Beacon Bridge Wealth Partners, LLC Portfolio Holdings

Beacon Bridge Wealth Partners, LLC

  • $281 Billion
  • Q3 2025

Beacon Bridge Wealth Partners, LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $281 Billion distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $19B, Ishares Msci Usa Quality Facto with a value of $17.5B, Vanguard Growth ETF with a value of $14.8B, Vanguard Value ETF with a value of $13.1B, and Ishares National Muni Bond ETF with a value of $12.6B.

Examining the 13F form we can see an increase of $29.2B in the current position value, from $252B to 281B.

Beacon Bridge Wealth Partners, LLC is based out at Conshohocken, PA

Below you can find more details about Beacon Bridge Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $281 Billion
ETFs: $248 Billion
Technology: $4.98 Billion
Industrials: $2.41 Billion
Financial Services: $2.3 Billion
Consumer Cyclical: $1.94 Billion
Communication Services: $1.92 Billion
Healthcare: $743 Million
Consumer Defensive: $501 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19 Billion 6.77% of portfolio
28,581
Q3 2025 Added 2.02%
$0
$17.5 Billion 6.22% of portfolio
89,928
Q3 2025 Reduced 4.97%
$0
$14.8 Billion 5.27% of portfolio
30,902
Q3 2025 Added 1.88%
$0
$13.1 Billion 4.64% of portfolio
69,989
Q3 2025 Added 2.01%
$0
$12.6 Billion 4.48% of portfolio
118,301
Q3 2025 Added 2.34%
$0
$11.9 Billion 4.24% of portfolio
19,463
Q3 2025 Added 0.28%
$0
$11.3 Billion 4.02% of portfolio
191,030
Q3 2025 Added 2.69%
$0
$10.8 Billion 3.85% of portfolio
16,192
Q3 2025 Added 0.82%
$0
$10.5 Billion 3.74% of portfolio
110,640
Q3 2025 Added 4.29%
$0
$8.92 Billion 3.17% of portfolio
85,388
Q3 2025 Added 0.57%
$0
$7.73 Billion 2.75% of portfolio
242,328
Q3 2025 Added 6.99%
$0
$7.23 Billion 2.57% of portfolio
113,287
Q3 2025 Added 2.12%
Blackrock ETF Trust Ii
-
$7.14 Billion 2.54% of portfolio
-
Q3 2025 Added 0.2%
$0
$6.64 Billion 2.36% of portfolio
205,649
Q3 2025 Added 0.75%
$0
$6.4 Billion 2.28% of portfolio
94,303
Q3 2025 Added 3.34%
$0
$6.18 Billion 2.2% of portfolio
31,557
Q3 2025 Added 0.89%
$0
$5.03 Billion 1.79% of portfolio
214,211
Q3 2025 Added 1.46%
Blackrock ETF Trust
-
$4.54 Billion 1.62% of portfolio
-
Q3 2025 New
$0
$4.42 Billion 1.57% of portfolio
64,918
Q3 2025 Added 4.43%
$0
$4.41 Billion 1.57% of portfolio
86,139
Q3 2025 Added 3.3%
$0
$3.97 Billion 1.41% of portfolio
15,626
Q3 2025 Added 1.56%
$0
$3.67 Billion 1.3% of portfolio
123,675
Q3 2025 Added 1.95%
$0
$3.55 Billion 1.26% of portfolio
12,071
Q3 2025 Reduced 5.41%
$0
$3.36 Billion 1.19% of portfolio
29,490
Q3 2025 Added 2.59%
$0
$3.27 Billion 1.16% of portfolio
37,492
Q3 2025 Reduced 0.22%
$0
$3.25 Billion 1.16% of portfolio
12,685
Q3 2025 Added 3.12%
$65.3B
$3.19 Billion 1.13% of portfolio
43,837
Q3 2025 Added 3.75%
$0
$2.99 Billion 1.06% of portfolio
62,603
Q3 2025 Added 0.19%
$0
$2.92 Billion 1.04% of portfolio
126,702
Q3 2025 Added 5.01%
$0
$2.91 Billion 1.04% of portfolio
108,126
Q3 2025 Added 4.07%
$0
$2.89 Billion 1.03% of portfolio
124,840
Q3 2025 Added 5.09%
$0
$2.91 Billion 1.03% of portfolio
35,193
Q3 2025 Added 1.05%
$0
$2.87 Billion 1.02% of portfolio
13,311
Q3 2025 Reduced 0.74%
$0
$2.78 Billion 0.99% of portfolio
119,412
Q3 2025 Reduced 23.55%
$0
$2.14 Billion 0.76% of portfolio
3,564
Q3 2025 Added 0.39%
$0
$1.89 Billion 0.67% of portfolio
19,368
Q3 2025 Reduced 1.35%
$0
$1.66 Billion 0.59% of portfolio
16,594
Q3 2025 Added 0.7%
$0
$1.63 Billion 0.58% of portfolio
8,177
Q3 2025 Reduced 6.31%
$0
$1.6 Billion 0.57% of portfolio
29,767
Q3 2025 Reduced 0.65%
$139B
$1.57 Billion 0.56% of portfolio
4,763
Q3 2025 Added 2.45%
$0
$1.57 Billion 0.56% of portfolio
26,136
Q3 2025 Reduced 0.69%
$123B
$1.53 Billion 0.54% of portfolio
3,061
Q3 2025 Reduced 6.31%
$0
$1.47 Billion 0.52% of portfolio
31,452
Q3 2025 Added 0.5%
$0
$1.4 Billion 0.5% of portfolio
2,357
Q3 2025 Reduced 2.08%
$0
$1.39 Billion 0.49% of portfolio
11,479
Q3 2025 Added 1.93%
$0
$1.28 Billion 0.46% of portfolio
44,356
Q3 2025 Added 0.52%
$465B
$1.23 Billion 0.44% of portfolio
6,574
Q3 2025 Added 2.69%
$0
$1.13 Billion 0.4% of portfolio
16,591
Q3 2025 Added 225.57%
$1.65T
$1.03 Billion 0.37% of portfolio
4,247
Q3 2025 Added 3.51%

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $281 Billion
  • Prior Value $252 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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