Bridge Generations Wealth Management LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Bridge Generations Wealth Management LLC reported 97 stock positions worth $151.4 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 23.6% of the portfolio, followed by Dimensional US Target Value (DFAT, 13.9%) and iShares 10-20 Year Treasury (TLH, 13.8%).
- Most Recent 13F
- Q2 2026
- Location
- South Miami, FL
- CIK
- 0002056071
- Portfolio Value
- $151.4M (Q4 2024)
- SEC Filing
- 0002056071-25-000002 ↗ filed Feb 13, 2025
Holdings Value
Holdings 97 stocks · $151.4M
| DFAC Dimensional US Core Equity 2 | 23.55% | 1,030,895 | $35.7M | — |
| DFAT Dimensional US Target Value | 13.88% | 377,625 | $21.0M | — |
| TLH iShares 10-20 Year Treasury | 13.82% | 210,198 | $20.9M | — |
| DFGR Dim Global Real Estate ETF | 6.62% | 392,259 | $10.0M | — |
| DFGP Dimensional GLBL Core PL Fix | 6.38% | 182,747 | $9.7M | — |
| DFEM Dimensional Emrg MRKT Core | 6.22% | 359,380 | $9.4M | — |
| DFIC Dimensional International Co. | 5.17% | 302,776 | $7.8M | — |
| DIHP Dimensional International Hi | 3.74% | 224,170 | $5.7M | — |
| DUHP Dimensional US High Profi Et | 3.14% | 140,855 | $4.8M | — |
| DFUV Dimensional US Marketwide Va | 2.66% | 98,514 | $4.0M | — |
| MUB iShares National Muni Bond E | 2.50% | 35,495 | $3.8M | — |
| DISV Dimensional International SM | 2.37% | 135,001 | $3.6M | — |
| DFAX Dimensional World Ex US Core | 1.95% | 119,035 | $3.0M | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.84% | 14,060 | $2.8M | — |
| DFIV Dimensional International Va | 1.81% | 77,187 | $2.7M | — |
| SUB iShares Short-Term National | 1.26% | 18,025 | $1.9M | — |
| DFSU Dimensional US Sus CORE1 ETF | 0.43% | 17,166 | $651K | — |
| DFUS Dimensional US Eq MKT ETF | 0.35% | 8,364 | $533K | — |
| SCZ iShares MSCI Eafe Small-Cap | 0.29% | 7,176 | $436K | — |
| HYD Vaneck High Yield Muni ETF | 0.27% | 7,760 | $403K | — |
| DFSI Dimensional Int Sus COR1 ETF | 0.24% | 11,159 | $367K | — |
| DFSE Dimensional Em Sus CORE1 ETF | 0.24% | 10,753 | $356K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.21% | 1,090 | $316K | — |
| EFV iShares MSCI Eafe Value ETF | 0.17% | 4,961 | $260K | — |
| BSVO EA Bridgeway Omni Sm-Cp Val | 0.12% | 8,723 | $189K | — |
| ORCL Oracle Corp. | 0.10% | 900 | $150K | — |
| DFIP Dimensional Inflation-Protec | 0.10% | 3,652 | $148K | — |
| SKYW Skywest Inc. | 0.07% | 1,000 | $100K | — |
| NUE Nucor Corp. | 0.05% | 712 | $83K | — |
| GBCI Glacier Bancorp Inc. | 0.05% | 1,402 | $70K | — |
| VEA Vanguard Ftse Developed ETF | 0.05% | 1,463 | $70K | — |
| DFAR Dimensional US Real Est ETF | 0.04% | 2,867 | $67K | — |
| DFAS Dimensional US Small Cap ETF | 0.04% | 1,015 | $66K | — |
| PSA Public Storage | 0.04% | 188 | $56K | — |
| VGLT Vanguard Long-Term Treasury | 0.03% | 925 | $51K | — |
| PEP Pepsico Inc. | 0.03% | 250 | $38K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.02% | 68 | $35K | — |
| RSP Invesco S&P 500 Equal Weight | 0.02% | 166 | $29K | — |
| WFC Wells Fargo & Co. | 0.01% | 280 | $20K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.01% | 160 | $18K | — |
| VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS | 0.01% | 1,677 | $17K | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.01% | 88 | $14K | — |
| EQAL Invesco Russell 1000 Equal W | 0.01% | 283 | $14K | — |
| YUM Yum! Brands Inc. | 0.01% | 100 | $13K | — |
| IVV iShares Core S&P 500 ETF | 0.01% | 22 | $13K | — |
| VNQ Vanguard Real Estate ETF | 0.01% | 129 | $11K | — |
| SCHX Schwab US Large-Cap ETF | 0.01% | 470 | $11K | — |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.01% | 431 | $10K | — |
| RWX State Street SPDR Dow Jones | 0.01% | 395 | $9K | — |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.00% | 215 | $7K | — |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.00% | 217 | $6K | — |
| SCHF Schwab Intl Equity ETF | 0.00% | 274 | $5K | — |
| YUMC Yum China Holdings Inc. | 0.00% | 100 | $5K | — |
| SCHA Schwab US Small-Cap ETF | 0.00% | 163 | $4K | — |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.00% | 121 | $4K | — |
| QQQM Invesco Nasdaq 100 ETF | 0.00% | 16 | $3K | — |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.00% | 94 | $3K | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.00% | 64 | $3K | — |
| DFSD Dimensional Short Duration | 0.00% | 53 | $2K | — |
| AMZN Amazon.com Inc. | 0.00% | 10 | $2K | — |
| SCHC Schwab Intl Small-Cap Equity | 0.00% | 63 | $2K | — |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.00% | 79 | $2K | — |
| VXUS Vanguard Total Intl Stock | 0.00% | 35 | $2K | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.00% | 28 | $2K | — |
| SCHH Schwab US REIT ETF | 0.00% | 89 | $2K | — |
| IJH iShares Core S&P Midcap ETF | 0.00% | 20 | $1K | — |
| XLK SS Technology Select Sector | 0.00% | 5 | $1K | — |
| IVE iShares S&P 500 Value ETF | 0.00% | 6 | $1K | — |
| XLY SS Consumer Disc Select Sect | 0.00% | 5 | $1K | — |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.00% | 5 | $1K | — |
| AVUV Avantis US Small Cap Value | 0.00% | 11 | $1K | — |
| VNQI Vanguard GLBL Ex-US Real Est | 0.00% | 26 | $1K | — |
| XLC SS Comm Select Sector SPDR | 0.00% | 10 | $969 | — |
| PAVE Global X US Infrastructure | 0.00% | 23 | $930 | — |
| JPEF JPMorgan Equity Focus ETF | 0.00% | 13 | $873 | — |
| VTWG Vanguard Russell 2000 Growth | 0.00% | 4 | $841 | — |
| ICOW Pacer Developed Markets Inte | 0.00% | 28 | $818 | — |
| LLY Eli Lilly & Co. | 0.00% | 1 | $772 | — |
| AVGO Broadcom Inc. | 0.00% | 3 | $696 | — |
| MEMX Matthews Em Ex China Active | 0.00% | 21 | $609 | — |
| GS Goldman Sachs Group Inc. | 0.00% | 1 | $573 | — |
| CIBR First Trust Nasdaq Cybersecu | 0.00% | 9 | $572 | — |
| EJUL Innovator Emerging Markets P | 0.00% | 23 | $568 | — |
| COWZ Pacer US Cash Cows 100 ETF | 0.00% | 10 | $565 | — |
| VIGI Vanguard Int Div App Indx FD | 0.00% | 7 | $560 | — |
| DFCF Dimensional Core Fixed Inc. | 0.00% | 11 | $454 | — |
| MSFT Microsoft Corp. | 0.00% | 1 | $422 | — |
| WTPI Wisdomtree Equity Premium Inc. | 0.00% | 12 | $396 | — |
| FTNT Fortinet Inc. | 0.00% | 4 | $378 | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.00% | 1 | $343 | — |
| PDBC Invesco Optimum Yield Divers | 0.00% | 25 | $325 | — |
| INDS Pacer Industrial Real Estate | 0.00% | 9 | $318 | — |
| V Visa Inc. Class A | 0.00% | 1 | $317 | — |
| LIT Global X Lithium & Battery T | 0.00% | 6 | $245 | — |
| MCH Matthews China Active ETF | 0.00% | 10 | $221 | — |
| GOOGL Alphabet Inc. Class A | 0.00% | 1 | $190 | — |
| PG The Procter & Gamble Co. | 0.00% | 1 | $168 | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |