Bridge Generations Wealth Management
Bridge Generations Wealth Management reported 34 stocks worth $196M in its 13F filing for Q2 2026, filed Jul 20, 2026. Its largest holdings are Dimensional ETF Trust (17.5%), Dimensional U S Targeted (11.1%) and SPTI (10.3%). Compared with Q1 2026, the fund opened new positions in SPY, FBTC and DFIP, added to SPTI, MUB and DFGR, trimmed DFGP, DFAX and NOW and sold out of TLH.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $34.3M | 17.5% | 772K | −5,155 (−1%) | 7 of 7 | |
| 2 | DIMENSIONAL U S TARGETED | $21.8M | 11.1% | 311K | +903 (+0%) | 7 of 7 | |
| 3 |  SPTI Spdr Series Trust | $20.1M | 10.3% | 708K | +47K (+7%) | 6 of 7 | |
| 4 |  MUB Ishares TR | $14.8M | 7.5% | 138K | +14K (+11%) | 7 of 7 | |
| 5 |  DFGR Dimensional ETF Trust | $10.7M | 5.5% | 370K | +10K (+3%) | 7 of 7 | |
| 6 |  DFEM Dimensional ETF Trust | $10.2M | 5.2% | 251K | +2,565 (+1%) | 7 of 7 | |
| 7 |  DFIC Dimensional Intern Core | $9.2M | 4.7% | 247K | +1,832 (+1%) | 7 of 7 | |
| 8 |  DFGP Dimensional ETF Trust | $8.5M | 4.4% | 157K | −5,223 (−3%) | 7 of 7 | |
| 9 |  DFGX Dimensional ETF Trust | $7.8M | 4.0% | 145K | +37K (+34%) | 6 of 7 | |
| 10 | DIMENSIONAL ETF TRUST | $7.3M | 3.7% | 174K | +7,464 (+4%) | 7 of 7 |
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 |
|---|---|---|
 TLH Ishares TR | $971K | 9,636 |
Reported value
last 7 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 | |
|---|---|---|---|
| Jul 20, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Bridge Generations Wealth Management 13F FAQ
What does Bridge Generations Wealth Management own?
Bridge Generations Wealth Management reported 34 stocks worth $196M in its 13F filing for Q2 2026, filed Jul 20, 2026. Its largest holdings are Dimensional ETF Trust (17.5%), Dimensional U S Targeted (11.1%) and SPTI (10.3%). The table above lists every position in the filing (the top 10 without an account).
What did Bridge Generations Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 16 added to, 4 trimmed and 1 sold out. New positions include SPY, FBTC and DFIP. It sold all of TLH.
When will Bridge Generations Wealth Management 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 Bridge Generations Wealth Management's portfolio worth?
The Q2 2026 filing reports $196M 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.