Beacon Bridge Wealth Partners, LLC
CIK
1965468
Location
LOWER GWYNEDD, PA
Portfolio Value
Micro
$43,628,227
Diversification
Highly concentrated
Filing Date
Global Rank
#7,019
/ 8,605
▲ 84
· as of Mar 2026
Top Industry
Semiconductors
21.4%
3Y Alpha vs SPY
-2.2%
Period ended 3 months ago
Filed May 5, 2026 · 2mo
14 quarters · since Dec 2022
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+66.9%
SPY
+76.5%
Annualised alpha
-2.2%
Max drawdown
−17.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
31 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
47.7%
−0.4 pts
Top 5
73.2%
+0.9 pts
Top 10
82.9%
−0.5 pts
HHI
2,538
Highly concentrated−8
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 70.4% | $30,707,994 |
| Technology | 8.3% | $3,610,225 |
| Financial Services | 6.3% | $2,767,896 |
| Industrials | 4.0% | $1,724,285 |
| Consumer Cyclical | 3.9% | $1,692,111 |
| Communication Services | 3.4% | $1,483,374 |
| Healthcare | 2.1% | $932,999 |
| Consumer Defensive | 1.1% | $487,340 |
| Energy | 0.5% | $222,003 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
16 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | $501,394 | |
| 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 | Open |
|---|---|---|---|---|---|
| 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. | |||||
31 positions ·
$43,628,227 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 31,968 | $20,790,069 | 47.65% | |
| IAU |
Ishares Gold Trust
|
Reduced | 66,685 | $5,878,949 | 13.48% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 3,896 | $2,248,693 | 5.15% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 4,961 | $1,535,479 | 3.52% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Added | 2,374 | $1,464,188 | 3.36% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 7,025 | $1,225,160 | 2.81% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 3,560 | $1,023,713 | 2.35% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,915 | $711,901 | 1.63% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 1,152 | $696,257 | 1.60% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,566 | $579,686 | 1.33% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 1,950 | $573,612 | 1.31% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 2,513 | $523,382 | 1.20% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Added | 1,246 | $501,394 | 1.15% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 3,374 | $487,340 | 1.12% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 1,389 | $456,828 | 1.05% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Added | 1,816 | $455,053 | 1.04% | |
| NCDL |
Nuveen Churchill Direct Lending Corp.
Financial Services
|
Held | 32,432 | $412,535 | 0.95% | |
| OTF |
Blue Owl Technology Finance Corp.
Financial Services
|
Added | 32,698 | $405,128 | 0.93% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,622 | $396,481 | 0.91% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,165 | $352,109 | 0.81% | |
| BA |
Boeing Co
Industrials
|
Reduced | 1,721 | $342,530 | 0.79% | |
| FISV |
Fiserv Inc
|
Reduced | 5,844 | $326,095 | 0.75% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Added | 5,252 | $318,533 | 0.73% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 633 | $303,333 | 0.70% | |
| GLW |
Corning Inc /Ny
Technology
|
NEW | 1,985 | $269,900 | 0.62% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 439 | $251,165 | 0.58% | |
| GEV |
GE Vernova Inc.
Industrials
|
NEW | 264 | $230,445 | 0.53% | |
| CVX |
Chevron Corp
Energy
|
NEW | 1,073 | $222,003 | 0.51% | |
| VOYA |
Voya Financial, Inc.
Financial Services
|
Held | 3,217 | $219,785 | 0.50% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 237 | $217,985 | 0.50% | |
| T |
At&T Inc.
Communication Services
|
NEW | 7,192 | $208,496 | 0.48% |