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BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

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13F filer, CIK 2056071, South Miami, FL

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC reported $196,210,433 across 34 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-20. Its ten largest share positions make up 73.74% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001941040-26-000429

Period
2026-06-30
Reported value
$196M
Holdings
34
Top 10 weight
73.74%
New
3
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFGXadded+37,181$1.99M
STIPadded+17,326$1.77M
MUBadded+13,603$1.46M
SPTIadded+47,306$1.34M
VCITadded+12,504$1.03M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TLHexited-9,636-$971K
DFGPreduced-5,223-$284K
DFACreduced-5,155-$229K
NOWreduced-997-$99K
DFAXreduced-152-$5.6K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001941040-26-000429, largest first. % of portfolio is the value over $196,210,433, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,030,895 shares; 2025Q1: 1,042,578 shares; 2025Q2: 970,048 shares; 2025Q3: 763,696 shares; 2025Q4: 758,615 shares; 2026Q1: 777,411 shares; 2026Q2: 772,256 shares 772,256$34.3M17.46%-5,155Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 377,625 shares; 2025Q1: 391,784 shares; 2025Q2: 371,992 shares; 2025Q3: 293,835 shares; 2025Q4: 301,329 shares; 2026Q1: 310,500 shares; 2026Q2: 311,403 shares 311,403$21.8M11.09%+903Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 333,042 shares; 2025Q2: 344,205 shares; 2025Q3: 508,242 shares; 2025Q4: 598,595 shares; 2026Q1: 660,917 shares; 2026Q2: 708,223 shares 708,223$20.1M10.25%+47,306Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35,495 shares; 2025Q1: 36,461 shares; 2025Q2: 45,356 shares; 2025Q3: 60,862 shares; 2025Q4: 95,206 shares; 2026Q1: 124,010 shares; 2026Q2: 137,613 shares 137,613$14.8M7.55%+13,603Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 392,259 shares; 2025Q1: 383,891 shares; 2025Q2: 373,911 shares; 2025Q3: 345,300 shares; 2025Q4: 347,822 shares; 2026Q1: 359,686 shares; 2026Q2: 370,107 shares 370,107$10.7M5.46%+10,421Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 359,380 shares; 2025Q1: 353,779 shares; 2025Q2: 336,781 shares; 2025Q3: 259,180 shares; 2025Q4: 248,556 shares; 2026Q1: 248,400 shares; 2026Q2: 250,965 shares 250,965$10.2M5.2%+2,565Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 302,776 shares; 2025Q1: 293,661 shares; 2025Q2: 267,684 shares; 2025Q3: 244,408 shares; 2025Q4: 245,966 shares; 2026Q1: 245,608 shares; 2026Q2: 247,440 shares 247,440$9.22M4.7%+1,832Timeline
DFGPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 182,747 shares; 2025Q1: 167,248 shares; 2025Q2: 158,479 shares; 2025Q3: 161,514 shares; 2025Q4: 159,541 shares; 2026Q1: 162,187 shares; 2026Q2: 156,964 shares 156,964$8.55M4.36%-5,223Timeline
DFGXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,440 shares; 2025Q2: 9,420 shares; 2025Q3: 33,812 shares; 2025Q4: 60,342 shares; 2026Q1: 108,165 shares; 2026Q2: 145,346 shares 145,346$7.79M3.97%+37,181Timeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 140,855 shares; 2025Q1: 146,772 shares; 2025Q2: 166,574 shares; 2025Q3: 146,243 shares; 2025Q4: 152,531 shares; 2026Q1: 166,648 shares; 2026Q2: 174,112 shares 174,112$7.27M3.7%+7,464Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 14,915 shares; 2025Q2: 21,277 shares; 2025Q3: 37,345 shares; 2025Q4: 51,157 shares; 2026Q1: 69,917 shares; 2026Q2: 82,421 shares 82,421$6.81M3.47%+12,504Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,750 shares; 2025Q3: 3,340 shares; 2025Q4: 14,894 shares; 2026Q1: 44,198 shares; 2026Q2: 61,524 shares 61,524$6.29M3.2%+17,326Timeline
DIHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 224,170 shares; 2025Q1: 215,285 shares; 2025Q2: 214,950 shares; 2025Q3: 160,808 shares; 2025Q4: 156,015 shares; 2026Q1: 159,287 shares; 2026Q2: 162,388 shares 162,388$5.54M2.82%+3,101Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 135,001 shares; 2025Q1: 132,480 shares; 2025Q2: 136,150 shares; 2025Q3: 131,425 shares; 2025Q4: 127,174 shares; 2026Q1: 125,026 shares; 2026Q2: 127,787 shares 127,787$5.13M2.61%+2,761Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,090 shares; 2025Q1: 7,693 shares; 2025Q2: 10,366 shares; 2025Q3: 10,626 shares; 2025Q4: 12,099 shares; 2026Q1: 12,190 shares; 2026Q2: 12,566 shares 12,566$4.65M2.37%+376Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 119,035 shares; 2025Q1: 111,554 shares; 2025Q2: 90,762 shares; 2025Q3: 90,231 shares; 2025Q4: 89,942 shares; 2026Q1: 89,451 shares; 2026Q2: 89,299 shares 89,299$3.29M1.68%-152Timeline
MUNIPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 47,022 shares; 2025Q2: 47,373 shares; 2025Q3: 32,245 shares; 2025Q4: 35,395 shares; 2026Q1: 46,797 shares; 2026Q2: 59,878 shares 59,878$3.15M1.61%+13,081Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 98,514 shares; 2025Q1: 98,273 shares; 2025Q2: 79,311 shares; 2025Q3: 57,136 shares; 2025Q4: 56,732 shares; 2026Q1: 56,732 shares; 2026Q2: 56,732 shares 56,732$3.12M1.59%0Timeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 63,288 shares; 2025Q2: 60,906 shares; 2025Q3: 27,294 shares; 2025Q4: 35,241 shares; 2026Q1: 42,601 shares; 2026Q2: 52,136 shares 52,136$2.64M1.35%+9,535Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,463 shares; 2025Q1: 23,518 shares; 2025Q2: 28,797 shares; 2025Q3: 21,484 shares; 2025Q4: 23,569 shares; 2026Q1: 23,339 shares; 2026Q2: 25,677 shares 25,677$1.83M0.93%+2,338Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,025 shares; 2025Q1: 18,025 shares; 2025Q2: 18,025 shares; 2025Q3: 17,025 shares; 2025Q4: 17,025 shares; 2026Q1: 17,025 shares; 2026Q2: 17,025 shares 17,025$1.81M0.92%0Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 77,187 shares; 2025Q1: 75,786 shares; 2025Q2: 75,786 shares; 2025Q3: 33,191 shares; 2025Q4: 33,191 shares; 2026Q1: 25,732 shares; 2026Q2: 25,732 shares 25,732$1.39M0.71%0Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,060 shares; 2025Q1: 13,040 shares; 2025Q2: 13,040 shares; 2025Q3: 5,899 shares; 2025Q4: 4,925 shares; 2026Q1: 4,925 shares; 2026Q2: 4,925 shares 4,925$1.2M0.61%0Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,842 shares; 2025Q2: 1,689 shares; 2025Q3: 1,760 shares; 2025Q4: 7,705 shares; 2026Q1: 10,110 shares; 2026Q2: 9,113 shares 9,113$905K0.46%-997Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,166 shares; 2025Q1: 17,151 shares; 2025Q2: 17,151 shares; 2025Q3: 17,151 shares; 2025Q4: 17,151 shares; 2026Q1: 17,946 shares; 2026Q2: 17,946 shares 17,946$837K0.43%0Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,364 shares; 2025Q1: 8,364 shares; 2025Q2: 8,364 shares; 2025Q3: 8,364 shares; 2025Q4: 8,364 shares; 2026Q1: 7,013 shares; 2026Q2: 7,013 shares 7,013$575K0.29%0Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,176 shares; 2025Q1: 6,262 shares; 2025Q2: 6,262 shares; 2025Q3: 6,262 shares; 2025Q4: 6,262 shares; 2026Q1: 6,262 shares; 2026Q2: 6,262 shares 6,262$515K0.26%0Timeline
DFSIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,159 shares; 2025Q1: 10,977 shares; 2025Q2: 10,976 shares; 2025Q3: 10,976 shares; 2025Q4: 8,754 shares; 2026Q1: 7,467 shares; 2026Q2: 7,467 shares 7,467$337K0.17%0Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,961 shares; 2025Q1: 4,961 shares; 2025Q2: 4,961 shares; 2025Q3: 4,961 shares; 2025Q4: 4,961 shares; 2026Q1: 4,136 shares; 2026Q2: 4,136 shares 4,136$317K0.16%0Timeline
HYDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,760 shares; 2025Q1: 7,103 shares; 2025Q2: 7,103 shares; 2025Q3: 5,713 shares; 2025Q4: 5,713 shares; 2026Q1: 5,563 shares; 2026Q2: 5,563 shares 5,563$287K0.15%0Timeline
DFSEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,753 shares; 2025Q1: 10,624 shares; 2025Q2: 4,884 shares; 2025Q3: 4,884 shares; 2025Q4: 4,884 shares; 2026Q1: 5,199 shares; 2026Q2: 5,199 shares 5,199$254K0.13%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 319 shares 319$238K0.12%newTimeline
FBTCFIDELITY WISE ORIGIN BITCOINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,183 shares 4,183$214K0.11%newTimeline
DFIPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,652 shares; 2025Q1: 3,609 shares; 2025Q2: 3,609 shares; 2025Q3: 3,449 shares; 2025Q4: 3,449 shares; 2026Q1: not reported; 2026Q2: 4,878 shares 4,878$201K0.1%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TLHISHARES TR9,636$971Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001941040-26-000429 base2026-07-20acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001941040-26-000429 Quarter ended 2026-06-302026-07-20acceptance time not in the bulk data set
13F-HR 0001941040-26-000258 Quarter ended 2026-03-312026-04-24acceptance time not in the bulk data set
13F-HR 0002056071-26-000001 Quarter ended 2025-12-312026-02-10acceptance time not in the bulk data set
13F-HR 0002056071-25-000007 Quarter ended 2025-09-302025-11-06acceptance time not in the bulk data set
13F-HR 0002009211-25-000002 Quarter ended 2025-06-302025-07-18acceptance time not in the bulk data set
13F-HR 0002056071-25-000004 Quarter ended 2025-03-312025-05-01acceptance time not in the bulk data set
13F-HR 0002056071-25-000002 Quarter ended 2024-12-312025-02-13acceptance time not in the bulk data set