Beacon Bridge Wealth Partners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 24, 2025), Beacon Bridge Wealth Partners, LLC reported 87 stock positions worth $252.0 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 6.9% of the portfolio, followed by iShares MSCI USA Quality Fac (QUAL, 6.9%) and Vanguard Mrngstar GR ETF-Sui (VUG, 5.3%). Compared with Q1 2025, it opened 8 new positions, sold out of 6, added to 30 and reduced 41. The biggest buy was iShares MSCI Eafe Value ETF (EFV, shares +47%) and the biggest sale iShares Flex I A ETF-Usd (BINC, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- LOWER GWYNEDD, PA
- CIK
- 0001965468
- Portfolio Value
- $252.0M (Q2 2025)
- SEC Filing
- 0001765380-25-000264 ↗ filed Jul 24, 2025
Holdings Value
Holdings 87 stocks · $252.0M
| SPY SS SPDR S&P 500 ETF Trust-US | 6.87% | 28,014 | $17.3M | Reduce -6.3% |
| QUAL iShares MSCI USA Quality Fac | 6.87% | 94,627 | $17.3M | Add +2.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 5.28% | 30,332 | $13.3M | Reduce -10.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 4.81% | 68,608 | $12.1M | Add +5.9% |
| MUB iShares National Muni Bond E | 4.79% | 115,600 | $12.1M | Add +18.6% |
| VOO Vanguard S&P 500 ETF | 4.38% | 19,408 | $11.0M | Reduce -1.6% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 4.02% | 186,031 | $10.1M | Add +1.6% |
| IVV iShares Core S&P 500 ETF | 3.96% | 16,061 | $10.0M | Reduce -0.1% |
| MBB iShares MBS ETF | 3.95% | 106,087 | $10.0M | Reduce -2.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.21% | 84,900 | $8.1M | Add +0.1% |
| BINC iShares Flex I A ETF-Usd Inc. | 2.81% | 133,867 | $7.1M | Reduce -13.4% |
| EEMV iShares MSCI Emg MKT Min Vol | 2.76% | 110,936 | $7.0M | Add +3.2% |
| SCHG Schwab US Large-Cap Growth | 2.63% | 226,496 | $6.6M | Reduce -1.5% |
| SCHQ Schwab Long-Term US Treasury | 2.58% | 204,119 | $6.5M | Add +18.3% |
| EFV iShares MSCI Eafe Value ETF | 2.30% | 91,255 | $5.8M | Add +47.2% |
| IYW iShares Ustechnology ETF | 2.15% | 31,279 | $5.4M | Reduce -0.3% |
| SCHZ Schwab US Aggregate Bond ETF | 1.95% | 211,119 | $4.9M | Add +7.5% |
| IAGG iShares Intl Aggregate Bond | 1.69% | 83,390 | $4.3M | Add +85.3% |
| DGRO iShares Core Dividend Growth | 1.58% | 62,164 | $4.0M | Reduce -2.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.45% | 15,386 | $3.6M | Add +2.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.42% | 12,762 | $3.6M | Reduce -4.4% |
| SCHF Schwab Intl Equity ETF | 1.37% | 156,198 | $3.5M | Reduce -6.0% |
| SCHM Schwab US Mid Cap ETF | 1.35% | 121,311 | $3.4M | Add +2.1% |
| EFG iShares MSCI Eafe Growth ETF | 1.28% | 28,746 | $3.2M | Add +0.3% |
| IEFA iShares Core MSCI Eafe ETF | 1.24% | 37,574 | $3.1M | Reduce -6.2% |
| MTUM iShares MSCI USA Momentum Fa | 1.17% | 12,301 | $3.0M | Reduce -5.3% |
| RPG Invesco S&P 500 Pure Growth | 1.14% | 62,486 | $2.9M | Add +0.0% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 1.10% | 103,897 | $2.8M | Add +18.9% |
| SCHI Schwab 5-10 Year Corporate B | 1.09% | 120,656 | $2.7M | Reduce -5.3% |
| VIG Vanguard Dividend Apprec ETF | 1.09% | 13,410 | $2.7M | Reduce -3.9% |
| GOVT iShares US Treasury Bond ETF | 1.08% | 118,795 | $2.7M | Reduce -19.0% |
| IXUS iShares Core Intl Stock ETF | 1.07% | 34,827 | $2.7M | Add +1.1% |
| IAU iShares Gold Trust | 1.05% | 42,252 | $2.6M | Reduce -1.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.78% | 3,550 | $2.0M | Add +8.2% |
| VTWO Vanguard Russell 2000 ETF | 0.68% | 19,634 | $1.7M | Reduce -3.3% |
| VOOV Vanguard S&P 500 Value ETF | 0.65% | 8,728 | $1.6M | Reduce -1.0% |
| AGG iShares Core U.S. Aggregate | 0.65% | 16,479 | $1.6M | Reduce -24.0% |
| XLF SS Financial Select Sector | 0.62% | 29,961 | $1.6M | Reduce -10.8% |
| LMT Lockheed Martin Corp. | 0.60% | 3,267 | $1.5M | Add +0.4% |
| VEA Vanguard Ftse Developed ETF | 0.60% | 26,317 | $1.5M | Add +1.1% |
| MDY State Street SPDR S&P Midcap | 0.54% | 2,407 | $1.4M | Add +4.5% |
| SPEM State Street SP PTF Em ETF | 0.53% | 31,297 | $1.3M | Reduce -4.6% |
| FISV Fiserv Inc. | 0.53% | 7,752 | $1.3M | Reduce -0.1% |
| AVGO Broadcom Inc. | 0.51% | 4,649 | $1.3M | Reduce -0.1% |
| SPTI SS SPDR P Int Term TSY ETF | 0.50% | 44,128 | $1.3M | Reduce -14.2% |
| IVW iShares S&P 500 Growth ETF | 0.49% | 11,262 | $1.2M | No change |
| NVDA Nvidia Corp. | 0.40% | 6,402 | $1.0M | Add +3.4% |
| VXUS Vanguard Total Intl Stock | 0.33% | 12,097 | $836K | Reduce -1.4% |
| JQUA JPMorgan US Quality Factor | 0.31% | 12,849 | $772K | Add +4.7% |
| SPHQ Invesco S&P 500 Quality ETF | 0.29% | 10,174 | $725K | Add +10.3% |
| GOOGL Alphabet Inc. Class A | 0.29% | 4,103 | $723K | Reduce -0.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.26% | 8,092 | $643K | Reduce -38.7% |
| HD Home Depot Inc. | 0.25% | 1,696 | $622K | Add +0.4% |
| MSFT Microsoft Corp. | 0.25% | 1,248 | $621K | Reduce -7.2% |
| JPM JPMorgan Chase & Co. | 0.24% | 2,118 | $614K | Reduce -5.1% |
| SPGI S&P Global Inc. | 0.23% | 1,084 | $571K | Add +0.5% |
| SDY SS SPDR S&P Dividend ETF | 0.22% | 4,025 | $546K | No change |
| NCDL Nuveen Churchill Direct Lend | 0.21% | 32,432 | $525K | No change |
| OEF iShares S&P 100 ETF | 0.21% | 1,725 | $525K | No change |
| PG The Procter & Gamble Co. | 0.20% | 3,170 | $505K | Reduce -5.9% |
| TSLA Tesla Inc. | 0.20% | 1,567 | $498K | Reduce -20.2% |
| AMZN Amazon.com Inc. | 0.19% | 2,162 | $474K | Reduce -48.8% |
| XLV SS Health Care Select Sector | 0.18% | 3,365 | $454K | New |
| GOOG Alphabet Inc. Class C | 0.17% | 2,422 | $430K | Reduce -0.3% |
| V Visa Inc. Class A | 0.17% | 1,207 | $429K | Add +0.1% |
| IGRO iShares Intl Div Growth ETF | 0.15% | 4,937 | $389K | Add +15.6% |
| IVE iShares S&P 500 Value ETF | 0.14% | 1,831 | $358K | Add +0.1% |
| BA The Boeing Co. | 0.14% | 1,695 | $355K | Add +0.4% |
| COST Costco Wholesale Corp. | 0.14% | 357 | $353K | New |
| IEUR iShares Core MSCI Europe ETF | 0.13% | 5,096 | $337K | New |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.13% | 6,872 | $337K | Reduce -78.4% |
| ORCL Oracle Corp. | 0.13% | 1,498 | $328K | Reduce -0.5% |
| XLI SS Industrial Select Sector | 0.12% | 2,112 | $312K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 543 | $264K | No change |
| BMY Bristol-Myers Squibb Co. | 0.10% | 5,582 | $258K | Add +0.5% |
| IXC iShares Global Energy ETF | 0.10% | 6,218 | $244K | Reduce -1.0% |
| FIS Fidelity National Info Serv | 0.10% | 2,957 | $241K | No change |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.10% | 4,502 | $240K | Reduce -73.3% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.09% | 2,505 | $238K | Reduce -28.9% |
| META Meta Platforms Inc. Class A | 0.09% | 315 | $232K | New |
| EEM iShares MSCI Emerging Market | 0.09% | 4,521 | $218K | New |
| JNJ Johnson & Johnson | 0.08% | 1,397 | $213K | Reduce -22.3% |
| ZTS Zoetis Inc. | 0.08% | 1,352 | $211K | Reduce -0.2% |
| GE General Electric filed as GE AEROSPACE | 0.08% | 817 | $210K | New |
| NFLX Netflix Inc. | 0.08% | 156 | $209K | New |
| SXC Suncoke Energy Inc. | 0.04% | 11,534 | $99K | No change |
| RLGT Radiant Logistics Inc. | 0.03% | 12,794 | $78K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -13.4% | 2.81% | −0.65 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -78.4% | 0.13% | −0.54 |
| MBB iShares MBS ETF | Reduce -2.1% | 3.95% | −0.38 |
| GOVT iShares US Treasury Bond ETF | Reduce -19.0% | 1.08% | −0.36 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −0.33 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -73.3% | 0.10% | −0.28 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -6.3% | 6.87% | −0.27 |
| AGG iShares Core U.S. Aggregate | Reduce -24.0% | 0.65% | −0.27 |
| FISV Fiserv Inc. | Reduce -0.1% | 0.53% | −0.20 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -38.7% | 0.26% | −0.19 |
| FDN First Trust DJ Internet Ind | Sold out | 0.00% | −0.17 |
| AMZN Amazon.com Inc. | Reduce -48.8% | 0.19% | −0.15 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.15 |
| SCHI Schwab 5-10 Year Corporate B | Reduce -5.3% | 1.09% | −0.13 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -14.2% | 0.50% | −0.12 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Sold out | 0.00% | −0.12 |
| VHT Vanguard Health Care ETF | Sold out | 0.00% | −0.12 |
| DGRO iShares Core Dividend Growth | Reduce -2.7% | 1.58% | −0.11 |
| XLF SS Financial Select Sector | Reduce -10.8% | 0.62% | −0.09 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.09 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -10.4% | 5.28% | −0.08 |
| VIG Vanguard Dividend Apprec ETF | Reduce -3.9% | 1.09% | −0.07 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -4.4% | 1.42% | −0.06 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -6.2% | 1.24% | −0.05 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Reduce -28.9% | 0.09% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -5.9% | 0.20% | −0.04 |
| JNJ Johnson & Johnson | Reduce -22.3% | 0.08% | −0.04 |
| VOOV Vanguard S&P 500 Value ETF | Reduce -1.0% | 0.65% | −0.04 |
| SCHF Schwab Intl Equity ETF | Reduce -6.0% | 1.37% | −0.03 |
| IAU iShares Gold Trust | Reduce -1.3% | 1.05% | −0.03 |
| SPEM State Street SP PTF Em ETF | Reduce -4.6% | 0.53% | −0.02 |
| TSLA Tesla Inc. | Reduce -20.2% | 0.20% | −0.02 |
| VTWO Vanguard Russell 2000 ETF | Reduce -3.3% | 0.68% | −0.02 |
| IXC iShares Global Energy ETF | Reduce -1.0% | 0.10% | −0.02 |
| ZTS Zoetis Inc. | Reduce -0.2% | 0.08% | −0.01 |
| VXUS Vanguard Total Intl Stock | Reduce -1.4% | 0.33% | +0.01 |
| GOOG Alphabet Inc. Class C | Reduce -0.3% | 0.17% | +0.01 |
| JPM JPMorgan Chase & Co. | Reduce -5.1% | 0.24% | +0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 0.29% | +0.02 |
| MSFT Microsoft Corp. | Reduce -7.2% | 0.25% | +0.03 |
| ORCL Oracle Corp. | Reduce -0.5% | 0.13% | +0.04 |
| VOO Vanguard S&P 500 ETF | Reduce -1.6% | 4.38% | +0.05 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -5.3% | 1.17% | +0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -0.1% | 3.96% | +0.10 |
| SCHG Schwab US Large-Cap Growth | Reduce -1.5% | 2.63% | +0.17 |
| AVGO Broadcom Inc. | Reduce -0.1% | 0.51% | +0.18 |
| IYW iShares Ustechnology ETF | Reduce -0.3% | 2.15% | +0.27 |
Portfolio Buys Q1 2025 → Q2 2025
| EFV iShares MSCI Eafe Value ETF | Add +47.2% | 2.30% | +0.74 |
| IAGG iShares Intl Aggregate Bond | Add +85.3% | 1.69% | +0.73 |
| MUB iShares National Muni Bond E | Add +18.6% | 4.79% | +0.41 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +0.1% | 3.21% | +0.30 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +1.6% | 4.02% | +0.21 |
| XLV SS Health Care Select Sector | New | 0.18% | +0.18 |
| SCHQ Schwab Long-Term US Treasury | Add +18.3% | 2.58% | +0.17 |
| COST Costco Wholesale Corp. | New | 0.14% | +0.14 |
| QUAL iShares MSCI USA Quality Fac | Add +2.5% | 6.87% | +0.14 |
| IEUR iShares Core MSCI Europe ETF | New | 0.13% | +0.13 |
| XLI SS Industrial Select Sector | New | 0.12% | +0.12 |
| QQQ Invesco QQQ Trust Series 1 | Add +8.2% | 0.78% | +0.12 |
| RPG Invesco S&P 500 Pure Growth | Add +0.0% | 1.14% | +0.12 |
| NVDA Nvidia Corp. | Add +3.4% | 0.40% | +0.12 |
| META Meta Platforms Inc. Class A | New | 0.09% | +0.09 |
| EEMV iShares MSCI Emg MKT Min Vol | Add +3.2% | 2.76% | +0.09 |
| EEM iShares MSCI Emerging Market | New | 0.09% | +0.09 |
| GE General Electric | New | 0.08% | +0.08 |
| NFLX Netflix Inc. | New | 0.08% | +0.08 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +18.9% | 1.10% | +0.08 |
| EFG iShares MSCI Eafe Growth ETF | Add +0.3% | 1.28% | +0.06 |
| IXUS iShares Core Intl Stock ETF | Add +1.1% | 1.07% | +0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +5.9% | 4.81% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Add +1.1% | 0.60% | +0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +2.6% | 1.45% | +0.03 |
| SPHQ Invesco S&P 500 Quality ETF | Add +10.3% | 0.29% | +0.03 |
| SCHM Schwab US Mid Cap ETF | Add +2.1% | 1.35% | +0.02 |
| IGRO iShares Intl Div Growth ETF | Add +15.6% | 0.15% | +0.02 |
| BA The Boeing Co. | Add +0.4% | 0.14% | +0.02 |
| MDY State Street SPDR S&P Midcap | Add +4.5% | 0.54% | +0.02 |
| JQUA JPMorgan US Quality Factor | Add +4.7% | 0.31% | +0.01 |
| SCHZ Schwab US Aggregate Bond ETF | Add +7.5% | 1.95% | +0.01 |
| IVE iShares S&P 500 Value ETF | Add +0.1% | 0.14% | −0.01 |
| SPGI S&P Global Inc. | Add +0.5% | 0.23% | −0.01 |
| V Visa Inc. Class A | Add +0.1% | 0.17% | −0.01 |
| HD Home Depot Inc. | Add +0.4% | 0.25% | −0.02 |
| LMT Lockheed Martin Corp. | Add +0.4% | 0.60% | −0.02 |
| BMY Bristol-Myers Squibb Co. | Add +0.5% | 0.10% | −0.04 |
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 |