8% | 3.63% | −0.15 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -3.0% | 0.98% | −0.13 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -15.3% | 0.30% | −0.12 |
| TLH iShares 10-20 Year Treasury | Reduce -2.3% | 0.56% | −0.12 |
| AGG iShares Core U.S. Aggregate | Reduce -12.2% | 0.33% | −0.11 |
| IEUR iShares Core MSCI Europe ETF | Reduce -10.3% | 0.51% | −0.11 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.11 |
| RING iShares MSCI Global Gold Min | Reduce -13.7% | 0.12% | −0.08 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -3.5% | 0.88% | −0.07 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.07 |
| EEM iShares MSCI Emerging Market | Sold out | 0.00% | −0.07 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Sold out | 0.00% | −0.07 |
| T AT&T Inc. | Sold out | 0.00% | −0.07 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.4% | 0.86% | −0.06 |
| SPEM State Street SP PTF Em ETF | Reduce -5.4% | 0.46% | −0.06 |
| VOOV Vanguard S&P 500 Value ETF | Reduce -1.3% | 0.50% | −0.05 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -12.2% | 0.15% | −0.05 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -20.0% | 1.49% | −0.04 |
| IVE iShares S&P 500 Value ETF | Reduce -9.9% | 0.11% | −0.02 |
| XLI SS Industrial Select Sector | Reduce -2.7% | 0.39% | −0.02 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.4% | 0.09% | −0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -4.0% | 0.08% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.3% | 0.09% | −0.01 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -0.7% | 0.06% | −0.01 |
| JQUA JPMorgan US Quality Factor | Reduce -3.6% | 0.19% | −0.01 |
| V Visa Inc. Class A | Reduce -1.7% | 0.11% | −0.01 |
| GEV GE Vernova Inc. | Reduce -18.9% | 0.07% | −0.01 |
| XLK SS Technology Select Sector | Reduce -17.4% | 0.41% | +0.00 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.8% | 0.43% | +0.01 |
| VTWO Vanguard Russell 2000 ETF | Reduce -0.5% | 0.57% | +0.01 |
| SPMO Invesco S&P 500 Momentum ETF | Reduce -2.2% | 0.13% | +0.02 |
| GLW Corning Inc. | Reduce -2.9% | 0.14% | +0.05 |
Portfolio Buys Q1 2026 → Q2 2026
| SPY SS SPDR S&P 500 ETF Trust-US | Add +27.0% | 8.64% | +1.68 |
| EFG iShares MSCI Eafe Growth ETF | New | 1.62% | +1.62 |
| IALT Ishrs SYS Alt Act ETF | New | 1.41% | +1.41 |
| BLCR iShares LRG CP CR Act ETF-Ui | New | 1.15% | +1.15 |
| GOVT iShares US Treasury Bond ETF | Add +144.9% | 2.12% | +1.10 |
| SCHZ Schwab US Aggregate Bond ETF | Add +67.9% | 1.93% | +0.57 |
| PVAL Putnam Focused LRG Cap Value | New | 0.57% | +0.57 |
| FLMI Franklin Dynamic Municipal B | Add +54.8% | 2.26% | +0.57 |
| ITA iShares U.S. Aerospace & Def | Add +78.3% | 1.28% | +0.52 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +5.3% | 4.90% | +0.22 |
| VTI VG Morningstar TS MKT ETF-US | Add +322.9% | 0.28% | +0.21 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +3.1% | 4.68% | +0.17 |
| RPG Invesco S&P 500 Pure Growth | Add +0.7% | 1.11% | +0.16 |
| SCHF Schwab Intl Equity ETF | Add +23.6% | 0.97% | +0.15 |
| VXUS Vanguard Total Intl Stock | Add +58.7% | 0.38% | +0.13 |
| SPGI S&P Global Inc. Class W | New | 0.12% | +0.12 |
| CSCO Cisco Systems Inc. | New | 0.08% | +0.08 |
| CSL Carlisle Cos Inc. | New | 0.08% | +0.08 |
| COHR Coherent Corp. | New | 0.08% | +0.08 |
| VEA Vanguard Ftse Developed ETF | Add +19.6% | 0.65% | +0.08 |
| GE General Electric | New | 0.07% | +0.07 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +6.7% | 1.46% | +0.07 |
| SCHM Schwab US Mid Cap ETF | Add +3.7% | 1.38% | +0.07 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | New | 0.06% | +0.06 |
| RVMD Revolution Medicines Inc. | New | 0.06% | +0.06 |
| VYM Vanguard High DVD Yield ETF | New | 0.06% | +0.06 |
| GOOGL Alphabet Inc. Class A | Add +6.2% | 0.38% | +0.04 |
| EEMV iShares MSCI Emg MKT Min Vol | Add +6.9% | 0.71% | +0.04 |
| HIMU iShares High Yild Muni A ETF | Add +26.9% | 0.33% | +0.04 |
| VRT Vertiv Holdings Co. Class A | Add +4.5% | 0.18% | +0.03 |
| LLY Eli Lilly & Co. | Add +24.1% | 0.10% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +3.7% | 0.27% | +0.02 |
| OTF Blue Owl Technology Finance | Add +62.6% | 0.16% | +0.02 |
| AVGO Broadcom Inc. | Add +0.0% | 0.53% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +15.0% | 0.21% | +0.02 |
| SPHQ Invesco S&P 500 Quality ETF | Add +0.3% | 0.26% | +0.01 |
| NVDA Nvidia Corp. | Add +3.5% | 0.41% | +0.00 |
| AMZN Amazon.com Inc. | Add +4.7% | 0.18% | +0.00 |
| TSLA Tesla Inc. | Add +0.9% | 0.23% | −0.01 |
| JNJ Johnson & Johnson | Add +7.3% | 0.13% | −0.01 |
| META Meta Platforms Inc. Class A | Add +8.2% | 0.08% | −0.01 |
| IXUS iShares Core Intl Stock ETF | Add +5.7% | 0.91% | −0.01 |
| BA The Boeing Co. | Add +0.1% | 0.11% | −0.01 |
| HD Home Depot Inc. | Add +1.6% | 0.14% | −0.01 |
| PG The Procter & Gamble Co. | Add +6.5% | 0.15% | −0.01 |
| SCHG Schwab US Large-Cap Growth | Add +0.4% | 2.57% | −0.02 |
| MSFT Microsoft Corp. | Add +4.8% | 0.17% | −0.02 |
| SYSB iShares Systematic Bond ETF | Add +15.2% | 0.86% | −0.02 |
| NCDL Nuveen Churchill Direct Lend | Add +2.1% | 0.12% | −0.02 |
| IVV iShares Core S&P 500 ETF | Add +1.1% | 3.51% | −0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 105 | $351.0M | SPY, DYNF, VUG, VTV, MUB |
| Q1 2026 | 101 | $298.8M | SPY, VTV, DYNF, VUG, MUB |
| Q4 2025 | 98 | $301.0M | SPY, VUG, VTV, DYNF, MUB |
| Q3 2025 | 87 | $281.1M | SPY, QUAL, VUG, VTV, MUB |
| Q2 2025 | 87 | $252.0M | SPY, QUAL, VUG, VTV, MUB |
| Q1 2025 | 85 | $234.4M | SPY, QUAL, VUG, VTV, MUB |
| Q4 2024 | 88 | $235.5M | SPY, QUAL, VUG, VOO, MBB |
| Q3 2024 | 87 | $232.7M | SPY, QUAL, MBB, VUG, VOO |
| Q2 2024 | 95 | $217.9M | SPY, QUAL, MBB, VOO, VUG |
| Q1 2024 | 92 | $211.8M | SPY, MBB, QUAL, VTV, VOO |