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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$105 Million 0.04% of portfolio
10,090
Q3 2025 New

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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