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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 $174,435,551 across 32 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-24. Its ten largest share positions make up 74.09% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001941040-26-000258

Period
2026-03-31
Reported value
$174M
Holdings
32
Top 10 weight
74.09%
New
0
Sold out
97

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MUBadded+28,804$3.06M
STIPadded+29,304$3.03M
DFGXadded+47,823$2.51M
SPTIadded+62,322$1.79M
VCITadded+18,760$1.55M

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
TLHreduced-8,219-$828K
DFIVreduced-7,459-$394K
VGITexited-3,144-$188K
ORCLexited-911-$178K
BSVOexited-7,375-$172K

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, Q1 2026

Share positions as resolved from 13F-HR 0001941040-26-000258, largest first. % of portfolio is the value over $174,435,551, 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; 2024Q2: restricted; 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 777,411$30.2M17.32%+18,796Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 310,500$19.4M11.12%+9,171Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 660,917$18.9M10.86%+62,322Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 124,010$13.2M7.55%+28,804Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 359,686$9.56M5.48%+11,864Timeline
DFGPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 162,187$8.76M5.02%+2,646Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 245,608$8.73M5%-358Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 248,400$8.58M4.92%-156Timeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 166,648$6.13M3.51%+14,117Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 69,917$5.79M3.32%+18,760Timeline
DFGXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 108,165$5.67M3.25%+47,823Timeline
DIHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 159,287$5.13M2.94%+3,272Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 125,026$4.93M2.83%-2,148Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 44,198$4.57M2.62%+29,304Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 12,190$3.91M2.24%+91Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 89,451$3.04M1.74%-491Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 56,732$2.75M1.58%0Timeline
MUNIPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 46,797$2.44M1.4%+11,402Timeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 42,601$2.13M1.22%+7,360Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 17,025$1.81M1.04%0Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 23,339$1.5M0.86%-230Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 25,732$1.36M0.78%-7,459Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 4,925$1.07M0.61%0Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 10,110$1.06M0.61%+2,405Timeline
TLHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 210,198 shares; 2025Q1: 92,375 shares; 2025Q2: 87,898 shares; 2025Q3: 31,882 shares; 2025Q4: 17,855 shares; 2026Q1: 9,636 shares 9,636$971K0.56%-8,219Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 17,946$737K0.42%+795Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 7,013$497K0.29%-1,351Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 6,262$491K0.28%0Timeline
DFSIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 7,467$317K0.18%-1,287Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 4,136$308K0.18%-825Timeline
HYDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 5,563$279K0.16%-150Timeline
DFSEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 5,199$220K0.13%+315Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
VGITVANGUARD SCOTTSDALE FDS3,144$188Kshares
ORCLORACLE CORP911$178Kshares
BSVOEA SERIES TRUST7,375$172Kshares
DFIPDIMENSIONAL ETF TRUST3,449$143Kshares
NUENUCOR CORP712$116Kshares
SKYWSKYWEST INC1,000$100Kshares
WFCWELLS FARGO & CO962$89.7Kshares
DFASDIMENSIONAL ETF TRUST1,015$70.7Kshares
DFARDIMENSIONAL ETF TRUST2,867$65.7Kshares
GBCIGLACIER BANCORP INC NEW1,402$61.8Kshares
ABBVABBVIE INC255$58.3Kshares
PSAPUBLIC STORAGE188$48.8Kshares
QQQINVESCO QQQ TR68$41.8Kshares
DFSVDIMENSIONAL ETF TRUST1,110$36.5Kshares
PEPPEPSICO INC250$35.9Kshares
ABTABBOTT LABORATORIES250$31.3Kshares
ICUIICU MED INC164$23.4Kshares
ZIONZIONS BANCORPORATION NATL AS398$23.3Kshares
VGLTVANGUARD SCOTTSDALE FDS358$20Kshares
DISDISNEY WALT CO160$18.2Kshares
VGSRMANAGER DIRECTED PORTFOLIOS1,554$16.2Kshares
YUMYUM BRANDS INC100$15.1Kshares
IVVISHARES TR22$15.1Kshares
RWXSPDR INDEX SHS FDS398$11.1Kshares
AVGOBROADCOM INC19$6.58Kshares
AAPLAPPLE INC18$4.89Kshares
YUMCYUM CHINA HLDGS INC100$4.77Kshares
DHRDANAHER CORP DEL18$4.12Kshares
QQQMINVESCO EXCH TRADED FD TR II16$4.05Kshares
VVISA INC10$3.51Kshares
MSFTMICROSOFT CORP7$3.39Kshares
SCHXSCHWAB STRATEGIC TR108$2.91Kshares
VIGIVANGUARD WHITEHALL FDS31$2.83Kshares
DFSDDIMENSIONAL ETF TRUST53$2.54Kshares
AMZNAMAZON COM INC10$2.36Kshares
SPYMSPDR SERIES TRUST28$2.25Kshares
HDHOME DEPOT INC6$2.06Kshares
VTEBVANGUARD MUN BD FDS41$2.06Kshares
PNCPNC FINL SVCS GROUP INC9$1.88Kshares
WMTWALMART INC15$1.67Kshares
ETNEATON CORP PLC5$1.59Kshares
AXPAMERICAN EXPRESS CO4$1.48Kshares
KOCOCA COLA CO21$1.47Kshares
XLKSELECT SECTOR SPDR TR10$1.44Kshares
ADIANALOG DEVICES INC5$1.36Kshares
ACNACCENTURE PLC IRELAND5$1.34Kshares
UNHUNITEDHEALTH GROUP INC4$1.32Kshares
IJHISHARES TR20$1.32Kshares
JPMJPMORGAN CHASE & CO4$1.29Kshares
LINLINDE PLC3$1.28Kshares
IVEISHARES TR6$1.27Kshares
MGCVANGUARD WORLD FD5$1.26Kshares
JEPIJ P MORGAN EXCHANGE TRADED F21$1.2Kshares
XLYSELECT SECTOR SPDR TR10$1.2Kshares
XLCSELECT SECTOR SPDR TR10$1.18Kshares
AVUVAMERICAN CENTY ETF TR11$1.12Kshares
PAVEGLOBAL X FDS23$1.1Kshares
WMWASTE MGMT INC DEL5$1.1Kshares
XOMEXXON MOBIL CORP9$1.08Kshares
LLYELI LILLY & CO1$1.07Kshares
VZVERIZON COMMUNICATIONS INC26$1.06Kshares
ATOATMOS ENERGY CORP6$1.01Kshares
JPEFJ P MORGAN EXCHANGE TRADED F13$971shares
VTWGVANGUARD SCOTTSDALE FDS4$944shares
MCDMCDONALDS CORP3$917shares
DCIDONALDSON INC10$887shares
GSGOLDMAN SACHS GROUP INC1$879shares
COSTCOSTCO WHOLESALE CORPORATION1$863shares
NVSNOVARTIS AG5$690shares
EJULINNOVATOR ETFS TRUST23$682shares
CIBRFIRST TR EXCHANGE-TRADED FD9$644shares
MRKMERCK & CO INC6$632shares
BBYBEST BUY INC9$603shares
COWZPACER FDS TR10$602shares
HONHONEYWELL INTL INC3$586shares
PGPROCTER & GAMBLE CO4$574shares
ROLROLLINS INC9$541shares
CRWDCROWDSTRIKE HLDGS INC1$469shares
DFCFDIMENSIONAL ETF TRUST11$469shares
DLRDIGITAL RLTY TR INC3$465shares
TJXTJX COS INC NEW3$461shares
CVXCHEVRON CORPORATION3$458shares
EMXCISHARES INC6$437shares
JNJJOHNSON & JOHNSON2$414shares
WTPIWISDOMTREE TR12$397shares
LITGLOBAL X FDS6$390shares
PLDPROLOGIS INC.3$383shares
ZTSZOETIS INC3$378shares
AMTAMERICAN TOWER CORP2$352shares
PDBCINVESCO ACTVELY MNGD ETC FD25$332shares
ICEINTERCONTINENTAL EXCHANGE IN2$324shares
FTNTFORTINET INC4$318shares
GOOGLALPHABET INC1$313shares
MCHMATTHEWS ASIA FDS10$283shares
ADPAUTOMATIC DATA PROCESSING IN1$258shares
MDLZMONDELEZ INTL INC4$216shares
NEENEXTERA ENERGY INC2$161shares

How Q1 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 0001941040-26-000258 base2026-04-24acceptance time not in the bulk data set