Beacon Bridge Wealth Partners, LLC
101 holdingsFiling period: 2026-03-31Current AUM: $327.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 32.0K | $20.8M | $23.9M | 7.29% | +326 | 2026-03-31 |
| 2 | VTV | VANGUARD INDEX FDS | 79.1K | $15.5M | $17.4M | 5.31% | +2.0K | 2026-03-31 |
| 3 | DYNF | BLACKROCK ETF TRUST | 240.3K | $14.0M | $16.2M | 4.95% | +4.0K | 2026-03-31 |
| 4 | VUG | VANGUARD INDEX FDS | 30.8K | $13.4M | $15.7M | 4.80% | +498 | 2026-03-31 |
| 5 | MUB | ISHARES TR | 117.5K | $12.5M | $12.4M | 3.79% | +1.4K | 2026-03-31 |
| 6 | VOO | VANGUARD INDEX FDS | 18.9K | $11.3M | $13.0M | 3.96% | -261 | 2026-03-31 |
| 7 | MBB | ISHARES TR | 113.2K | $10.7M | $10.5M | 3.21% | -4,550 | 2026-03-31 |
| 8 | IVV | ISHARES TR | 16.2K | $10.6M | $12.2M | 3.72% | +297 | 2026-03-31 |
| 9 | IEMG | ISHARES INC | 131.7K | $9.2M | $10.2M | 3.12% | +9.5K | 2026-03-31 |
| 10 | SPYG | SPDR SERIES TRUST | 86.3K | $8.5M | $10.1M | 3.09% | +1.5K | 2026-03-31 |
| 11 | SCHG | SCHWAB STRATEGIC TR | 265.6K | $7.7M | $9.1M | 2.77% | +11.5K | 2026-03-31 |
| 12 | BINC | BLACKROCK ETF TRUST II | 144.6K | $7.5M | $7.5M | 2.29% | -1,502 | 2026-03-31 |
| 13 | EFV | ISHARES TR | 99.0K | $7.4M | $8.0M | 2.44% | +703 | 2026-03-31 |
| 14 | QUAL | ISHARES TR | 34.9K | $6.7M | $7.7M | 2.34% | +346 | 2026-03-31 |
| 15 | BDYN | BLACKROCK ETF TRUST | 254.8K | $6.2M | $7.0M | 2.13% | -5,640 | 2026-03-31 |
| 16 | IAU | ISHARES GOLD TR | 66.7K | $5.9M | $5.1M | 1.55% | -119 | 2026-03-31 |
| 17 | SCHQ | SCHWAB STRATEGIC TR | 176.9K | $5.6M | $5.3M | 1.62% | +2.0K | 2026-03-31 |
| 18 | BDVL | BLACKROCK ETF TRUST | 212.2K | $5.2M | $5.6M | 1.70% | -4,561 | 2026-03-31 |
| 19 | FLMI | FRANKLIN TEMPLETON ETF TR | 203.3K | $5.0M | $5.0M | 1.53% | +49.5K | 2026-03-31 |
| 20 | BAI | BLACKROCK ETF TRUST | 146.4K | $4.8M | $6.1M | 1.85% | +2.8K | 2026-03-31 |
| 21 | IAGG | ISHARES TR | 93.8K | $4.7M | $4.7M | 1.42% | +1.2K | 2026-03-31 |
| 22 | MTUM | ISHARES TR | 19.1K | $4.6M | $5.7M | 1.74% | -3,559 | 2026-03-31 |
| 23 | DGRO | ISHARES TR | 63.2K | $4.4M | $4.9M | 1.51% | +4.9K | 2026-03-31 |
| 24 | VB | VANGUARD INDEX FDS | 15.8K | $4.1M | $4.7M | 1.42% | +145 | 2026-03-31 |
| 25 | SCHZ | SCHWAB STRATEGIC TR | 174.5K | $4.1M | $4.0M | 1.21% | +476 | 2026-03-31 |
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