Filed: 2/10/2026ACC: 0002056071-26-000001
📋 What this filing means
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 129 equity positions with a total reported market value of $161.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
129
Positions
$161.52M
Total AUM (reported)
3.74M
Total Shares
Allocation by class
US CORE EQUITY 2$30.03M18.6%
US TARGETED VLU$17.94M11.1%
STATE STREET SPD$17.27M10.7%
NATIONAL MUN ETF$10.20M6.3%
GLOBAL REAL EST$9.19M5.7%
GLOBAL CORE PLUS$8.63M5.3%
INTL CORE EQUITY$8.48M5.2%
Portfolio Concentration
Top 3$65.24M40.4%
4–10$55.45M34.3%
11–25$36.08M22.3%
Rest$4.75M2.9%
Top 3 weight
40.4%
Top 10 weight
74.7%
Voting Authority Distribution
Total shares with voting rights: 3.74M
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
3.74M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole129
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings129
Rows:
DIMENSIONAL ETF TRUST
SOLEShares758.62K
TypeSH
Market value$30.03M
18.59%
Sole
0.00
Shared
0.00
None
758.62K
DIMENSIONAL ETF TRUST
SOLEShares301.33K
TypeSH
Market value$17.94M
11.11%
Sole
0.00
Shared
0.00
None
301.33K
SPDR SERIES TRUST
SOLEShares598.60K
TypeSH
Market value$17.26M
10.69%
Sole
0.00
Shared
0.00
None
598.60K
ISHARES TR
SOLEShares95.21K
TypeSH
Market value$10.20M
6.31%
Sole
0.00
Shared
0.00
None
95.21K
DIMENSIONAL ETF TRUST
SOLEShares347.82K
TypeSH
Market value$9.19M
5.69%
Sole
0.00
Shared
0.00
None
347.82K
DIMENSIONAL ETF TRUST
SOLEShares159.54K
TypeSH
Market value$8.63M
5.34%
Sole
0.00
Shared
0.00
None
159.54K
DIMENSIONAL ETF TRUST
SOLEShares245.97K
TypeSH
Market value$8.48M
5.25%
Sole
0.00
Shared
0.00
None
245.97K
DIMENSIONAL ETF TRUST
SOLEShares248.56K
TypeSH
Market value$8.22M
5.09%
Sole
0.00
Shared
0.00
None
248.56K
DIMENSIONAL ETF TRUST
SOLEShares152.53K
TypeSH
Market value$5.80M
3.59%
Sole
0.00
Shared
0.00
None
152.53K
DIMENSIONAL ETF TRUST
SOLEShares156.01K
TypeSH
Market value$4.94M
3.06%
Sole
0.00
Shared
0.00
None
156.01K
DIMENSIONAL ETF TRUST
SOLEShares127.17K
TypeSH
Market value$4.83M
2.99%
Sole
0.00
Shared
0.00
None
127.17K
VANGUARD SCOTTSDALE FDS
SOLEShares51.16K
TypeSH
Market value$4.28M
2.65%
Sole
0.00
Shared
0.00
None
51.16K
VANGUARD INDEX FDS
SOLEShares12.10K
TypeSH
Market value$4.06M
2.51%
Sole
0.00
Shared
0.00
None
12.10K
DIMENSIONAL ETF TRUST
SOLEShares60.34K
TypeSH
Market value$3.18M
1.97%
Sole
0.00
Shared
0.00
None
60.34K
DIMENSIONAL ETF TRUST
SOLEShares89.94K
TypeSH
Market value$2.94M
1.82%
Sole
0.00
Shared
0.00
None
89.94K
DIMENSIONAL ETF TRUST
SOLEShares56.73K
TypeSH
Market value$2.64M
1.64%
Sole
0.00
Shared
0.00
None
56.73K
PIMCO ETF TR
SOLEShares35.40K
TypeSH
Market value$1.86M
1.15%
Sole
0.00
Shared
0.00
None
35.40K
ISHARES TR
SOLEShares17.02K
TypeSH
Market value$1.82M
1.12%
Sole
0.00
Shared
0.00
None
17.02K
ISHARES TR
SOLEShares17.86K
TypeSH
Market value$1.82M
1.12%
Sole
0.00
Shared
0.00
None
17.86K
J P MORGAN EXCHANGE TRADED F
SOLEShares35.24K
TypeSH
Market value$1.78M
1.10%
Sole
0.00
Shared
0.00
None
35.24K
DIMENSIONAL ETF TRUST
SOLEShares33.19K
TypeSH
Market value$1.66M
1.03%
Sole
0.00
Shared
0.00
None
33.19K
ISHARES TR
SOLEShares14.89K
TypeSH
Market value$1.52M
0.94%
Sole
0.00
Shared
0.00
None
14.89K
VANGUARD TAX-MANAGED FDS
SOLEShares23.57K
TypeSH
Market value$1.47M
0.91%
Sole
0.00
Shared
0.00
None
23.57K
SERVICENOW INC
SOLEShares7.71K
TypeSH
Market value$1.18M
0.73%
Sole
0.00
Shared
0.00
None
7.71K
VANGUARD INDEX FDS
SOLEShares4.92K
TypeSH
Market value$1.04M
0.65%
Sole
0.00
Shared
0.00
None
4.92K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 758.62K | SH | $30.03M 18.59% | 0.00 | 0.00 | 758.62K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 301.33K | SH | $17.94M 11.11% | 0.00 | 0.00 | 301.33K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 598.60K | SH | $17.26M 10.69% | 0.00 | 0.00 | 598.60K |
ISHARES TRSOLE | NATIONAL MUN ETF | 95.21K | SH | $10.20M 6.31% | 0.00 | 0.00 | 95.21K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 347.82K | SH | $9.19M 5.69% | 0.00 | 0.00 | 347.82K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 159.54K | SH | $8.63M 5.34% | 0.00 | 0.00 | 159.54K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 245.97K | SH | $8.48M 5.25% | 0.00 | 0.00 | 245.97K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 248.56K | SH | $8.22M 5.09% | 0.00 | 0.00 | 248.56K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 152.53K | SH | $5.80M 3.59% | 0.00 | 0.00 | 152.53K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 156.01K | SH | $4.94M 3.06% | 0.00 | 0.00 | 156.01K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 127.17K | SH | $4.83M 2.99% | 0.00 | 0.00 | 127.17K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 51.16K | SH | $4.28M 2.65% | 0.00 | 0.00 | 51.16K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 12.10K | SH | $4.06M 2.51% | 0.00 | 0.00 | 12.10K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL EX US COR | 60.34K | SH | $3.18M 1.97% | 0.00 | 0.00 | 60.34K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 89.94K | SH | $2.94M 1.82% | 0.00 | 0.00 | 89.94K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 56.73K | SH | $2.64M 1.64% | 0.00 | 0.00 | 56.73K |
PIMCO ETF TRSOLE | INTER MUN BD ACT | 35.40K | SH | $1.86M 1.15% | 0.00 | 0.00 | 35.40K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 17.02K | SH | $1.82M 1.12% | 0.00 | 0.00 | 17.02K |
ISHARES TRSOLE | 10-20 YR TRS ETF | 17.86K | SH | $1.82M 1.12% | 0.00 | 0.00 | 17.86K |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 35.24K | SH | $1.78M 1.10% | 0.00 | 0.00 | 35.24K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 33.19K | SH | $1.66M 1.03% | 0.00 | 0.00 | 33.19K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 14.89K | SH | $1.52M 0.94% | 0.00 | 0.00 | 14.89K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 23.57K | SH | $1.47M 0.91% | 0.00 | 0.00 | 23.57K |
SERVICENOW INCSOLE | COM | 7.71K | SH | $1.18M 0.73% | 0.00 | 0.00 | 7.71K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 4.92K | SH | $1.04M 0.65% | 0.00 | 0.00 | 4.92K |
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