Bridge Generations Wealth Management LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), Bridge Generations Wealth Management LLC reported 129 stock positions worth $161.5 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 18.6% of the portfolio, followed by Dimensional US Target Value (DFAT, 11.1%) and SS SPDR P Int Term TSY ETF (SPTI, 10.7%). Compared with Q3 2025, it sold out of 5, added to 14 and reduced 13. The biggest buy was iShares National Muni Bond E (MUB, shares +56%) and the biggest sale iShares 10-20 Year Treasury (TLH, shares −44%).

Most Recent 13F
Q2 2026
Location
South Miami, FL
CIK
0002056071
Portfolio Value
$161.5M (Q4 2025)
SEC Filing
0002056071-26-000001 ↗ filed Feb 10, 2026

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 Q3 2025 Q4 2025: $161.5M $161.5M Q4 2025 Q1 2026: $174.4M Q1 2026 Q2 2026: $196.2M Q2 2026

Holdings 129 stocks · $161.5M
DFAC Dimensional US Core Equity 2 18.59% 758,615 $30.0M Reduce -0.7%
DFAT Dimensional US Target Value 11.11% 301,329 $17.9M Add +2.5%
SPTI SS SPDR P Int Term TSY ETF 10.69% 598,595 $17.3M Add +17.8%
MUB iShares National Muni Bond E 6.31% 95,206 $10.2M Add +56.4%
DFGR Dim Global Real Estate ETF 5.69% 347,822 $9.2M Add +0.7%
DFGP Dimensional GLBL Core PL Fix 5.34% 159,541 $8.6M Reduce -1.2%
DFIC Dimensional International Co. 5.25% 245,966 $8.5M Add +0.6%
DFEM Dimensional Emrg MRKT Core 5.09% 248,556 $8.2M Reduce -4.1%
DUHP Dimensional US High Profi Et 3.59% 152,531 $5.8M Add +4.3%
DIHP Dimensional International Hi 3.06% 156,015 $4.9M Reduce -3.0%
DISV Dimensional International SM 2.99% 127,174 $4.8M Reduce -3.2%
VCIT Vanguard Int-Term Corporate 2.65% 51,157 $4.3M Add +37.0%
VTI VG Morningstar TS MKT ETF-US 2.51% 12,099 $4.1M Add +13.9%
DFGX Dimsnl Intr CF in ETF-Usd Inc. 1.97% 60,342 $3.2M Add +78.5%
DFAX Dimensional World Ex US Core 1.82% 89,942 $2.9M Reduce -0.3%
DFUV Dimensional US Marketwide Va 1.64% 56,732 $2.6M Reduce -0.7%
MUNI PIMCO Intermediate Municipal 1.15% 35,395 $1.9M Add +9.8%
SUB iShares Short-Term National 1.12% 17,025 $1.8M No change
TLH iShares 10-20 Year Treasury 1.12% 17,855 $1.8M Reduce -44.0%
JMUB JPMorgan Municipal ETF 1.10% 35,241 $1.8M Add +29.1%
DFIV Dimensional International Va 1.03% 33,191 $1.7M No change
STIP iShares 0-5 Year Tips Bond E 0.94% 14,894 $1.5M Add +345.9%
VEA Vanguard Ftse Developed ETF 0.91% 23,569 $1.5M Add +9.7%
NOW ServiceNow Inc. 0.73% 7,705 $1.2M Reduce -12.4%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.65% 4,925 $1.0M Reduce -16.5%
DFSU Dimensional US Sus CORE1 ETF 0.46% 17,151 $745K No change
DFUS Dimensional US Eq MKT ETF 0.38% 8,364 $620K No change
SCZ iShares MSCI Eafe Small-Cap 0.30% 6,262 $485K No change
DFSI Dimensional Int Sus COR1 ETF 0.23% 8,754 $375K Reduce -20.2%
EFV iShares MSCI Eafe Value ETF 0.22% 4,961 $354K No change
HYD Vaneck High Yield Muni ETF 0.18% 5,713 $292K No change
DFSE Dimensional Em Sus CORE1 ETF 0.13% 4,884 $203K No change
VGIT Vanguard Intermediate-Term T 0.12% 3,144 $188K No change
ORCL Oracle Corp. 0.11% 911 $178K No change
BSVO EA Bridgeway Omni Sm-Cp Val 0.11% 7,375 $172K No change
DFIP Dimensional Inflation-Protec 0.09% 3,449 $143K No change
NUE Nucor Corp. 0.07% 712 $116K No change
SKYW Skywest Inc. 0.06% 1,000 $100K No change
WFC Wells Fargo & Co. 0.06% 962 $90K Add +243.6%
DFAS Dimensional US Small Cap ETF 0.04% 1,015 $71K No change
DFAR Dimensional US Real Est ETF 0.04% 2,867 $66K No change
GBCI Glacier Bancorp Inc. 0.04% 1,402 $62K No change
ABBV Abbvie Inc. 0.04% 255 $58K No change
PSA Public Storage 0.03% 188 $49K No change
QQQ Invesco QQQ Trust Series 1 0.03% 68 $42K No change
DFSV Dimensional US Small Cap Val 0.02% 1,110 $37K No change
PEP Pepsico Inc. 0.02% 250 $36K No change
ABT Abbott Laboratories 0.02% 250 $31K No change
ICUI Icu Medical Inc. 0.01% 164 $23K No change
ZION Zions Bancorp NA 0.01% 398 $23K Reduce -69.5%
VGLT Vanguard Long-Term Treasury 0.01% 358 $20K No change
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 $16K 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
AVGO Broadcom Inc. 0.00% 19 $7K No change
AAPL Apple Inc. 0.00% 18 $5K No change
YUMC Yum China Holdings Inc. 0.00% 100 $5K No change
DHR Danaher Corp. 0.00% 18 $4K No change
QQQM Invesco Nasdaq 100 ETF 0.00% 16 $4K No change
V Visa Inc. Class A 0.00% 10 $4K No change
MSFT Microsoft Corp. 0.00% 7 $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
AMZN Amazon.com Inc. 0.00% 10 $2K Reduce -95.9%
SPYM Ste STR SPDR PT S&P 500 ETF 0.00% 28 $2K No change
HD Home Depot Inc. 0.00% 6 $2K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.00% 41 $2K No change
PNC PNC Financial Services Group 0.00% 9 $2K No change
WMT Walmart Inc. 0.00% 15 $2K No change
ETN Eaton Corp. PLC 0.00% 5 $2K No change
AXP American Express Co. 0.00% 4 $1K No change
KO The Coca-Cola Co. 0.00% 21 $1K No change
XLK SS Technology Select Sector 0.00% 10 $1K No change
ADI Analog Devices Inc. 0.00% 5 $1K No change
ACN Accenture PLC Class A 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
JPM JPMorgan Chase & Co. 0.00% 4 $1K No change
LIN Linde PLC 0.00% 3 $1K No change
IVE iShares S&P 500 Value ETF 0.00% 6 $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% 10 $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
WM Waste Management Inc. 0.00% 5 $1K No change
XOM Exxon Mobil Corp. 0.00% 9 $1K No change
LLY Eli Lilly & Co. 0.00% 1 $1K No change
VZ Verizon Communications Inc. 0.00% 26 $1K No change
ATO Atmos Energy Corp. 0.00% 6 $1K No change
JPEF JPMorgan Equity Focus ETF 0.00% 13 $971 No change
VTWG Vanguard Russell 2000 Growth 0.00% 4 $944 No change
MCD McDonald's Corp. 0.00% 3 $917 No change
DCI Donaldson Co. Inc. 0.00% 10 $887 No change
GS Goldman Sachs Group Inc. 0.00% 1 $879 No change
COST Costco Wholesale Corp. 0.00% 1 $863 No change
NVS Novartis AG-Sponsored ADR 0.00% 5 $690 No change
EJUL Innovator Emerging Markets P 0.00% 23 $682 No change
CIBR First Trust Nasdaq Cybersecu 0.00% 9 $644 No change
MRK Merck & Co. Inc. 0.00% 6 $632 No change
BBY Best Buy Co. Inc. 0.00% 9 $603 No change
COWZ Pacer US Cash Cows 100 ETF 0.00% 10 $602 No change
HON Honeywell International Inc. 0.00% 3 $586 No change
PG The Procter & Gamble Co. 0.00% 4 $574 No change
ROL Rollins Inc. 0.00% 9 $541 No change
CRWD CrowdStrike Holdings Inc. Class A 0.00% 1 $469 No change
DFCF Dimensional Core Fixed Inc. 0.00% 11 $469 No change
DLR Digital Realty Trust Inc. 0.00% 3 $465 No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.00% 3 $461 No change
CVX Chevron Corp. 0.00% 3 $458 No change
EMXC iShares MSCI Emr MRK Ex Chna 0.00% 6 $437 No change
JNJ Johnson & Johnson 0.00% 2 $414 No change
WTPI Wisdomtree Equity Premium Inc. 0.00% 12 $397 No change
LIT Global X Lithium & Battery T 0.00% 6 $390 No change
PLD Prologis Inc. 0.00% 3 $383 No change
ZTS Zoetis Inc. 0.00% 3 $378 No change
AMT American Tower Corp. 0.00% 2 $352 No change
PDBC Invesco Optimum Yield Divers 0.00% 25 $332 No change
ICE Intercontinental Exchange Inc. 0.00% 2 $324 No change
FTNT Fortinet Inc. 0.00% 4 $318 No change
GOOGL Alphabet Inc. Class A 0.00% 1 $313 No change
MCH Matthews China Active ETF 0.00% 10 $283 No change
ADP Automatic Data Processing 0.00% 1 $258 No change
MDLZ Mondelez International Inc. Class A 0.00% 4 $216 No change
NEE Nextera Energy Inc. 0.00% 2 $161 No change

Portfolio Sells Q3 2025 → Q4 2025
TLH iShares 10-20 Year Treasury Reduce -44.0% 1.12% −1.06
DFAC Dimensional US Core Equity 2 Reduce -0.7% 18.59% −0.97
DFGP Dimensional GLBL Core PL Fix Reduce -1.2% 5.34% −0.62
DFEM Dimensional Emrg MRKT Core Reduce -4.1% 5.09% −0.43
NOW ServiceNow Inc. Reduce -12.4% 0.73% −0.34
DIHP Dimensional International Hi Reduce -3.0% 3.06% −0.19
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -16.5% 0.65% −0.17
DISV Dimensional International SM Reduce -3.2% 2.99% −0.12
DFSI Dimensional Int Sus COR1 ETF Reduce -20.2% 0.23% −0.07
DFUV Dimensional US Marketwide Va Reduce -0.7% 1.64% −0.06
DFAX Dimensional World Ex US Core Reduce -0.3% 1.82% −0.06
NVDA Nvidia Corp. Sold out 0.00% −0.05
ZION Zions Bancorp NA Reduce -69.5% 0.01% −0.03
AMZN Amazon.com Inc. Reduce -95.9% 0.00% −0.03
NTAP Netapp Inc. Sold out 0.00% −0.02
EGO Eldorado Gold Corp. Sold out 0.00% −0.01
ACHR Archer Aviation Inc. Class A Sold out 0.00% −0.00
AAL American Airlines Group Inc. Sold out 0.00% −0.00

Portfolio Buys Q3 2025 → Q4 2025
MUB iShares National Muni Bond E Add +56.4% 6.31% +2.01
SPTI SS SPDR P Int Term TSY ETF Add +17.8% 10.69% +0.93
DFGX Dimsnl Intr CF in ETF-Usd Inc. Add +78.5% 1.97% +0.75
STIP iShares 0-5 Year Tips Bond E Add +345.9% 0.94% +0.71
VCIT Vanguard Int-Term Corporate Add +37.0% 2.65% +0.57
VTI VG Morningstar TS MKT ETF-US Add +13.9% 2.51% +0.20
JMUB JPMorgan Municipal ETF Add +29.1% 1.10% +0.19
VEA Vanguard Ftse Developed ETF Add +9.7% 0.91% +0.06
WFC Wells Fargo & Co. Add +243.6% 0.06% +0.04
MUNI PIMCO Intermediate Municipal Add +9.8% 1.15% +0.03
DFIC Dimensional International Co. Add +0.6% 5.25% −0.08
DUHP Dimensional US High Profi Et Add +4.3% 3.59% −0.08
DFAT Dimensional US Target Value Add +2.5% 11.11% −0.25
DFGR Dim Global Real Estate ETF Add +0.7% 5.69% −0.57

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