Bridge Generations Wealth Management LLC Portfolio Holdings

Bridge Generations Wealth Management LLC

  • $165 Billion
  • Q2 2025

Bridge Generations Wealth Management LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $165 Billion distributed in 127 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $34.8B, Dimensional ETF Tr U S Target with a value of $20.1B, Dimensional ETF Trust with a value of $10B, Dimensional ETF Tr Emerging Mk with a value of $10B, and Spdr Ser Tr Spdr Portfolio Int with a value of $9.9B.

Examining the 13F form we can see an increase of $5.62B in the current position value, from $159B to 165B.

Bridge Generations Wealth Management LLC is based out at South Miami, FL

Below you can find more details about Bridge Generations Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $165 Billion
ETFs: $139 Billion
Technology: $1.95 Billion
Financial Services: $159 Million
Industrials: $108 Million
Basic Materials: $92.2 Million
Real Estate: $56.4 Million
Consumer Defensive: $37.9 Million
Consumer Cyclical: $26 Million
Other: $32 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$34.8 Billion 21.08% of portfolio
970,048
Q2 2025 Reduced 6.96%
$0
$20.1 Billion 12.17% of portfolio
371,992
Q2 2025 Reduced 5.05%
Dimensional ETF Trust
-
$10 Billion 6.08% of portfolio
-
Q2 2025 Reduced 2.6%
$0
$10 Billion 6.06% of portfolio
336,781
Q2 2025 Reduced 4.8%
$0
$9.9 Billion 6.01% of portfolio
344,205
Q2 2025 Added 3.35%
$0
$8.93 Billion 5.42% of portfolio
87,898
Q2 2025 Reduced 4.85%
Dimensional ETF Trust
-
$8.64 Billion 5.24% of portfolio
-
Q2 2025 Reduced 5.24%
$0
$8.32 Billion 5.05% of portfolio
267,684
Q2 2025 Reduced 8.85%
$0
$6.34 Billion 3.84% of portfolio
214,950
Q2 2025 Reduced 0.16%
$0
$5.92 Billion 3.59% of portfolio
166,574
Q2 2025 Added 13.49%
$0
$4.74 Billion 2.87% of portfolio
45,356
Q2 2025 Added 24.4%
$0
$4.48 Billion 2.72% of portfolio
136,150
Q2 2025 Added 2.77%
$0
$3.35 Billion 2.03% of portfolio
79,311
Q2 2025 Reduced 19.3%
$0
$3.25 Billion 1.97% of portfolio
75,786
Q1 2025 Reduced 1.82%
$0
$3.15 Billion 1.91% of portfolio
10,366
Q2 2025 Added 34.75%
$0
$3.02 Billion 1.83% of portfolio
60,906
Q2 2025 Reduced 3.76%
$0
$2.54 Billion 1.54% of portfolio
13,040
Q1 2025 Reduced 7.25%
$0
$2.43 Billion 1.48% of portfolio
47,373
Q2 2025 Added 0.75%
$0
$1.92 Billion 1.16% of portfolio
18,025
Q4 2024 New
$0
$1.76 Billion 1.07% of portfolio
21,277
Q2 2025 Added 42.66%
$194B
$1.74 Billion 1.05% of portfolio
1,689
Q2 2025 Reduced 8.31%
$0
$1.64 Billion 1.0% of portfolio
28,797
Q2 2025 Added 22.45%
-
$673 Million 0.41% of portfolio
-
Q1 2025 Reduced 0.09%
$0
$561 Million 0.34% of portfolio
8,364
Q4 2024 New
Dimensional ETF Trust
-
$503 Million 0.3% of portfolio
-
Q2 2025 Added 286.07%
$0
$455 Million 0.28% of portfolio
6,262
Q1 2025 Reduced 12.74%
-
$433 Million 0.26% of portfolio
-
Q2 2025 Reduced 0.01%
$0
$357 Million 0.22% of portfolio
7,103
Q1 2025 Reduced 8.47%
$0
$315 Million 0.19% of portfolio
4,961
Q4 2024 New
$0
$283 Million 0.17% of portfolio
2,750
Q2 2025 New
$671B
$199 Million 0.12% of portfolio
911
Q1 2025 Added 1.22%
-
$186 Million 0.11% of portfolio
-
Q2 2025 Reduced 54.03%
$0
$188 Million 0.11% of portfolio
3,144
Q2 2025 New
$0
$151 Million 0.09% of portfolio
3,609
Q1 2025 Reduced 1.18%
Ea Series Trust
-
$150 Million 0.09% of portfolio
-
Q1 2025 Reduced 15.45%
$36.2B
$92.2 Million 0.06% of portfolio
712
Q4 2024 New
$5.79B
$103 Million 0.06% of portfolio
1,000
Q4 2024 New
$5.07B
$60.4 Million 0.04% of portfolio
1,402
Q4 2024 New
$8.44B
$67.7 Million 0.04% of portfolio
1,304
Q1 2025 New
$0
$67.3 Million 0.04% of portfolio
2,867
Q4 2024 New
$0
$64.7 Million 0.04% of portfolio
1,015
Q4 2024 New
$49.8B
$55.2 Million 0.03% of portfolio
188
Q4 2024 New
$0
$32.7 Million 0.02% of portfolio
1,110
Q1 2025 New
$0
$37.5 Million 0.02% of portfolio
68
Q4 2024 New
$200B
$33 Million 0.02% of portfolio
250
Q4 2024 New
$303B
$22.5 Million 0.01% of portfolio
280
Q4 2024 New
$0
$10.9 Million 0.01% of portfolio
398
Q2 2025 Reduced 49.62%
Manager Directed Portfolios
-
$16.3 Million 0.01% of portfolio
-
Q1 2025 Reduced 7.33%
$0
$13.7 Million 0.01% of portfolio
22
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 127
  • Current Value $165 Billion
  • Prior Value $159 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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