Beacon Bridge Wealth Partners
Beacon Bridge Wealth Partners reported 105 stocks worth $351M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are SPY (8.6%), DYNF (4.9%) and VUG (4.7%). Compared with Q1 2026, the fund opened new positions in EFG, IALT and BLCR, added to SPY, DYNF and VUG, trimmed VTV, VOO and SPYG and sold out of SCHR, XLV and SPGI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $30.3M | 8.6% | 41K | +8,628 (+27%) | 8 of 8 | |
| 2 |  DYNF Blackrock ETF Trust | $17.2M | 4.9% | 253K | +13K (+5%) | 8 of 8 | |
| 3 |  VUG Vanguard Index Fds | $16.4M | 4.7% | 191K | +160K (+519%) | 8 of 8 | |
| 4 |  VTV Vanguard Index Fds | $14.4M | 4.1% | 66K | −13K (−17%) | 8 of 8 | |
| 5 |  MUB Ishares TR | $13.8M | 3.9% | 128K | +11K (+9%) | 8 of 8 | |
| 6 |  VOO Vanguard S&P 500 ETF | $12.7M | 3.6% | 19K | −343 (−2%) | 8 of 8 | |
| 7 |  IVV Ishares TR | $12.3M | 3.5% | 16K | +183 (+1%) | 8 of 8 | |
| 8 |  MBB Ishares TR | $10.9M | 3.1% | 115K | +1,989 (+2%) | 8 of 8 | |
| 9 |  SPYG Spdr Series Trust | $10.2M | 2.9% | 86K | −269 (−0%) | 8 of 8 | |
| 10 |  SCHG Schwab Strategic TR | $9M | 2.6% | 267K | +1,169 (+0%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SCHR Schwab Strategic TR | $965K | 39K |
 XLV State Street | $679K | 4,631 |
 SPGI S&P Global Inc | $530K | 1,246 |
 FISV Fiserv Inc | $326K | 5,844 |
 CVX Chevron Corp New | $222K | 1,073 |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 5, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Beacon Bridge Wealth Partners 13F FAQ
What does Beacon Bridge Wealth Partners own?
Beacon Bridge Wealth Partners reported 105 stocks worth $351M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are SPY (8.6%), DYNF (4.9%) and VUG (4.7%). The table above lists every position in the filing (the top 10 without an account).
What did Beacon Bridge Wealth Partners buy and sell in Q2 2026?
Compared with Q1 2026: 12 new positions, 42 added to, 44 trimmed and 8 sold out. New positions include EFG, IALT and BLCR. It sold all of SCHR, XLV and SPGI.
When will Beacon Bridge Wealth Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Beacon Bridge Wealth Partners's portfolio worth?
The Q2 2026 filing reports $351M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.