Beacon Bridge Wealth Partners, LLC

CIK 0001965468 • 6 13F filings • May 7, 2025 – Aug 5, 2026

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Filer information

Filed by: Beacon Bridge Wealth Partners, LLC, Compliance Officer
Address: 1600 N BETHLEHEM PIKE, N-200, LOWER GWYNEDD, PA, 19002
Phone: 5138325447
AUM: $301.0M

AUM over time

$351.0M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $301.0M95 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$1.1M	0.4%Prev: 0.4%	3,554 SH	Increased-693 SH
ALPHABET INC	CAP STK CL C	$824K	0.3%Prev: 0.2%	2,627 SH	Increased+90 SH
AMAZON COM INC	COM	$574K	0.2%Prev: 0.2%	2,487 SH	Increased+93 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$315K	0.1%Prev: 0.1%	626 SH	Increased+38 SH
BLACKROCK ETF TRUST	DISCIPLINED VOLA	$5.4M	1.8%Prev: 1.6%	216,744 SH	Increased+34,953 SH
BLACKROCK ETF TRUST	DYNAMIC EQTY ACT	$6.7M	2.2%Prev: 2.1%	260,433 SH	Increased+21,670 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$4.8M	1.6%	143,582 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$14.4M	4.8%Prev: 4.0%	236,391 SH	Increased+45,361 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$7.7M	2.6%Prev: 2.5%	146,148 SH	Increased+12,011 SH
BLACKROCK ETF TRUST II	ISHARES HIGH YIE	$824K	0.3%	16,934 SH	New
BLUE OWL TECHNOLOGY FIN CORP	COMMON STOCK	$255K	0.1%	17,545 SH	New
BOEING CO	COM	$375K	0.1%Prev: 0.1%	1,727 SH	Increased+14 SH
BRISTOL-MYERS SQUIBB CO	COM	$282K	0.1%Prev: 0.1%	5,221 SH	Increased-354 SH
BROADCOM INC	COM	$1.7M	0.6%Prev: 0.6%	4,960 SH	Increased+197 SH
CISCO SYS INC	COM	$214K	0.1%	2,776 SH	New
ELI LILLY & CO	COM	$263K	0.1%	245 SH	New
FISERV INC	COM	$525K	0.2%Prev: 0.4%	7,820 SH	Decreased+44 SH
FRANKLIN TEMPLETON ETF TR	FRANKLIN DYN MUN	$3.8M	1.3%	153,791 SH	New
GE AEROSPACE	COM NEW	$207K	0.1%Prev: 0.1%	671 SH	Decreased-174 SH
HOME DEPOT INC	COM	$479K	0.2%Prev: 0.2%	1,393 SH	Decreased-328 SH
INVESCO EXCHANGE TRADED FD T	S&P500 PUR GWT	$2.9M	1.0%Prev: 1.1%	61,425 SH	Decreased-1,178 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$715K	0.2%Prev: 0.3%	9,528 SH	Decreased-830 SH
INVESCO QQQ TR	UNIT SER 1	$2.4M	0.8%Prev: 0.8%	3,842 SH	Increased+278 SH
ISHARES GOLD TR	ISHARES NEW	$5.4M	1.8%Prev: 1.1%	66,804 SH	Increased+22,967 SH
ISHARES INC	CORE MSCI EMKT	$8.2M	2.7%	122,215 SH	New
ISHARES INC	MSCI EMERG MRKT	$2.0M	0.7%Prev: 2.6%	31,030 SH	Decreased-82,257 SH
ISHARES INC	MSCI GBL GOLD MN	$533K	0.2%Prev: 0.2%	7,235 SH	Decreased-1,897 SH
ISHARES TR	10-20 YR TRS ETF	$1.5M	0.5%	14,880 SH	New
ISHARES TR	CORE DIV GRWTH	$4.1M	1.3%Prev: 1.6%	58,361 SH	Decreased-6,557 SH
ISHARES TR	CORE INTL AGGR	$4.6M	1.5%Prev: 1.6%	92,650 SH	Increased+6,511 SH
ISHARES TR	CORE MSCI EAFE	$3.3M	1.1%Prev: 1.2%	36,943 SH	Increased-549 SH
ISHARES TR	CORE MSCI EURO	$1.7M	0.5%Prev: 0.4%	23,254 SH	Increased+6,663 SH
ISHARES TR	CORE MSCI TOTAL	$2.7M	0.9%Prev: 1.0%	31,530 SH	Decreased-3,663 SH
ISHARES TR	CORE S&P500 ETF	$10.9M	3.6%Prev: 3.9%	15,949 SH	Increased-243 SH
ISHARES TR	CORE US AGGBD ET	$1.3M	0.4%Prev: 0.6%	13,283 SH	Decreased-3,311 SH
ISHARES TR	EAFE GRWTH ETF	$252K	0.1%Prev: 1.2%	2,210 SH	Decreased-27,280 SH
ISHARES TR	EAFE VALUE ETF	$7.0M	2.3%Prev: 2.3%	98,258 SH	Increased+3,955 SH
ISHARES TR	INTL DIV GRWTH	$384K	0.1%Prev: 0.1%	4,643 SH	Decreased-294 SH
ISHARES TR	MBS ETF	$11.2M	3.7%Prev: 3.7%	117,744 SH	Increased+7,104 SH
ISHARES TR	MSCI EMG MKT ETF	$213K	0.1%Prev: 0.1%	3,887 SH	Decreased-675 SH
ISHARES TR	MSCI USA MMENTM	$5.7M	1.9%Prev: 1.2%	22,617 SH	Increased+9,932 SH
ISHARES TR	MSCI USA QLT FCT	$6.9M	2.3%Prev: 6.2%	34,559 SH	Decreased-55,369 SH
ISHARES TR	NATIONAL MUN ETF	$12.4M	4.1%Prev: 4.5%	116,095 SH	Decreased-2,206 SH
ISHARES TR	S&P 100 ETF	$615K	0.2%Prev: 0.2%	1,793 SH	Increased+35 SH
ISHARES TR	S&P 500 GRWT ETF	$1.4M	0.5%Prev: 0.5%	11,318 SH	Increased-161 SH
ISHARES TR	S&P 500 VAL ETF	$402K	0.1%Prev: 0.1%	1,895 SH	Increased-51 SH
ISHARES TR	SYSTEMATIC BD ET	$2.6M	0.9%	28,782 SH	New
ISHARES TR	U.S. TECH ETF	$1.9M	0.6%Prev: 2.2%	9,329 SH	Decreased-22,228 SH
ISHARES TR	US AER DEF ETF	$2.2M	0.7%	10,326 SH	New
ISHARES TR	US TREAS BD ETF	$3.0M	1.0%Prev: 1.0%	132,391 SH	Increased+7,551 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$767K	0.3%Prev: 0.3%	12,144 SH	Decreased-895 SH
JOHNSON & JOHNSON	COM	$332K	0.1%Prev: 0.1%	1,605 SH	Increased+127 SH
JPMORGAN CHASE & CO.	COM	$641K	0.2%Prev: 0.2%	1,990 SH	Decreased-193 SH
LOCKHEED MARTIN CORP	COM	$1.0M	0.3%Prev: 0.5%	2,152 SH	Decreased-909 SH
META PLATFORMS INC	CL A	$302K	0.1%Prev: 0.1%	457 SH	Increased+90 SH
MICROSOFT CORP	COM	$769K	0.3%Prev: 0.3%	1,589 SH	Increased+146 SH
MORGAN STANLEY ETF TRUST	EATON VANCE TOTA	$3.8M	1.3%	74,105 SH	New
NUVEEN CHURCHILL DIRECT LEND	COM SHS	$433K	0.1%Prev: 0.2%	32,432 SH	Decreased
NUVEEN DYNAMIC MUN OPPORTUNI	COM SHS	$104K	0.0%Prev: 0.0%	10,332 SH	Decreased+242 SH
NVIDIA CORPORATION	COM	$1.3M	0.4%Prev: 0.4%	7,011 SH	Increased+437 SH
ORACLE CORP	COM	$209K	0.1%Prev: 0.2%	1,071 SH	Decreased-472 SH
PACER FDS TR	US CASH COWS 100	$212K	0.1%	3,530 SH	New
PIMCO ETF TR	0-5 HIGH YIELD	$214K	0.1%Prev: 0.1%	2,256 SH	Decreased-249 SH
PROCTER AND GAMBLE CO	COM	$479K	0.2%Prev: 0.2%	3,342 SH	Decreased+79 SH
S&P GLOBAL INC	COM	$576K	0.2%Prev: 0.2%	1,103 SH	Decreased-238 SH
SCHWAB STRATEGIC TR	5 10YR CORP BD	$3.3M	1.1%Prev: 1.0%	143,847 SH	Increased+17,145 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$2.2M	0.7%Prev: 1.0%	92,137 SH	Decreased-27,275 SH
SCHWAB STRATEGIC TR	LONG TERM US	$5.5M	1.8%Prev: 2.4%	174,868 SH	Decreased-30,781 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$4.1M	1.4%Prev: 1.8%	174,021 SH	Decreased-40,190 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$8.3M	2.8%Prev: 2.8%	254,119 SH	Increased+11,791 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$3.8M	1.3%Prev: 1.3%	125,611 SH	Increased+1,936 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$772K	0.3%	6,465 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$2.1M	0.7%	37,553 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$1.1M	0.4%	7,163 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$987K	0.3%	6,857 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$1.5M	0.5%Prev: 0.5%	32,543 SH	Increased+1,091 SH
SPDR S&P 500 ETF TR	TR UNIT	$21.6M	7.2%Prev: 6.8%	31,642 SH	Increased+3,061 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$1.4M	0.5%Prev: 0.5%	2,311 SH	Decreased-46 SH
SPDR SERIES TRUST	STATE STREET SPD	$14.1M	4.7%	253,179 SH	New
TESLA INC	COM	$747K	0.2%Prev: 0.3%	1,660 SH	Increased+56 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$1.7M	0.6%Prev: 0.6%	8,177 SH	Increased
VANGUARD INDEX FDS	GROWTH ETF	$14.8M	4.9%Prev: 5.3%	30,292 SH	Decreased-610 SH
VANGUARD INDEX FDS	MID CAP ETF	$3.1M	1.0%Prev: 1.3%	10,643 SH	Decreased-1,428 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$12.0M	4.0%Prev: 4.2%	19,159 SH	Increased-304 SH
VANGUARD INDEX FDS	SMALL CP ETF	$4.0M	1.3%Prev: 1.4%	15,680 SH	Increased+54 SH
VANGUARD INDEX FDS	VALUE ETF	$14.7M	4.9%Prev: 4.6%	77,041 SH	Increased+7,052 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$279K	0.1%Prev: 0.1%	5,555 SH	Decreased-1,317 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$620K	0.2%Prev: 0.2%	7,772 SH	Decreased-320 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$1.8M	0.6%Prev: 0.7%	17,770 SH	Decreased-1,598 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.9M	1.0%Prev: 1.0%	13,068 SH	Decreased-243 SH
VANGUARD STAR FDS	VG TL INTL STK F	$843K	0.3%Prev: 0.3%	11,179 SH	Decreased-761 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.7M	0.6%Prev: 0.6%	26,854 SH	Increased+718 SH
VERTIV HOLDINGS CO	COM CL A	$292K	0.1%Prev: 0.1%	1,805 SH	Increased+100 SH
VISA INC	COM CL A	$401K	0.1%Prev: 0.2%	1,144 SH	Decreased-97 SH
VOYA FINANCIAL INC	COM	$240K	0.1%Prev: 0.1%	3,217 SH	Decreased

Sold (vs prior filing)

ISHARES TR — $249K
ISHARES TR — $244K
JAZZ PHARMACEUTICALS PLC — $218K
SELECT SECTOR SPDR TR — $1.6M
SELECT SECTOR SPDR TR — $805K
SPDR SERIES TRUST — $1.3M
SPDR SERIES TRUST — $2.9M
SPDR SERIES TRUST — $8.9M
SPDR SERIES TRUST — $596K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 27, 2026	Q4 2025	13F-HR	0001765380-26-000036	$301.0M	View
Nov 6, 2025	Q3 2025	13F-HR	0001765380-25-000438	$281.1M	View
Aug 5, 2026	Q2 2026