Notify me when Beacon Bridge Wealth Partners, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 98 | $301,002,272 | +$47,610,764 | -$31,583,187 | +$16,027,577 | SPY, VUG, VTV, DYNF, MUB | 13F-HR | 27 Jan 2026, 12:14 |
| Q3 2025 | 87 | $281,139,059 | +$18,341,176 | -$3,957,964 | +$14,383,212 | SPY, QUAL, VUG, VTV, MUB | 13F-HR | 06 Nov 2025, 12:58 |
| Q2 2025 | 87 | $251,976,892 | +$11,947,353 | -$12,619,435 | -$672,082 | SPY, QUAL, VUG, VTV, MUB | 13F-HR | 24 Jul 2025, 12:27 |
| Q1 2025 | 85 | $234,369,482 | +$12,831,118 | -$8,103,164 | +$4,727,954 | SPY, QUAL, VUG, VTV, MUB | 13F-HR | 07 May 2025, 13:13 |
| Q4 2024 | 88 | $235,463,539 | +$30,545,672 | -$14,800,177 | +$15,745,495 | SPY, QUAL, VUG, VOO, MBB | 13F-HR | 04 Feb 2025, 12:00 |
| Q3 2024 | 87 | $232,746,007 | +$22,687,094 | -$18,508,011 | +$4,179,083 | SPY, QUAL, MBB, VUG, VOO | 13F-HR | 12 Nov 2024, 12:07 |
| Q2 2024 | 95 | $217,939,371 | +$22,502,485 | -$18,772,380 | +$3,730,105 | SPY, QUAL, MBB, VOO, VUG | 13F-HR | 02 Aug 2024, 15:38 |
| Q1 2024 | 92 | $211,767,110 | +$29,831,057 | -$29,370,882 | +$460,175 | SPY, MBB, QUAL, VTV, VOO | 13F-HR | 03 May 2024, 13:18 |
| Q4 2023 | 106 | $200,385,158 | +$24,557,832 | -$31,913,745 | -$7,355,913 | SPY, MBB, QUAL, VOO, SCHZ | Restatement | 13 Feb 2024, 11:51 |
| Q3 2023 | 98 | $189,479,526 | +$52,571,007 | -$49,309,425 | +$3,261,582 | SPY, AGG, VOO, SPTI, VTV | 13F-HR | 14 Nov 2023, 14:15 |
| Q2 2023 | 90 | $195,602,034 | +$48,768,246 | -$23,955,259 | +$24,812,987 | AGG, IXUS, SPY, SPTI, VTV | 13F-HR | 08 Aug 2023, 10:57 |
| Q1 2023 | 90 | $166,700,032 | +$35,203,505 | -$11,200,490 | +$24,003,015 | AGG, SPY, VTV, VOO, SPTI | 13F-HR | 08 May 2023, 14:40 |
| Q4 2022 | 93 | $137,569,936 | $0 | $0 | $0 | AGG, SPY, SPTI, VTV, VOO | 13F-HR | 10 Feb 2023, 12:36 |