13F Insight
DOSSIER · 13F-HR · Q1 2026

Beacon Bridge Wealth Partners, LLC

$299M in tracked AUM across 101 positions as of Q1 2026.

BB
CIK 0001965468 · last filed Mar 31, 2026
Total AUM
$299M
as of Q1 2026
Holdings
101
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

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 positionsLocked2023Q2Jun 30
$196M▲ 17.3%
90 positionsLocked
Showing 12 of 14