Beacon Bridge Wealth Partners, LLC

CIK

1965468

Location

LOWER GWYNEDD, PA

Portfolio Value

Micro $43,656,806

Diversification

Highly concentrated

Filing Date

Global Rank

#7,029 / 8,623 ▲ 77 · as of Mar 2026

Top Industry

Semiconductors 21.3%

3Y Alpha vs SPY

-0.1%

Period ended 4 months ago

Filed May 5, 2026 · 3mo

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+65.2%

SPY

+65.3%

Annualised alpha

0.0%

Max drawdown

−17.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

31 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

47.6%

−0.4 pts

Top 5

73.1%

+0.9 pts

Top 10

82.8%

−0.5 pts

HHI

2,535

Highly concentrated−8

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	70.3%	$30,707,994	5
Technology	8.3%	$3,610,225	4
Financial Services	6.4%	$2,796,475	7
Industrials	3.9%	$1,724,285	4
Consumer Cyclical	3.9%	$1,692,111	3
Communication Services	3.4%	$1,483,374	3
Healthcare	2.1%	$932,999	3
Consumer Defensive	1.1%	$487,340	1
Energy	0.5%	$222,003	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
OTF	Blue Owl Technology Finance Corp.	+15,153	32,698	$405,128
SPY	Spdr S&P 500 ETF Trust	+326	31,968	$20,790,069
TSLA	Tesla, Inc.	+255	1,915	$711,901
SPGI	S&P Global Inc.	+143	1,246	$529,973
MDY	Spdr S&P Midcap 400 ETF Trust	+63	2,374	$1,464,188
QQQ	Invesco Qqq Trust, Series 1	+54	3,896	$2,248,693
PG	PROCTER & GAMBLE Co	+32	3,374	$487,340
BMY	Bristol Myers Squibb Co	+31	5,252	$318,533
AMZN	Amazon Com Inc	+26	2,513	$523,382
V	Visa Inc.	+21	1,165	$352,109
JNJ	Johnson & Johnson	+17	1,622	$396,481
NVDA	Nvidia Corp	+14	7,025	$1,225,160
VRT	Vertiv Holdings Co	+11	1,816	$455,053
BRK-B	Berkshire Hathaway Inc	+7	633	$303,333
GOOGL	Alphabet Inc.	+6	3,560	$1,023,713
AVGO	Broadcom Inc.	+1	4,961	$1,535,479
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
FISV	Fiserv Inc	−1,976	5,844	$326,095
LMT	Lockheed Martin Corp	−1,000	1,152	$696,257
IAU	Ishares Gold Trust	−119	66,685	$5,878,949
JPM	Jpmorgan Chase & Co	−40	1,950	$573,612
MSFT	Microsoft Corp	−23	1,566	$579,686
META	Meta Platforms, Inc.	−18	439	$251,165
LLY	ELI LILLY & Co	−8	237	$217,985
BA	Boeing Co	−6	1,721	$342,530
HD	Home Depot, Inc.	−4	1,389	$456,828
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
GLW	Corning Inc /Ny	1,985	$269,900
GEV	GE Vernova Inc.	264	$230,445
CVX	Chevron Corp	1,073	$222,003
T	At&T Inc.	7,192	$208,496
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
CSCO	Cisco Systems, Inc.	2,776	$213,835
ORCL	Oracle Corp	1,071	$208,748
GE	General Electric Co	671	$206,688
NDMO	Nuveen Dynamic Municipal Opportunities Fund	10,332	$104,146
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

31 tracked positions · $43,656,806 total · filing declares 101 positions · $298,759,154 · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	31,968	+326	$20,790,069	−3.6%	47.62%
IAU	Ishares Gold Trust	Reduced	66,685	-119	$5,878,949	+8.4%	13.47%
QQQ	Invesco Qqq Trust, Series 1	Added	3,896	+54	$2,248,693	−4.7%	5.15%
AVGO	Broadcom Inc. Technology	Added	4,961	+1	$1,535,479	−10.6%	3.52%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	2,374	+63	$1,464,188	+5.0%	3.35%
NVDA	Nvidia Corp Technology	Added	7,025	+14	$1,225,160	−6.3%	2.81%
GOOGL	Alphabet Inc. Communication Services	Added	3,560	+6	$1,023,713	−8.0%	2.34%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,915	+255	$711,901	−4.6%	1.63%
LMT	Lockheed Martin Corp Industrials	Reduced	1,152	-1,000	$696,257	−33.1%	1.59%
MSFT	Microsoft Corp Technology	Reduced	1,566	-23	$579,686	−24.6%	1.33%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,950	-40	$573,612	−10.5%	1.31%
SPGI	S&P Global Inc. Financial Services	Added	1,246	+143	$529,973	−8.1%	1.21%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,513	+26	$523,382	−8.8%	1.20%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	3,374	+32	$487,340	+1.8%	1.12%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,389	-4	$456,828	−4.7%	1.05%
VRT	Vertiv Holdings Co Industrials	Added	1,816	+11	$455,053	+55.6%	1.04%
NCDL	Nuveen Churchill Direct Lending Corp. Financial Services	Held	32,432	0	$412,535	−4.6%	0.94%
OTF	Blue Owl Technology Finance Corp. Financial Services	Added	32,698	+15,153	$405,128	+58.8%	0.93%
JNJ	Johnson & Johnson Healthcare	Added	1,622	+17	$396,481	+19.4%	0.91%
V	Visa Inc. Financial Services	Added	1,165	+21	$352,109	−12.2%	0.81%
BA	Boeing Co Industrials	Reduced	1,721	-6	$342,530	−8.7%	0.78%
FISV	Fiserv Inc	Reduced	5,844	-1,976	$326,095	−37.9%	0.75%
BMY	Bristol Myers Squibb Co Healthcare	Added	5,252	+31	$318,533	+13.1%	0.73%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	633	+7	$303,333	−3.6%	0.69%
GLW	Corning Inc /Ny Technology	NEW	1,985	NEW	$269,900	NEW	0.62%
META	Meta Platforms, Inc. Communication Services	Reduced	439	-18	$251,165	−16.7%	0.58%
GEV	GE Vernova Inc. Industrials	NEW	264	NEW	$230,445	NEW	0.53%
CVX	Chevron Corp Energy	NEW	1,073	NEW	$222,003	NEW	0.51%
VOYA	Voya Financial, Inc. Financial Services	Held	3,217	0	$219,785	−8.3%	0.50%
LLY	ELI LILLY & Co Healthcare	Reduced	237	-8	$217,985	−17.2%	0.50%
T	At&T Inc. Communication Services	NEW	7,192	NEW	$208,496	NEW	0.48%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.