BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
•CIK: 2056071•Filing: Q4 2025
**BRIDGE GENERATIONS WEALTH MANAGEMENT LLC** manages $162M across a diversified portfolio of 129 positions. The firm exhibits a concentrated focus, with its top holdings including DFAC at $30.0M and DFAT at $17.9M. Significant allocations are also evident in SPTI ($17.3M) and MUB ($10.2M). This structure suggests a targeted, conviction-driven approach within its investment mandate.
Total AUM
$161.5M
QoQ Performance
+7.3%
Positions
89
Top 10 Concentration
74.7%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAC
DFAT
SPTI
MUB
DFGR
DFGP
DFIC
DFEM
DFAC18.6%
DFAT11.1%
SPTI10.7%
MUB6.3%
DFGR5.7%
DFGP5.3%
DFIC5.2%
DFEM5.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other99.6%
Technology0.1%
Materials0.1%
Financial0.1%
Healthcare0.1%
Consumer Staples0.0%
Communication0.0%
ETF0.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
↑17 increased
↓12 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024