Bridge Generations Wealth Management LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 24, 2026), Bridge Generations Wealth Management LLC reported 32 stock positions worth $174.4 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 17.3% of the portfolio, followed by Dimensional US Target Value (DFAT, 11.1%) and SS SPDR P Int Term TSY ETF (SPTI, 10.9%). Compared with Q4 2025, it sold out of 97, added to 17 and reduced 11. The biggest buy was iShares 0-5 Year Tips Bond E (STIP, shares +197%) and the biggest sale iShares 10-20 Year Treasury (TLH, shares −46%).
- Most Recent 13F
- Q2 2026
- Location
- South Miami, FL
- CIK
- 0002056071
- Portfolio Value
- $174.4M (Q1 2026)
- SEC Filing
- 0001941040-26-000258 ↗ filed Apr 24, 2026
Holdings Value
Holdings 32 stocks · $174.4M
| DFAC Dimensional US Core Equity 2 | 17.32% | 777,411 | $30.2M | Add +2.5% |
| DFAT Dimensional US Target Value | 11.12% | 310,500 | $19.4M | Add +3.0% |
| SPTI SS SPDR P Int Term TSY ETF | 10.86% | 660,917 | $18.9M | Add +10.4% |
| MUB iShares National Muni Bond E | 7.55% | 124,010 | $13.2M | Add +30.3% |
| DFGR Dim Global Real Estate ETF | 5.48% | 359,686 | $9.6M | Add +3.4% |
| DFGP Dimensional GLBL Core PL Fix | 5.02% | 162,187 | $8.8M | Add +1.7% |
| DFIC Dimensional International Co. | 5.00% | 245,608 | $8.7M | Reduce -0.1% |
| DFEM Dimensional Emrg MRKT Core | 4.92% | 248,400 | $8.6M | Reduce -0.1% |
| DUHP Dimensional US High Profi Et | 3.51% | 166,648 | $6.1M | Add +9.3% |
| VCIT Vanguard Int-Term Corporate | 3.32% | 69,917 | $5.8M | Add +36.7% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 3.25% | 108,165 | $5.7M | Add +79.3% |
| DIHP Dimensional International Hi | 2.94% | 159,287 | $5.1M | Add +2.1% |
| DISV Dimensional International SM | 2.83% | 125,026 | $4.9M | Reduce -1.7% |
| STIP iShares 0-5 Year Tips Bond E | 2.62% | 44,198 | $4.6M | Add +196.8% |
| VTI VG Morningstar TS MKT ETF-US | 2.24% | 12,190 | $3.9M | Add +0.8% |
| DFAX Dimensional World Ex US Core | 1.74% | 89,451 | $3.0M | Reduce -0.6% |
| DFUV Dimensional US Marketwide Va | 1.58% | 56,732 | $2.7M | No change |
| MUNI PIMCO Intermediate Municipal | 1.40% | 46,797 | $2.4M | Add +32.2% |
| JMUB JPMorgan Municipal ETF | 1.22% | 42,601 | $2.1M | Add +20.9% |
| SUB iShares Short-Term National | 1.04% | 17,025 | $1.8M | No change |
| VEA Vanguard Ftse Developed ETF | 0.86% | 23,339 | $1.5M | Reduce -1.0% |
| DFIV Dimensional International Va | 0.78% | 25,732 | $1.4M | Reduce -22.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.61% | 4,925 | $1.1M | No change |
| NOW ServiceNow Inc. | 0.61% | 10,110 | $1.1M | Add +31.2% |
| TLH iShares 10-20 Year Treasury | 0.56% | 9,636 | $971K | Reduce -46.0% |
| DFSU Dimensional US Sus CORE1 ETF | 0.42% | 17,946 | $737K | Add +4.6% |
| DFUS Dimensional US Eq MKT ETF | 0.29% | 7,013 | $497K | Reduce -16.1% |
| SCZ iShares MSCI Eafe Small-Cap | 0.28% | 6,262 | $491K | No change |
| DFSI Dimensional Int Sus COR1 ETF | 0.18% | 7,467 | $317K | Reduce -14.7% |
| EFV iShares MSCI Eafe Value ETF | 0.18% | 4,136 | $308K | Reduce -16.6% |
| HYD Vaneck High Yield Muni ETF | 0.16% | 5,563 | $279K | Reduce -2.6% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.13% | 5,199 | $220K | Add +6.5% |
Portfolio Sells Q4 2025 → Q1 2026
| TLH iShares 10-20 Year Treasury | Reduce -46.0% | 0.56% | −0.57 |
| DFIV Dimensional International Va | Reduce -22.5% | 0.78% | −0.25 |
| DFIC Dimensional International Co. | Reduce -0.1% | 5.00% | −0.24 |
| DFEM Dimensional Emrg MRKT Core | Reduce -0.1% | 4.92% | −0.17 |
| DISV Dimensional International SM | Reduce -1.7% | 2.83% | −0.17 |
| VGIT Vanguard Intermediate-Term T | Sold out | 0.00% | −0.12 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.11 |
| BSVO EA Bridgeway Omni Sm-Cp Val | Sold out | 0.00% | −0.11 |
| DFUS Dimensional US Eq MKT ETF | Reduce -16.1% | 0.29% | −0.10 |
| DFIP Dimensional Inflation-Protec | Sold out | 0.00% | −0.09 |
| DFAX Dimensional World Ex US Core | Reduce -0.6% | 1.74% | −0.08 |
| NUE Nucor Corp. | Sold out | 0.00% | −0.07 |
| SKYW Skywest Inc. | Sold out | 0.00% | −0.06 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.06 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.0% | 0.86% | −0.05 |
| DFSI Dimensional Int Sus COR1 ETF | Reduce -14.7% | 0.18% | −0.05 |
| DFAS Dimensional US Small Cap ETF | Sold out | 0.00% | −0.04 |
| EFV iShares MSCI Eafe Value ETF | Reduce -16.6% | 0.18% | −0.04 |
| DFAR Dimensional US Real Est ETF | Sold out | 0.00% | −0.04 |
| GBCI Glacier Bancorp Inc. | Sold out | 0.00% | −0.04 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.04 |
| PSA Public Storage | Sold out | 0.00% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.03 |
| DFSV Dimensional US Small Cap Val | Sold out | 0.00% | −0.02 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.02 |
| HYD Vaneck High Yield Muni ETF | Reduce -2.6% | 0.16% | −0.02 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.02 |
| ICUI Icu Medical Inc. | Sold out | 0.00% | −0.01 |
| ZION Zions Bancorp NA | Sold out | 0.00% | −0.01 |
| VGLT Vanguard Long-Term Treasury | Sold out | 0.00% | −0.01 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.01 |
| VGSR Vert GLB Sust Re ETF | Sold out | 0.00% | −0.01 |
| YUM Yum! Brands Inc. | Sold out | 0.00% | −0.01 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.01 |
| RWX State Street SPDR Dow Jones | Sold out | 0.00% | −0.01 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.00 |
| AAPL Apple Inc. | Sold out | 0.00% | −0.00 |
| YUMC Yum China Holdings Inc. | Sold out | 0.00% | −0.00 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.00 |
| QQQM Invesco Nasdaq 100 ETF | Sold out | 0.00% | −0.00 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.00 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −0.00 |
| SCHX Schwab US Large-Cap ETF | Sold out | 0.00% | −0.00 |
| VIGI Vanguard Int Div App Indx FD | Sold out | 0.00% | −0.00 |
| DFSD Dimensional Short Duration | Sold out | 0.00% | −0.00 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −0.00 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Sold out | 0.00% | −0.00 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.00 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.00 |
| PNC PNC Financial Services Group | Sold out | 0.00% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| STIP iShares 0-5 Year Tips Bond E | Add +196.8% | 2.62% | +1.68 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | Add +79.3% | 3.25% | +1.29 |
| MUB iShares National Muni Bond E | Add +30.3% | 7.55% | +1.23 |
| VCIT Vanguard Int-Term Corporate | Add +36.7% | 3.32% | +0.66 |
| MUNI PIMCO Intermediate Municipal | Add +32.2% | 1.40% | +0.25 |
| SPTI SS SPDR P Int Term TSY ETF | Add +10.4% | 10.86% | +0.17 |
| JMUB JPMorgan Municipal ETF | Add +20.9% | 1.22% | +0.12 |
| DFAT Dimensional US Target Value | Add +3.0% | 11.12% | +0.01 |
| DFSE Dimensional Em Sus CORE1 ETF | Add +6.5% | 0.13% | +0.00 |
| DFSU Dimensional US Sus CORE1 ETF | Add +4.6% | 0.42% | −0.04 |
| DUHP Dimensional US High Profi Et | Add +9.3% | 3.51% | −0.08 |
| DIHP Dimensional International Hi | Add +2.1% | 2.94% | −0.12 |
| NOW ServiceNow Inc. | Add +31.2% | 0.61% | −0.12 |
| DFGR Dim Global Real Estate ETF | Add +3.4% | 5.48% | −0.21 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.8% | 2.24% | −0.27 |
| DFGP Dimensional GLBL Core PL Fix | Add +1.7% | 5.02% | −0.32 |
| DFAC Dimensional US Core Equity 2 | Add +2.5% | 17.32% | −1.28 |
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 |