BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

Est. AUM

$174.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$30.2M	777411	17.32%	SOLE
2	DIMENSIONAL ETF TRUST	US TARGETED VLU	$19.4M	310500	11.12%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$18.9M	660917	10.86%	SOLE
4	ISHARES TR	NATIONAL MUN ETF	$13.2M	124010	7.55%	SOLE
5	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$9.6M	359686	5.48%	SOLE
6	DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$8.8M	162187	5.02%	SOLE
7	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$8.7M	245608	5.00%	SOLE
8	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$8.6M	248400	4.92%	SOLE
9	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$6.1M	166648	3.51%	SOLE
10	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$5.8M	69917	3.32%	SOLE
11	DIMENSIONAL ETF TRUST	DIMENSIONAL INTE	$5.7M	108165	3.25%	SOLE
12	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$5.1M	159287	2.94%	SOLE
13	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$4.9M	125026	2.83%	SOLE
14	ISHARES TR	0-5 YR TIPS ETF	$4.6M	44198	2.62%	SOLE
15	VANGUARD INDEX FDS	TOTAL STK MKT	$3.9M	12190	2.24%	SOLE
16	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$3.0M	89451	1.74%	SOLE
17	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$2.7M	56732	1.58%	SOLE
18	PIMCO ETF TR	INTER MUN BD ACT	$2.4M	46797	1.40%	SOLE
19	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$2.1M	42601	1.22%	SOLE
20	ISHARES TR	SHRT NAT MUN ETF	$1.8M	17025	1.04%	SOLE
21	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.5M	23339	0.86%	SOLE
22	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.4M	25732	0.78%	SOLE
23	VANGUARD INDEX FDS	SM CP VAL ETF	$1.1M	4925	0.61%	SOLE
24	SERVICENOW INC	COM	$1.1M	10110	0.61%	SOLE
25	ISHARES TR	10-20 YR TRS ETF	$971K	9636	0.56%	SOLE
26	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$737K	17946	0.42%	SOLE
27	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$497K	7013	0.28%	SOLE
28	ISHARES TR	EAFE SML CP ETF	$491K	6262	0.28%	SOLE
29	DIMENSIONAL ETF TRUST	INTERNATIONAL	$317K	7467	0.18%	SOLE
30	ISHARES TR	EAFE VALUE ETF	$308K	4136	0.18%	SOLE
31	VANECK ETF TRUST	HIGH YLD MUNIETF	$279K	5563	0.16%	SOLE
32	DIMENSIONAL ETF TRUST	EMERGING MARKETS	$220K	5199	0.13%	SOLE

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