Beacon Bridge Wealth Partners, LLC
•CIK: 1965468•Filing: Q4 2025
**Beacon Bridge Wealth Partners, LLC** manages $301M across a diversified portfolio of 98 positions. The strategy exhibits a significant tilt toward large-cap growth and value exposure, evidenced by top holdings including SPY ($21.6M) and VUG ($14.8M). Notable allocations also target sector-specific opportunities with substantial weightings in VTV ($14.7M) and DYNF ($14.4M). This concentration suggests a tactical approach balancing broad market exposure with targeted factor tilts.
Total AUM
$301.0M
QoQ Performance
+7.1%
Positions
52
Top 10 Concentration
43.0%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
SPY7.2%
VUG4.9%
VTV4.9%
DYNF4.8%
MUB4.1%
VOO4.0%
MBB3.7%
IVV3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other81.2%
ETF14.8%
Technology2.1%
Consumer0.6%
Industrial0.5%
Financial0.5%
Healthcare0.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW14 new positions
↑38 increased
↓43 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023