Beacon Bridge Wealth Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 27, 2026), Beacon Bridge Wealth Partners, LLC reported 98 stock positions worth $301.0 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 7.2% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 4.9%) and Vanguard Mrngstr Val ETF-Aui (VTV, 4.9%). Compared with Q3 2025, it opened 14 new positions, sold out of 3, added to 38 and reduced 43. The biggest buy was a new position in iShares Core MSCI Emerging (IEMG) and the biggest sale iShares MSCI USA Quality Fac (QUAL, shares −62%).
- Most Recent 13F
- Q2 2026
- Location
- LOWER GWYNEDD, PA
- CIK
- 0001965468
- Portfolio Value
- $301.0M (Q4 2025)
- SEC Filing
- 0001765380-26-000036 ↗ filed Jan 27, 2026
Holdings Value
Holdings 98 stocks · $301.0M
| SPY SS SPDR S&P 500 ETF Trust-US | 7.17% | 31,642 | $21.6M | Add +10.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.91% | 30,292 | $14.8M | Reduce -2.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 4.89% | 77,041 | $14.7M | Add +10.1% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 4.78% | 236,391 | $14.4M | Add +23.8% |
| MUB iShares National Muni Bond E | 4.13% | 116,095 | $12.4M | Reduce -1.9% |
| VOO Vanguard S&P 500 ETF | 3.99% | 19,159 | $12.0M | Reduce -1.6% |
| MBB iShares MBS ETF | 3.72% | 117,744 | $11.2M | Add +6.4% |
| IVV iShares Core S&P 500 ETF | 3.63% | 15,949 | $10.9M | Reduce -1.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.01% | 84,830 | $9.1M | Reduce -0.7% |
| SCHG Schwab US Large-Cap Growth | 2.75% | 254,119 | $8.3M | Add +4.9% |
| IEMG iShares Core MSCI Emerging | 2.73% | 122,215 | $8.2M | New |
| BINC iShares Flex I A ETF-Usd Inc. | 2.56% | 146,148 | $7.7M | Add +8.9% |
| EFV iShares MSCI Eafe Value ETF | 2.33% | 98,258 | $7.0M | Add +4.2% |
| QUAL iShares MSCI USA Quality Fac | 2.28% | 34,559 | $6.9M | Reduce -61.6% |
| BDYN iShares DYN Act ETF | 2.22% | 260,433 | $6.7M | Add +9.1% |
| MTUM iShares MSCI USA Momentum Fa | 1.88% | 22,617 | $5.7M | Add +78.3% |
| SCHQ Schwab Long-Term US Treasury | 1.84% | 174,868 | $5.5M | Reduce -15.0% |
| IAU iShares Gold Trust | 1.80% | 66,804 | $5.4M | Add +52.4% |
| BDVL iShares DV Equity Active ETF | 1.79% | 216,744 | $5.4M | Add +19.2% |
| BAI Ishrs AI in and Tech Act ETF | 1.59% | 143,582 | $4.8M | New |
| IAGG iShares Intl Aggregate Bond | 1.54% | 92,650 | $4.6M | Add +7.6% |
| SCHZ Schwab US Aggregate Bond ETF | 1.35% | 174,021 | $4.1M | Reduce -18.8% |
| DGRO iShares Core Dividend Growth | 1.35% | 58,361 | $4.1M | Reduce -10.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.34% | 15,680 | $4.0M | Add +0.3% |
| FLMI Franklin Dynamic Municipal B | 1.27% | 153,791 | $3.8M | New |
| EVTR Eaton Vance Total Return | 1.27% | 74,105 | $3.8M | New |
| SCHM Schwab US Mid Cap ETF | 1.25% | 125,611 | $3.8M | Add +1.6% |
| IEFA iShares Core MSCI Eafe ETF | 1.10% | 36,943 | $3.3M | Reduce -1.5% |
| SCHI Schwab 5-10 Year Corporate B | 1.10% | 143,847 | $3.3M | Add +13.5% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 1.05% | 119,795 | $3.2M | Add +10.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.03% | 10,643 | $3.1M | Reduce -11.8% |
| GOVT iShares US Treasury Bond ETF | 1.01% | 132,391 | $3.0M | Add +6.0% |
| VIG Vanguard Dividend Apprec ETF | 0.95% | 13,068 | $2.9M | Reduce -1.8% |
| RPG Invesco S&P 500 Pure Growth | 0.95% | 61,425 | $2.9M | Reduce -1.9% |
| IXUS iShares Core Intl Stock ETF | 0.89% | 31,530 | $2.7M | Reduce -10.4% |
| SYSB iShares Systematic Bond ETF | 0.86% | 28,782 | $2.6M | New |
| QQQ Invesco QQQ Trust Series 1 | 0.78% | 3,842 | $2.4M | Add +7.8% |
| ITA iShares U.S. Aerospace & Def | 0.74% | 10,326 | $2.2M | New |
| SCHF Schwab Intl Equity ETF | 0.74% | 92,137 | $2.2M | Reduce -22.8% |
| XLF SS Financial Select Sector | 0.68% | 37,553 | $2.1M | Add +26.2% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.66% | 31,030 | $2.0M | Reduce -72.6% |
| IYW iShares Ustechnology ETF | 0.62% | 9,329 | $1.9M | Reduce -70.4% |
| VTWO Vanguard Russell 2000 ETF | 0.59% | 17,770 | $1.8M | Reduce -8.3% |
| AVGO Broadcom Inc. | 0.57% | 4,960 | $1.7M | Add +4.1% |
| VEA Vanguard Ftse Developed ETF | 0.56% | 26,854 | $1.7M | Add +2.8% |
| VOOV Vanguard S&P 500 Value ETF | 0.56% | 8,177 | $1.7M | No change |
| IEUR iShares Core MSCI Europe ETF | 0.55% | 23,254 | $1.7M | Add +40.2% |
| SPEM State Street SP PTF Em ETF | 0.51% | 32,543 | $1.5M | Add +3.5% |
| TLH iShares 10-20 Year Treasury | 0.50% | 14,880 | $1.5M | New |
| IVW iShares S&P 500 Growth ETF | 0.46% | 11,318 | $1.4M | Reduce -1.4% |
| MDY State Street SPDR S&P Midcap | 0.46% | 2,311 | $1.4M | Reduce -1.9% |
| AGG iShares Core U.S. Aggregate | 0.44% | 13,283 | $1.3M | Reduce -19.9% |
| NVDA Nvidia Corp. | 0.43% | 7,011 | $1.3M | Add +6.7% |
| SPTI SS SPDR P Int Term TSY ETF | 0.42% | 44,347 | $1.3M | Reduce -0.0% |
| GOOGL Alphabet Inc. Class A | 0.37% | 3,554 | $1.1M | Reduce -16.3% |
| XLI SS Industrial Select Sector | 0.37% | 7,163 | $1.1M | Add +37.2% |
| LMT Lockheed Martin Corp. | 0.35% | 2,152 | $1.0M | Reduce -29.7% |
| XLK SS Technology Select Sector | 0.33% | 6,857 | $987K | New |
| VXUS Vanguard Total Intl Stock | 0.28% | 11,179 | $843K | Reduce -6.4% |
| GOOG Alphabet Inc. Class C | 0.27% | 2,627 | $824K | Add +3.5% |
| HIMU iShares High Yild Muni A ETF | 0.27% | 16,934 | $824K | New |
| XLY SS Consumer Disc Select Sect | 0.26% | 6,465 | $772K | New |
| MSFT Microsoft Corp. | 0.26% | 1,589 | $769K | Add +10.1% |
| JQUA JPMorgan US Quality Factor | 0.25% | 12,144 | $767K | Reduce -6.9% |
| TSLA Tesla Inc. | 0.25% | 1,660 | $747K | Add +3.5% |
| SPHQ Invesco S&P 500 Quality ETF | 0.24% | 9,528 | $715K | Reduce -8.0% |
| JPM JPMorgan Chase & Co. | 0.21% | 1,990 | $641K | Reduce -8.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.21% | 7,772 | $620K | Reduce -4.0% |
| OEF iShares S&P 100 ETF | 0.20% | 1,793 | $615K | Add +2.0% |
| SDY SS SPDR S&P Dividend ETF | 0.19% | 4,207 | $585K | Reduce -1.2% |
| SPGI S&P Global Inc. | 0.19% | 1,103 | $576K | Reduce -17.8% |
| AMZN Amazon.com Inc. | 0.19% | 2,487 | $574K | Add +3.9% |
| RING iShares MSCI Global Gold Min | 0.18% | 7,235 | $533K | Reduce -20.8% |
| FISV Fiserv Inc. | 0.17% | 7,820 | $525K | Add +0.6% |
| HD Home Depot Inc. | 0.16% | 1,393 | $479K | Reduce -19.1% |
| PG The Procter & Gamble Co. | 0.16% | 3,342 | $479K | Add +2.4% |
| NCDL Nuveen Churchill Direct Lend | 0.14% | 32,432 | $433K | No change |
| IVE iShares S&P 500 Value ETF | 0.13% | 1,895 | $402K | Reduce -2.6% |
| V Visa Inc. Class A | 0.13% | 1,144 | $401K | Reduce -7.8% |
| IGRO iShares Intl Div Growth ETF | 0.13% | 4,643 | $384K | Reduce -6.0% |
| BA The Boeing Co. | 0.12% | 1,727 | $375K | Add +0.8% |
| JNJ Johnson & Johnson | 0.11% | 1,605 | $332K | Add +8.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 626 | $315K | Add +6.5% |
| META Meta Platforms Inc. Class A | 0.10% | 457 | $302K | Add +24.5% |
| VRT Vertiv Holdings Co. Class A | 0.10% | 1,805 | $292K | Add +5.9% |
| BMY Bristol-Myers Squibb Co. | 0.09% | 5,221 | $282K | Reduce -6.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.09% | 5,555 | $279K | Reduce -19.2% |
| LLY Eli Lilly & Co. | 0.09% | 245 | $263K | New |
| OTF Blue Owl Technology Finance | 0.08% | 17,545 | $255K | New |
| EFG iShares MSCI Eafe Growth ETF | 0.08% | 2,210 | $252K | Reduce -92.5% |
| VOYA Voya Financial Inc. | 0.08% | 3,217 | $240K | No change |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.07% | 2,256 | $214K | Reduce -9.9% |
| CSCO Cisco Systems Inc. | 0.07% | 2,776 | $214K | New |
| EEM iShares MSCI Emerging Market | 0.07% | 3,887 | $213K | Reduce -14.8% |
| COWZ Pacer US Cash Cows 100 ETF | 0.07% | 3,530 | $212K | New |
| ORCL Oracle Corp. | 0.07% | 1,071 | $209K | Reduce -30.6% |
| GE General Electric filed as GE AEROSPACE | 0.07% | 671 | $207K | Reduce -20.6% |
| NDMO Nuveen Dynamic Municipal Opp | 0.03% | 10,332 | $104K | Add +2.4% |
Portfolio Sells Q3 2025 → Q4 2025
| QUAL iShares MSCI USA Quality Fac | Reduce -61.6% | 2.28% | −3.94 |
| EEMV iShares MSCI Emg MKT Min Vol | Reduce -72.6% | 0.66% | −1.91 |
| IYW iShares Ustechnology ETF | Reduce -70.4% | 0.62% | −1.58 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -92.5% | 0.08% | −1.11 |
| SCHQ Schwab Long-Term US Treasury | Reduce -15.0% | 1.84% | −0.52 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -18.8% | 1.35% | −0.44 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.0% | 4.91% | −0.36 |
| MUB iShares National Muni Bond E | Reduce -1.9% | 4.13% | −0.35 |
| SCHF Schwab Intl Equity ETF | Reduce -22.8% | 0.74% | −0.25 |
| VOO Vanguard S&P 500 ETF | Reduce -1.6% | 3.99% | −0.25 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -11.8% | 1.03% | −0.23 |
| DGRO iShares Core Dividend Growth | Reduce -10.1% | 1.35% | −0.23 |
| IVV iShares Core S&P 500 ETF | Reduce -1.5% | 3.63% | −0.23 |
| LMT Lockheed Martin Corp. | Reduce -29.7% | 0.35% | −0.20 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -0.7% | 3.01% | −0.17 |
| AGG iShares Core U.S. Aggregate | Reduce -19.9% | 0.44% | −0.15 |
| IXUS iShares Core Intl Stock ETF | Reduce -10.4% | 0.89% | −0.15 |
| RPG Invesco S&P 500 Pure Growth | Reduce -1.9% | 0.95% | −0.11 |
| HD Home Depot Inc. | Reduce -19.1% | 0.16% | −0.09 |
| IXC iShares Global Energy ETF | Sold out | 0.00% | −0.09 |
| IGIB iShares 5-10Y Inv Grade Corp. | Sold out | 0.00% | −0.09 |
| VTWO Vanguard Russell 2000 ETF | Reduce -8.3% | 0.59% | −0.09 |
| ORCL Oracle Corp. | Reduce -30.6% | 0.07% | −0.09 |
| JAZZ Jazz Pharmaceuticals PLC | Sold out | 0.00% | −0.08 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.8% | 0.95% | −0.07 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.5% | 1.10% | −0.07 |
| SPGI S&P Global Inc. | Reduce -17.8% | 0.19% | −0.04 |
| JQUA JPMorgan US Quality Factor | Reduce -6.9% | 0.25% | −0.04 |
| MDY State Street SPDR S&P Midcap | Reduce -1.9% | 0.46% | −0.04 |
| RING iShares MSCI Global Gold Min | Reduce -20.8% | 0.18% | −0.03 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -8.0% | 0.24% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -8.8% | 0.21% | −0.03 |
| VXUS Vanguard Total Intl Stock | Reduce -6.4% | 0.28% | −0.03 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -0.0% | 0.42% | −0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -19.2% | 0.09% | −0.03 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.4% | 0.46% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -4.0% | 0.21% | −0.02 |
| GE General Electric | Reduce -20.6% | 0.07% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Reduce -1.2% | 0.19% | −0.02 |
| V Visa Inc. Class A | Reduce -7.8% | 0.13% | −0.02 |
| EEM iShares MSCI Emerging Market | Reduce -14.8% | 0.07% | −0.02 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Reduce -9.9% | 0.07% | −0.01 |
| IGRO iShares Intl Div Growth ETF | Reduce -6.0% | 0.13% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -2.6% | 0.13% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -16.3% | 0.37% | +0.00 |
| BMY Bristol-Myers Squibb Co. | Reduce -6.3% | 0.09% | +0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| IEMG iShares Core MSCI Emerging | New | 2.73% | +2.73 |
| BAI Ishrs AI in and Tech Act ETF | New | 1.59% | +1.59 |
| FLMI Franklin Dynamic Municipal B | New | 1.27% | +1.27 |
| EVTR Eaton Vance Total Return | New | 1.27% | +1.27 |
| SYSB iShares Systematic Bond ETF | New | 0.86% | +0.86 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +23.8% | 4.78% | +0.75 |
| ITA iShares U.S. Aerospace & Def | New | 0.74% | +0.74 |
| MTUM iShares MSCI USA Momentum Fa | Add +78.3% | 1.88% | +0.72 |
| IAU iShares Gold Trust | Add +52.4% | 1.80% | +0.67 |
| TLH iShares 10-20 Year Treasury | New | 0.50% | +0.50 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +10.7% | 7.17% | +0.40 |
| XLK SS Technology Select Sector | New | 0.33% | +0.33 |
| HIMU iShares High Yild Muni A ETF | New | 0.27% | +0.27 |
| XLY SS Consumer Disc Select Sect | New | 0.26% | +0.26 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +10.1% | 4.89% | +0.25 |
| BDVL iShares DV Equity Active ETF | Add +19.2% | 1.79% | +0.17 |
| IEUR iShares Core MSCI Europe ETF | Add +40.2% | 0.55% | +0.15 |
| XLF SS Financial Select Sector | Add +26.2% | 0.68% | +0.11 |
| LLY Eli Lilly & Co. | New | 0.09% | +0.09 |
| OTF Blue Owl Technology Finance | New | 0.08% | +0.08 |
| XLI SS Industrial Select Sector | Add +37.2% | 0.37% | +0.08 |
| CSCO Cisco Systems Inc. | New | 0.07% | +0.07 |
| COWZ Pacer US Cash Cows 100 ETF | New | 0.07% | +0.07 |
| BDYN iShares DYN Act ETF | Add +9.1% | 2.22% | +0.07 |
| SCHI Schwab 5-10 Year Corporate B | Add +13.5% | 1.10% | +0.06 |
| EFV iShares MSCI Eafe Value ETF | Add +4.2% | 2.33% | +0.06 |
| GOOG Alphabet Inc. Class C | Add +3.5% | 0.27% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +7.8% | 0.78% | +0.02 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +8.9% | 2.56% | +0.02 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +10.8% | 1.05% | +0.02 |
| JNJ Johnson & Johnson | Add +8.6% | 0.11% | +0.01 |
| AVGO Broadcom Inc. | Add +4.1% | 0.57% | +0.01 |
| VRT Vertiv Holdings Co. Class A | Add +5.9% | 0.10% | +0.01 |
| META Meta Platforms Inc. Class A | Add +24.5% | 0.10% | +0.00 |
| AMZN Amazon.com Inc. | Add +3.9% | 0.19% | +0.00 |
| SCHG Schwab US Large-Cap Growth | Add +4.9% | 2.75% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Add +2.8% | 0.56% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +6.5% | 0.10% | −0.00 |
| NVDA Nvidia Corp. | Add +6.7% | 0.43% | −0.00 |
| NDMO Nuveen Dynamic Municipal Opp | Add +2.4% | 0.03% | −0.00 |
| OEF iShares S&P 100 ETF | Add +2.0% | 0.20% | −0.00 |
| TSLA Tesla Inc. | Add +3.5% | 0.25% | −0.01 |
| BA The Boeing Co. | Add +0.8% | 0.12% | −0.01 |
| MSFT Microsoft Corp. | Add +10.1% | 0.26% | −0.01 |
| GOVT iShares US Treasury Bond ETF | Add +6.0% | 1.01% | −0.01 |
| SPEM State Street SP PTF Em ETF | Add +3.5% | 0.51% | −0.02 |
| PG The Procter & Gamble Co. | Add +2.4% | 0.16% | −0.02 |
| MBB iShares MBS ETF | Add +6.4% | 3.72% | −0.02 |
| IAGG iShares Intl Aggregate Bond | Add +7.6% | 1.54% | −0.03 |
| SCHM Schwab US Mid Cap ETF | Add +1.6% | 1.25% | −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 |