Bridge Generations Wealth Management

South Miami, FLfiles as BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

$196m in 34 US stocks at the end of 30 June 2026. The top 10 are 73.7% of the money. It changed about 3.0% of the portfolio this quarter.

Value

$196m

Stocks

Top 10 share

73.7%

Turnover

3.0%

What changed this quarter

New

Bought for the first time this quarter.

State STR Spdr S&P 500 ETF TSPY
0.1% of the fund
Fidelity Wise Origin BitcoinFBTC
0.1% of the fund
Dimensional ETF TrustDFIP
0.1% of the fund

Added

Bought more of a stock they already held.

Spdr Series TrustSPTI
10.2% of the fund
+7%
Ishares TRMUB
7.5% of the fund
+11%
Dimensional ETF TrustDFGR
5.5% of the fund
+3%
Dimensional ETF TrustDFGX
4.0% of the fund
+34%
Dimensional ETF TrustDUHP
3.7% of the fund
+4%
Vanguard Scottsdale FDSVCIT
3.5% of the fund
+18%
Ishares TRSTIP
3.2% of the fund
+39%
Dimensional ETF TrustDISV
2.6% of the fund
+2%
Vanguard Index FDSVTI
2.4% of the fund
+3%
Pimco ETF TRMUNI
1.6% of the fund
+28%
J P Morgan Exchange Traded FJMUB
1.3% of the fund
+22%
Vanguard Tax-Managed FDSVEA
0.9% of the fund
+10%

Cut

Sold some of their stake.

Dimensional ETF TrustDFGP
4.4% of the fund
-3%
ServiceNowNOW
0.5% of the fund
-10%

Sold out

Sold their entire stake.

Ishares TRTLH
-100%

Holdings

Dimensional ETF TrustDFAC
Share
17.5%
Value
$34m
Shares
772,256
Held
Dimensional ETF TrustDFAT
Share
11.1%
Value
$22m
Shares
311,403
Held
Spdr Series TrustSPTI
Share
10.2%
Value
$20m
Shares
708,223
+7%
Ishares TRMUB
Share
7.5%
Value
$15m
Shares
137,613
+11%
Dimensional ETF TrustDFGR
Share
5.5%
Value
$11m
Shares
370,107
+3%
Dimensional ETF TrustDFEM
Share
5.2%
Value
$10m
Shares
250,965
Held
Dimensional ETF TrustDFIC
Share
4.7%
Value
$9m
Shares
247,440
Held
Dimensional ETF TrustDFGP
Share
4.4%
Value
$9m
Shares
156,964
-3%
Dimensional ETF TrustDFGX
Share
4.0%
Value
$8m
Shares
145,346
+34%
Dimensional ETF TrustDUHP
Share
3.7%
Value
$7m
Shares
174,112
+4%
Vanguard Scottsdale FDSVCIT
Share
3.5%
Value
$7m
Shares
82,421
+18%
Ishares TRSTIP
Share
3.2%
Value
$6m
Shares
61,524
+39%
Dimensional ETF TrustDIHP
Share
2.8%
Value
$6m
Shares
162,388
Held
Dimensional ETF TrustDISV
Share
2.6%
Value
$5m
Shares
127,787
+2%
Vanguard Index FDSVTI
Share
2.4%
Value
$5m
Shares
12,566
+3%
Dimensional ETF TrustDFAX
Share
1.7%
Value
$3m
Shares
89,299
Held
Pimco ETF TRMUNI
Share
1.6%
Value
$3m
Shares
59,878
+28%
Dimensional ETF TrustDFUV
Share
1.6%
Value
$3m
Shares
56,732
Held
J P Morgan Exchange Traded FJMUB
Share
1.3%
Value
$3m
Shares
52,136
+22%
Vanguard Tax-Managed FDSVEA
Share
0.9%
Value
$2m
Shares
25,677
+10%
Ishares TRSUB
Share
0.9%
Value
$2m
Shares
17,025
Held
Dimensional ETF TrustDFIV
Share
0.7%
Value
$1m
Shares
25,732
Held
Vanguard Index FDSVBR
Share
0.6%
Value
$1m
Shares
4,925
Held
ServiceNowNOW
Share
0.5%
Value
$904,739
Shares
9,113
-10%
Dimensional ETF TrustDFSU
Share
0.4%
Value
$836,822
Shares
17,946
Held
Dimensional ETF TrustDFUS
Share
0.3%
Value
$574,646
Shares
7,013
Held
Ishares TRSCZ
Share
0.3%
Value
$515,175
Shares
6,262
Held
Dimensional ETF TrustDFSI
Share
0.2%
Value
$336,762
Shares
7,467
Held
Ishares TREFV
Share
0.2%
Value
$316,611
Shares
4,136
Held
Vaneck ETF TrustHYD
Share
0.1%
Value
$286,525
Shares
5,563
Held
Dimensional ETF TrustDFSE
Share
0.1%
Value
$254,125
Shares
5,199
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.1%
Value
$238,100
Shares
319
New
Fidelity Wise Origin BitcoinFBTC
Share
0.1%
Value
$213,543
Shares
4,183
New
Dimensional ETF TrustDFIP
Share
0.1%
Value
$201,242
Shares
4,878
New

Company	Share of fund	Value	Shares	Change
Dimensional ETF TrustDFAC	17.5%	$34m	772,256	Held
Dimensional ETF TrustDFAT	11.1%	$22m	311,403	Held
Spdr Series TrustSPTI	10.2%	$20m	708,223	+7%
Ishares TRMUB	7.5%	$15m	137,613	+11%
Dimensional ETF TrustDFGR	5.5%	$11m	370,107	+3%
Dimensional ETF TrustDFEM	5.2%	$10m	250,965	Held
Dimensional ETF TrustDFIC	4.7%	$9m	247,440	Held
Dimensional ETF TrustDFGP	4.4%	$9m	156,964	-3%
Dimensional ETF TrustDFGX	4.0%	$8m	145,346	+34%
Dimensional ETF TrustDUHP	3.7%	$7m	174,112	+4%
Vanguard Scottsdale FDSVCIT	3.5%	$7m	82,421	+18%
Ishares TRSTIP	3.2%	$6m	61,524	+39%
Dimensional ETF TrustDIHP	2.8%	$6m	162,388	Held
Dimensional ETF TrustDISV	2.6%	$5m	127,787	+2%
Vanguard Index FDSVTI	2.4%	$5m	12,566	+3%
Dimensional ETF TrustDFAX	1.7%	$3m	89,299	Held
Pimco ETF TRMUNI	1.6%	$3m	59,878	+28%
Dimensional ETF TrustDFUV	1.6%	$3m	56,732	Held
J P Morgan Exchange Traded FJMUB	1.3%	$3m	52,136	+22%
Vanguard Tax-Managed FDSVEA	0.9%	$2m	25,677	+10%
Ishares TRSUB	0.9%	$2m	17,025	Held
Dimensional ETF TrustDFIV	0.7%	$1m	25,732	Held
Vanguard Index FDSVBR	0.6%	$1m	4,925	Held
ServiceNowNOW	0.5%	$904,739	9,113	-10%
Dimensional ETF TrustDFSU	0.4%	$836,822	17,946	Held
Dimensional ETF TrustDFUS	0.3%	$574,646	7,013	Held
Ishares TRSCZ	0.3%	$515,175	6,262	Held
Dimensional ETF TrustDFSI	0.2%	$336,762	7,467	Held
Ishares TREFV	0.2%	$316,611	4,136	Held
Vaneck ETF TrustHYD	0.1%	$286,525	5,563	Held
Dimensional ETF TrustDFSE	0.1%	$254,125	5,199	Held
State STR Spdr S&P 500 ETF TSPY	0.1%	$238,100	319	New
Fidelity Wise Origin BitcoinFBTC	0.1%	$213,543	4,183	New
Dimensional ETF TrustDFIP	0.1%	$201,242	4,878	New

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 19.0% since 30 June 2025.

Where the money is

Technology0.5%

Other99.5%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.