Bridge Generations Wealth Management LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 6, 2025), Bridge Generations Wealth Management LLC reported 134 stock positions worth $150.6 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 19.6% of the portfolio, followed by Dimensional US Target Value (DFAT, 11.4%) and SS SPDR P Int Term TSY ETF (SPTI, 9.8%). Compared with Q2 2025, it opened 7 new positions, added to 10 and reduced 20. The biggest buy was SS SPDR P Int Term TSY ETF (SPTI, shares +48%) and the biggest sale iShares 10-20 Year Treasury (TLH, shares −64%).

Most Recent 13F
Q2 2026
Location
South Miami, FL
CIK
0002056071
Portfolio Value
$150.6M (Q3 2025)
SEC Filing
0002056071-25-000007 ↗ filed Nov 6, 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 Q2 2025 Q3 2025: $150.6M $150.6M Q3 2025 Q4 2025: $161.5M Q4 2025 Q1 2026: $174.4M Q1 2026 Q2 2026: $196.2M Q2 2026

Holdings 134 stocks · $150.6M
DFAC Dimensional US Core Equity 2 19.56% 763,696 $29.5M Reduce -21.3%
DFAT Dimensional US Target Value 11.36% 293,835 $17.1M Reduce -21.0%
SPTI SS SPDR P Int Term TSY ETF 9.76% 508,242 $14.7M Add +47.7%
DFGR Dim Global Real Estate ETF 6.26% 345,300 $9.4M Reduce -7.7%
DFGP Dimensional GLBL Core PL Fix 5.96% 161,514 $9.0M Add +1.9%
DFEM Dimensional Emrg MRKT Core 5.52% 259,180 $8.3M Reduce -23.0%
DFIC Dimensional International Co. 5.32% 244,408 $8.0M Reduce -8.7%
MUB iShares National Muni Bond E 4.30% 60,862 $6.5M Add +34.2%
DUHP Dimensional US High Profi Et 3.67% 146,243 $5.5M Reduce -12.2%
DIHP Dimensional International Hi 3.25% 160,808 $4.9M Reduce -25.2%
DISV Dimensional International SM 3.12% 131,425 $4.7M Reduce -3.5%
VTI VG Morningstar TS MKT ETF-US 2.32% 10,626 $3.5M Add +2.5%
TLH iShares 10-20 Year Treasury 2.18% 31,882 $3.3M Reduce -63.7%
VCIT Vanguard Int-Term Corporate 2.09% 37,345 $3.1M Add +75.5%
DFAX Dimensional World Ex US Core 1.88% 90,231 $2.8M Reduce -0.6%
DFUV Dimensional US Marketwide Va 1.70% 57,136 $2.6M Reduce -28.0%
DFGX Dimsnl Intr CF in ETF-Usd Inc. 1.21% 33,812 $1.8M Add +258.9%
SUB iShares Short-Term National 1.21% 17,025 $1.8M Reduce -5.5%
MUNI PIMCO Intermediate Municipal 1.12% 32,245 $1.7M Reduce -31.9%
NOW ServiceNow Inc. 1.08% 1,760 $1.6M Add +4.2%
DFIV Dimensional International Va 1.02% 33,191 $1.5M Reduce -56.2%
JMUB JPMorgan Municipal ETF 0.91% 27,294 $1.4M Reduce -55.2%
VEA Vanguard Ftse Developed ETF 0.85% 21,484 $1.3M Reduce -25.4%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.82% 5,899 $1.2M Reduce -54.8%
DFSU Dimensional US Sus CORE1 ETF 0.48% 17,151 $728K No change
DFUS Dimensional US Eq MKT ETF 0.40% 8,364 $606K No change
SCZ iShares MSCI Eafe Small-Cap 0.32% 6,262 $480K No change
DFSI Dimensional Int Sus COR1 ETF 0.30% 10,976 $449K No change
STIP iShares 0-5 Year Tips Bond E 0.23% 3,340 $345K Add +21.4%
EFV iShares MSCI Eafe Value ETF 0.22% 4,961 $337K No change
HYD Vaneck High Yield Muni ETF 0.19% 5,713 $291K Reduce -19.6%
ORCL Oracle Corp. 0.17% 911 $256K No change
DFSE Dimensional Em Sus CORE1 ETF 0.13% 4,884 $201K No change
VGIT Vanguard Intermediate-Term T 0.13% 3,144 $189K No change
BSVO EA Bridgeway Omni Sm-Cp Val 0.11% 7,375 $167K No change
DFIP Dimensional Inflation-Protec 0.10% 3,449 $146K Reduce -4.4%
SKYW Skywest Inc. 0.07% 1,000 $101K No change
NUE Nucor Corp. 0.06% 712 $96K No change
NVDA Nvidia Corp. 0.05% 400 $75K New
ZION Zions Bancorp NA 0.05% 1,304 $74K No change
DFAS Dimensional US Small Cap ETF 0.05% 1,015 $69K No change
DFAR Dimensional US Real Est ETF 0.05% 2,867 $68K No change
GBCI Glacier Bancorp Inc. 0.05% 1,402 $68K No change
ABBV Abbvie Inc. 0.04% 255 $59K Add +5000.0%
PSA Public Storage 0.04% 188 $54K No change
AMZN Amazon.com Inc. 0.04% 243 $53K Add +2330.0%
QQQ Invesco QQQ Trust Series 1 0.03% 68 $41K No change
DFSV Dimensional US Small Cap Val 0.02% 1,110 $35K No change
PEP Pepsico Inc. 0.02% 250 $35K No change
ABT Abbott Laboratories 0.02% 250 $33K New
NTAP Netapp Inc. 0.02% 200 $24K New
WFC Wells Fargo & Co. 0.02% 280 $23K No change
VGLT Vanguard Long-Term Treasury 0.01% 358 $20K Reduce -7.5%
ICUI Icu Medical Inc. 0.01% 164 $20K New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.01% 160 $18K No change
VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS 0.01% 1,554 $17K No change
YUM Yum! Brands Inc. 0.01% 100 $15K No change
IVV iShares Core S&P 500 ETF 0.01% 22 $15K No change
RWX State Street SPDR Dow Jones 0.01% 398 $11K No change
EGO Eldorado Gold Corp. 0.01% 300 $9K New
AVGO Broadcom Inc. 0.00% 19 $6K No change
AAPL Apple Inc. 0.00% 18 $5K No change
YUMC Yum China Holdings Inc. 0.00% 100 $4K No change
QQQM Invesco Nasdaq 100 ETF 0.00% 16 $4K No change
MSFT Microsoft Corp. 0.00% 7 $4K No change
DHR Danaher Corp. 0.00% 18 $4K No change
V Visa Inc. Class A 0.00% 10 $3K No change
SCHX Schwab US Large-Cap ETF 0.00% 108 $3K No change
VIGI Vanguard Int Div App Indx FD 0.00% 31 $3K No change
DFSD Dimensional Short Duration 0.00% 53 $3K No change
HD Home Depot Inc. 0.00% 6 $2K No change
ACHR Archer Aviation Inc. Class A 0.00% 231 $2K New
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
WMT Walmart Inc. 0.00% 15 $2K No change
LIN Linde PLC 0.00% 3 $1K No change
XLK SS Technology Select Sector 0.00% 5 $1K No change
KO The Coca-Cola Co. 0.00% 21 $1K No change
UNH Unitedhealth Group Inc. 0.00% 4 $1K No change
AXP American Express Co. 0.00% 4 $1K No change
IJH iShares Core S&P Midcap ETF 0.00% 20 $1K No change
JPM JPMorgan Chase & Co. 0.00% 4 $1K No change
IVE iShares S&P 500 Value ETF 0.00% 6 $1K No change
ACN Accenture PLC Class A 0.00% 5 $1K No change
ADI Analog Devices Inc. 0.00% 5 $1K No change
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.00% 5 $1K No change
JEPI JPMorgan Equity Premium Inco 0.00% 21 $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
VZ Verizon Communications Inc. 0.00% 26 $1K No change
WM Waste Management Inc. 0.00% 5 $1K No change
PAVE Global X US Infrastructure 0.00% 23 $1K No change
AVUV Avantis US Small Cap Value 0.00% 11 $1K No change
ATO Atmos Energy Corp. 0.00% 6 $1K No change
XOM Exxon Mobil Corp. 0.00% 9 $1K No change
JPEF JPMorgan Equity Focus ETF 0.00% 13 $964 No change
VTWG Vanguard Russell 2000 Growth 0.00% 4 $936 No change
COST Costco Wholesale Corp. 0.00% 1 $926 No change
MCD McDonald's Corp. 0.00% 3 $912 No change
DCI Donaldson Co. Inc. 0.00% 10 $819 No change
GS Goldman Sachs Group Inc. 0.00% 1 $797 No change
LLY Eli Lilly & Co. 0.00% 1 $763 No change
CIBR First Trust Nasdaq Cybersecu 0.00% 9 $685 No change
BBY Best Buy Co. Inc. 0.00% 9 $681 No change
EJUL Innovator Emerging Markets P 0.00% 23 $666 No change
NVS Novartis AG-Sponsored ADR 0.00% 5 $642 No change
HON Honeywell International Inc. 0.00% 3 $632 No change
PG The Procter & Gamble Co. 0.00% 4 $615 No change
COWZ Pacer US Cash Cows 100 ETF 0.00% 10 $575 No change
ROL Rollins Inc. 0.00% 9 $529 No change
DLR Digital Realty Trust Inc. 0.00% 3 $519 No change
MRK Merck & Co. Inc. 0.00% 6 $504 No change
CRWD CrowdStrike Holdings Inc. Class A 0.00% 1 $491 No change
DFCF Dimensional Core Fixed Inc. 0.00% 11 $471 No change
CVX Chevron Corp. 0.00% 3 $466 No change
ZTS Zoetis Inc. 0.00% 3 $439 No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.00% 3 $434 No change
EMXC iShares MSCI Emr MRK Ex Chna 0.00% 6 $406 No change
WTPI Wisdomtree Equity Premium Inc. 0.00% 12 $400 No change
AMT American Tower Corp. 0.00% 2 $385 No change
JNJ Johnson & Johnson 0.00% 2 $371 No change
PLD Prologis Inc. 0.00% 3 $344 No change
LIT Global X Lithium & Battery T 0.00% 6 $342 No change
FTNT Fortinet Inc. 0.00% 4 $337 No change
ICE Intercontinental Exchange Inc. 0.00% 2 $337 No change
PDBC Invesco Optimum Yield Divers 0.00% 25 $336 No change
MCH Matthews China Active ETF 0.00% 10 $303 No change
ADP Automatic Data Processing 0.00% 1 $294 No change
MDLZ Mondelez International Inc. Class A 0.00% 4 $250 No change
GOOGL Alphabet Inc. Class A 0.00% 1 $244 No change
NEE Nextera Energy Inc. 0.00% 2 $151 No change
AAL American Airlines Group Inc. 0.00% 10 $113 New

Portfolio Sells Q2 2025 → Q3 2025
TLH iShares 10-20 Year Treasury Reduce -63.7% 2.18% −3.23
DFAC Dimensional US Core Equity 2 Reduce -21.3% 19.56% −1.52
DFIV Dimensional International Va Reduce -56.2% 1.02% −0.95
JMUB JPMorgan Municipal ETF Reduce -55.2% 0.91% −0.92
DFAT Dimensional US Target Value Reduce -21.0% 11.36% −0.81
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -54.8% 0.82% −0.72
DIHP Dimensional International Hi Reduce -25.2% 3.25% −0.60
DFEM Dimensional Emrg MRKT Core Reduce -23.0% 5.52% −0.54
MUNI PIMCO Intermediate Municipal Reduce -31.9% 1.12% −0.36
DFUV Dimensional US Marketwide Va Reduce -28.0% 1.70% −0.34
VEA Vanguard Ftse Developed ETF Reduce -25.4% 0.85% −0.14
HYD Vaneck High Yield Muni ETF Reduce -19.6% 0.19% −0.02
VGLT Vanguard Long-Term Treasury Reduce -7.5% 0.01% +0.00
DFIP Dimensional Inflation-Protec Reduce -4.4% 0.10% +0.01
SUB iShares Short-Term National Reduce -5.5% 1.21% +0.04
DUHP Dimensional US High Profi Et Reduce -12.2% 3.67% +0.08
DFGR Dim Global Real Estate ETF Reduce -7.7% 6.26% +0.18
DFAX Dimensional World Ex US Core Reduce -0.6% 1.88% +0.26
DFIC Dimensional International Co. Reduce -8.7% 5.32% +0.28
DISV Dimensional International SM Reduce -3.5% 3.12% +0.40

Portfolio Buys Q2 2025 → Q3 2025
SPTI SS SPDR P Int Term TSY ETF Add +47.7% 9.76% +3.75
MUB iShares National Muni Bond E Add +34.2% 4.30% +1.43
VCIT Vanguard Int-Term Corporate Add +75.5% 2.09% +1.02
DFGX Dimsnl Intr CF in ETF-Usd Inc. Add +258.9% 1.21% +0.91
DFGP Dimensional GLBL Core PL Fix Add +1.9% 5.96% +0.72
VTI VG Morningstar TS MKT ETF-US Add +2.5% 2.32% +0.41
STIP iShares 0-5 Year Tips Bond E Add +21.4% 0.23% +0.06
NVDA Nvidia Corp. New 0.05% +0.05
ABBV Abbvie Inc. Add +5000.0% 0.04% +0.04
AMZN Amazon.com Inc. Add +2330.0% 0.04% +0.03
NOW ServiceNow Inc. Add +4.2% 1.08% +0.02
ABT Abbott Laboratories New 0.02% +0.02
NTAP Netapp Inc. New 0.02% +0.02
ICUI Icu Medical Inc. New 0.01% +0.01
EGO Eldorado Gold Corp. New 0.01% +0.01
ACHR Archer Aviation Inc. Class A New 0.00% +0.00
AAL American Airlines Group Inc. New 0.00% +0.00

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