Beacon Bridge Wealth Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 7, 2025), Beacon Bridge Wealth Partners, LLC reported 85 stock positions worth $234.4 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 7.1% of the portfolio, followed by iShares MSCI USA Quality Fac (QUAL, 6.7%) and Vanguard Mrngstar GR ETF-Sui (VUG, 5.4%). Compared with Q4 2024, it opened 1 new position, sold out of 4, added to 52 and reduced 25. The biggest buy was Vanguard Mrngstr Val ETF-Aui (VTV, shares +28%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- LOWER GWYNEDD, PA
- CIK
- 0001965468
- Portfolio Value
- $234.4M (Q1 2025)
- SEC Filing
- 0001765380-25-000186 ↗ filed May 7, 2025
Holdings Value
Holdings 85 stocks · $234.4M
| SPY SS SPDR S&P 500 ETF Trust-US | 7.14% | 29,900 | $16.7M | Reduce -13.1% |
| QUAL iShares MSCI USA Quality Fac | 6.73% | 92,295 | $15.8M | Add +11.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 5.35% | 33,842 | $12.5M | Add +7.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 4.78% | 64,788 | $11.2M | Add +28.1% |
| MUB iShares National Muni Bond E | 4.38% | 97,442 | $10.3M | Add +11.8% |
| MBB iShares MBS ETF | 4.34% | 108,392 | $10.2M | Add +1.8% |
| VOO Vanguard S&P 500 ETF | 4.32% | 19,718 | $10.1M | Reduce -0.2% |
| IVV iShares Core S&P 500 ETF | 3.86% | 16,084 | $9.0M | Add +2.8% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 3.81% | 183,103 | $8.9M | Add +6.5% |
| BINC iShares Flex I A ETF-Usd Inc. | 3.45% | 154,548 | $8.1M | Add +19.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 2.91% | 84,781 | $6.8M | Add +2.9% |
| EEMV iShares MSCI Emg MKT Min Vol | 2.68% | 107,538 | $6.3M | Add +2.3% |
| SCHG Schwab US Large-Cap Growth | 2.46% | 229,957 | $5.8M | Add +1.0% |
| SCHQ Schwab Long-Term US Treasury | 2.41% | 172,559 | $5.7M | Add +0.2% |
| SCHZ Schwab US Aggregate Bond ETF | 1.94% | 196,293 | $4.5M | Reduce -3.7% |
| IYW iShares Ustechnology ETF | 1.88% | 31,356 | $4.4M | Add +9.5% |
| DGRO iShares Core Dividend Growth | 1.68% | 63,901 | $3.9M | Add +0.3% |
| EFV iShares MSCI Eafe Value ETF | 1.56% | 61,996 | $3.7M | Reduce -9.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.47% | 13,346 | $3.5M | Reduce -3.7% |
| GOVT iShares US Treasury Bond ETF | 1.44% | 146,680 | $3.4M | Add +13.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.42% | 14,995 | $3.3M | Add +7.3% |
| SCHF Schwab Intl Equity ETF | 1.40% | 166,246 | $3.3M | Add +0.1% |
| SCHM Schwab US Mid Cap ETF | 1.33% | 118,780 | $3.1M | Add +7.8% |
| IEFA iShares Core MSCI Eafe ETF | 1.29% | 40,056 | $3.0M | Reduce -0.4% |
| EFG iShares MSCI Eafe Growth ETF | 1.22% | 28,648 | $2.9M | Reduce -29.8% |
| SCHI Schwab 5-10 Year Corporate B | 1.22% | 127,474 | $2.9M | Add +1.0% |
| VIG Vanguard Dividend Apprec ETF | 1.15% | 13,950 | $2.7M | Reduce -0.7% |
| MTUM iShares MSCI USA Momentum Fa | 1.12% | 12,995 | $2.6M | Add +11.4% |
| IAU iShares Gold Trust | 1.08% | 42,812 | $2.5M | Reduce -7.6% |
| IXUS iShares Core Intl Stock ETF | 1.03% | 34,434 | $2.4M | Add +7.2% |
| RPG Invesco S&P 500 Pure Growth | 1.02% | 62,463 | $2.4M | Add +1.4% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 1.02% | 87,375 | $2.4M | Add +12.4% |
| IAGG iShares Intl Aggregate Bond | 0.96% | 45,007 | $2.2M | Add +2.7% |
| AGG iShares Core U.S. Aggregate | 0.92% | 21,689 | $2.1M | Add +2.9% |
| FISV Fiserv Inc. | 0.73% | 7,762 | $1.7M | Add +0.1% |
| XLF SS Financial Select Sector | 0.71% | 33,590 | $1.7M | Add +1.4% |
| VTWO Vanguard Russell 2000 ETF | 0.70% | 20,311 | $1.6M | Reduce -0.8% |
| VOOV Vanguard S&P 500 Value ETF | 0.69% | 8,817 | $1.6M | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.67% | 31,824 | $1.6M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.66% | 3,282 | $1.5M | Add +4.3% |
| SPTI SS SPDR P Int Term TSY ETF | 0.63% | 51,441 | $1.5M | Add +76.0% |
| LMT Lockheed Martin Corp. | 0.62% | 3,254 | $1.5M | Add +80.2% |
| VEA Vanguard Ftse Developed ETF | 0.56% | 26,034 | $1.3M | Add +5.6% |
| SPEM State Street SP PTF Em ETF | 0.55% | 32,818 | $1.3M | Reduce -11.6% |
| MDY State Street SPDR S&P Midcap | 0.52% | 2,304 | $1.2M | Add +0.1% |
| IVW iShares S&P 500 Growth ETF | 0.45% | 11,262 | $1.0M | Reduce -0.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.44% | 13,199 | $1.0M | Reduce -6.2% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.38% | 16,846 | $885K | No change |
| AMZN Amazon.com Inc. | 0.34% | 4,220 | $803K | Add +3.0% |
| AVGO Broadcom Inc. | 0.33% | 4,652 | $779K | Add +1.4% |
| XLY SS Consumer Disc Select Sect | 0.33% | 3,907 | $771K | Add +2.1% |
| VXUS Vanguard Total Intl Stock | 0.33% | 12,266 | $762K | Reduce -33.4% |
| JQUA JPMorgan US Quality Factor | 0.30% | 12,268 | $693K | Reduce -14.9% |
| NVDA Nvidia Corp. | 0.29% | 6,194 | $671K | Add +4.6% |
| GOOGL Alphabet Inc. Class A | 0.27% | 4,109 | $635K | Reduce -0.2% |
| HD Home Depot Inc. | 0.26% | 1,690 | $620K | Add +2.4% |
| SPHQ Invesco S&P 500 Quality ETF | 0.26% | 9,224 | $612K | Add +48.5% |
| PG The Procter & Gamble Co. | 0.24% | 3,369 | $574K | Add +0.9% |
| NCDL Nuveen Churchill Direct Lend | 0.23% | 32,432 | $551K | Reduce -62.6% |
| SPGI S&P Global Inc. | 0.23% | 1,079 | $548K | Reduce -22.5% |
| JPM JPMorgan Chase & Co. | 0.23% | 2,231 | $547K | Add +1.8% |
| SDY SS SPDR S&P Dividend ETF | 0.23% | 4,025 | $546K | Reduce -4.2% |
| TSLA Tesla Inc. | 0.22% | 1,963 | $509K | Reduce -52.1% |
| MSFT Microsoft Corp. | 0.22% | 1,345 | $505K | Add +2.8% |
| OEF iShares S&P 100 ETF | 0.20% | 1,725 | $467K | No change |
| V Visa Inc. Class A | 0.18% | 1,206 | $423K | Add +1.9% |
| FDN First Trust DJ Internet Ind | 0.17% | 1,802 | $400K | Reduce -0.8% |
| GOOG Alphabet Inc. Class C | 0.16% | 2,430 | $380K | Add +2.5% |
| IVE iShares S&P 500 Value ETF | 0.15% | 1,830 | $349K | Add +0.1% |
| ABBV Abbvie Inc. | 0.15% | 1,631 | $342K | Add +1.4% |
| BMY Bristol-Myers Squibb Co. | 0.14% | 5,552 | $339K | Add +0.5% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.14% | 3,521 | $330K | Reduce -7.7% |
| IGRO iShares Intl Div Growth ETF | 0.13% | 4,272 | $309K | Reduce -1.8% |
| JNJ Johnson & Johnson | 0.13% | 1,798 | $298K | Reduce -0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.12% | 543 | $289K | Add +2.5% |
| BA The Boeing Co. | 0.12% | 1,689 | $288K | Add +0.2% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.12% | 6,479 | $287K | Add +5.1% |
| VHT Vanguard Health Care ETF | 0.12% | 1,025 | $271K | No change |
| IXC iShares Global Energy ETF | 0.11% | 6,281 | $264K | Reduce -34.6% |
| ZTS Zoetis Inc. | 0.10% | 1,355 | $223K | Add +0.4% |
| FIS Fidelity National Info Serv | 0.09% | 2,957 | $221K | Add +0.2% |
| ORCL Oracle Corp. | 0.09% | 1,506 | $211K | Add +9.4% |
| CVX Chevron Corp. | 0.09% | 1,215 | $203K | New |
| SXC Suncoke Energy Inc. | 0.05% | 11,534 | $106K | No change |
| RLGT Radiant Logistics Inc. | 0.03% | 12,794 | $79K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -13.1% | 7.14% | −1.42 |
| TSLA Tesla Inc. | Reduce -52.1% | 0.22% | −0.49 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -29.8% | 1.22% | −0.46 |
| NCDL Nuveen Churchill Direct Lend | Reduce -62.6% | 0.23% | −0.38 |
| VOO Vanguard S&P 500 ETF | Reduce -0.2% | 4.32% | −0.20 |
| VXUS Vanguard Total Intl Stock | Reduce -33.4% | 0.33% | −0.14 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.12 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.09 |
| COWZ Pacer US Cash Cows 100 ETF | Sold out | 0.00% | −0.09 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -3.7% | 1.47% | −0.08 |
| VTWO Vanguard Russell 2000 ETF | Reduce -0.8% | 0.70% | −0.08 |
| SPGI S&P Global Inc. | Reduce -22.5% | 0.23% | −0.06 |
| GOOGL Alphabet Inc. Class A | Reduce -0.2% | 0.27% | −0.06 |
| JQUA JPMorgan US Quality Factor | Reduce -14.9% | 0.30% | −0.06 |
| SPEM State Street SP PTF Em ETF | Reduce -11.6% | 0.55% | −0.05 |
| NDMO Nuveen Dynamic Municipal Opp | Sold out | 0.00% | −0.04 |
| IXC iShares Global Energy ETF | Reduce -34.6% | 0.11% | −0.04 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.5% | 0.45% | −0.04 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -3.7% | 1.94% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -6.2% | 0.44% | −0.02 |
| FDN First Trust DJ Internet Ind | Reduce -0.8% | 0.17% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.7% | 1.15% | −0.01 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Reduce -7.7% | 0.14% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -4.2% | 0.23% | −0.00 |
| IGRO iShares Intl Div Growth ETF | Reduce -1.8% | 0.13% | +0.01 |
| JNJ Johnson & Johnson | Reduce -0.7% | 0.13% | +0.02 |
| EFV iShares MSCI Eafe Value ETF | Reduce -9.9% | 1.56% | +0.03 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.4% | 1.29% | +0.09 |
| IAU iShares Gold Trust | Reduce -7.6% | 1.08% | +0.10 |
Portfolio Buys Q4 2024 → Q1 2025
| VTV Vanguard Mrngstr Val ETF-Aui | Add +28.1% | 4.78% | +1.14 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +19.3% | 3.45% | +0.59 |
| QUAL iShares MSCI USA Quality Fac | Add +11.3% | 6.73% | +0.46 |
| MUB iShares National Muni Bond E | Add +11.8% | 4.38% | +0.44 |
| SPTI SS SPDR P Int Term TSY ETF | Add +76.0% | 0.63% | +0.28 |
| LMT Lockheed Martin Corp. | Add +80.2% | 0.62% | +0.25 |
| MBB iShares MBS ETF | Add +1.8% | 4.34% | +0.19 |
| GOVT iShares US Treasury Bond ETF | Add +13.4% | 1.44% | +0.18 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +12.4% | 1.02% | +0.15 |
| IXUS iShares Core Intl Stock ETF | Add +7.2% | 1.03% | +0.12 |
| SCHQ Schwab Long-Term US Treasury | Add +0.2% | 2.41% | +0.11 |
| SCHF Schwab Intl Equity ETF | Add +0.1% | 1.40% | +0.10 |
| MTUM iShares MSCI USA Momentum Fa | Add +11.4% | 1.12% | +0.10 |
| EEMV iShares MSCI Emg MKT Min Vol | Add +2.3% | 2.68% | +0.09 |
| CVX Chevron Corp. | New | 0.09% | +0.09 |
| SPHQ Invesco S&P 500 Quality ETF | Add +48.5% | 0.26% | +0.08 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +6.5% | 3.81% | +0.07 |
| VEA Vanguard Ftse Developed ETF | Add +5.6% | 0.56% | +0.06 |
| FISV Fiserv Inc. | Add +0.1% | 0.73% | +0.06 |
| AGG iShares Core U.S. Aggregate | Add +2.9% | 0.92% | +0.05 |
| SCHI Schwab 5-10 Year Corporate B | Add +1.0% | 1.22% | +0.04 |
| XLF SS Financial Select Sector | Add +1.4% | 0.71% | +0.03 |
| IAGG iShares Intl Aggregate Bond | Add +2.7% | 0.96% | +0.03 |
| SCHM Schwab US Mid Cap ETF | Add +7.8% | 1.33% | +0.03 |
| DGRO iShares Core Dividend Growth | Add +0.3% | 1.68% | +0.02 |
| ABBV Abbvie Inc. | Add +1.4% | 0.15% | +0.02 |
| V Visa Inc. Class A | Add +1.9% | 0.18% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.5% | 0.12% | +0.02 |
| BMY Bristol-Myers Squibb Co. | Add +0.5% | 0.14% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +1.8% | 0.23% | +0.01 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Add +5.1% | 0.12% | +0.01 |
| PG The Procter & Gamble Co. | Add +0.9% | 0.24% | +0.01 |
| ZTS Zoetis Inc. | Add +0.4% | 0.10% | +0.00 |
| IVE iShares S&P 500 Value ETF | Add +0.1% | 0.15% | +0.00 |
| BA The Boeing Co. | Add +0.2% | 0.12% | −0.00 |
| FIS Fidelity National Info Serv | Add +0.2% | 0.09% | −0.01 |
| ORCL Oracle Corp. | Add +9.4% | 0.09% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +7.3% | 1.42% | −0.01 |
| HD Home Depot Inc. | Add +2.4% | 0.26% | −0.01 |
| MSFT Microsoft Corp. | Add +2.8% | 0.22% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.3% | 0.66% | −0.03 |
| GOOG Alphabet Inc. Class C | Add +2.5% | 0.16% | −0.03 |
| MDY State Street SPDR S&P Midcap | Add +0.1% | 0.52% | −0.03 |
| XLY SS Consumer Disc Select Sect | Add +2.1% | 0.33% | −0.04 |
| AMZN Amazon.com Inc. | Add +3.0% | 0.34% | −0.04 |
| NVDA Nvidia Corp. | Add +4.6% | 0.29% | −0.05 |
| IVV iShares Core S&P 500 ETF | Add +2.8% | 3.86% | −0.06 |
| RPG Invesco S&P 500 Pure Growth | Add +1.4% | 1.02% | −0.06 |
| IYW iShares Ustechnology ETF | Add +9.5% | 1.88% | −0.06 |
| AVGO Broadcom Inc. | Add +1.4% | 0.33% | −0.12 |
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 |