Beacon Bridge Wealth Partners, LLC: 13F holdings
CIK 19654682026Q2
| Positions | 105 |
|---|---|
| Reported value | $351.0m |
| Filed | 2026-08-05 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPY STATE STR SPDR S&P 500 ETF T | 40,596 | $30.3m | 8.6% |
| DYNF BLACKROCK ETF TRUST | 253,037 | $17.2m | 4.9% |
| VUG VANGUARD INDEX FDS | 190,527 | $16.4m | 4.7% |
| VTV VANGUARD INDEX FDS | 65,893 | $14.4m | 4.1% |
| MUB ISHARES TR | 128,023 | $13.8m | 3.9% |
| VOO VANGUARD INDEX FDS | 18,555 | $12.7m | 3.6% |
| IVV ISHARES TR | 16,429 | $12.3m | 3.5% |
| MBB ISHARES TR | 115,183 | $10.9m | 3.1% |
| SPYG SPDR SERIES TRUST | 86,059 | $10.2m | 2.9% |
| SCHG SCHWAB STRATEGIC TR | 266,774 | $9.0m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1965468")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.