13F Insight
DOSSIER · 13F-HR · Q2 2026

Beacon Bridge Wealth Partners, LLC

$351M in tracked AUM across 105 positions as of Q2 2026.

BB
CIK 0001965468 · last filed Jun 30, 2026
Total AUM
$351M
as of Q2 2026
Holdings
105
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Beacon Bridge Wealth Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$30M41K8.6%02
DYNF
BLACKROCK ETF TRUST
$17M253K4.9%03
VUG
VANGUARD INDEX FDS
$16M191K4.7%04
VTV
VANGUARD INDEX FDS
$14M66K4.1%05
MUB
ISHARES TR
$14M128K3.9%06
VOO
VANGUARD INDEX FDS
$13M19K3.6%07
IVV
ISHARES TR
$12M16K3.5%08
MBB
ISHARES TR
$11M115K3.1%09
SPYG
SPDR SERIES TRUST
$10M86K2.9%10
SCHG
SCHWAB STRATEGIC TR
$9M267K2.6%

Filing history

2026Q2Jun 30
$351M▲ 17.5%
105 positionsView →2026Q1Mar 31
$299M▼ 0.7%
101 positionsView →2025Q4Dec 31
$301M▲ 7.1%
98 positionsView →2025Q3Sep 30
$281M▲ 11.6%
87 positionsView →2025Q2Jun 30
$252M▲ 7.5%
87 positionsLocked2025Q1Mar 31
$234M▼ 0.5%
85 positionsLocked2024Q4Dec 31
$235M▲ 1.2%
88 positionsLocked2024Q3Sep 30
$233M▲ 6.8%
87 positionsLocked2024Q2Jun 30
$218M▲ 2.9%
95 positionsLocked2024Q1Mar 31
$212M▲ 5.7%
92 positionsLocked2023Q4Dec 31
$200M▲ 5.8%
106 positionsLocked2023Q3Sep 30
$189M▼ 3.1%
98 positionsLocked
Showing 12 of 15