Bridge Generations Wealth Management LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002056071

Type: FundHoldings: 151Value: $159.3MLatest: 2025Q1

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 151 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "FNDF",
  "FNDA",
  "ACN",
  "MMM",
  "ABBV",
  null,
  null,
  "GOOGL",
  "AXP",
  null,
  "SCHH",
  null,
  null,
  "AVGO",
  null,
  null,
  null,
  null,
  "SKYW",
  null,
  "HON",
  "HD",
  null,
  "MCD",
  null,
  null,
  null,
  null,
  null,
  "GBCI",
  null,
  "EMXC",
  "ICE",
  "MUB",
  null,
  null,
  "IJH",
  null,
  null,
  null,
  "LIN",
  null,
  null,
  "MSFT",
  "MDLZ",
  "NVS",
  "ORCL",
  null,
  null,
  null,
  "PEP",
  "PNC",
  "IVV",
  "UNH",
  "AAPL",
  "GS",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "FNDX",
  null,
  null,
  "SCHX",
  "NOW",
  null,
  "AMT",
  null,
  "SPLG",
  "TJX",
  "VNQ",
  "VOE",
  null,
  null,
  null,
  "VCIT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MGC",
  "ATO",
  "WM",
  "FTNT",
  "VIGI",
  "AMZN",
  null,
  null,
  "IVE",
  null,
  "VEA",
  "VNQI",
  "VXUS",
  null,
  "VGLT",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "V",
  "WMT",
  "WFC",
  null,
  "YUMC",
  "YUM",
  "SOLV",
  null,
  null,
  null,
  "SCHF",
  "SCHA",
  "ROL",
  null,
  null,
  "ZION",
  "PSA",
  "NUE",
  "ADP",
  "BBY",
  "CVX",
  "KO",
  "COST",
  "CRWD",
  "DHR",
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DLR",
  "DCI",
  "RSP",
  "ADI",
  "NEE",
  "QQQ",
  "DIS",
  "ETN",
  "XOM",
  "JNJ",
  "LLY",
  "PLD",
  null,
  "XLK",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-01
Total Holdings: 151
Total Value: 159270320
Accession Number: 0002056071-25-000004
Form Type: 13F-HR
CIK: bridge-generations-wealth-management
Manager Name: Bridge-Generations-Wealth-Management

Data Enrichment

62% identified

93 identified58 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

151 positions • $159.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 8

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25434V708

DFAC|25434V708

Shares:1.0M

Value:$34.4M

% of Portfolio:21.6% ($34.4M/$159.3M)

25434V609

Shares:391.8K

Value:$20.2M

% of Portfolio:12.7% ($20.2M/$159.3M)

25434V658

Shares:383.9K

Value:$10.1M

% of Portfolio:6.3% ($10.1M/$159.3M)

464288653

Shares:92.4K

Value:$9.6M

% of Portfolio:6.0% ($9.6M/$159.3M)

78464A672

Shares:333.0K

Value:$9.5M

% of Portfolio:6.0% ($9.5M/$159.3M)

25434V732

Shares:353.8K

Value:$9.4M

% of Portfolio:5.9% ($9.4M/$159.3M)

25434V583

Shares:167.2K

Value:$8.9M

% of Portfolio:5.6% ($8.9M/$159.3M)

25434V799

Shares:293.7K

Value:$8.2M

% of Portfolio:5.1% ($8.2M/$159.3M)

25434V765

Shares:215.3K

Value:$5.8M

% of Portfolio:3.6% ($5.8M/$159.3M)

25434V831

Shares:146.8K

Value:$4.9M

% of Portfolio:3.1% ($4.9M/$159.3M)

25434V724

Shares:98.3K

Value:$4.0M

% of Portfolio:2.5% ($4.0M/$159.3M)

25434V781

Shares:132.5K

Value:$3.9M

% of Portfolio:2.4% ($3.9M/$159.3M)

464288414

MUB|464288414

Shares:36.5K

Value:$3.8M

% of Portfolio:2.4% ($3.8M/$159.3M)

46641Q647

Shares:63.3K

Value:$3.2M

% of Portfolio:2.0% ($3.2M/$159.3M)

25434V807

Shares:75.8K

Value:$3.0M

% of Portfolio:1.9% ($3.0M/$159.3M)

25434V880

DFAX|25434V880

Shares:111.6K

Value:$2.9M

% of Portfolio:1.8% ($2.9M/$159.3M)

922908611

VBR|922908611

Shares:13.0K

Value:$2.4M

% of Portfolio:1.5% ($2.4M/$159.3M)

72201R866

Shares:47.0K

Value:$2.4M

% of Portfolio:1.5% ($2.4M/$159.3M)

922908769

VTI|922908769

Shares:7.7K

Value:$2.1M

% of Portfolio:1.3% ($2.1M/$159.3M)

464288158

Shares:18.0K

Value:$1.9M

% of Portfolio:1.2% ($1.9M/$159.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(DFACcusip25434V708)	1.0M	QoQ +1.13% (-11.7K) YoY-	All Managers (Combined)	$34.4M	21.6% ($34.4M/$159.3M)	QoQ -3.54% (-$1.3M) YoY-
(cusip25434V609)✕	391.8K	QoQ +3.74% (-14.2K) YoY-	All Managers (Combined)	$20.2M	12.7% ($20.2M/$159.3M)	QoQ -4.02% (-$845.6K) YoY-
(cusip25434V658)✕	383.9K	QoQ -2.13% (-8.4K) YoY-	All Managers (Combined)	$10.1M	6.3% ($10.1M/$159.3M)	QoQ +0.62% (-$62.7K) YoY-
(cusip464288653)✕	92.4K	QoQ -56.05% (-117.8K) YoY-	All Managers (Combined)	$9.6M	6.0% ($9.6M/$159.3M)	QoQ -54.19% (-$11.3M) YoY-
(cusip78464A672)✕	333.0K	QoQ NEW(+333.0K) YoY-	All Managers (Combined)	$9.5M	6.0% ($9.5M/$159.3M)	QoQ NEW(+$9.5M) YoY-
(cusip25434V732)✕	353.8K	QoQ -1.55% (-5.6K) YoY-	All Managers (Combined)	$9.4M	5.9% ($9.4M/$159.3M)	QoQ -0.54% (-$51.2K) YoY-
(cusip25434V583)✕	167.2K	QoQ -8.48% (-15.5K) YoY-	All Managers (Combined)	$8.9M	5.6% ($8.9M/$159.3M)	QoQ -7.44% (-$718.5K) YoY-
(cusip25434V799)✕	293.7K	QoQ -3.01% (-9.1K) YoY-	All Managers (Combined)	$8.2M	5.1% ($8.2M/$159.3M)	QoQ +4.21% (-$329.7K) YoY-
(cusip25434V765)✕	215.3K	QoQ -3.96% (-8.9K) YoY-	All Managers (Combined)	$5.8M	3.6% ($5.8M/$159.3M)	QoQ +2.54% (-$144.0K) YoY-
(cusip25434V831)✕	146.8K	QoQ +4.20% (+5.9K) YoY-	All Managers (Combined)	$4.9M	3.1% ($4.9M/$159.3M)	QoQ +2.19% (+$104.5K) YoY-
(cusip25434V724)✕	98.3K	QoQ -0.24% (-241) YoY-	All Managers (Combined)	$4.0M	2.5% ($4.0M/$159.3M)	QoQ +0.46% (-$18.6K) YoY-
(cusip25434V781)✕	132.5K	QoQ -1.86% (-2.5K) YoY-	All Managers (Combined)	$3.9M	2.4% ($3.9M/$159.3M)	QoQ +7.55% (-$270.9K) YoY-
(MUBcusip464288414)	36.5K	QoQ +2.72% (+966) YoY-	All Managers (Combined)	$3.8M	2.4% ($3.8M/$159.3M)	QoQ +1.65% (+$62.5K) YoY-
(cusip46641Q647)✕	63.3K	QoQ NEW(+63.3K) YoY-	All Managers (Combined)	$3.2M	2.0% ($3.2M/$159.3M)	QoQ NEW(+$3.2M) YoY-
(cusip25434V807)✕	75.8K	QoQ -1.81% (-1.4K) YoY-	All Managers (Combined)	$3.0M	1.9% ($3.0M/$159.3M)	QoQ +8.92% (-$244.3K) YoY-
(DFAXcusip25434V880)	111.6K	QoQ -6.28% (-7.5K) YoY-	All Managers (Combined)	$2.9M	1.8% ($2.9M/$159.3M)	QoQ -1.23% (-$36.5K) YoY-
(VBRcusip922908611)	13.0K	QoQ -7.25% (-1.0K) YoY-	All Managers (Combined)	$2.4M	1.5% ($2.4M/$159.3M)	QoQ -12.81% (-$357.2K) YoY-
(cusip72201R866)✕	47.0K	QoQ NEW(+47.0K) YoY-	All Managers (Combined)	$2.4M	1.5% ($2.4M/$159.3M)	QoQ NEW(+$2.4M) YoY-
(VTIcusip922908769)	7.7K	QoQ +605.77% (+6.6K) YoY-	All Managers (Combined)	$2.1M	1.3% ($2.1M/$159.3M)	QoQ +569.52% (+$1.8M) YoY-
(cusip464288158)✕	18.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$1.9M	1.2% ($1.9M/$159.3M)	QoQ +0.11% (+$2.2K) YoY-