BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Portfolio value: $196M
Positions: 34
Quarter ended: June 30, 2026
Filed: July 20, 2026

Reported portfolio value by quarter (7 quarters reported)

$196M $151M

Q4 24 Q2 25 Q4 25 Q2 26

$151M in Q4 2024 → $196M now. Hover for any quarter.

Holdings

As reported for the quarter ended June 30, 2026. Activity is the change in share count since the prior quarter's filing.

Holding	% of portfolio	Activity	Shares	Value
DE Dimensional ETF Trust	17.5%	Trimmed 0.7%	772,256	$34.3M
DE Dimensional ETF Trust	11.1%	Added 0.3%	311,403	$21.8M
SS SPDR Series Trust	10.2%	Added 7.2%	708,223	$20.1M
IT Ishares Tr	7.5%	Added 11%	137,613	$14.8M
DE Dimensional ETF Trust	5.5%	Added 2.9%	370,107	$10.7M
DE Dimensional ETF Trust	5.2%	Added 1.0%	250,965	$10.2M
DE Dimensional ETF Trust	4.7%	Added 0.7%	247,440	$9.22M
DE Dimensional ETF Trust	4.4%	Trimmed 3.2%	156,964	$8.55M
DE Dimensional ETF Trust	4.0%	Added 34%	145,346	$7.79M
DE Dimensional ETF Trust	3.7%	Added 4.5%	174,112	$7.27M
VS Vanguard Scottsdale Fds	3.5%	Added 18%	82,421	$6.81M
IT Ishares Tr	3.2%	Added 39%	61,524	$6.29M
DE Dimensional ETF Trust	2.8%	Added 1.9%	162,388	$5.54M
DE Dimensional ETF Trust	2.6%	Added 2.2%	127,787	$5.13M
VI Vanguard Index Fds	2.4%	Added 3.1%	12,566	$4.65M
DE Dimensional ETF Trust	1.7%	Trimmed 0.2%	89,299	$3.29M
PE Pimco ETF Tr	1.6%	Added 28%	59,878	$3.15M
DE Dimensional ETF Trust	1.6%	Unchanged	56,732	$3.12M
JP J P Morgan Exchange Traded F	1.3%	Added 22%	52,136	$2.64M
VT Vanguard Tax-managed Fds	0.9%	Added 10%	25,677	$1.83M
IT Ishares Tr	0.9%	Unchanged	17,025	$1.81M
DE Dimensional ETF Trust	0.7%	Unchanged	25,732	$1.39M
VI Vanguard Index Fds	0.6%	Unchanged	4,925	$1.2M
Servicenow Inc	0.5%	Trimmed 9.9%	9,113	$905K
DE Dimensional ETF Trust	0.4%	Unchanged	17,946	$837K
DE Dimensional ETF Trust	0.3%	Unchanged	7,013	$575K
IT Ishares Tr	0.3%	Unchanged	6,262	$515K
DE Dimensional ETF Trust	0.2%	Unchanged	7,467	$337K
IT Ishares Tr	0.2%	Unchanged	4,136	$317K
VE Vaneck ETF Trust	0.1%	Unchanged	5,563	$287K
DE Dimensional ETF Trust	0.1%	Unchanged	5,199	$254K
SS State Str SPDR S&P 500 ETF T	0.1%	New	319	$238K
FW Fidelity Wise Origin Bitcoin	0.1%	New	4,183	$214K
DE Dimensional ETF Trust	0.1%	New	4,878	$201K

Timeline of changes

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 6 quarters.

Q2 2026

quarter ended June 30, 2026 · filed July 20, 2026

Company	Action	Shares changed	Value of change	% of portfolio
DE Dimensional ETF Trust	Added	+37,181	+$1.99M	4.0%
IT Ishares Tr	Added	+17,326	+$1.77M	3.2%
IT Ishares Tr	Added	+13,603	+$1.46M	7.5%
SS SPDR Series Trust	Added	+47,306	+$1.34M	10.2%
VS Vanguard Scottsdale Fds	Added	+12,504	+$1.03M	3.5%
IT Ishares Tr	Exited	−9,636	−$971K	—
PE Pimco ETF Tr	Added	+13,081	+$688K	1.6%
JP J P Morgan Exchange Traded F	Added	+9,535	+$483K	1.3%
DE Dimensional ETF Trust	Added	+7,464	+$311K	3.7%
DE Dimensional ETF Trust	Added	+10,421	+$302K	5.5%

Showing the 10 largest of 24 changes.

Q1 2026

quarter ended March 31, 2026 · filed April 24, 2026

Company	Action	Shares changed	Value of change	% of portfolio
IT Ishares Tr	Added	+28,804	+$3.06M	7.5%
IT Ishares Tr	Added	+29,304	+$3.03M	2.6%
DE Dimensional ETF Trust	Added	+47,823	+$2.51M	3.3%
SS SPDR Series Trust	Added	+62,322	+$1.79M	10.9%
VS Vanguard Scottsdale Fds	Added	+18,760	+$1.55M	3.3%
IT Ishares Tr	Trimmed	−8,219	−$828K	0.6%
DE Dimensional ETF Trust	Added	+18,796	+$730K	17.3%
PE Pimco ETF Tr	Added	+11,402	+$595K	1.4%
DE Dimensional ETF Trust	Added	+9,171	+$573K	11.1%
DE Dimensional ETF Trust	Added	+14,117	+$519K	3.5%

Showing the 10 largest of 125 changes.

Q4 2025

quarter ended December 31, 2025 · filed February 10, 2026

Company	Action	Shares changed	Value of change	% of portfolio
IT Ishares Tr	Added	+34,344	+$3.68M	6.3%
SS SPDR Series Trust	Added	+90,353	+$2.61M	10.7%
IT Ishares Tr	Trimmed	−14,027	−$1.43M	1.1%
DE Dimensional ETF Trust	Added	+26,530	+$1.4M	2.0%
IT Ishares Tr	Added	+11,554	+$1.18M	0.9%
VS Vanguard Scottsdale Fds	Added	+13,812	+$1.16M	2.7%
Servicenow Inc	Added	+5,945	+$911K	0.7%
VI Vanguard Index Fds	Added	+1,473	+$494K	2.5%
DE Dimensional ETF Trust	Added	+7,494	+$446K	11.1%
JP J P Morgan Exchange Traded F	Added	+7,947	+$401K	1.1%

Showing the 10 largest of 34 changes.

Q3 2025

quarter ended September 30, 2025 · filed November 06, 2025

Company	Action	Shares changed	Value of change	% of portfolio
DE Dimensional ETF Trust	Trimmed	−206,352	−$7.96M	19.6%
IT Ishares Tr	Trimmed	−56,016	−$5.77M	2.2%
SS SPDR Series Trust	Added	+164,037	+$4.74M	9.8%
DE Dimensional ETF Trust	Trimmed	−78,157	−$4.55M	11.4%
DE Dimensional ETF Trust	Trimmed	−77,601	−$2.49M	5.5%
DE Dimensional ETF Trust	Trimmed	−42,595	−$1.96M	1.0%
JP J P Morgan Exchange Traded F	Trimmed	−33,612	−$1.7M	0.9%
IT Ishares Tr	Added	+15,506	+$1.65M	4.3%
DE Dimensional ETF Trust	Trimmed	−54,142	−$1.65M	3.2%
VI Vanguard Index Fds	Trimmed	−7,141	−$1.49M	0.8%

Showing the 10 largest of 37 changes.

Q2 2025

quarter ended June 30, 2025 · filed July 18, 2025

Company	Action	Shares changed	Value of change	% of portfolio
DE Dimensional ETF Trust	Trimmed	−72,530	−$2.6M	21.1%
DE Dimensional ETF Trust	Trimmed	−19,792	−$1.07M	12.2%
IT Ishares Tr	Added	+8,895	+$929K	2.9%
VI Vanguard Index Fds	Added	+2,673	+$812K	1.9%
DE Dimensional ETF Trust	Trimmed	−25,977	−$808K	5.0%
DE Dimensional ETF Trust	Trimmed	−18,962	−$802K	2.0%
DE Dimensional ETF Trust	Added	+19,802	+$704K	3.6%
DE Dimensional ETF Trust	Trimmed	−20,792	−$611K	1.6%
VS Vanguard Scottsdale Fds	Added	+6,362	+$528K	1.1%
DE Dimensional ETF Trust	Trimmed	−16,998	−$505K	6.1%

Showing the 10 largest of 54 changes.

Q1 2025

quarter ended March 31, 2025 · filed May 01, 2025

Company	Action	Shares changed	Value of change	% of portfolio
IT Ishares Tr	Trimmed	−117,823	−$12.2M	6.0%
SS SPDR Ser Tr	New	+333,042	+$9.52M	6.0%
JP J P Morgan Exchange Traded F	New	+63,288	+$3.16M	2.0%
PE Pimco ETF Tr	New	+47,022	+$2.42M	1.5%
VI Vanguard Index Fds	Added	+6,603	+$1.81M	1.3%
Servicenow Inc	New	+1,842	+$1.47M	0.9%
VS Vanguard Scottsdale Fds	New	+14,915	+$1.22M	0.8%
VT Vanguard Tax-managed Fds	Added	+22,055	+$1.12M	0.8%
DE Dimensional ETF Trust	Trimmed	−15,499	−$828K	5.6%
DE Dimensional ETF Trust	Added	+14,159	+$729K	12.7%

Showing the 10 largest of 102 changes.

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