Beacon Bridge Wealth Partners, LLC Portfolio Holdings

Beacon Bridge Wealth Partners, LLC

  • $301 Billion
  • Q4 2025

Beacon Bridge Wealth Partners, LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $301 Billion distributed in 98 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 $21.6B, Vanguard Growth ETF with a value of $14.8B, Vanguard Value ETF with a value of $14.7B, Blackrock ETF Tr U S Equity Fa with a value of $14.4B, and Ishares National Muni Bond ETF with a value of $12.4B.

Examining the 13F form we can see an increase of $19.9B in the current position value, from $281B to 301B.

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 $301 Billion
ETFs: $257 Billion
Technology: $4.74 Billion
Communication Services: $2.24 Billion
Financial Services: $2.17 Billion
Industrials: $1.92 Billion
Consumer Cyclical: $1.8 Billion
Healthcare: $877 Million
Consumer Defensive: $479 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
$104 Million 0.03% of portfolio
10,332
Q4 2025 Added 2.4%

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $301 Billion
  • Prior Value $281 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 14 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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