Bridge Generations Wealth Management LLC Portfolio Holdings

Bridge Generations Wealth Management LLC

  • $151 Billion
  • Q3 2025

Bridge Generations Wealth Management LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $151 Billion distributed in 134 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 $29.5B, Dimensional ETF Tr U S Target with a value of $17.1B, Spdr Ser Tr Spdr Portfolio Int with a value of $14.7B, Dimensional ETF Trust with a value of $9.43B, and Dimensional ETF Trust with a value of $8.98B.

Examining the 13F form we can see an decrease of $14.3B in the current position value, from $165B to 151B.

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 $151 Billion
ETFs: $123 Billion
Technology: $1.99 Billion
Financial Services: $174 Million
Healthcare: $120 Million
Industrials: $108 Million
Basic Materials: $105 Million
Consumer Cyclical: $77.9 Million
Real Estate: $55.6 Million
Other: $62.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$29.5 Billion 19.56% of portfolio
763,696
Q3 2025 Reduced 21.27%
$0
$17.1 Billion 11.36% of portfolio
293,835
Q3 2025 Reduced 21.01%
$0
$14.7 Billion 9.76% of portfolio
508,242
Q3 2025 Added 47.66%
Dimensional ETF Trust
-
$9.43 Billion 6.26% of portfolio
-
Q3 2025 Reduced 7.65%
Dimensional ETF Trust
-
$8.98 Billion 5.96% of portfolio
-
Q3 2025 Added 1.92%
$0
$8.31 Billion 5.52% of portfolio
259,180
Q3 2025 Reduced 23.04%
$0
$8.01 Billion 5.32% of portfolio
244,408
Q3 2025 Reduced 8.7%
$0
$6.48 Billion 4.3% of portfolio
60,862
Q3 2025 Added 34.19%
$0
$5.52 Billion 3.67% of portfolio
146,243
Q3 2025 Reduced 12.21%
$0
$4.89 Billion 3.25% of portfolio
160,808
Q3 2025 Reduced 25.19%
$0
$4.69 Billion 3.12% of portfolio
131,425
Q3 2025 Reduced 3.47%
$0
$3.49 Billion 2.32% of portfolio
10,626
Q3 2025 Added 2.51%
$0
$3.28 Billion 2.18% of portfolio
31,882
Q3 2025 Reduced 63.73%
$0
$3.14 Billion 2.09% of portfolio
37,345
Q3 2025 Added 75.52%
$0
$2.83 Billion 1.88% of portfolio
90,231
Q3 2025 Reduced 0.59%
$0
$2.55 Billion 1.7% of portfolio
57,136
Q3 2025 Reduced 27.96%
Dimensional ETF Trust
-
$1.82 Billion 1.21% of portfolio
-
Q3 2025 Added 258.94%
$0
$1.69 Billion 1.12% of portfolio
32,245
Q3 2025 Reduced 31.93%
$169B
$1.62 Billion 1.08% of portfolio
1,760
Q3 2025 Added 4.2%
$0
$1.53 Billion 1.02% of portfolio
33,191
Q3 2025 Reduced 56.2%
$0
$1.38 Billion 0.91% of portfolio
27,294
Q3 2025 Reduced 55.19%
$0
$1.29 Billion 0.86% of portfolio
21,484
Q3 2025 Reduced 25.4%
$0
$1.23 Billion 0.82% of portfolio
5,899
Q3 2025 Reduced 54.76%
-
$728 Million 0.48% of portfolio
-
Q1 2025 Reduced 0.09%
$0
$606 Million 0.4% of portfolio
8,364
Q4 2024 New
$0
$480 Million 0.32% of portfolio
6,262
Q1 2025 Reduced 12.74%
-
$449 Million 0.3% of portfolio
-
Q2 2025 Reduced 0.01%
$0
$345 Million 0.23% of portfolio
3,340
Q3 2025 Added 21.45%
$0
$337 Million 0.22% of portfolio
4,961
Q4 2024 New
$0
$291 Million 0.19% of portfolio
5,713
Q3 2025 Reduced 19.57%
$593B
$256 Million 0.17% of portfolio
911
Q1 2025 Added 1.22%
-
$201 Million 0.13% of portfolio
-
Q2 2025 Reduced 54.03%
$0
$189 Million 0.13% of portfolio
3,144
Q2 2025 New
Ea Series Trust
-
$167 Million 0.11% of portfolio
-
Q1 2025 Reduced 15.45%
$0
$146 Million 0.1% of portfolio
3,449
Q3 2025 Reduced 4.43%
$4.89B
$101 Million 0.07% of portfolio
1,000
Q4 2024 New
$38B
$96.4 Million 0.06% of portfolio
712
Q4 2024 New
$7.63B
$73.8 Million 0.05% of portfolio
1,304
Q1 2025 New
$0
$68.4 Million 0.05% of portfolio
2,867
Q4 2024 New
$465B
$74.6 Million 0.05% of portfolio
400
Q3 2025 New
$4.69B
$68.2 Million 0.05% of portfolio
1,402
Q4 2024 New
$0
$69.5 Million 0.05% of portfolio
1,015
Q4 2024 New
$2.39T
$53.4 Million 0.04% of portfolio
243
Q3 2025 Added 2,330.0%
$48.1B
$54.3 Million 0.04% of portfolio
188
Q4 2024 New
$414B
$59 Million 0.04% of portfolio
255
Q3 2025 Added 5,000.0%
$0
$40.8 Million 0.03% of portfolio
68
Q4 2024 New
$228B
$33.5 Million 0.02% of portfolio
250
Q3 2025 New
$23.8B
$23.7 Million 0.02% of portfolio
200
Q3 2025 New
$204B
$35.1 Million 0.02% of portfolio
250
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 134
  • Current Value $151 Billion
  • Prior Value $165 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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