Bridge Generations Wealth Management LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 18, 2025), Bridge Generations Wealth Management LLC reported 127 stock positions worth $164.9 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 21.1% of the portfolio, followed by Dimensional US Target Value (DFAT, 12.2%) and Dim Global Real Estate ETF (DFGR, 6.1%). Compared with Q1 2025, it opened 2 new positions, sold out of 26, added to 9 and reduced 17. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +35%) and the biggest sale iShares 10-20 Year Treasury (TLH, shares −5%).

Most Recent 13F
Q2 2026
Location
South Miami, FL
CIK
0002056071
Portfolio Value
$164.9M (Q2 2025)
SEC Filing
0002009211-25-000002 ↗ filed Jul 18, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2024: $151.4M Q4 2024 Q1 2025: $159.3M Q1 2025 Q2 2025: $164.9M $164.9M Q2 2025 Q3 2025: $150.6M Q3 2025 Q4 2025: $161.5M Q4 2025 Q1 2026: $174.4M Q1 2026 Q2 2026: $196.2M Q2 2026

Holdings 127 stocks · $164.9M
DFAC Dimensional US Core Equity 2 21.08% 970,048 $34.8M Reduce -7.0%
DFAT Dimensional US Target Value 12.17% 371,992 $20.1M Reduce -5.0%
DFGR Dim Global Real Estate ETF 6.08% 373,911 $10.0M Reduce -2.6%
DFEM Dimensional Emrg MRKT Core 6.06% 336,781 $10.0M Reduce -4.8%
SPTI SS SPDR P Int Term TSY ETF 6.01% 344,205 $9.9M Add +3.4%
TLH iShares 10-20 Year Treasury 5.42% 87,898 $8.9M Reduce -4.8%
DFGP Dimensional GLBL Core PL Fix 5.24% 158,479 $8.6M Reduce -5.2%
DFIC Dimensional International Co. 5.05% 267,684 $8.3M Reduce -8.8%
DIHP Dimensional International Hi 3.84% 214,950 $6.3M Reduce -0.2%
DUHP Dimensional US High Profi Et 3.59% 166,574 $5.9M Add +13.5%
MUB iShares National Muni Bond E 2.87% 45,356 $4.7M Add +24.4%
DISV Dimensional International SM 2.72% 136,150 $4.5M Add +2.8%
DFUV Dimensional US Marketwide Va 2.03% 79,311 $3.4M Reduce -19.3%
DFIV Dimensional International Va 1.97% 75,786 $3.2M No change
VTI VG Morningstar TS MKT ETF-US 1.91% 10,366 $3.2M Add +34.8%
JMUB JPMorgan Municipal ETF 1.83% 60,906 $3.0M Reduce -3.8%
DFAX Dimensional World Ex US Core 1.62% 90,762 $2.7M Reduce -18.6%
VBR Vngrd Mrngst SL-CP Val ETF-U 1.54% 13,040 $2.5M No change
MUNI PIMCO Intermediate Municipal 1.48% 47,373 $2.4M Add +0.8%
SUB iShares Short-Term National 1.16% 18,025 $1.9M No change
VCIT Vanguard Int-Term Corporate 1.07% 21,277 $1.8M Add +42.7%
NOW ServiceNow Inc. 1.05% 1,689 $1.7M Reduce -8.3%
VEA Vanguard Ftse Developed ETF 1.00% 28,797 $1.6M Add +22.4%
DFSU Dimensional US Sus CORE1 ETF 0.41% 17,151 $673K No change
DFUS Dimensional US Eq MKT ETF 0.34% 8,364 $561K No change
DFGX Dimsnl Intr CF in ETF-Usd Inc. 0.30% 9,420 $503K Add +286.1%
SCZ iShares MSCI Eafe Small-Cap 0.28% 6,262 $455K No change
DFSI Dimensional Int Sus COR1 ETF 0.26% 10,976 $433K Reduce -0.0%
HYD Vaneck High Yield Muni ETF 0.22% 7,103 $357K No change
EFV iShares MSCI Eafe Value ETF 0.19% 4,961 $315K No change
STIP iShares 0-5 Year Tips Bond E 0.17% 2,750 $283K New
ORCL Oracle Corp. 0.12% 911 $199K No change
VGIT Vanguard Intermediate-Term T 0.11% 3,144 $188K New
DFSE Dimensional Em Sus CORE1 ETF 0.11% 4,884 $186K Reduce -54.0%
DFIP Dimensional Inflation-Protec 0.09% 3,609 $151K No change
BSVO EA Bridgeway Omni Sm-Cp Val 0.09% 7,375 $150K No change
SKYW Skywest Inc. 0.06% 1,000 $103K No change
NUE Nucor Corp. 0.06% 712 $92K No change
ZION Zions Bancorp NA 0.04% 1,304 $68K No change
DFAR Dimensional US Real Est ETF 0.04% 2,867 $67K No change
DFAS Dimensional US Small Cap ETF 0.04% 1,015 $65K No change
GBCI Glacier Bancorp Inc. 0.04% 1,402 $60K No change
PSA Public Storage 0.03% 188 $55K No change
QQQ Invesco QQQ Trust Series 1 0.02% 68 $38K No change
PEP Pepsico Inc. 0.02% 250 $33K No change
DFSV Dimensional US Small Cap Val 0.02% 1,110 $33K No change
WFC Wells Fargo & Co. 0.01% 280 $22K No change
VGLT Vanguard Long-Term Treasury 0.01% 387 $22K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.01% 160 $20K No change
VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS 0.01% 1,554 $16K No change
YUM Yum! Brands Inc. 0.01% 100 $15K No change
IVV iShares Core S&P 500 ETF 0.01% 22 $14K No change
RWX State Street SPDR Dow Jones 0.01% 398 $11K Reduce -49.6%
AVGO Broadcom Inc. 0.00% 19 $5K No change
YUMC Yum China Holdings Inc. 0.00% 100 $4K No change
AAPL Apple Inc. 0.00% 18 $4K No change
QQQM Invesco Nasdaq 100 ETF 0.00% 16 $4K No change
DHR Danaher Corp. 0.00% 18 $4K No change
V Visa Inc. Class A 0.00% 10 $4K No change
MSFT Microsoft Corp. 0.00% 7 $3K No change
VIGI Vanguard Int Div App Indx FD 0.00% 31 $3K No change
SCHX Schwab US Large-Cap ETF 0.00% 108 $3K Reduce -93.2%
DFSD Dimensional Short Duration 0.00% 53 $3K Reduce -66.0%
HD Home Depot Inc. 0.00% 6 $2K No change
AMZN Amazon.com Inc. 0.00% 10 $2K No change
SPYM Ste STR SPDR PT S&P 500 ETF 0.00% 28 $2K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.00% 41 $2K No change
ETN Eaton Corp. PLC 0.00% 5 $2K No change
PNC PNC Financial Services Group 0.00% 9 $2K No change
ACN Accenture PLC Class A 0.00% 5 $1K No change
KO The Coca-Cola Co. 0.00% 21 $1K No change
WMT Walmart Inc. 0.00% 15 $1K No change
LIN Linde PLC 0.00% 3 $1K No change
AXP American Express Co. 0.00% 4 $1K No change
XLK SS Technology Select Sector 0.00% 5 $1K No change
UNH Unitedhealth Group Inc. 0.00% 4 $1K No change
IJH iShares Core S&P Midcap ETF 0.00% 20 $1K No change
JEPI JPMorgan Equity Premium Inco 0.00% 21 $1K No change
ADI Analog Devices Inc. 0.00% 5 $1K No change
IVE iShares S&P 500 Value ETF 0.00% 6 $1K No change
JPM JPMorgan Chase & Co. 0.00% 4 $1K No change
WM Waste Management Inc. 0.00% 5 $1K No change
VZ Verizon Communications Inc. 0.00% 26 $1K No change
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.00% 5 $1K No change
XLY SS Consumer Disc Select Sect 0.00% 5 $1K No change
XLC SS Comm Select Sector SPDR 0.00% 10 $1K No change
AVUV Avantis US Small Cap Value 0.00% 11 $1K No change
PAVE Global X US Infrastructure 0.00% 23 $1K No change
COST Costco Wholesale Corp. 0.00% 1 $990 No change
XOM Exxon Mobil Corp. 0.00% 9 $971 No change
ABBV Abbvie Inc. 0.00% 5 $929 No change
ATO Atmos Energy Corp. 0.00% 6 $925 No change
JPEF JPMorgan Equity Focus ETF 0.00% 13 $912 No change
MCD McDonald's Corp. 0.00% 3 $877 No change
VTWG Vanguard Russell 2000 Growth 0.00% 4 $834 No change
LLY Eli Lilly & Co. 0.00% 1 $780 No change
GS Goldman Sachs Group Inc. 0.00% 1 $708 No change
HON Honeywell International Inc. 0.00% 3 $699 No change
DCI Donaldson Co. Inc. 0.00% 10 $694 No change
CIBR First Trust Nasdaq Cybersecu 0.00% 9 $681 No change
PG The Procter & Gamble Co. 0.00% 4 $638 No change
EJUL Innovator Emerging Markets P 0.00% 23 $637 No change
NVS Novartis AG-Sponsored ADR 0.00% 5 $606 No change
BBY Best Buy Co. Inc. 0.00% 9 $605 No change
COWZ Pacer US Cash Cows 100 ETF 0.00% 10 $551 No change
DLR Digital Realty Trust Inc. 0.00% 3 $523 No change
CRWD CrowdStrike Holdings Inc. Class A 0.00% 1 $510 No change
ROL Rollins Inc. 0.00% 9 $508 No change
MRK Merck & Co. Inc. 0.00% 6 $475 No change
ZTS Zoetis Inc. 0.00% 3 $468 No change
DFCF Dimensional Core Fixed Inc. 0.00% 11 $465 No change
AMT American Tower Corp. 0.00% 2 $443 No change
CVX Chevron Corp. 0.00% 3 $430 No change
FTNT Fortinet Inc. 0.00% 4 $423 No change
WTPI Wisdomtree Equity Premium Inc. 0.00% 12 $385 No change
EMXC iShares MSCI Emr MRK Ex Chna 0.00% 6 $379 No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.00% 3 $371 No change
ICE Intercontinental Exchange Inc. 0.00% 2 $367 No change
PDBC Invesco Optimum Yield Divers 0.00% 25 $326 No change
PLD Prologis Inc. 0.00% 3 $316 No change
ADP Automatic Data Processing 0.00% 1 $309 No change
JNJ Johnson & Johnson 0.00% 2 $306 No change
MDLZ Mondelez International Inc. Class A 0.00% 4 $270 No change
MCH Matthews China Active ETF 0.00% 10 $245 No change
LIT Global X Lithium & Battery T 0.00% 6 $231 No change
GOOGL Alphabet Inc. Class A 0.00% 1 $177 No change
NEE Nextera Energy Inc. 0.00% 2 $139 No change

Portfolio Sells Q1 2025 → Q2 2025
TLH iShares 10-20 Year Treasury Reduce -4.8% 5.42% −0.60
DFAC Dimensional US Core Equity 2 Reduce -7.0% 21.08% −0.51
DFUV Dimensional US Marketwide Va Reduce -19.3% 2.03% −0.51
DFAT Dimensional US Target Value Reduce -5.0% 12.17% −0.49
DFGP Dimensional GLBL Core PL Fix Reduce -5.2% 5.24% −0.37
DFGR Dim Global Real Estate ETF Reduce -2.6% 6.08% −0.25
DFAX Dimensional World Ex US Core Reduce -18.6% 1.62% −0.22
JMUB JPMorgan Municipal ETF Reduce -3.8% 1.83% −0.15
DFSE Dimensional Em Sus CORE1 ETF Reduce -54.0% 0.11% −0.11
VXUS Vanguard Total Intl Stock Sold out 0.00% −0.09
DFIC Dimensional International Co. Reduce -8.8% 5.05% −0.07
BND Vanguard Total Bond Market Sold out 0.00% −0.04
MMM 3M Co. Sold out 0.00% −0.03
NULG Nuveen ESG LRG-Cap GRW ETF Sold out 0.00% −0.02
SCHX Schwab US Large-Cap ETF Reduce -93.2% 0.00% −0.02
RSP Invesco S&P 500 Equal Weight Sold out 0.00% −0.02
FNDX Schwab Fndmntl US LRG Co. ETF Sold out 0.00% −0.02
BNDX Vanguard Total Intl Bond ETF Sold out 0.00% −0.01
SLYG SS SPDR S&P 600 SC GR ETF Sold out 0.00% −0.01
FNDF Schwab Fndmn Intl LRG Co. ETF Sold out 0.00% −0.01
FNDA Schwab Fndmntl US SM Co. ETF Sold out 0.00% −0.01
VOE Vngrd Mrngstr MD-Cap Val ETF Sold out 0.00% −0.01
EQAL Invesco Russell 1000 Equal W Sold out 0.00% −0.01
VNQ Vanguard Real Estate ETF Sold out 0.00% −0.01
SCHF Schwab Intl Equity ETF Sold out 0.00% −0.01
RWX State Street SPDR Dow Jones Reduce -49.6% 0.01% −0.01
SCHA Schwab US Small-Cap ETF Sold out 0.00% −0.00
FNDE Schwab Fndmntl Em MRK Eq ETF Sold out 0.00% −0.00
FNDC Schwab Fndmnt Intl SM Eq ETF Sold out 0.00% −0.00
SOLV Solventum Corp. Sold out 0.00% −0.00
DFSD Dimensional Short Duration Reduce -66.0% 0.00% −0.00
SCHH Schwab US REIT ETF Sold out 0.00% −0.00
IAU iShares Gold Trust Sold out 0.00% −0.00
SCHE Schwab Emrg Mrkts Eqty ETF Sold out 0.00% −0.00
SCHC Schwab Intl Small-Cap Equity Sold out 0.00% −0.00
VNQI Vanguard GLBL Ex-US Real Est Sold out 0.00% −0.00
ICOW Pacer Developed Markets Inte Sold out 0.00% −0.00
MEMX Matthews Em Ex China Active Sold out 0.00% −0.00
INDS Pacer Industrial Real Estate Sold out 0.00% −0.00
DFSI Dimensional Int Sus COR1 ETF Reduce -0.0% 0.26% +0.02
NOW ServiceNow Inc. Reduce -8.3% 1.05% +0.13
DFEM Dimensional Emrg MRKT Core Reduce -4.8% 6.06% +0.18
DIHP Dimensional International Hi Reduce -0.2% 3.84% +0.20

Portfolio Buys Q1 2025 → Q2 2025
VTI VG Morningstar TS MKT ETF-US Add +34.8% 1.91% +0.58
DUHP Dimensional US High Profi Et Add +13.5% 3.59% +0.54
MUB iShares National Muni Bond E Add +24.4% 2.87% +0.46
VCIT Vanguard Int-Term Corporate Add +42.7% 1.07% +0.30
DISV Dimensional International SM Add +2.8% 2.72% +0.30
VEA Vanguard Ftse Developed ETF Add +22.4% 1.00% +0.25
DFGX Dimsnl Intr CF in ETF-Usd Inc. Add +286.1% 0.30% +0.22
STIP iShares 0-5 Year Tips Bond E New 0.17% +0.17
VGIT Vanguard Intermediate-Term T New 0.11% +0.11
SPTI SS SPDR P Int Term TSY ETF Add +3.4% 6.01% +0.03
MUNI PIMCO Intermediate Municipal Add +0.8% 1.48% −0.05

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 34$196.2MDFAC, DFAT, SPTI, MUB, DFGR
Q1 2026 32$174.4MDFAC, DFAT, SPTI, MUB, DFGR
Q4 2025 129$161.5MDFAC, DFAT, SPTI, MUB, DFGR
Q3 2025 134$150.6MDFAC, DFAT, SPTI, DFGR, DFGP
Q2 2025 127$164.9MDFAC, DFAT, DFGR, DFEM, SPTI
Q1 2025 151$159.3MDFAC, DFAT, DFGR, TLH, SPTI
Q4 2024 97$151.4MDFAC, DFAT, TLH, DFGR, DFGP