Bridge Generations Wealth Management LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 20, 2026), Bridge Generations Wealth Management LLC reported 34 stock positions worth $196.2 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 17.5% of the portfolio, followed by Dimensional US Target Value (DFAT, 11.1%) and SS SPDR P Int Term TSY ETF (SPTI, 10.2%). Compared with Q1 2026, it opened 3 new positions, sold out of 1, added to 16 and reduced 4. The biggest buy was Dimsnl Intr CF in ETF-Usd (DFGX, shares +34%) and the biggest sale Dimensional GLBL Core PL Fix (DFGP, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- South Miami, FL
- CIK
- 0002056071
- Portfolio Value
- $196.2M (Q2 2026)
- SEC Filing
- 0001941040-26-000429 ↗ filed Jul 20, 2026
Holdings Value
Holdings 34 stocks · $196.2M
| DFAC Dimensional US Core Equity 2 | 17.46% | 772,256 | $34.3M | Reduce -0.7% |
| DFAT Dimensional US Target Value | 11.09% | 311,403 | $21.8M | Add +0.3% |
| SPTI SS SPDR P Int Term TSY ETF | 10.25% | 708,223 | $20.1M | Add +7.2% |
| MUB iShares National Muni Bond E | 7.55% | 137,613 | $14.8M | Add +11.0% |
| DFGR Dim Global Real Estate ETF | 5.46% | 370,107 | $10.7M | Add +2.9% |
| DFEM Dimensional Emrg MRKT Core | 5.20% | 250,965 | $10.2M | Add +1.0% |
| DFIC Dimensional International Co. | 4.70% | 247,440 | $9.2M | Add +0.8% |
| DFGP Dimensional GLBL Core PL Fix | 4.36% | 156,964 | $8.5M | Reduce -3.2% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 3.97% | 145,346 | $7.8M | Add +34.4% |
| DUHP Dimensional US High Profi Et | 3.70% | 174,112 | $7.3M | Add +4.5% |
| VCIT Vanguard Int-Term Corporate | 3.47% | 82,421 | $6.8M | Add +17.9% |
| STIP iShares 0-5 Year Tips Bond E | 3.20% | 61,524 | $6.3M | Add +39.2% |
| DIHP Dimensional International Hi | 2.82% | 162,388 | $5.5M | Add +1.9% |
| DISV Dimensional International SM | 2.61% | 127,787 | $5.1M | Add +2.2% |
| VTI VG Morningstar TS MKT ETF-US | 2.37% | 12,566 | $4.6M | Add +3.1% |
| DFAX Dimensional World Ex US Core | 1.68% | 89,299 | $3.3M | Reduce -0.2% |
| MUNI PIMCO Intermediate Municipal | 1.61% | 59,878 | $3.1M | Add +27.9% |
| DFUV Dimensional US Marketwide Va | 1.59% | 56,732 | $3.1M | No change |
| JMUB JPMorgan Municipal ETF | 1.35% | 52,136 | $2.6M | Add +22.4% |
| VEA Vanguard Ftse Developed ETF | 0.93% | 25,677 | $1.8M | Add +10.0% |
| SUB iShares Short-Term National | 0.92% | 17,025 | $1.8M | No change |
| DFIV Dimensional International Va | 0.71% | 25,732 | $1.4M | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.61% | 4,925 | $1.2M | No change |
| NOW ServiceNow Inc. | 0.46% | 9,113 | $905K | Reduce -9.9% |
| DFSU Dimensional US Sus CORE1 ETF | 0.43% | 17,946 | $837K | No change |
| DFUS Dimensional US Eq MKT ETF | 0.29% | 7,013 | $575K | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.26% | 6,262 | $515K | No change |
| DFSI Dimensional Int Sus COR1 ETF | 0.17% | 7,467 | $337K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.16% | 4,136 | $317K | No change |
| HYD Vaneck High Yield Muni ETF | 0.15% | 5,563 | $287K | No change |
| DFSE Dimensional Em Sus CORE1 ETF | 0.13% | 5,199 | $254K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.12% | 319 | $238K | New |
| FBTC Fidelity Wise Origin Bitcoin | 0.11% | 4,183 | $214K | New |
| DFIP Dimensional Inflation-Protec | 0.10% | 4,878 | $201K | New |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | Add +34.4% | 3.97% | +0.72 |
| STIP iShares 0-5 Year Tips Bond E | Add +39.2% | 3.20% | +0.58 |
| DFEM Dimensional Emrg MRKT Core | Add +1.0% | 5.20% | +0.28 |
| MUNI PIMCO Intermediate Municipal | Add +27.9% | 1.61% | +0.21 |
| DUHP Dimensional US High Profi Et | Add +4.5% | 3.70% | +0.19 |
| VCIT Vanguard Int-Term Corporate | Add +17.9% | 3.47% | +0.16 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.1% | 2.37% | +0.13 |
| JMUB JPMorgan Municipal ETF | Add +22.4% | 1.35% | +0.13 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.12% | +0.12 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.11% | +0.11 |
| DFIP Dimensional Inflation-Protec | New | 0.10% | +0.10 |
| VEA Vanguard Ftse Developed ETF | Add +10.0% | 0.93% | +0.07 |
| MUB iShares National Muni Bond E | Add +11.0% | 7.55% | +0.00 |
| DFGR Dim Global Real Estate ETF | Add +2.9% | 5.46% | −0.02 |
| DFAT Dimensional US Target Value | Add +0.3% | 11.09% | −0.02 |
| DIHP Dimensional International Hi | Add +1.9% | 2.82% | −0.12 |
| DISV Dimensional International SM | Add +2.2% | 2.61% | −0.21 |
| DFIC Dimensional International Co. | Add +0.8% | 4.70% | −0.30 |
| SPTI SS SPDR P Int Term TSY ETF | Add +7.2% | 10.25% | −0.61 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 34 | $196.2M | DFAC, DFAT, SPTI, MUB, DFGR |
| Q1 2026 | 32 | $174.4M | DFAC, DFAT, SPTI, MUB, DFGR |
| Q4 2025 | 129 | $161.5M | DFAC, DFAT, SPTI, MUB, DFGR |
| Q3 2025 | 134 | $150.6M | DFAC, DFAT, SPTI, DFGR, DFGP |
| Q2 2025 | 127 | $164.9M | DFAC, DFAT, DFGR, DFEM, SPTI |
| Q1 2025 | 151 | $159.3M | DFAC, DFAT, DFGR, TLH, SPTI |
| Q4 2024 | 97 | $151.4M | DFAC, DFAT, TLH, DFGR, DFGP |