Beacon Bridge Wealth Partners, LLC Portfolio Holdings

Beacon Bridge Wealth Partners, LLC

  • $252 Billion
  • Q2 2025

Beacon Bridge Wealth Partners, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $252 Billion distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $17.3B, Ishares Msci Usa Quality Facto with a value of $17.3B, Vanguard Growth ETF with a value of $13.3B, Vanguard Value ETF with a value of $12.1B, and Ishares National Muni Bond ETF with a value of $12.1B.

Examining the 13F form we can see an increase of $17.6B in the current position value, from $234B to 252B.

Beacon Bridge Wealth Partners, LLC is based out at Conshohocken, PA

Below you can find more details about Beacon Bridge Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $252 Billion
ETFs: $231 Billion
Technology: $4.82 Billion
Industrials: $2.16 Billion
Financial Services: $1.88 Billion
Communication Services: $1.59 Billion
Consumer Cyclical: $1.59 Billion
Consumer Defensive: $858 Million
Healthcare: $683 Million
Other: $99.1 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$113B
$1.51 Billion 0.6% of portfolio
3,267
Q2 2025 Added 0.4%
$79.5B
$1.34 Billion 0.53% of portfolio
7,752
Q2 2025 Reduced 0.13%
$127B
$1.28 Billion 0.51% of portfolio
4,649
Q2 2025 Reduced 0.06%
$182B
$571 Million 0.23% of portfolio
1,084
Q2 2025 Added 0.46%
$139B
$355 Million 0.14% of portfolio
1,695
Q2 2025 Added 0.36%
$43.6B
$241 Million 0.1% of portfolio
2,957
Q1 2025 Added 0.17%
$99B
$258 Million 0.1% of portfolio
5,582
Q2 2025 Added 0.54%
$70.1B
$211 Million 0.08% of portfolio
1,352
Q2 2025 Reduced 0.22%

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $252 Billion
  • Prior Value $234 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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