Latest Beacon Bridge Wealth Partners, LLC Stock Portfolio
Beacon Bridge Wealth Partners, LLC Performance:
2025 Q4: 1.16%YTD: 11.98%2024: 1.6%
Performance for 2025 Q4 is 1.16%, and YTD is 11.98%, and 2024 is 1.6%.
About Beacon Bridge Wealth Partners, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Beacon Bridge Wealth Partners, LLC reported an equity portfolio of $301 Millions as of 31 Dec, 2025.
The top stock holdings of Beacon Bridge Wealth Partners, LLC are SPY, VB, VB. The fund has invested 7.2% of it's portfolio in SPDR S&P 500 ETF TR and 4.9% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off ISHARES TR (IJR), ISHARES TR (AAXJ) and JAZZ PHARMACEUTICALS PLC (JAZZ) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), ISHARES INC (ACWV) and ISHARES TR (IJR). Beacon Bridge Wealth Partners, LLC opened new stock positions in ISHARES INC (EMGF), BLACKROCK ETF TRUST (BECO) and FRANKLIN TEMPLETON ETF TR (BUYZ). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IBCE), ISHARES GOLD TR (IAU) and ISHARES TR (ACWF).
The top stock holdings of Beacon Bridge Wealth Partners, LLC are SPY, VB, VB. The fund has invested 7.2% of it's portfolio in SPDR S&P 500 ETF TR and 4.9% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off ISHARES TR (IJR), ISHARES TR (AAXJ) and JAZZ PHARMACEUTICALS PLC (JAZZ) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), ISHARES INC (ACWV) and ISHARES TR (IJR). Beacon Bridge Wealth Partners, LLC opened new stock positions in ISHARES INC (EMGF), BLACKROCK ETF TRUST (BECO) and FRANKLIN TEMPLETON ETF TR (BUYZ). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IBCE), ISHARES GOLD TR (IAU) and ISHARES TR (ACWF).
Beacon Bridge Wealth Partners, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Beacon Bridge Wealth Partners, LLC made a return of 1.16% in the last quarter. In trailing 12 months, it's portfolio return was 11.98%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| ishares inc | 8,215,290 |
| blackrock etf trust | 4,781,280 |
| franklin templeton etf tr | 3,824,780 |
| morgan stanley etf trust | 3,816,410 |
| ishares tr | 2,583,470 |
| ishares tr | 2,216,890 |
| ishares tr | 1,512,850 |
| select sector spdr tr | 987,202 |
New stocks bought by Beacon Bridge Wealth Partners, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 78.3 |
| ishares gold tr | 52.39 |
| ishares tr | 40.16 |
| select sector spdr tr | 37.17 |
| select sector spdr tr | 26.16 |
| meta platforms inc | 24.52 |
| blackrock etf trust | 23.75 |
| blackrock etf trust | 19.23 |
Additions to existing portfolio by Beacon Bridge Wealth Partners, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -92.51 |
| ishares inc | -72.61 |
| ishares tr | -70.44 |
| ishares tr | -61.57 |
| oracle corp | -30.59 |
| lockheed martin corp | -29.7 |
| schwab strategic tr | -22.84 |
| ishares inc | -20.77 |
Beacon Bridge Wealth Partners, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares tr | -249,489 |
| ishares tr | -243,513 |
| jazz pharmaceuticals plc | -217,602 |
Beacon Bridge Wealth Partners, LLC got rid off the above stocks
Sector Distribution
Beacon Bridge Wealth Partners, LLC has about 94.5% of it's holdings in Others sector.
- Others
- Technology
| Sector | % |
|---|---|
| Others | 94.5 |
| Technology | 1.4 |
Market Cap. Distribution
Beacon Bridge Wealth Partners, LLC has about 3.4% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 94.5 |
| MEGA-CAP | 3.4 |
Stocks belong to which Index?
About 4.3% of the stocks held by Beacon Bridge Wealth Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 94.7 |
| S&P 500 | 4.3 |
Beacon Bridge Wealth Partners, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Beacon Bridge Wealth Partners, LLC
Beacon Bridge Wealth Partners, LLC has 98 stocks in it's portfolio. About 43% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for Beacon Bridge Wealth Partners, LLC last quarter.
Last Reported on: 27 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 4.13 | 116,095 | 12,434,900 | reduced | -1.86 | ||
| AAXJ | ishares tr | 3.72 | 117,744 | 11,211,600 | added | 6.42 | ||
| AAXJ | ishares tr | 2.33 | 98,258 | 7,016,640 | added | 4.19 | ||
| AAXJ | ishares tr | 0.74 | 10,326 | 2,216,890 | new | |||
| AAXJ | ishares tr | 0.50 | 14,880 | 1,512,850 | new | |||
| AAXJ | ishares tr | 0.08 | 2,210 | 251,764 | reduced | -92.51 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACWF | ishares tr | 1.35 | 58,361 | 4,051,420 | reduced | -10.1 | ||
| ACWF | ishares tr | 0.55 | 23,254 | 1,650,570 | added | 40.16 | ||
| ACWV | ishares inc | 0.66 | 31,030 | 1,987,180 | reduced | -72.61 | ||
| AFTY | pacer fds tr | 0.07 | 3,530 | 212,405 | new | |||
| AGT | ishares tr | 1.54 | 92,650 | 4,633,410 | added | 7.56 | ||
| AGT | ishares tr | 0.13 | 4,643 | 384,301 | reduced | -5.96 | ||
| AMPS | ishares tr | 1.01 | 132,391 | 3,048,300 | added | 6.05 | ||
| AMZN | amazon com inc | 0.19 | 2,487 | 574,049 | added | 3.88 | ||
| AVGO | broadcom inc | 0.57 | 4,960 | 1,716,660 | added | 4.14 | ||
| BA | boeing co | 0.12 | 1,727 | 374,966 | added | 0.82 | ||
| BBAX | j p morgan exchange traded f | 0.26 | 12,144 | 767,276 | reduced | -6.86 | ||
| BECO | blackrock etf trust | 4.78 | 236,391 | 14,374,900 | added | 23.75 | ||
| BECO | blackrock etf trust | 2.22 | 260,433 | 6,669,690 | added | 9.08 | ||