Beacon Bridge Wealth Partners, LLC Portfolio Holdings

Beacon Bridge Wealth Partners, LLC

  • $234 Billion
  • Q1 2025

Beacon Bridge Wealth Partners, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $234 Billion distributed in 85 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 $16.7B, Ishares Msci Usa Quality Facto with a value of $15.8B, Vanguard Growth ETF with a value of $12.5B, Vanguard Value ETF with a value of $11.2B, and Ishares National Muni Bond ETF with a value of $10.3B.

Examining the 13F form we can see an decrease of $1.09B in the current position value, from $235B to 234B.

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 $234 Billion
ETFs: $213 Billion
Technology: $4.1 Billion
Consumer Cyclical: $1.93 Billion
Industrials: $1.82 Billion
Financial Services: $1.81 Billion
Healthcare: $1.2 Billion
Communication Services: $1.02 Billion
Consumer Defensive: $574 Million
Other: $309 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.7 Billion 7.14% of portfolio
29,900
Q1 2025 Reduced 13.06%
$0
$15.8 Billion 6.73% of portfolio
92,295
Q1 2025 Added 11.31%
$0
$12.5 Billion 5.35% of portfolio
33,842
Q1 2025 Added 7.39%
$0
$11.2 Billion 4.78% of portfolio
64,788
Q1 2025 Added 28.05%
$0
$10.3 Billion 4.38% of portfolio
97,442
Q1 2025 Added 11.78%
$0
$10.2 Billion 4.34% of portfolio
108,392
Q1 2025 Added 1.79%
$0
$10.1 Billion 4.32% of portfolio
19,718
Q1 2025 Reduced 0.17%
$0
$9.04 Billion 3.86% of portfolio
16,084
Q1 2025 Added 2.79%
$0
$8.93 Billion 3.81% of portfolio
183,103
Q1 2025 Added 6.53%
$0
$6.81 Billion 2.91% of portfolio
84,781
Q1 2025 Added 2.85%
$0
$6.27 Billion 2.68% of portfolio
107,538
Q1 2025 Added 2.28%
$0
$5.76 Billion 2.46% of portfolio
229,957
Q1 2025 Added 1.01%
$0
$5.65 Billion 2.41% of portfolio
172,559
Q1 2025 Added 0.19%
$0
$4.55 Billion 1.94% of portfolio
196,293
Q1 2025 Reduced 3.69%
$0
$4.4 Billion 1.88% of portfolio
31,356
Q1 2025 Added 9.54%
$0
$3.95 Billion 1.68% of portfolio
63,901
Q1 2025 Added 0.31%
$0
$3.45 Billion 1.47% of portfolio
13,346
Q1 2025 Reduced 3.66%
$0
$3.37 Billion 1.44% of portfolio
146,680
Q1 2025 Added 13.42%
$0
$3.33 Billion 1.42% of portfolio
14,995
Q1 2025 Added 7.25%
$0
$3.29 Billion 1.4% of portfolio
166,246
Q1 2025 Added 0.11%
$0
$3.11 Billion 1.33% of portfolio
118,780
Q1 2025 Added 7.75%
$0
$3.03 Billion 1.29% of portfolio
40,056
Q1 2025 Reduced 0.42%
$0
$2.86 Billion 1.22% of portfolio
28,648
Q1 2025 Reduced 29.79%
$0
$2.86 Billion 1.22% of portfolio
127,474
Q1 2025 Added 0.98%
$0
$2.71 Billion 1.15% of portfolio
13,950
Q1 2025 Reduced 0.68%
$0
$2.63 Billion 1.12% of portfolio
12,995
Q1 2025 Added 11.43%
$53.3B
$2.52 Billion 1.08% of portfolio
42,812
Q1 2025 Reduced 7.63%
$0
$2.4 Billion 1.03% of portfolio
34,434
Q1 2025 Added 7.15%
$0
$2.39 Billion 1.02% of portfolio
62,463
Q1 2025 Added 1.42%
$0
$2.38 Billion 1.02% of portfolio
87,375
Q1 2025 Added 12.4%
$0
$2.25 Billion 0.96% of portfolio
45,007
Q1 2025 Added 2.72%
$0
$2.15 Billion 0.92% of portfolio
21,689
Q1 2025 Added 2.86%
$0
$1.67 Billion 0.71% of portfolio
33,590
Q1 2025 Added 1.39%
$0
$1.64 Billion 0.7% of portfolio
20,311
Q1 2025 Reduced 0.75%
$0
$1.62 Billion 0.69% of portfolio
8,817
Q4 2024 Reduced 2.1%
$0
$1.58 Billion 0.67% of portfolio
31,824
Q4 2024 Added 1.13%
$0
$1.54 Billion 0.66% of portfolio
3,282
Q1 2025 Added 4.29%
$0
$1.47 Billion 0.63% of portfolio
51,441
Q1 2025 Added 76.04%
$0
$1.32 Billion 0.56% of portfolio
26,034
Q1 2025 Added 5.59%
$0
$1.29 Billion 0.55% of portfolio
32,818
Q1 2025 Reduced 11.56%
$0
$1.23 Billion 0.52% of portfolio
2,304
Q1 2025 Added 0.13%
$0
$1.05 Billion 0.45% of portfolio
11,262
Q1 2025 Reduced 0.49%
$0
$1.04 Billion 0.44% of portfolio
13,199
Q1 2025 Reduced 6.24%
$0
$885 Million 0.38% of portfolio
16,846
Q4 2024 Reduced 0.2%
$0
$771 Million 0.33% of portfolio
3,907
Q1 2025 Added 2.06%
$0
$762 Million 0.33% of portfolio
12,266
Q1 2025 Reduced 33.41%
$0
$693 Million 0.3% of portfolio
12,268
Q1 2025 Reduced 14.92%
$0
$612 Million 0.26% of portfolio
9,224
Q1 2025 Added 48.51%
$0
$546 Million 0.23% of portfolio
4,025
Q1 2025 Reduced 4.21%

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $234 Billion
  • Prior Value $235 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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