13F-HR filed by BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-20, with 34 holding rows worth $196,210,433.
- Accession
- 0001941040-26-000429
- Filer
- CIK 2056071
- Filed
- 2026-07-20
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 34 entries on the cover page, a total value of $196,210,433 stated on the cover page (in dollars after the unit check, H1), rows summing to $196,210,433 with VALUE read as dollars as filed, 13F file number 028-25067. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 772,256 | $34,257,270 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 311,403 | $21,767,056 | dollars as filed | |
| SPDR SERIES TRUST | 78464A672 | ST INTER ETF | 708,223 | $20,106,452 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 137,613 | $14,809,896 | dollars as filed | |
| Dimensional Global Real Estate ETF | 25434V658 | COM | 370,107 | $10,721,988 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V732 | EMERGING MKTS CO | 250,965 | $10,199,208 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V799 | INTL CORE EQUITY | 247,440 | $9,219,628 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V583 | GLOB CO PLUS ETF | 156,964 | $8,548,277 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V575 | INTL COR FIX ETF | 145,346 | $7,789,798 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V831 | US HIGH PROF ETF | 174,112 | $7,265,707 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 82,421 | $6,812,123 | dollars as filed | |
| iShares 0-5 Year TIPS Bond ETF | 46429B747 | SHS | 61,524 | $6,285,258 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V765 | INTL HIGH PROFIT | 162,388 | $5,541,507 | dollars as filed | |
| Dimensional International Sm Cp Val ETF | 25434V781 | SHS | 127,787 | $5,128,077 | dollars as filed | |
| VTI | 922908769 | COM | 12,566 | $4,649,852 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 89,299 | $3,289,792 | dollars as filed | |
| PIMCO ETF TR | 72201R866 | INTER MUN BD ACT | 59,878 | $3,149,588 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V724 | US MKTWIDE VALUE | 56,732 | $3,120,828 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q647 | MUNICIPAL ETF | 52,136 | $2,640,960 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 25,677 | $1,829,471 | dollars as filed | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 17,025 | $1,812,652 | dollars as filed | |
| Dimensional International Value ETF | 25434V807 | SHS | 25,732 | $1,390,028 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 4,925 | $1,196,727 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 9,113 | $904,739 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V716 | US SUSTAINABILTY | 17,946 | $836,822 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V401 | US EQUI MARK ETF | 7,013 | $574,646 | dollars as filed | |
| ISHARES MSCI EAFE SMALL-CAP ETF | 464288273 | ETF | 6,262 | $515,175 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V690 | INTERNATIONAL | 7,467 | $336,762 | dollars as filed | |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 4,136 | $316,611 | dollars as filed | |
| VanEck High Yield Muni ETF | 92189H409 | SHS | 5,563 | $286,525 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V682 | EMER MARK SU ETF | 5,199 | $254,125 | dollars as filed | |
| SPY | 78462F103 | SHS | 319 | $238,100 | dollars as filed | |
| Fidelity Wise Origin Bitcoin Fund | 315948109 | SHS | 4,183 | $213,543 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V856 | INFLATION PROTE | 4,878 | $201,242 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001941040-26-000429 | this filing | 2026-07-20 | acceptance time not in the bulk data set |