Filed: 5/1/2025ACC: 0002056071-25-000004
📋 What this filing means
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 151 equity positions with a total reported market value of $159.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
151
Positions
$159.27M
Total AUM (reported)
4.17M
Total Shares
Allocation by class
US CORE EQUITY 2$34.39M21.6%
US TARGETED VLU$20.17M12.7%
GLOBAL REAL EST$10.08M6.3%
10-20 YR TRS ETF$9.58M6.0%
PORTFLI INTRMDIT$9.52M6.0%
EMERGING MKTS CO$9.36M5.9%
GLOBAL CORE PLUS$8.94M5.6%
Portfolio Concentration
Top 3$64.65M40.6%
4–10$56.22M35.3%
11–25$34.69M21.8%
Rest$3.71M2.3%
Top 3 weight
40.6%
Top 10 weight
75.9%
Voting Authority Distribution
Total shares with voting rights: 4.17M
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
4.17M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole151
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings151
Rows:
DIMENSIONAL ETF TRUST
SOLEShares1.04M
TypeSH
Market value$34.39M
21.60%
Sole
0.00
Shared
0.00
None
1.04M
DIMENSIONAL ETF TRUST
SOLEShares391.78K
TypeSH
Market value$20.17M
12.67%
Sole
0.00
Shared
0.00
None
391.78K
DIMENSIONAL ETF TRUST
SOLEShares383.89K
TypeSH
Market value$10.08M
6.33%
Sole
0.00
Shared
0.00
None
383.89K
ISHARES TR
SOLEShares92.38K
TypeSH
Market value$9.58M
6.02%
Sole
0.00
Shared
0.00
None
92.38K
SPDR SER TR
SOLEShares333.04K
TypeSH
Market value$9.52M
5.98%
Sole
0.00
Shared
0.00
None
333.04K
DIMENSIONAL ETF TRUST
SOLEShares353.78K
TypeSH
Market value$9.36M
5.88%
Sole
0.00
Shared
0.00
None
353.78K
DIMENSIONAL ETF TRUST
SOLEShares167.25K
TypeSH
Market value$8.94M
5.61%
Sole
0.00
Shared
0.00
None
167.25K
DIMENSIONAL ETF TRUST
SOLEShares293.66K
TypeSH
Market value$8.15M
5.12%
Sole
0.00
Shared
0.00
None
293.66K
DIMENSIONAL ETF TRUST
SOLEShares215.28K
TypeSH
Market value$5.80M
3.64%
Sole
0.00
Shared
0.00
None
215.28K
DIMENSIONAL ETF TRUST
SOLEShares146.77K
TypeSH
Market value$4.86M
3.05%
Sole
0.00
Shared
0.00
None
146.77K
DIMENSIONAL ETF TRUST
SOLEShares98.27K
TypeSH
Market value$4.05M
2.54%
Sole
0.00
Shared
0.00
None
98.27K
DIMENSIONAL ETF TRUST
SOLEShares132.48K
TypeSH
Market value$3.86M
2.42%
Sole
0.00
Shared
0.00
None
132.48K
ISHARES TR
SOLEShares36.46K
TypeSH
Market value$3.84M
2.41%
Sole
0.00
Shared
0.00
None
36.46K
J P MORGAN EXCHANGE TRADED F
SOLEShares63.29K
TypeSH
Market value$3.16M
1.99%
Sole
0.00
Shared
0.00
None
63.29K
DIMENSIONAL ETF TRUST
SOLEShares75.79K
TypeSH
Market value$2.98M
1.87%
Sole
0.00
Shared
0.00
None
75.79K
DIMENSIONAL ETF TRUST
SOLEShares111.55K
TypeSH
Market value$2.92M
1.84%
Sole
0.00
Shared
0.00
None
111.55K
VANGUARD INDEX FDS
SOLEShares13.04K
TypeSH
Market value$2.43M
1.53%
Sole
0.00
Shared
0.00
None
13.04K
PIMCO ETF TR
SOLEShares47.02K
TypeSH
Market value$2.42M
1.52%
Sole
0.00
Shared
0.00
None
47.02K
VANGUARD INDEX FDS
SOLEShares7.69K
TypeSH
Market value$2.11M
1.33%
Sole
0.00
Shared
0.00
None
7.69K
ISHARES TR
SOLEShares18.02K
TypeSH
Market value$1.90M
1.20%
Sole
0.00
Shared
0.00
None
18.02K
SERVICENOW INC
SOLEShares1.84K
TypeSH
Market value$1.47M
0.92%
Sole
0.00
Shared
0.00
None
1.84K
VANGUARD SCOTTSDALE FDS
SOLEShares14.91K
TypeSH
Market value$1.22M
0.77%
Sole
0.00
Shared
0.00
None
14.91K
VANGUARD TAX-MANAGED FDS
SOLEShares23.52K
TypeSH
Market value$1.20M
0.75%
Sole
0.00
Shared
0.00
None
23.52K
DIMENSIONAL ETF TRUST
SOLEShares17.15K
TypeSH
Market value$614.2K
0.39%
Sole
0.00
Shared
0.00
None
17.15K
DIMENSIONAL ETF TRUST
SOLEShares8.36K
TypeSH
Market value$505.9K
0.32%
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 | 1.04M | SH | $34.39M 21.60% | 0.00 | 0.00 | 1.04M |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 391.78K | SH | $20.17M 12.67% | 0.00 | 0.00 | 391.78K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 383.89K | SH | $10.08M 6.33% | 0.00 | 0.00 | 383.89K |
ISHARES TRSOLE | 10-20 YR TRS ETF | 92.38K | SH | $9.58M 6.02% | 0.00 | 0.00 | 92.38K |
SPDR SER TRSOLE | PORTFLI INTRMDIT | 333.04K | SH | $9.52M 5.98% | 0.00 | 0.00 | 333.04K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 353.78K | SH | $9.36M 5.88% | 0.00 | 0.00 | 353.78K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 167.25K | SH | $8.94M 5.61% | 0.00 | 0.00 | 167.25K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 293.66K | SH | $8.15M 5.12% | 0.00 | 0.00 | 293.66K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 215.28K | SH | $5.80M 3.64% | 0.00 | 0.00 | 215.28K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 146.77K | SH | $4.86M 3.05% | 0.00 | 0.00 | 146.77K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 98.27K | SH | $4.05M 2.54% | 0.00 | 0.00 | 98.27K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 132.48K | SH | $3.86M 2.42% | 0.00 | 0.00 | 132.48K |
ISHARES TRSOLE | NATIONAL MUN ETF | 36.46K | SH | $3.84M 2.41% | 0.00 | 0.00 | 36.46K |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 63.29K | SH | $3.16M 1.99% | 0.00 | 0.00 | 63.29K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 75.79K | SH | $2.98M 1.87% | 0.00 | 0.00 | 75.79K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 111.55K | SH | $2.92M 1.84% | 0.00 | 0.00 | 111.55K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 13.04K | SH | $2.43M 1.53% | 0.00 | 0.00 | 13.04K |
PIMCO ETF TRSOLE | INTER MUN BD ACT | 47.02K | SH | $2.42M 1.52% | 0.00 | 0.00 | 47.02K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 7.69K | SH | $2.11M 1.33% | 0.00 | 0.00 | 7.69K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 18.02K | SH | $1.90M 1.20% | 0.00 | 0.00 | 18.02K |
SERVICENOW INCSOLE | COM | 1.84K | SH | $1.47M 0.92% | 0.00 | 0.00 | 1.84K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 14.91K | SH | $1.22M 0.77% | 0.00 | 0.00 | 14.91K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 23.52K | SH | $1.20M 0.75% | 0.00 | 0.00 | 23.52K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 17.15K | SH | $614.2K 0.39% | 0.00 | 0.00 | 17.15K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 8.36K | SH | $505.9K 0.32% | 0.00 | 0.00 | 8.36K |
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