Filed: 4/24/2026ACC: 0001941040-26-000258
📋 What this filing means
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 32 equity positions with a total reported market value of $174.44M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
32
Positions
$174.44M
Total AUM (reported)
3.95M
Total Shares
Allocation by class
US CORE EQUITY 2$30.21M17.3%
US TARGETED VLU$19.39M11.1%
STATE STREET SPD$18.94M10.9%
NATIONAL MUN ETF$13.16M7.5%
GLOBAL REAL EST$9.56M5.5%
GLOBAL CORE PLUS$8.76M5.0%
INTL CORE EQUITY$8.73M5.0%
Portfolio Concentration
Top 3$68.54M39.3%
4–10$60.70M34.8%
11–25$42.34M24.3%
Rest$2.85M1.6%
Top 3 weight
39.3%
Top 10 weight
74.1%
Voting Authority Distribution
Total shares with voting rights: 3.95M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.95M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole32
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings32
Rows:
DIMENSIONAL ETF TRUST
SOLEShares777.41K
TypeSH
Market value$30.21M
17.32%
Sole
0.00
Shared
0.00
None
777.41K
DIMENSIONAL ETF TRUST
SOLEShares310.50K
TypeSH
Market value$19.39M
11.12%
Sole
0.00
Shared
0.00
None
310.50K
SPDR SERIES TRUST
SOLEShares660.92K
TypeSH
Market value$18.94M
10.86%
Sole
0.00
Shared
0.00
None
660.92K
ISHARES TR
SOLEShares124.01K
TypeSH
Market value$13.16M
7.55%
Sole
0.00
Shared
0.00
None
124.01K
DIMENSIONAL ETF TRUST
SOLEShares359.69K
TypeSH
Market value$9.56M
5.48%
Sole
0.00
Shared
0.00
None
359.69K
DIMENSIONAL ETF TRUST
SOLEShares162.19K
TypeSH
Market value$8.76M
5.02%
Sole
0.00
Shared
0.00
None
162.19K
DIMENSIONAL ETF TRUST
SOLEShares245.61K
TypeSH
Market value$8.73M
5.00%
Sole
0.00
Shared
0.00
None
245.61K
DIMENSIONAL ETF TRUST
SOLEShares248.40K
TypeSH
Market value$8.58M
4.92%
Sole
0.00
Shared
0.00
None
248.40K
DIMENSIONAL ETF TRUST
SOLEShares166.65K
TypeSH
Market value$6.13M
3.51%
Sole
0.00
Shared
0.00
None
166.65K
VANGUARD SCOTTSDALE FDS
SOLEShares69.92K
TypeSH
Market value$5.79M
3.32%
Sole
0.00
Shared
0.00
None
69.92K
DIMENSIONAL ETF TRUST
SOLEShares108.17K
TypeSH
Market value$5.67M
3.25%
Sole
0.00
Shared
0.00
None
108.17K
DIMENSIONAL ETF TRUST
SOLEShares159.29K
TypeSH
Market value$5.13M
2.94%
Sole
0.00
Shared
0.00
None
159.29K
DIMENSIONAL ETF TRUST
SOLEShares125.03K
TypeSH
Market value$4.93M
2.83%
Sole
0.00
Shared
0.00
None
125.03K
ISHARES TR
SOLEShares44.20K
TypeSH
Market value$4.57M
2.62%
Sole
0.00
Shared
0.00
None
44.20K
VANGUARD INDEX FDS
SOLEShares12.19K
TypeSH
Market value$3.91M
2.24%
Sole
0.00
Shared
0.00
None
12.19K
DIMENSIONAL ETF TRUST
SOLEShares89.45K
TypeSH
Market value$3.04M
1.74%
Sole
0.00
Shared
0.00
None
89.45K
DIMENSIONAL ETF TRUST
SOLEShares56.73K
TypeSH
Market value$2.75M
1.58%
Sole
0.00
Shared
0.00
None
56.73K
PIMCO ETF TR
SOLEShares46.80K
TypeSH
Market value$2.44M
1.40%
Sole
0.00
Shared
0.00
None
46.80K
J P MORGAN EXCHANGE TRADED F
SOLEShares42.60K
TypeSH
Market value$2.13M
1.22%
Sole
0.00
Shared
0.00
None
42.60K
ISHARES TR
SOLEShares17.02K
TypeSH
Market value$1.81M
1.04%
Sole
0.00
Shared
0.00
None
17.02K
VANGUARD TAX-MANAGED FDS
SOLEShares23.34K
TypeSH
Market value$1.50M
0.86%
Sole
0.00
Shared
0.00
None
23.34K
DIMENSIONAL ETF TRUST
SOLEShares25.73K
TypeSH
Market value$1.36M
0.78%
Sole
0.00
Shared
0.00
None
25.73K
VANGUARD INDEX FDS
SOLEShares4.92K
TypeSH
Market value$1.07M
0.61%
Sole
0.00
Shared
0.00
None
4.92K
SERVICENOW INC
SOLEShares10.11K
TypeSH
Market value$1.06M
0.61%
Sole
0.00
Shared
0.00
None
10.11K
ISHARES TR
SOLEShares9.64K
TypeSH
Market value$970.6K
0.56%
Sole
0.00
Shared
0.00
None
9.64K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 777.41K | SH | $30.21M 17.32% | 0.00 | 0.00 | 777.41K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 310.50K | SH | $19.39M 11.12% | 0.00 | 0.00 | 310.50K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 660.92K | SH | $18.94M 10.86% | 0.00 | 0.00 | 660.92K |
ISHARES TRSOLE | NATIONAL MUN ETF | 124.01K | SH | $13.16M 7.55% | 0.00 | 0.00 | 124.01K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 359.69K | SH | $9.56M 5.48% | 0.00 | 0.00 | 359.69K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 162.19K | SH | $8.76M 5.02% | 0.00 | 0.00 | 162.19K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 245.61K | SH | $8.73M 5.00% | 0.00 | 0.00 | 245.61K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 248.40K | SH | $8.58M 4.92% | 0.00 | 0.00 | 248.40K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 166.65K | SH | $6.13M 3.51% | 0.00 | 0.00 | 166.65K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 69.92K | SH | $5.79M 3.32% | 0.00 | 0.00 | 69.92K |
DIMENSIONAL ETF TRUSTSOLE | DIMENSIONAL INTE | 108.17K | SH | $5.67M 3.25% | 0.00 | 0.00 | 108.17K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 159.29K | SH | $5.13M 2.94% | 0.00 | 0.00 | 159.29K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 125.03K | SH | $4.93M 2.83% | 0.00 | 0.00 | 125.03K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 44.20K | SH | $4.57M 2.62% | 0.00 | 0.00 | 44.20K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 12.19K | SH | $3.91M 2.24% | 0.00 | 0.00 | 12.19K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 89.45K | SH | $3.04M 1.74% | 0.00 | 0.00 | 89.45K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 56.73K | SH | $2.75M 1.58% | 0.00 | 0.00 | 56.73K |
PIMCO ETF TRSOLE | INTER MUN BD ACT | 46.80K | SH | $2.44M 1.40% | 0.00 | 0.00 | 46.80K |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 42.60K | SH | $2.13M 1.22% | 0.00 | 0.00 | 42.60K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 17.02K | SH | $1.81M 1.04% | 0.00 | 0.00 | 17.02K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 23.34K | SH | $1.50M 0.86% | 0.00 | 0.00 | 23.34K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 25.73K | SH | $1.36M 0.78% | 0.00 | 0.00 | 25.73K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 4.92K | SH | $1.07M 0.61% | 0.00 | 0.00 | 4.92K |
SERVICENOW INCSOLE | COM | 10.11K | SH | $1.06M 0.61% | 0.00 | 0.00 | 10.11K |
ISHARES TRSOLE | 10-20 YR TRS ETF | 9.64K | SH | $970.6K 0.56% | 0.00 | 0.00 | 9.64K |
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