Filed: 7/18/2025ACC: 0002009211-25-000002
📋 What this filing means
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 127 equity positions with a total reported market value of $164.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
127
Positions
$164.89M
Total AUM (reported)
4.02M
Total Shares
Allocation by class
US CORE EQUITY 2$34.77M21.1%
US TARGETED VLU$20.07M12.2%
GLOBAL REAL EST$10.03M6.1%
EMERGING MKTS CO$10.00M6.1%
PORTFLI INTRMDIT$9.90M6.0%
10-20 YR TRS ETF$8.93M5.4%
GLOBAL CORE PLUS$8.64M5.2%
Portfolio Concentration
Top 3$64.87M39.3%
4–10$58.05M35.2%
11–25$37.93M23.0%
Rest$4.04M2.5%
Top 3 weight
39.3%
Top 10 weight
74.5%
Voting Authority Distribution
Total shares with voting rights: 4.02M
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
4.02M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole127
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings127
Rows:
DIMENSIONAL ETF TRUST
SOLEShares970.05K
TypeSH
Market value$34.77M
21.08%
Sole
0.00
Shared
0.00
None
970.05K
DIMENSIONAL ETF TRUST
SOLEShares371.99K
TypeSH
Market value$20.07M
12.17%
Sole
0.00
Shared
0.00
None
371.99K
DIMENSIONAL ETF TRUST
SOLEShares373.91K
TypeSH
Market value$10.03M
6.08%
Sole
0.00
Shared
0.00
None
373.91K
DIMENSIONAL ETF TRUST
SOLEShares336.78K
TypeSH
Market value$10.00M
6.06%
Sole
0.00
Shared
0.00
None
336.78K
SPDR SERIES TRUST
SOLEShares344.20K
TypeSH
Market value$9.90M
6.01%
Sole
0.00
Shared
0.00
None
344.20K
ISHARES TR
SOLEShares87.90K
TypeSH
Market value$8.93M
5.42%
Sole
0.00
Shared
0.00
None
87.90K
DIMENSIONAL ETF TRUST
SOLEShares158.48K
TypeSH
Market value$8.64M
5.24%
Sole
0.00
Shared
0.00
None
158.48K
DIMENSIONAL ETF TRUST
SOLEShares267.68K
TypeSH
Market value$8.32M
5.05%
Sole
0.00
Shared
0.00
None
267.68K
DIMENSIONAL ETF TRUST
SOLEShares214.95K
TypeSH
Market value$6.34M
3.84%
Sole
0.00
Shared
0.00
None
214.95K
DIMENSIONAL ETF TRUST
SOLEShares166.57K
TypeSH
Market value$5.92M
3.59%
Sole
0.00
Shared
0.00
None
166.57K
ISHARES TR
SOLEShares45.36K
TypeSH
Market value$4.74M
2.87%
Sole
0.00
Shared
0.00
None
45.36K
DIMENSIONAL ETF TRUST
SOLEShares136.15K
TypeSH
Market value$4.48M
2.72%
Sole
0.00
Shared
0.00
None
136.15K
DIMENSIONAL ETF TRUST
SOLEShares79.31K
TypeSH
Market value$3.35M
2.03%
Sole
0.00
Shared
0.00
None
79.31K
DIMENSIONAL ETF TRUST
SOLEShares75.79K
TypeSH
Market value$3.25M
1.97%
Sole
0.00
Shared
0.00
None
75.79K
VANGUARD INDEX FDS
SOLEShares10.37K
TypeSH
Market value$3.15M
1.91%
Sole
0.00
Shared
0.00
None
10.37K
J P MORGAN EXCHANGE TRADED F
SOLEShares60.91K
TypeSH
Market value$3.02M
1.83%
Sole
0.00
Shared
0.00
None
60.91K
DIMENSIONAL ETF TRUST
SOLEShares90.76K
TypeSH
Market value$2.67M
1.62%
Sole
0.00
Shared
0.00
None
90.76K
VANGUARD INDEX FDS
SOLEShares13.04K
TypeSH
Market value$2.54M
1.54%
Sole
0.00
Shared
0.00
None
13.04K
PIMCO ETF TR
SOLEShares47.37K
TypeSH
Market value$2.43M
1.48%
Sole
0.00
Shared
0.00
None
47.37K
ISHARES TR
SOLEShares18.02K
TypeSH
Market value$1.92M
1.16%
Sole
0.00
Shared
0.00
None
18.02K
VANGUARD SCOTTSDALE FDS
SOLEShares21.28K
TypeSH
Market value$1.76M
1.07%
Sole
0.00
Shared
0.00
None
21.28K
SERVICENOW INC
SOLEShares1.69K
TypeSH
Market value$1.74M
1.05%
Sole
0.00
Shared
0.00
None
1.69K
VANGUARD TAX-MANAGED FDS
SOLEShares28.80K
TypeSH
Market value$1.64M
1.00%
Sole
0.00
Shared
0.00
None
28.80K
DIMENSIONAL ETF TRUST
SOLEShares17.15K
TypeSH
Market value$673.2K
0.41%
Sole
0.00
Shared
0.00
None
17.15K
DIMENSIONAL ETF TRUST
SOLEShares8.36K
TypeSH
Market value$560.6K
0.34%
Sole
0.00
Shared
0.00
None
8.36K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 970.05K | SH | $34.77M 21.08% | 0.00 | 0.00 | 970.05K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 371.99K | SH | $20.07M 12.17% | 0.00 | 0.00 | 371.99K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 373.91K | SH | $10.03M 6.08% | 0.00 | 0.00 | 373.91K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 336.78K | SH | $10.00M 6.06% | 0.00 | 0.00 | 336.78K |
SPDR SERIES TRUSTSOLE | PORTFLI INTRMDIT | 344.20K | SH | $9.90M 6.01% | 0.00 | 0.00 | 344.20K |
ISHARES TRSOLE | 10-20 YR TRS ETF | 87.90K | SH | $8.93M 5.42% | 0.00 | 0.00 | 87.90K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 158.48K | SH | $8.64M 5.24% | 0.00 | 0.00 | 158.48K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 267.68K | SH | $8.32M 5.05% | 0.00 | 0.00 | 267.68K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 214.95K | SH | $6.34M 3.84% | 0.00 | 0.00 | 214.95K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 166.57K | SH | $5.92M 3.59% | 0.00 | 0.00 | 166.57K |
ISHARES TRSOLE | NATIONAL MUN ETF | 45.36K | SH | $4.74M 2.87% | 0.00 | 0.00 | 45.36K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 136.15K | SH | $4.48M 2.72% | 0.00 | 0.00 | 136.15K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 79.31K | SH | $3.35M 2.03% | 0.00 | 0.00 | 79.31K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 75.79K | SH | $3.25M 1.97% | 0.00 | 0.00 | 75.79K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 10.37K | SH | $3.15M 1.91% | 0.00 | 0.00 | 10.37K |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 60.91K | SH | $3.02M 1.83% | 0.00 | 0.00 | 60.91K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 90.76K | SH | $2.67M 1.62% | 0.00 | 0.00 | 90.76K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 13.04K | SH | $2.54M 1.54% | 0.00 | 0.00 | 13.04K |
PIMCO ETF TRSOLE | INTER MUN BD ACT | 47.37K | SH | $2.43M 1.48% | 0.00 | 0.00 | 47.37K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 18.02K | SH | $1.92M 1.16% | 0.00 | 0.00 | 18.02K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 21.28K | SH | $1.76M 1.07% | 0.00 | 0.00 | 21.28K |
SERVICENOW INCSOLE | COM | 1.69K | SH | $1.74M 1.05% | 0.00 | 0.00 | 1.69K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 28.80K | SH | $1.64M 1.00% | 0.00 | 0.00 | 28.80K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 17.15K | SH | $673.2K 0.41% | 0.00 | 0.00 | 17.15K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 8.36K | SH | $560.6K 0.34% | 0.00 | 0.00 | 8.36K |
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