Beacon Bridge Wealth Partners, LLC
105 holdingsFiling period: 2026-06-30Current AUM: $345.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 40.6K | $30.3M | $30.7M | 8.89% | +8.6K | 2026-06-30 |
| 2 | DYNF | BLACKROCK ETF TRUST | 253.0K | $17.2M | $17.4M | 5.03% | +12.7K | 2026-06-30 |
| 3 | VUG | VANGUARD INDEX FDS | 190.5K | $16.4M | $16.6M | 4.80% | +159.7K | 2026-06-30 |
| 4 | VTV | VANGUARD INDEX FDS | 65.9K | $14.4M | $14.7M | 4.24% | -13,172 | 2026-06-30 |
| 5 | MUB | ISHARES TR | 128.0K | $13.8M | $13.2M | 3.81% | +10.5K | 2026-06-30 |
| 6 | VOO | VANGUARD INDEX FDS | 18.6K | $12.7M | $12.9M | 3.74% | -343 | 2026-06-30 |
| 7 | IVV | ISHARES TR | 16.4K | $12.3M | $12.5M | 3.61% | +183 | 2026-06-30 |
| 8 | MBB | ISHARES TR | 115.2K | $10.9M | $10.5M | 3.04% | +2.0K | 2026-06-30 |
| 9 | SPYG | SPDR SERIES TRUST | 86.1K | $10.2M | $10.3M | 2.96% | -269 | 2026-06-30 |
| 10 | SCHG | SCHWAB STRATEGIC TR | 266.8K | $9.0M | $9.3M | 2.70% | +1.2K | 2026-06-30 |
| 11 | IEMG | ISHARES INC | 96.0K | $8.0M | $7.7M | 2.22% | -35,689 | 2026-06-30 |
| 12 | FLMI | FRANKLIN TEMPLETON ETF TR | 314.7K | $7.9M | $7.5M | 2.17% | +111.4K | 2026-06-30 |
| 13 | GOVT | ISHARES TR | 326.9K | $7.4M | $7.2M | 2.09% | +193.4K | 2026-06-30 |
| 14 | BAI | BLACKROCK ETF TRUST | 139.9K | $7.4M | $5.9M | 1.72% | -6,494 | 2026-06-30 |
| 15 | BDYN | BLACKROCK ETF TRUST | 255.2K | $7.1M | $7.1M | 2.04% | +433 | 2026-06-30 |
| 16 | SCHZ | SCHWAB STRATEGIC TR | 293.0K | $6.8M | $6.6M | 1.90% | +118.5K | 2026-06-30 |
| 17 | BINC | BLACKROCK ETF TRUST II | 117.1K | $6.1M | $6.0M | 1.73% | -27,595 | 2026-06-30 |
| 18 | EFG | ISHARES TR | 45.8K | $5.7M | $5.5M | 1.58% | -- | 2026-06-30 |
| 19 | BDVL | BLACKROCK ETF TRUST | 207.9K | $5.4M | $5.5M | 1.58% | -4,263 | 2026-06-30 |
| 20 | SCHQ | SCHWAB STRATEGIC TR | 169.9K | $5.3M | $5.0M | 1.45% | -6,943 | 2026-06-30 |
| 21 | MTUM | ISHARES TR | 15.2K | $5.2M | $4.6M | 1.32% | -3,818 | 2026-06-30 |
| 22 | VB | VANGUARD INDEX FDS | 16.9K | $5.1M | $4.9M | 1.42% | +1.1K | 2026-06-30 |
| 23 | IAGG | ISHARES TR | 100.8K | $5.1M | $5.0M | 1.44% | +6.9K | 2026-06-30 |
| 24 | EFV | ISHARES TR | 66.4K | $5.1M | $5.4M | 1.57% | -32,530 | 2026-06-30 |
| 25 | IALT | BLACKROCK ETF TRUST | 176.4K | $4.9M | $5.2M | 1.50% | -- | 2026-06-30 |
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