Beacon Bridge Wealth Partners, LLC

Registered adviser

CIK

1965468

Location

LOWER GWYNEDD, PA

Portfolio Value

Small $348,576,268

Diversification

Diversified

Filing Date

Global Rank

#4,813 / 8,818 ▲ 120

Top Industry

Semiconductors 18.0%

Period ended 4 months ago

Filed Aug 5, 2026 · 3mo

15 quarters · since Dec 2022

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 321705

Roster of Oct 1, 2026

Regulatory AUM

$426,622,164

Main clients

Individuals and high net worth (98% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Feb 2026 to Oct 2026	$426,622,164	Individuals and high net worth (98%)
Mar 2025 to Jan 2026	$368,964,469	Individuals and high net worth (99%)
Apr 2024 to Feb 2025	$307,669,559	Individuals and high net worth (99%)
May 2023 to Mar 2024	$270,811,209	Individuals and high net worth (98%)
Mar 2023 to Apr 2023	$270,811,209	Individuals and high net worth (98%)
Jan 2023 to Feb 2023	$272,407,845	Individuals and high net worth (98%)

1 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 86.5% of the book (60%+)

Turnover

Low turnover

18.3% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 11.0 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 86.1%; sector active share 81.8% against the combined 13F book's sector weights.

Over time 15 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

103 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

29.2%

+0.2 pts

Top 5

75.5%

+2.7 pts

Top 10

86.5%

+0.7 pts

HHI

1,458

Diversified+41

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	94.7%	$330,102,127	72
Technology	1.4%	$5,003,891	6
Financial Services	1.4%	$4,743,068	8
Communication Services	0.7%	$2,582,300	3
Industrials	0.7%	$2,378,384	6
Consumer Cyclical	0.6%	$1,937,722	3
Healthcare	0.4%	$1,301,899	4
Consumer Defensive	0.2%	$526,877	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOVT	iShares U.S. Treasury Bond ETF	+193,409	326,927	$7,447,397
VUG	VANGUARD GROWTH INDEX FUND	+159,737	190,527	$16,411,995
SCHZ	Schwab U.S. Aggregate Bond ETF	+118,469	292,966	$6,776,303
FLMI	Franklin Dynamic Municipal Bond ETF	+111,375	314,712	$7,921,301
VO	VANGUARD MID-CAP INDEX FUND	+28,419	38,351	$3,089,940
SCHF	Schwab International Equity ETF	+23,374	122,407	$3,390,673
OTF	Blue Owl Technology Finance Corp.	+20,470	53,168	$550,288
DYNF	iShares U.S. Equity Factor Rotation Active ETF	+12,696	253,037	$17,209,046
MUB	iShares National Muni Bond ETF	+10,509	128,023	$13,777,835
SPY	Spdr S&P 500 ETF Trust	+8,628	40,596	$30,315,874
ITA	iShares U.S. Aerospace & Defense ETF	+8,133	18,516	$4,488,648
IAGG	iShares Core International Aggregate Bond ETF	+6,945	100,772	$5,099,063
VXUS	Vanguard Total International Stock ETF	+5,737	15,516	$1,326,462
VEA	Vanguard FTSE Developed Markets ETF	+5,275	32,188	$2,293,395
HIMU		+5,007	23,586	$1,174,582
SCHM	Schwab U.S. Mid-Cap ETF	+4,667	131,105	$4,833,841
SYSB	iShares Systematic Bond ETF	+4,499	34,108	$3,025,925
EEMV	iShares MSCI Emerging Markets Min Vol Factor ETF	+2,132	32,978	$2,482,583
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+2,034	2,664	$985,786
MBB	iShares MBS ETF	+1,989	115,183	$10,887,097
IXUS	iShares Core MSCI Total International Stock ETF	+1,816	33,625	$3,209,170
SCHG	Schwab U.S. Large-Cap Growth ETF	+1,169	266,774	$9,027,632
VB	Vanguard Index Funds	+1,064	16,889	$5,119,393
NCDL	Nuveen Churchill Direct Lending Corp.	+681	33,113	$411,263
RPG	Victory Portfolios II	+447	60,765	$3,879,845
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IEMG	iShares Trust	−35,689	96,030	$7,955,125
EFV	iShares MSCI EAFE Value ETF	−32,530	66,431	$5,085,293
BINC		−27,595	117,051	$6,126,449
QUAL	iShares MSCI USA Quality Factor ETF	−26,718	8,187	$1,796,473
IAU	Ishares Gold Trust	−18,383	48,302	$3,647,284
VTV	VANGUARD VALUE INDEX FUND	−13,172	65,893	$14,360,061
SPTL	State Street(R) SPDR(R) Portfolio Long Term Treasury ETF	−11,863	112,686	$2,955,753
XLF	State Street Corp	−7,802	29,990	$1,607,763
SCHQ	Schwab Long-Term U.S. Treasury ETF	−6,943	169,913	$5,318,276
SPTI	State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	−6,808	37,647	$1,068,798
BAI	BlackRock ETF Trust	−6,494	139,883	$7,374,631
SCHI	Schwab 5-10 Year Corporate Bond ETF	−4,557	121,017	$2,739,824
BDVL		−4,263	207,920	$5,401,761
MTUM	iShares MSCI USA Momentum Factor ETF	−3,818	15,240	$5,224,729
IYW	iShares, Inc.	−3,706	5,595	$1,411,226
IEUR	iShares Core MSCI Europe ETF	−2,718	23,798	$1,788,895
DGRO	iShares Core Dividend Growth ETF	−2,428	60,798	$4,607,880
MDY	Spdr S&P Midcap 400 ETF Trust	−1,810	564	$396,683
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	−1,785	31,296	$1,620,506
EVTR	Eaton Vance Total Return Bond ETF	−1,677	73,940	$3,749,497
AGG	iShares Core U.S. Aggregate Bond ETF	−1,647	11,840	$1,171,923
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	−1,613	7,644	$1,456,334
IEFA	iShares Core MSCI EAFE ETF	−1,084	35,613	$3,439,503
RING	iShares MSCI Global Gold Miners ETF	−1,016	6,406	$413,827
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	−945	6,827	$539,537
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
EFG	iShares MSCI EAFE Growth ETF	45,808	$5,699,431
IALT		176,392	$4,947,795
BLCR		80,024	$4,030,808
CSCO	Cisco Systems, Inc.	2,504	$294,119
CSL	Carlisle Companies Inc	772	$280,043
COHR	Coherent Corp.	700	$276,129
GE	General Electric Co	674	$251,894
—		4,326	$206,393
RVMD	Revolution Medicines, Inc.	1,100	$206,008
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	1,281	$202,436
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	38,744	$965,113
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	4,631	$678,950
SPGI	S&P Global Inc.	1,246	$529,973
FISV	Fiserv Inc	5,844	$326,095
CVX	Chevron Corp	1,073	$222,003
EEM	iShares MSCI Emerging Markets ETF	3,775	$214,382
HYS	PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund	2,256	$210,417
T	At&T Inc.	7,192	$208,496
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

103 tracked positions · $348,576,268 total · filing declares 105 positions · $351,016,307 · as of Jun 30, 2026

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

Showing 1–50 of 103 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	40,596	+8,628	$30,315,874	+45.8%	15	before history	8.70%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Added	253,037	+12,696	$17,209,046	+23.1%	10	$48.90	4.94%
VUG	VANGUARD GROWTH INDEX FUND	Added	190,527	+159,737	$16,411,995	+22.0%	11	unpriced	4.71%
VTV	VANGUARD VALUE INDEX FUND	Reduced	65,893	-13,172	$14,360,061	−7.4%	15	before history	4.12%
MUB	iShares National Muni Bond ETF	Added	128,023	+10,509	$13,777,835	+10.5%	15	before history	3.95%
VOO	VANGUARD 500 INDEX FUND	Reduced	18,555	-343	$12,743,759	+12.9%	15	before history	3.66%
IVV	iShares Core S&P 500 ETF	Added	16,429	+183	$12,303,513	+15.9%	15	before history	3.53%
MBB	iShares MBS ETF	Added	115,183	+1,989	$10,887,097	+1.3%	15	before history	3.12%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Reduced	86,059	-269	$10,240,160	+21.2%	15	before history	2.94%
SCHG	Schwab U.S. Large-Cap Growth ETF	Added	266,774	+1,169	$9,027,632	+16.7%	12	unpriced	2.59%
IEMG	iShares Trust	Reduced	96,030	-35,689	$7,955,125	—	3	unpriced	2.28%
FLMI	Franklin Dynamic Municipal Bond ETF	Added	314,712	+111,375	$7,921,301	+57.1%	3	$24.94	2.27%
GOVT	iShares U.S. Treasury Bond ETF	Added	326,927	+193,409	$7,447,397	+143.5%	15	before history	2.14%
BAI	BlackRock ETF Trust	Reduced	139,883	-6,494	$7,374,631	+52.9%	3	$34.66	2.12%
BDYN		Added	255,226	+433	$7,079,969	+14.3%	4	unpriced	2.03%
SCHZ	Schwab U.S. Aggregate Bond ETF	Added	292,966	+118,469	$6,776,303	+67.2%	12	unpriced	1.94%
BINC		Reduced	117,051	-27,595	$6,126,449	−18.4%	10	$52.41	1.76%
EFG	iShares MSCI EAFE Growth ETF	NEW	45,808	NEW	$5,699,431	NEW	1	unpriced	1.64%
BDVL		Reduced	207,920	-4,263	$5,401,761	+3.3%	4	unpriced	1.55%
SCHQ	Schwab Long-Term U.S. Treasury ETF	Reduced	169,913	-6,943	$5,318,276	−4.3%	12	unpriced	1.53%
MTUM	iShares MSCI USA Momentum Factor ETF	Reduced	15,240	-3,818	$5,224,729	+14.2%	7	unpriced	1.50%
VB	Vanguard Index Funds	Added	16,889	+1,064	$5,119,393	+23.5%	15	before history	1.47%
IAGG	iShares Core International Aggregate Bond ETF	Added	100,772	+6,945	$5,099,063	+8.6%	13	unpriced	1.46%
EFV	iShares MSCI EAFE Value ETF	Reduced	66,431	-32,530	$5,085,293	−30.9%	12	unpriced	1.46%
IALT		NEW	176,392	NEW	$4,947,795	NEW	1	$28.05	1.42%
SCHM	Schwab U.S. Mid-Cap ETF	Added	131,105	+4,667	$4,833,841	+23.5%	15	before history	1.39%
DGRO	iShares Core Dividend Growth ETF	Reduced	60,798	-2,428	$4,607,880	+3.8%	12	unpriced	1.32%
ITA	iShares U.S. Aerospace & Defense ETF	Added	18,516	+8,133	$4,488,648	+97.6%	3	unpriced	1.29%
BLCR		NEW	80,024	NEW	$4,030,808	NEW	1	$48.08	1.16%
RPG	Victory Portfolios II	Added	60,765	+447	$3,879,845	+37.6%	15	before history	1.11%
EVTR	Eaton Vance Total Return Bond ETF	Reduced	73,940	-1,677	$3,749,497	−2.3%	3	$51.65	1.08%
IAU	Ishares Gold Trust	Reduced	48,302	-18,383	$3,647,284	−38.0%	7	$60.22	1.05%
IEFA	iShares Core MSCI EAFE ETF	Reduced	35,613	-1,084	$3,439,503	+3.5%	15	before history	0.99%
SCHF	Schwab International Equity ETF	Added	122,407	+23,374	$3,390,673	+38.3%	11	unpriced	0.97%
IXUS	iShares Core MSCI Total International Stock ETF	Added	33,625	+1,816	$3,209,170	+16.4%	15	before history	0.92%
VO	VANGUARD MID-CAP INDEX FUND	Added	38,351	+28,419	$3,089,940	+8.3%	15	before history	0.89%
SYSB	iShares Systematic Bond ETF	Added	34,108	+4,499	$3,025,925	+14.8%	3	unpriced	0.87%
VIG	Vanguard Specialized Funds	Reduced	12,778	-46	$3,023,530	+9.6%	15	before history	0.87%
SPTL	State Street(R) SPDR(R) Portfolio Long Term Treasury ETF	Reduced	112,686	-11,863	$2,955,753	−9.8%	10	$27.30	0.85%
QQQ	Invesco Qqq Trust, Series 1	Reduced	3,878	-18	$2,855,759	+27.0%	15	before history	0.82%
SCHI	Schwab 5-10 Year Corporate Bond ETF	Reduced	121,017	-4,557	$2,739,824	−3.8%	12	unpriced	0.79%
EEMV	iShares MSCI Emerging Markets Min Vol Factor ETF	Added	32,978	+2,132	$2,482,583	+24.3%	12	$57.82	0.71%
VEA	Vanguard FTSE Developed Markets ETF	Added	32,188	+5,275	$2,293,395	+33.0%	10	$52.87	0.66%
VTWO	VANGUARD RUSSELL 2000 INDEX FUND	Reduced	16,506	-77	$2,004,158	+20.7%	15	before history	0.57%
TLH	iShares 10-20 Year Treasury Bond ETF	Reduced	19,618	-462	$1,968,666	−2.7%	3	unpriced	0.56%
AVGO	Broadcom Inc. Technology	Added	4,962	+1	$1,874,395	+22.1%	15	before history	0.54%
QUAL	iShares MSCI USA Quality Factor ETF	Reduced	8,187	-26,718	$1,796,473	−73.2%	12	unpriced	0.52%
IEUR	iShares Core MSCI Europe ETF	Reduced	23,798	-2,718	$1,788,895	−4.0%	5	unpriced	0.51%
VOOV	VANGUARD S&P 500 VALUE INDEX FUND	Reduced	7,946	-104	$1,741,842	—	15	before history	0.50%
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	Reduced	31,296	-1,785	$1,620,506	+4.4%	15	before history	0.46%

Showing the top 50 of 103 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.