Latest Beacon Bridge Wealth Partners, LLC Stock Portfolio

Beacon Bridge Wealth Partners, LLC Performance:

2025 Q2: 71.63%YTD: 69.21%2024: 4.61%

Performance for 2025 Q2 is 71.63%, and YTD is 69.21%, and 2024 is 4.61%.

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 $252 Millions as of 30 Jun, 2025.

The top stock holdings of Beacon Bridge Wealth Partners, LLC are SPY, IBCE, VB. The fund has invested 6.9% of it's portfolio in SPDR S&P 500 ETF TR and 6.9% of portfolio in ISHARES TR.

The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB), FIRST TR EXCHANGE-TRADED FD (BGLD) and ABBVIE INC (ABBV) stocks. They significantly reduced their stock positions in VANGUARD MUN BD FDS (VTEB), ISHARES TR (AAXJ) and AMAZON COM INC (AMZN). Beacon Bridge Wealth Partners, LLC opened new stock positions in SELECT SECTOR SPDR TR (XLB), COSTCO WHSL CORP NEW (COST) and ISHARES TR (ACWF). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGT), ISHARES TR (AAXJ) and SPDR SERIES TRUST (BIL).

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 71.63% in the last quarter. In trailing 12 months, it's portfolio return was 72.99%.

New Buys

Ticker	$ Bought
select sector spdr tr	453,568
costco whsl corp new	353,409
ishares tr	337,355
select sector spdr tr	311,562
meta platforms inc	232,498
ishares tr	218,115
ge aerospace	210,288
netflix inc	208,904

New stocks bought by Beacon Bridge Wealth Partners, LLC

Additions

Ticker	% Inc.
ishares tr	85.28
ishares tr	47.19
spdr series trust	18.91
ishares tr	18.63
schwab strategic tr	18.29
ishares tr	15.57
invesco exchange traded fd t	10.3
invesco qqq tr	8.17

Additions to existing portfolio by Beacon Bridge Wealth Partners, LLC

Reductions

Ticker	% Reduced
vanguard mun bd fds	-78.41
ishares tr	-73.28
amazon com inc	-48.77
vanguard scottsdale fds	-38.69
pimco etf tr	-28.86
ishares tr	-24.02
johnson & johnson	-22.3
tesla inc	-20.17

Beacon Bridge Wealth Partners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
spdr ser tr	-286,761
select sector spdr tr	-771,476
first tr exchange-traded fd	-400,314
abbvie inc	-341,727
chevron corp new	-203,300
vanguard world fd	-271,348

Beacon Bridge Wealth Partners, LLC got rid off the above stocks

Sector Distribution

Beacon Bridge Wealth Partners, LLC has about 94.1% of it's holdings in Others sector.

Sector	%
Others	94.1
Technology	1.4
Utilities	1.1

Market Cap. Distribution

Beacon Bridge Wealth Partners, LLC has about 4.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	94.1
MEGA-CAP	3.4
LARGE-CAP	1.3
SMALL-CAP	1.1

Stocks belong to which Index?

About 5.9% of the stocks held by Beacon Bridge Wealth Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	94.1
S&P 500	4.7
RUSSELL 2000	1.2

Top 5 Winners (%)		%
AMPS	ishares tr	4799.9 %
AVGO	broadcom inc	64.6 %
ORCL	oracle corp	56.2 %
NVDA	nvidia corporation	44.8 %
MSFT	microsoft corp	31.5 %

Top 5 Winners ($)		$
AMPS	ishares tr	161.8 M
SPY	spdr s&p 500 etf tr	1.7 M
IJR	ishares tr	1.0 M
IJR	ishares tr	0.9 M
AVGO	broadcom inc	0.5 M

Top 5 Losers (%)		%
BMY	bristol-myers squibb co	-24.0 %
JNJ	johnson & johnson	-7.7 %
SXC	suncoke energy inc	-6.6 %
IJR	ishares tr	-6.5 %
PG	procter and gamble co	-6.4 %

Top 5 Losers ($)		$
BMY	bristol-myers squibb co	-0.1 M
PG	procter and gamble co	0.0 M
JNJ	johnson & johnson	0.0 M
IJR	ishares tr	0.0 M
ZTS	zoetis inc	0.0 M

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 87 stocks in it's portfolio. About 48.1% of the portfolio is in top 10 stocks. BMY proved to be the most loss making stock for the portfolio. AMPS was the most profitable stock for Beacon Bridge Wealth Partners, LLC last quarter.

Last Reported on: 24 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	IBCE	ishares tr	6.87	94,627	17,299,800	added	2.53
Historical Trend of ISHARES TR Position Held By Beacon Bridge Wealth Partners, LLC What % of Portfolio is IBCE?: Number of IBCE shares held: Change in No. of Shares Held:
	SPY	spdr s&p 500 etf tr	6.87	28,014	17,308,300	reduced	-6.31

	VB	vanguard index fds	5.28	30,332	13,297,700	reduced	-10.37

	VB	vanguard index fds	4.81	68,608	12,125,800	added	5.9

	AAXJ	ishares tr	4.79	115,600	12,077,800	added	18.63

	VB	vanguard index fds	4.38	19,408	11,024,500	reduced	-1.57

	BECO	blackrock etf trust	4.02	186,031	10,131,300	added	1.6

	IJR	ishares tr	3.96	16,061	9,972,030	reduced	-0.14

	AAXJ	ishares tr	3.95	106,087	9,960,540	reduced	-2.13

	BIL	spdr series trust	3.21	84,900	8,092,700	added	0.14

	HYMU	blackrock etf trust ii	2.81	133,867	7,073,550	reduced	-13.38

	ACWV	ishares inc	2.77	110,936	6,966,760	added	3.16

	FNDA	schwab strategic tr	2.63	226,496	6,615,950	reduced	-1.51

	FNDA	schwab strategic tr	2.58	204,119	6,509,350	added	18.29

	AAXJ	ishares tr	2.30	91,255	5,792,840	added	47.19

	IJR	ishares tr	2.15	31,279	5,419,740	reduced	-0.25

	FNDA	schwab strategic tr	1.95	211,119	4,906,420	added	7.55

	AGT	ishares tr	1.69	83,390	4,260,400	added	85.28

	ACWF	ishares tr	1.58	62,164	3,974,770	reduced	-2.72

	VB	vanguard index fds	1.45	15,386	3,646,180	added	2.61