Beacon Bridge Wealth Partners, LLC Portfolio Holdings

Beacon Bridge Wealth Partners, LLC

  • $301 Billion
  • Q4 2025

Beacon Bridge Wealth Partners, LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $301 Billion distributed in 98 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 $21.6B, Vanguard Growth ETF with a value of $14.8B, Vanguard Value ETF with a value of $14.7B, Blackrock ETF Tr U S Equity Fa with a value of $14.4B, and Ishares National Muni Bond ETF with a value of $12.4B.

Examining the 13F form we can see an increase of $19.9B in the current position value, from $281B to 301B.

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 $301 Billion
ETFs: $257 Billion
Technology: $4.74 Billion
Communication Services: $2.24 Billion
Financial Services: $2.17 Billion
Industrials: $1.92 Billion
Consumer Cyclical: $1.8 Billion
Healthcare: $877 Million
Consumer Defensive: $479 Million
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21.6 Billion 7.17% of portfolio
31,642
Q4 2025 Added 10.71%
$0
$14.8 Billion 4.91% of portfolio
30,292
Q4 2025 Reduced 1.97%
$0
$14.7 Billion 4.89% of portfolio
77,041
Q4 2025 Added 10.08%
$0
$14.4 Billion 4.78% of portfolio
236,391
Q4 2025 Added 23.75%
$0
$12.4 Billion 4.13% of portfolio
116,095
Q4 2025 Reduced 1.86%
$0
$12 Billion 3.99% of portfolio
19,159
Q4 2025 Reduced 1.56%
$0
$11.2 Billion 3.72% of portfolio
117,744
Q4 2025 Added 6.42%
$0
$10.9 Billion 3.63% of portfolio
15,949
Q4 2025 Reduced 1.5%
$0
$9.05 Billion 3.01% of portfolio
84,830
Q4 2025 Reduced 0.65%
$0
$8.29 Billion 2.75% of portfolio
254,119
Q4 2025 Added 4.87%
$0
$8.22 Billion 2.73% of portfolio
122,215
Q4 2025 New
$0
$7.02 Billion 2.33% of portfolio
98,258
Q4 2025 Added 4.19%
$0
$6.86 Billion 2.28% of portfolio
34,559
Q4 2025 Reduced 61.57%
$0
$5.66 Billion 1.88% of portfolio
22,617
Q4 2025 Added 78.3%
$0
$5.54 Billion 1.84% of portfolio
174,868
Q4 2025 Reduced 14.97%
$65.3B
$5.42 Billion 1.8% of portfolio
66,804
Q4 2025 Added 52.39%
$0
$4.07 Billion 1.35% of portfolio
174,021
Q4 2025 Reduced 18.76%
$0
$4.05 Billion 1.35% of portfolio
58,361
Q4 2025 Reduced 10.1%
$0
$4.04 Billion 1.34% of portfolio
15,680
Q4 2025 Added 0.35%
$0
$3.82 Billion 1.27% of portfolio
153,791
Q4 2025 New
$0
$3.78 Billion 1.25% of portfolio
125,611
Q4 2025 Added 1.57%
$0
$3.3 Billion 1.1% of portfolio
36,943
Q4 2025 Reduced 1.46%
$0
$3.3 Billion 1.1% of portfolio
143,847
Q4 2025 Added 13.53%
$0
$3.17 Billion 1.05% of portfolio
119,795
Q4 2025 Added 10.79%
$0
$3.09 Billion 1.03% of portfolio
10,643
Q4 2025 Reduced 11.83%
$0
$3.05 Billion 1.01% of portfolio
132,391
Q4 2025 Added 6.05%
$0
$2.87 Billion 0.95% of portfolio
13,068
Q4 2025 Reduced 1.83%
$0
$2.87 Billion 0.95% of portfolio
61,425
Q4 2025 Reduced 1.88%
$0
$2.67 Billion 0.89% of portfolio
31,530
Q4 2025 Reduced 10.41%
$0
$2.58 Billion 0.86% of portfolio
28,782
Q4 2025 New
$0
$2.36 Billion 0.78% of portfolio
3,842
Q4 2025 Added 7.8%
$0
$2.21 Billion 0.74% of portfolio
92,137
Q4 2025 Reduced 22.84%
$0
$2.22 Billion 0.74% of portfolio
10,326
Q4 2025 New
$0
$2.06 Billion 0.68% of portfolio
37,553
Q4 2025 Added 26.16%
$0
$1.99 Billion 0.66% of portfolio
31,030
Q4 2025 Reduced 72.61%
$0
$1.86 Billion 0.62% of portfolio
9,329
Q4 2025 Reduced 70.44%
$0
$1.77 Billion 0.59% of portfolio
17,770
Q4 2025 Reduced 8.25%
$0
$1.68 Billion 0.56% of portfolio
8,177
Q3 2025 Reduced 6.31%
$0
$1.68 Billion 0.56% of portfolio
26,854
Q4 2025 Added 2.75%
$0
$1.65 Billion 0.55% of portfolio
23,254
Q4 2025 Added 40.16%
$0
$1.52 Billion 0.51% of portfolio
32,543
Q4 2025 Added 3.47%
$0
$1.51 Billion 0.5% of portfolio
14,880
Q4 2025 New
$0
$1.39 Billion 0.46% of portfolio
2,311
Q4 2025 Reduced 1.95%
$0
$1.4 Billion 0.46% of portfolio
11,318
Q4 2025 Reduced 1.4%
$0
$1.33 Billion 0.44% of portfolio
13,283
Q4 2025 Reduced 19.95%
$0
$1.28 Billion 0.42% of portfolio
44,347
Q4 2025 Reduced 0.02%
$0
$1.11 Billion 0.37% of portfolio
7,163
Q4 2025 Added 37.17%
$0
$987 Million 0.33% of portfolio
6,857
Q4 2025 New
$0
$843 Million 0.28% of portfolio
11,179
Q4 2025 Reduced 6.37%

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $301 Billion
  • Prior Value $281 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 14 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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