Beacon Bridge Wealth Partners, LLC

Est. AUM

$298.8M

13F long equity, this entity only

Positions

101

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STR SPDR S&P 500 ETF T	TR UNIT	$20.8M	31968	6.96%	SOLE
2	VANGUARD INDEX FDS	VALUE ETF	$15.5M	79065	5.19%	SOLE
3	BLACKROCK ETF TRUST	ISHARES US EQUIT	$14.0M	240341	4.68%	SOLE
4	VANGUARD INDEX FDS	GROWTH ETF	$13.4M	30790	4.50%	SOLE
5	ISHARES TR	NATIONAL MUN ETF	$12.5M	117514	4.18%	SOLE
6	VANGUARD INDEX FDS	S&P 500 ETF SHS	$11.3M	18898	3.78%	SOLE
7	ISHARES TR	MBS ETF	$10.7M	113194	3.60%	SOLE
8	ISHARES TR	CORE S&P500 ETF	$10.6M	16246	3.55%	SOLE
9	ISHARES INC	CORE MSCI EMKT	$9.2M	131719	3.08%	SOLE
10	SPDR SERIES TRUST	STATE STREET SPD	$8.5M	86328	2.83%	SOLE
11	SCHWAB STRATEGIC TR	US LCAP GR ETF	$7.7M	265605	2.59%	SOLE
12	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$7.5M	144646	2.51%	SOLE
13	ISHARES TR	EAFE VALUE ETF	$7.4M	98961	2.46%	SOLE
14	ISHARES TR	MSCI USA QLT FCT	$6.7M	34905	2.24%	SOLE
15	BLACKROCK ETF TRUST	DYNAMIC EQTY ACT	$6.2M	254793	2.07%	SOLE
16	ISHARES GOLD TR	ISHARES NEW	$5.9M	66685	1.97%	SOLE
17	SCHWAB STRATEGIC TR	LONG TERM US	$5.6M	176856	1.86%	SOLE
18	BLACKROCK ETF TRUST	DISCIPLINED VOLA	$5.2M	212183	1.75%	SOLE
19	FRANKLIN TEMPLETON ETF TR	FRANKLIN DYN MUN	$5.0M	203337	1.69%	SOLE
20	BLACKROCK ETF TRUST	ISHARES A I INNO	$4.8M	146377	1.61%	SOLE
21	ISHARES TR	CORE INTL AGGR	$4.7M	93827	1.57%	SOLE
22	ISHARES TR	MSCI USA MMENTM	$4.6M	19058	1.53%	SOLE
23	ISHARES TR	CORE DIV GRWTH	$4.4M	63226	1.49%	SOLE
24	VANGUARD INDEX FDS	SMALL CP ETF	$4.1M	15825	1.39%	SOLE
25	SCHWAB STRATEGIC TR	US AGGREGATE B	$4.1M	174497	1.36%	SOLE
26	SCHWAB STRATEGIC TR	US MID-CAP ETF	$3.9M	126438	1.31%	SOLE
27	MORGAN STANLEY ETF TRUST	EATON VANCE TOTA	$3.8M	75617	1.28%	SOLE
28	ISHARES TR	CORE MSCI EAFE	$3.3M	36697	1.11%	SOLE
29	SPDR SERIES TRUST	STATE STREET SPD	$3.3M	124549	1.10%	SOLE
30	ISHARES TR	US TREAS BD ETF	$3.1M	133518	1.02%	SOLE
31	VANGUARD INDEX FDS	MID CAP ETF	$2.9M	9932	0.95%	SOLE
32	SCHWAB STRATEGIC TR	5 10YR CORP BD	$2.8M	125574	0.95%	SOLE
33	INVESCO EXCHANGE TRADED FD T	S&P500 PUR GWT	$2.8M	60318	0.94%	SOLE
34	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.8M	12824	0.92%	SOLE
35	ISHARES TR	CORE MSCI TOTAL	$2.8M	31809	0.92%	SOLE
36	ISHARES TR	SYSTEMATIC BD ET	$2.6M	29609	0.88%	SOLE
37	SCHWAB STRATEGIC TR	INTL EQTY ETF	$2.5M	99033	0.82%	SOLE
38	ISHARES TR	US AER DEF ETF	$2.3M	10383	0.76%	SOLE
39	INVESCO QQQ TR	UNIT SER 1	$2.2M	3896	0.75%	SOLE
40	ISHARES TR	10-20 YR TRS ETF	$2.0M	20080	0.68%	SOLE
41	ISHARES INC	MSCI EMERG MRKT	$2.0M	30846	0.67%	SOLE
42	SELECT SECTOR SPDR TR	STATE STREET FIN	$1.9M	37792	0.62%	SOLE
43	ISHARES TR	CORE MSCI EURO	$1.9M	26516	0.62%	SOLE
44	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.7M	26913	0.58%	SOLE
45	ISHARES TR	U.S. TECH ETF	$1.7M	9301	0.56%	SOLE
46	VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$1.7M	16583	0.56%	SOLE
47	VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$1.6M	8050	0.55%	SOLE
48	SPDR INDEX SHS FDS	STATE STREET SPD	$1.6M	33081	0.52%	SOLE
49	BROADCOM INC	COM	$1.5M	4961	0.51%	SOLE
50	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$1.5M	2374	0.49%	SOLE

1–50 of 101

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.