Filed: 11/6/2025ACC: 0002056071-25-000007
📋 What this filing means
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 134 equity positions with a total reported market value of $150.56M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
134
Positions
$150.56M
Total AUM (reported)
3.57M
Total Shares
Allocation by class
US CORE EQUITY 2$29.46M19.6%
US TARGETED VLU$17.10M11.4%
PORTFLI INTRMDIT$14.69M9.8%
GLOBAL REAL EST$9.43M6.3%
GLOBAL CORE PLUS$8.98M6.0%
EMERGING MKTS CO$8.31M5.5%
INTL CORE EQUITY$8.01M5.3%
Portfolio Concentration
Top 3$61.25M40.7%
4–10$51.62M34.3%
11–25$33.09M22.0%
Rest$4.60M3.1%
Top 3 weight
40.7%
Top 10 weight
75.0%
Voting Authority Distribution
Total shares with voting rights: 3.57M
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
3.57M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole134
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings134
Rows:
DIMENSIONAL ETF TRUST
SOLEShares763.70K
TypeSH
Market value$29.46M
19.56%
Sole
0.00
Shared
0.00
None
763.70K
DIMENSIONAL ETF TRUST
SOLEShares293.83K
TypeSH
Market value$17.10M
11.36%
Sole
0.00
Shared
0.00
None
293.83K
SPDR SERIES TRUST
SOLEShares508.24K
TypeSH
Market value$14.69M
9.76%
Sole
0.00
Shared
0.00
None
508.24K
DIMENSIONAL ETF TRUST
SOLEShares345.30K
TypeSH
Market value$9.43M
6.26%
Sole
0.00
Shared
0.00
None
345.30K
DIMENSIONAL ETF TRUST
SOLEShares161.51K
TypeSH
Market value$8.98M
5.96%
Sole
0.00
Shared
0.00
None
161.51K
DIMENSIONAL ETF TRUST
SOLEShares259.18K
TypeSH
Market value$8.31M
5.52%
Sole
0.00
Shared
0.00
None
259.18K
DIMENSIONAL ETF TRUST
SOLEShares244.41K
TypeSH
Market value$8.01M
5.32%
Sole
0.00
Shared
0.00
None
244.41K
ISHARES TR
SOLEShares60.86K
TypeSH
Market value$6.48M
4.30%
Sole
0.00
Shared
0.00
None
60.86K
DIMENSIONAL ETF TRUST
SOLEShares146.24K
TypeSH
Market value$5.52M
3.67%
Sole
0.00
Shared
0.00
None
146.24K
DIMENSIONAL ETF TRUST
SOLEShares160.81K
TypeSH
Market value$4.89M
3.25%
Sole
0.00
Shared
0.00
None
160.81K
DIMENSIONAL ETF TRUST
SOLEShares131.43K
TypeSH
Market value$4.69M
3.12%
Sole
0.00
Shared
0.00
None
131.43K
VANGUARD INDEX FDS
SOLEShares10.63K
TypeSH
Market value$3.49M
2.32%
Sole
0.00
Shared
0.00
None
10.63K
ISHARES TR
SOLEShares31.88K
TypeSH
Market value$3.28M
2.18%
Sole
0.00
Shared
0.00
None
31.88K
VANGUARD SCOTTSDALE FDS
SOLEShares37.34K
TypeSH
Market value$3.14M
2.09%
Sole
0.00
Shared
0.00
None
37.34K
DIMENSIONAL ETF TRUST
SOLEShares90.23K
TypeSH
Market value$2.83M
1.88%
Sole
0.00
Shared
0.00
None
90.23K
DIMENSIONAL ETF TRUST
SOLEShares57.14K
TypeSH
Market value$2.55M
1.70%
Sole
0.00
Shared
0.00
None
57.14K
DIMENSIONAL ETF TRUST
SOLEShares33.81K
TypeSH
Market value$1.82M
1.21%
Sole
0.00
Shared
0.00
None
33.81K
ISHARES TR
SOLEShares17.02K
TypeSH
Market value$1.82M
1.21%
Sole
0.00
Shared
0.00
None
17.02K
PIMCO ETF TR
SOLEShares32.24K
TypeSH
Market value$1.69M
1.12%
Sole
0.00
Shared
0.00
None
32.24K
SERVICENOW INC
SOLEShares1.76K
TypeSH
Market value$1.62M
1.08%
Sole
0.00
Shared
0.00
None
1.76K
DIMENSIONAL ETF TRUST
SOLEShares33.19K
TypeSH
Market value$1.53M
1.02%
Sole
0.00
Shared
0.00
None
33.19K
J P MORGAN EXCHANGE TRADED F
SOLEShares27.29K
TypeSH
Market value$1.38M
0.91%
Sole
0.00
Shared
0.00
None
27.29K
VANGUARD TAX-MANAGED FDS
SOLEShares21.48K
TypeSH
Market value$1.29M
0.86%
Sole
0.00
Shared
0.00
None
21.48K
VANGUARD INDEX FDS
SOLEShares5.90K
TypeSH
Market value$1.23M
0.82%
Sole
0.00
Shared
0.00
None
5.90K
DIMENSIONAL ETF TRUST
SOLEShares17.15K
TypeSH
Market value$728.4K
0.48%
Sole
0.00
Shared
0.00
None
17.15K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 763.70K | SH | $29.46M 19.56% | 0.00 | 0.00 | 763.70K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 293.83K | SH | $17.10M 11.36% | 0.00 | 0.00 | 293.83K |
SPDR SERIES TRUSTSOLE | PORTFLI INTRMDIT | 508.24K | SH | $14.69M 9.76% | 0.00 | 0.00 | 508.24K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 345.30K | SH | $9.43M 6.26% | 0.00 | 0.00 | 345.30K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 161.51K | SH | $8.98M 5.96% | 0.00 | 0.00 | 161.51K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 259.18K | SH | $8.31M 5.52% | 0.00 | 0.00 | 259.18K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 244.41K | SH | $8.01M 5.32% | 0.00 | 0.00 | 244.41K |
ISHARES TRSOLE | NATIONAL MUN ETF | 60.86K | SH | $6.48M 4.30% | 0.00 | 0.00 | 60.86K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 146.24K | SH | $5.52M 3.67% | 0.00 | 0.00 | 146.24K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 160.81K | SH | $4.89M 3.25% | 0.00 | 0.00 | 160.81K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 131.43K | SH | $4.69M 3.12% | 0.00 | 0.00 | 131.43K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 10.63K | SH | $3.49M 2.32% | 0.00 | 0.00 | 10.63K |
ISHARES TRSOLE | 10-20 YR TRS ETF | 31.88K | SH | $3.28M 2.18% | 0.00 | 0.00 | 31.88K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 37.34K | SH | $3.14M 2.09% | 0.00 | 0.00 | 37.34K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 90.23K | SH | $2.83M 1.88% | 0.00 | 0.00 | 90.23K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 57.14K | SH | $2.55M 1.70% | 0.00 | 0.00 | 57.14K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL EX US COR | 33.81K | SH | $1.82M 1.21% | 0.00 | 0.00 | 33.81K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 17.02K | SH | $1.82M 1.21% | 0.00 | 0.00 | 17.02K |
PIMCO ETF TRSOLE | INTER MUN BD ACT | 32.24K | SH | $1.69M 1.12% | 0.00 | 0.00 | 32.24K |
SERVICENOW INCSOLE | COM | 1.76K | SH | $1.62M 1.08% | 0.00 | 0.00 | 1.76K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 33.19K | SH | $1.53M 1.02% | 0.00 | 0.00 | 33.19K |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 27.29K | SH | $1.38M 0.91% | 0.00 | 0.00 | 27.29K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 21.48K | SH | $1.29M 0.86% | 0.00 | 0.00 | 21.48K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 5.90K | SH | $1.23M 0.82% | 0.00 | 0.00 | 5.90K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 17.15K | SH | $728.4K 0.48% | 0.00 | 0.00 | 17.15K |
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