Beacon Bridge Wealth Partners, LLC Incresed Positions in Q4 2025

Beacon Bridge Wealth Partners, LLC

  • $301 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
45.4K
+ 23.75%
$57.9 - $61.26 $2.63M - $2.78M
236K $14.4B
SPY
Spdr S&P 500 ETF Trust

ETFs
3.06K
+ 10.71%
$653.02 - $687.39 $2M - $2.1M
31.6K $21.6B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
9.93K
+ 78.3%
$245.79 - $258.02 $2.44M - $2.56M
22.6K $5.66B
IAU
Ishares Gold Trust

ETFs
23K
+ 52.39%
$72.65 - $82.5 $1.67M - $1.89M
66.8K $5.42B
VTV
Vanguard Value ETF

ETFs
7.05K
+ 10.08%
$182.87 - $189.72 $1.29M - $1.34M
77K $14.7B
Blackrock ETF Trust
35K
+ 19.23%
N/A
217K $5.38B
MBB
Ishares Tr

ETFs
7.1K
+ 6.42%
$94.9 - $96.23 $674K - $684K
118K $11.2B
Blackrock ETF Trust
21.7K
+ 9.08%
N/A
260K $6.67B
EFV
Msci Eafe Value ETF

ETFs
3.96K
+ 4.19%
$66.73 - $70.99 $264K - $281K
98.3K $7.02B
Blackrock ETF Trust Ii
12K
+ 8.95%
N/A
146K $7.71B
IEUR
Ishares Tr Ishares Core Msci E

ETFs
6.66K
+ 40.16%
$67.62 - $70.2 $451K - $468K
23.3K $1.65B
XLF
Financial Sector Spdr

ETFs
7.79K
+ 26.16%
$51.76 - $53.77 $403K - $419K
37.6K $2.06B
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
17.1K
+ 13.53%
$22.89 - $23.27 $392K - $399K
144K $3.3B
XLI
Industrial Sector Spdr

ETFs
1.94K
+ 37.17%
$149.9 - $155.79 $291K - $302K
7.16K $1.11B
SPTL
Spdr Portfolio Long Term Treas

ETFs
11.7K
+ 10.79%
$26.76 - $27.67 $312K - $323K
120K $3.17B
QQQ
Invesco Qqq Trust, Series 1

ETFs
278
+ 7.8%
$589.5 - $635.77 $164K - $177K
3.84K $2.36B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
6.51K
+ 7.56%
$51.27 - $51.8 $334K - $337K
92.7K $4.63B
GOOG
Alphabet Inc.

Communication Services
90
+ 3.55%
$237.49 - $291.74 $21.4K - $26.3K
2.63K $824M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
7.55K
+ 6.05%
$23.04 - $23.36 $174K - $176K
132K $3.05B
AVGO
Broadcom Inc.

Technology
197
+ 4.14%
$324.63 - $385.98 $64K - $76K
4.96K $1.72B
VEA
Vanguard Ftse Developed Market

ETFs
718
+ 2.75%
$59.18 - $62.09 $42.5K - $44.6K
26.9K $1.68B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.94K
+ 1.57%
$28.9 - $30.17 $56K - $58.4K
126K $3.78B
NVDA
Nvidia Corp

Technology
437
+ 6.65%
$179.83 - $207.04 $78.6K - $90.5K
7.01K $1.31B
VB
Vanguard Small Cap ETF

ETFs
54
+ 0.35%
$248.1 - $260.08 $13.4K - $14K
15.7K $4.04B
JNJ
Johnson & Johnson

Healthcare
127
+ 8.59%
$185.98 - $199.58 $23.6K - $25.3K
1.61K $332M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.09K
+ 3.47%
$45.45 - $48.31 $49.6K - $52.7K
32.5K $1.52B
AMZN
Amazon Com Inc

Consumer Cyclical
93
+ 3.88%
$213.04 - $254.0 $19.8K - $23.6K
2.49K $574M
VRT
Vertiv Holdings CO

Industrials
100
+ 5.87%
N/A
1.81K $292M
TSLA
Tesla, Inc.

Consumer Cyclical
56
+ 3.49%
$401.99 - $468.37 $22.5K - $26.2K
1.66K $747M
META
Meta Platforms, Inc.

Communication Services
90
+ 24.52%
$609.01 - $751.67 $54.8K - $67.7K
457 $302M
OEF
Ishares S&P 100 ETF

ETFs
35
+ 1.99%
N/A
1.79K $615M
MSFT
Microsoft Corp

Technology
146
+ 10.12%
$496.82 - $542.07 $72.5K - $79.1K
1.59K $769M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
38
+ 6.46%
$475.68 - $513.11 $18.1K - $19.5K
626 $315M
BA
Boeing CO

Industrials
14
+ 0.82%
$191.81 - $225.32 $2.69K - $3.15K
1.73K $375M
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
242
+ 2.4%
$10.41 - $10.74 $2.52K - $2.6K
10.3K $104M
PG
Procter & Gamble CO

Consumer Defensive
79
+ 2.42%
$145.5 - $153.18 $11.5K - $12.1K
3.34K $479M
FISV
Fiserv Inc

Technology
44
+ 0.57%
N/A
7.82K $525M
Activity Summary
Buys All Purchases 52 New Holdings 14 Increased Positions 38 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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