Beacon Bridge Wealth Partners, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 5, 2026), Beacon Bridge Wealth Partners, LLC reported 101 stock positions worth $298.8 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 7.0% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 5.2%) and Ishrs US E F R A ETF-Usd (DYNF, 4.7%). Compared with Q4 2025, it opened 9 new positions, sold out of 6, added to 56 and reduced 29. The biggest buy was Franklin Dynamic Municipal B (FLMI, shares +32%) and the biggest sale iShares MSCI USA Momentum Fa (MTUM, shares −16%).

Most Recent 13F
Q2 2026
Location
LOWER GWYNEDD, PA
CIK
0001965468
Portfolio Value
$298.8M (Q1 2026)
SEC Filing
0001765380-26-000151 ↗ filed May 5, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $211.8M Q1 2024 Q2 2024: $217.9M Q2 2024 Q3 2024: $232.7M Q3 2024 Q4 2024: $235.5M Q4 2024 Q1 2025: $234.4M Q1 2025 Q2 2025: $252.0M Q2 2025 Q3 2025: $281.1M Q3 2025 Q4 2025: $301.0M Q4 2025 Q1 2026: $298.8M $298.8M Q1 2026 Q2 2026: $351.0M Q2 2026

Holdings 101 stocks · $298.8M
SPY SS SPDR S&P 500 ETF Trust-US 6.96% 31,968 $20.8M Add +1.0%
VTV Vanguard Mrngstr Val ETF-Aui 5.19% 79,065 $15.5M Add +2.6%
DYNF Ishrs US E F R A ETF-Usd Inc. 4.68% 240,341 $14.0M Add +1.7%
VUG Vanguard Mrngstar GR ETF-Sui 4.50% 30,790 $13.4M Add +1.6%
MUB iShares National Muni Bond E 4.18% 117,514 $12.5M Add +1.2%
VOO Vanguard S&P 500 ETF 3.78% 18,898 $11.3M Reduce -1.4%
MBB iShares MBS ETF 3.60% 113,194 $10.7M Reduce -3.9%
IVV iShares Core S&P 500 ETF 3.55% 16,246 $10.6M Add +1.9%
IEMG iShares Core MSCI Emerging 3.08% 131,719 $9.2M Add +7.8%
SPYG SS SPDR P S&P 500 Growth ETF 2.83% 86,328 $8.5M Add +1.8%
SCHG Schwab US Large-Cap Growth 2.59% 265,605 $7.7M Add +4.5%
BINC iShares Flex I A ETF-Usd Inc. 2.51% 144,646 $7.5M Reduce -1.0%
EFV iShares MSCI Eafe Value ETF 2.46% 98,961 $7.4M Add +0.7%
QUAL iShares MSCI USA Quality Fac 2.24% 34,905 $6.7M Add +1.0%
BDYN iShares DYN Act ETF 2.07% 254,793 $6.2M Reduce -2.2%
IAU iShares Gold Trust 1.97% 66,685 $5.9M Reduce -0.2%
SCHQ Schwab Long-Term US Treasury 1.86% 176,856 $5.6M Add +1.1%
BDVL iShares DV Equity Active ETF 1.75% 212,183 $5.2M Reduce -2.1%
FLMI Franklin Dynamic Municipal B 1.69% 203,337 $5.0M Add +32.2%
BAI Ishrs AI in and Tech Act ETF 1.61% 146,377 $4.8M Add +1.9%
IAGG iShares Intl Aggregate Bond 1.57% 93,827 $4.7M Add +1.3%
MTUM iShares MSCI USA Momentum Fa 1.53% 19,058 $4.6M Reduce -15.7%
DGRO iShares Core Dividend Growth 1.49% 63,226 $4.4M Add +8.3%
VB Vanguard Most SM-Cap ETF-Usd 1.39% 15,825 $4.1M Add +0.9%
SCHZ Schwab US Aggregate Bond ETF 1.36% 174,497 $4.1M Add +0.3%
SCHM Schwab US Mid Cap ETF 1.31% 126,438 $3.9M Add +0.7%
EVTR Eaton Vance Total Return 1.28% 75,617 $3.8M Add +2.0%
IEFA iShares Core MSCI Eafe ETF 1.11% 36,697 $3.3M Reduce -0.7%
SPTL SS SPDR PF LNG TRM TSY E-Usd 1.10% 124,549 $3.3M Add +4.0%
GOVT iShares US Treasury Bond ETF 1.02% 133,518 $3.1M Add +0.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.95% 9,932 $2.9M Reduce -6.7%
SCHI Schwab 5-10 Year Corporate B 0.95% 125,574 $2.8M Reduce -12.7%
RPG Invesco S&P 500 Pure Growth 0.94% 60,318 $2.8M Reduce -1.8%
VIG Vanguard Dividend Apprec ETF 0.92% 12,824 $2.8M Reduce -1.9%
IXUS iShares Core Intl Stock ETF 0.92% 31,809 $2.8M Add +0.9%
SYSB iShares Systematic Bond ETF 0.88% 29,609 $2.6M Add +2.9%
SCHF Schwab Intl Equity ETF 0.82% 99,033 $2.5M Add +7.5%
ITA iShares U.S. Aerospace & Def 0.76% 10,383 $2.3M Add +0.6%
QQQ Invesco QQQ Trust Series 1 0.75% 3,896 $2.2M Add +1.4%
TLH iShares 10-20 Year Treasury 0.68% 20,080 $2.0M Add +35.0%
EEMV iShares MSCI Emg MKT Min Vol 0.67% 30,846 $2.0M Reduce -0.6%
XLF SS Financial Select Sector 0.62% 37,792 $1.9M Add +0.6%
IEUR iShares Core MSCI Europe ETF 0.62% 26,516 $1.9M Add +14.0%
VEA Vanguard Ftse Developed ETF 0.58% 26,913 $1.7M Add +0.2%
IYW iShares Ustechnology ETF 0.56% 9,301 $1.7M Reduce -0.3%
VTWO Vanguard Russell 2000 ETF 0.56% 16,583 $1.7M Reduce -6.7%
VOOV Vanguard S&P 500 Value ETF 0.55% 8,050 $1.6M Reduce -1.6%
SPEM State Street SP PTF Em ETF 0.52% 33,081 $1.6M Add +1.6%
AVGO Broadcom Inc. 0.51% 4,961 $1.5M Add +0.0%
MDY State Street SPDR S&P Midcap 0.49% 2,374 $1.5M Add +2.7%
AGG iShares Core U.S. Aggregate 0.45% 13,487 $1.3M Add +1.5%
IVW iShares S&P 500 Growth ETF 0.43% 11,292 $1.3M Reduce -0.2%
SPTI SS SPDR P Int Term TSY ETF 0.43% 44,455 $1.3M Add +0.2%
XLK SS Technology Select Sector 0.41% 9,257 $1.2M Add +35.0%
NVDA Nvidia Corp. 0.41% 7,025 $1.2M Add +0.2%
XLI SS Industrial Select Sector 0.41% 7,569 $1.2M Add +5.7%
GOOGL Alphabet Inc. Class A 0.34% 3,560 $1.0M Add +0.2%
SCHR Schwab Intermediate-Term US 0.32% 38,744 $965K New
HIMU iShares High Yild Muni A ETF 0.30% 18,579 $891K Add +9.7%
GOOG Alphabet Inc. Class C 0.25% 2,631 $755K Add +0.1%
VXUS Vanguard Total Intl Stock 0.25% 9,779 $754K Reduce -12.5%
SPHQ Invesco S&P 500 Quality ETF 0.25% 9,947 $748K Add +4.4%
TSLA Tesla Inc. 0.24% 1,915 $712K Add +15.4%
LMT Lockheed Martin Corp. 0.23% 1,152 $696K Reduce -46.5%
XLV SS Health Care Select Sector 0.23% 4,631 $679K New
VCSH Vanguard S/T Corp. Bond ETF 0.21% 7,772 $616K No change
SDY SS SPDR S&P Dividend ETF 0.21% 4,207 $614K No change
RING iShares MSCI Global Gold Min 0.20% 7,422 $586K Add +2.6%
JQUA JPMorgan US Quality Factor 0.20% 9,536 $585K Reduce -21.5%
MSFT Microsoft Corp. 0.19% 1,566 $580K Reduce -1.4%
JPM JPMorgan Chase & Co. 0.19% 1,950 $574K Reduce -2.0%
OEF iShares S&P 100 ETF 0.18% 1,699 $540K Reduce -5.2%
SPGI S&P Global Inc. 0.18% 1,246 $530K Add +13.0%
AMZN Amazon.com Inc. 0.18% 2,513 $523K Add +1.1%
PG The Procter & Gamble Co. 0.16% 3,374 $487K Add +1.0%
HD Home Depot Inc. 0.15% 1,389 $457K Reduce -0.3%
VRT Vertiv Holdings Co. Class A 0.15% 1,816 $455K Add +0.6%
NCDL Nuveen Churchill Direct Lend 0.14% 32,432 $413K No change
IVE iShares S&P 500 Value ETF 0.14% 1,923 $406K Add +1.5%
OTF Blue Owl Technology Finance 0.14% 32,698 $405K Add +86.4%
JNJ Johnson & Johnson 0.13% 1,622 $396K Add +1.1%
IGRO iShares Intl Div Growth ETF 0.13% 4,643 $389K No change
V Visa Inc. Class A 0.12% 1,165 $352K Add +1.8%
BA The Boeing Co. 0.11% 1,721 $343K Reduce -0.3%
FISV Fiserv Inc. 0.11% 5,844 $326K Reduce -25.3%
SPMO Invesco S&P 500 Momentum ETF 0.11% 2,843 $319K New
BMY Bristol-Myers Squibb Co. 0.11% 5,252 $319K Add +0.6%
BRK.B Berkshire Hathaway Inc. Class B 0.10% 633 $303K Add +1.1%
VTEB Vanguard Tax-Exempt Bond ETF 0.09% 5,555 $277K No change
GLW Corning Inc. 0.09% 1,985 $270K New
META Meta Platforms Inc. Class A 0.08% 439 $251K Reduce -3.9%
GEV GE Vernova Inc. 0.08% 264 $230K New
COWZ Pacer US Cash Cows 100 ETF 0.08% 3,616 $226K Add +2.4%
CVX Chevron Corp. 0.07% 1,073 $222K New
VOYA Voya Financial Inc. 0.07% 3,217 $220K No change
LLY Eli Lilly & Co. 0.07% 237 $218K Reduce -3.3%
EEM iShares MSCI Emerging Market 0.07% 3,775 $214K Reduce -2.9%
HYS PIMCO 0-5 Year H/Y Corp. Bond 0.07% 2,256 $210K No change
T AT&T Inc. 0.07% 7,192 $208K New
FNDF Schwab Fndmn Intl LRG Co. ETF 0.07% 4,193 $205K New
VTI VG Morningstar TS MKT ETF-US 0.07% 630 $202K New

Portfolio Sells Q4 2025 → Q1 2026
MTUM iShares MSCI USA Momentum Fa Reduce -15.7% 1.53% −0.35
XLY SS Consumer Disc Select Sect Sold out 0.00% −0.26
VOO Vanguard S&P 500 ETF Reduce -1.4% 3.78% −0.21
SCHI Schwab 5-10 Year Corporate B Reduce -12.7% 0.95% −0.14
BDYN iShares DYN Act ETF Reduce -2.2% 2.07% −0.14
MBB iShares MBS ETF Reduce -3.9% 3.60% −0.13
LMT Lockheed Martin Corp. Reduce -46.5% 0.23% −0.11
EFG iShares MSCI Eafe Growth ETF Sold out 0.00% −0.08
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -6.7% 0.95% −0.07
CSCO Cisco Systems Inc. Sold out 0.00% −0.07
ORCL Oracle Corp. Sold out 0.00% −0.07
GE General Electric Sold out 0.00% −0.07
FISV Fiserv Inc. Reduce -25.3% 0.11% −0.07
MSFT Microsoft Corp. Reduce -1.4% 0.19% −0.06
JQUA JPMorgan US Quality Factor Reduce -21.5% 0.20% −0.06
IYW iShares Ustechnology ETF Reduce -0.3% 0.56% −0.05
BINC iShares Flex I A ETF-Usd Inc. Reduce -1.0% 2.51% −0.05
IVW iShares S&P 500 Growth ETF Reduce -0.2% 0.43% −0.04
BDVL iShares DV Equity Active ETF Reduce -2.1% 1.75% −0.04
NDMO Nuveen Dynamic Municipal Opp Sold out 0.00% −0.03
VTWO Vanguard Russell 2000 ETF Reduce -6.7% 0.56% −0.03
VIG Vanguard Dividend Apprec ETF Reduce -1.9% 0.92% −0.03
VXUS Vanguard Total Intl Stock Reduce -12.5% 0.25% −0.03
OEF iShares S&P 100 ETF Reduce -5.2% 0.18% −0.02
JPM JPMorgan Chase & Co. Reduce -2.0% 0.19% −0.02
META Meta Platforms Inc. Class A Reduce -3.9% 0.08% −0.02
LLY Eli Lilly & Co. Reduce -3.3% 0.07% −0.01
BA The Boeing Co. Reduce -0.3% 0.11% −0.01
RPG Invesco S&P 500 Pure Growth Reduce -1.8% 0.94% −0.01
VOOV Vanguard S&P 500 Value ETF Reduce -1.6% 0.55% −0.01
HD Home Depot Inc. Reduce -0.3% 0.15% −0.01
EEM iShares MSCI Emerging Market Reduce -2.9% 0.07% +0.00
EEMV iShares MSCI Emg MKT Min Vol Reduce -0.6% 0.67% +0.01
IEFA iShares Core MSCI Eafe ETF Reduce -0.7% 1.11% +0.01
IAU iShares Gold Trust Reduce -0.2% 1.97% +0.17

Portfolio Buys Q4 2025 → Q1 2026
FLMI Franklin Dynamic Municipal B Add +32.2% 1.69% +0.42
IEMG iShares Core MSCI Emerging Add +7.8% 3.08% +0.35
SCHR Schwab Intermediate-Term US New 0.32% +0.32
VTV Vanguard Mrngstr Val ETF-Aui Add +2.6% 5.19% +0.30
XLV SS Health Care Select Sector New 0.23% +0.23
TLH iShares 10-20 Year Treasury Add +35.0% 0.68% +0.17
DGRO iShares Core Dividend Growth Add +8.3% 1.49% +0.14
EFV iShares MSCI Eafe Value ETF Add +0.7% 2.46% +0.13
SPMO Invesco S&P 500 Momentum ETF New 0.11% +0.11
GLW Corning Inc. New 0.09% +0.09
SCHF Schwab Intl Equity ETF Add +7.5% 0.82% +0.08
XLK SS Technology Select Sector Add +35.0% 0.41% +0.08
GEV GE Vernova Inc. New 0.08% +0.08
IEUR iShares Core MSCI Europe ETF Add +14.0% 0.62% +0.08
CVX Chevron Corp. New 0.07% +0.07
T AT&T Inc. New 0.07% +0.07
FNDF Schwab Fndmn Intl LRG Co. ETF New 0.07% +0.07
VTI VG Morningstar TS MKT ETF-US New 0.07% +0.07
SCHM Schwab US Mid Cap ETF Add +0.7% 1.31% +0.06
VRT Vertiv Holdings Co. Class A Add +0.6% 0.15% +0.06
OTF Blue Owl Technology Finance Add +86.4% 0.14% +0.05
MUB iShares National Muni Bond E Add +1.2% 4.18% +0.04
VB Vanguard Most SM-Cap ETF-Usd Add +0.9% 1.39% +0.04
SPTL SS SPDR PF LNG TRM TSY E-Usd Add +4.0% 1.10% +0.04
XLI SS Industrial Select Sector Add +5.7% 0.41% +0.04
IXUS iShares Core Intl Stock ETF Add +0.9% 0.92% +0.04
IAGG iShares Intl Aggregate Bond Add +1.3% 1.57% +0.03
MDY State Street SPDR S&P Midcap Add +2.7% 0.49% +0.03
BAI Ishrs AI in and Tech Act ETF Add +1.9% 1.61% +0.03
HIMU iShares High Yild Muni A ETF Add +9.7% 0.30% +0.02
SYSB iShares Systematic Bond ETF Add +2.9% 0.88% +0.02
ITA iShares U.S. Aerospace & Def Add +0.6% 0.76% +0.02
JNJ Johnson & Johnson Add +1.1% 0.13% +0.02
VEA Vanguard Ftse Developed ETF Add +0.2% 0.58% +0.02
RING iShares MSCI Global Gold Min Add +2.6% 0.20% +0.02
SCHQ Schwab Long-Term US Treasury Add +1.1% 1.86% +0.02
EVTR Eaton Vance Total Return Add +2.0% 1.28% +0.02
SPEM State Street SP PTF Em ETF Add +1.6% 0.52% +0.01
BMY Bristol-Myers Squibb Co. Add +0.6% 0.11% +0.01
SPHQ Invesco S&P 500 Quality ETF Add +4.4% 0.25% +0.01
GOVT iShares US Treasury Bond ETF Add +0.8% 1.02% +0.01
AGG iShares Core U.S. Aggregate Add +1.5% 0.45% +0.01
COWZ Pacer US Cash Cows 100 ETF Add +2.4% 0.08% +0.01
SCHZ Schwab US Aggregate Bond ETF Add +0.3% 1.36% +0.01
PG The Procter & Gamble Co. Add +1.0% 0.16% +0.00
IVE iShares S&P 500 Value ETF Add +1.5% 0.14% +0.00
SPTI SS SPDR P Int Term TSY ETF Add +0.2% 0.43% +0.00
BRK.B Berkshire Hathaway Inc. Class B Add +1.1% 0.10% −0.00
TSLA Tesla Inc. Add +15.4% 0.24% −0.01
SPGI S&P Global Inc. Add +13.0% 0.18% −0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 105$351.0MSPY, DYNF, VUG, VTV, MUB
Q1 2026 101$298.8MSPY, VTV, DYNF, VUG, MUB
Q4 2025 98$301.0MSPY, VUG, VTV, DYNF, MUB
Q3 2025 87$281.1MSPY, QUAL, VUG, VTV, MUB
Q2 2025 87$252.0MSPY, QUAL, VUG, VTV, MUB
Q1 2025 85$234.4MSPY, QUAL, VUG, VTV, MUB
Q4 2024 88$235.5MSPY, QUAL, VUG, VOO, MBB
Q3 2024 87$232.7MSPY, QUAL, MBB, VUG, VOO
Q2 2024 95$217.9MSPY, QUAL, MBB, VOO, VUG
Q1 2024 92$211.8MSPY, MBB, QUAL, VTV, VOO