13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
Filers›Pension Fund›Beacon Bridge Wealth Partners, LLC
DOSSIER · 13F-HR · Q1 2026

Beacon Bridge Wealth Partners, LLC

Beacon Bridge Wealth's pension fund based in Boston, MA — $299M in tracked AUM across 101 positions as of Q1 2026.

BB
Beacon Bridge Wealth·Boston, MA·Pension Fund
CIK 0001965468 · last filed Mar 31, 2026
Total AUM
$299M
▼ 0.6%
vs prior
Holdings
101
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Financials
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Beacon Bridge Wealth Partners, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$21M32K7.0%
02
VTV
VANGUARD INDEX FDS
$16M79K5.2%
03
DYNF
BLACKROCK ETF TRUST
$14M240K4.7%
04
VUG
VANGUARD INDEX FDS
$13M31K4.5%
05
MUB
ISHARES TR
$12M118K4.2%
06
VOO
VANGUARD INDEX FDS
$11M19K3.8%
07
MBB
ISHARES TR
$11M113K3.6%
08
IVV
ISHARES TR
$11M16K3.6%
09
IEMG
ISHARES INC
$9M132K3.1%
10
SPYG
SPDR SERIES TRUST
$8M86K2.8%

Filing history

Filing history loading…
AI Agent · grounded in Beacon
haiku-4-5 · 101 positions indexed
Sector mix
  • Financials9%
  • Health Care19%
  • Cons. Disc.41%
  • Industrials4%
  • Energy8%
  • Other19%
FilersStocks13FActivistsInsiderResearchLearnNewsPricingTermsPrivacyContact

© 2026 13F Insight — Track smart money. Ask the AI Agent.

Listed on Turbo0Featured on Findly ToolsFeatured on toolfame.comFeatured on saasfame.comFeatured on Gets.ToolsZ-ImageFeatured On Micro SaaS ExamplesListed on MarketingDBFeatured on SaasDBFeatured on FazierBusiness Services - OnToplist.comFeatured on SubmitMySaasFeatured on ToolDirsFeatured on ToolfioFeatured on Twelve ToolsListed on uno directoryFeatured on Dang.aiFeatured on ToolPilotFeatured on Startup FameFeatured on PostmakeFeatured on Code.Market