BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

Registered adviser

CIK

2056071

Location

South Miami, FL

Portfolio Value

Small $196,210,661

Diversification

Highly concentrated

Filing Date

Global Rank

#6,592 / 8,827 ▼ 54

Top Industry

Software - Application 100.0%

Period ended 4 months ago

Filed Jul 20, 2026 · 4mo

7 quarters · since Dec 2024

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, Nov 1, 2026

Form ADV adviser

CRD 331683

Roster of Nov 1, 2026

Regulatory AUM

$259,800,631

Main clients

Individuals and high net worth (100% 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
Apr 2026 to Nov 2026	$259,800,631	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$288,941,649	Individuals and high net worth (99%)
Dec 2024 to Mar 2025	$268,763,507	Individuals and high net worth (100%)
Aug 2024 to Nov 2024	$0	—

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 99.8% of the book (60%+)

Turnover

Low turnover

10.9% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.7 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 92.3%; sector active share 86.6% against the combined 13F book's sector weights.

Over time 7 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

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

Top Position

66.5%

−0.0 pts

Top 5

95.3%

−0.5 pts

Top 10

99.8%

−0.2 pts

HHI

4,698

Highly concentrated−16

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	99.5%	$195,305,923	33
Technology	0.5%	$904,738	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
SPTI	State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	+47,306	708,223	$20,106,450
DFGX	Dimensional International Core Fixed Income ETF	+37,181	145,346	$7,789,818
STIP	iShares 0-5 Year TIPS Bond ETF	+17,326	61,524	$6,285,291
MUB	iShares National Muni Bond ETF	+13,603	137,613	$14,809,911
MUNI	PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund	+13,081	59,878	$3,149,582
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+12,504	82,421	$6,812,095
DFGR	Dimensional Global Real Estate ETF	+10,421	370,107	$10,721,999
JMUB	JPMorgan Municipal ETF	+9,535	52,136	$2,640,949
DUHP	Dimensional US High Profitability ETF	+7,464	174,112	$7,265,693
DIHP	Dimensional International High Profitability ETF	+3,101	162,388	$5,541,490
DISV	Dimensional International Small Cap Value ETF	+2,761	127,787	$5,128,092
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	+2,565	250,965	$10,199,217
VEA	Vanguard FTSE Developed Markets ETF	+2,338	25,677	$1,829,486
DFIC	Dimensional International Core Equity 2 ETF	+1,832	247,440	$9,219,614
DFAT	Dimensional U.S. Targeted Value ETF	+903	311,403	$21,767,069
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+376	12,566	$4,649,922
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
DFGP	Dimensional Global Core Plus Fixed Income ETF	−5,223	156,964	$8,548,259
DFAC	Dimensional U.S. Core Equity 2 ETF	−5,155	772,256	$34,257,276
NOW	ServiceNow, Inc.	−997	9,113	$904,738
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	−152	89,299	$3,289,775
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
SPY	Spdr S&P 500 ETF Trust	319	$238,219
FBTC	Fidelity Wise Origin Bitcoin Fund	4,183	$213,542
DFIP	Dimensional Inflation-Protected Securities Portfolio ETF	4,878	$201,241
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
TLH	iShares 10-20 Year Treasury Bond ETF	9,636	$970,537
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

34 tracked positions · $196,210,661 total · filing declares 34 positions · $196,210,433 · as of Jun 30, 2026

All sectors Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
DFAC	Dimensional U.S. Core Equity 2 ETF	Reduced	772,256	-5,155	$34,257,276	+13.4%	7	before history	17.46%
DFAT	Dimensional U.S. Targeted Value ETF	Added	311,403	+903	$21,767,069	+12.3%	7	before history	11.09%
SPTI	State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	Added	708,223	+47,306	$20,106,450	+6.1%	6	$28.47	10.25%
MUB	iShares National Muni Bond ETF	Added	137,613	+13,603	$14,809,911	+12.5%	7	before history	7.55%
DFGR	Dimensional Global Real Estate ETF	Added	370,107	+10,421	$10,721,999	+12.1%	7	before history	5.46%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Added	250,965	+2,565	$10,199,217	+18.8%	7	before history	5.20%
DFIC	Dimensional International Core Equity 2 ETF	Added	247,440	+1,832	$9,219,614	+5.7%	7	before history	4.70%
DFGP	Dimensional Global Core Plus Fixed Income ETF	Reduced	156,964	-5,223	$8,548,259	−2.4%	7	before history	4.36%
DFGX	Dimensional International Core Fixed Income ETF	Added	145,346	+37,181	$7,789,818	+37.3%	6	$53.19	3.97%
DUHP	Dimensional US High Profitability ETF	Added	174,112	+7,464	$7,265,693	+18.6%	7	before history	3.70%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	82,421	+12,504	$6,812,095	+17.7%	6	$82.79	3.47%
STIP	iShares 0-5 Year TIPS Bond ETF	Added	61,524	+17,326	$6,285,291	+37.5%	5	unpriced	3.20%
DIHP	Dimensional International High Profitability ETF	Added	162,388	+3,101	$5,541,490	+8.0%	7	before history	2.82%
DISV	Dimensional International Small Cap Value ETF	Added	127,787	+2,761	$5,128,092	+4.0%	7	before history	2.61%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	12,566	+376	$4,649,922	+18.9%	7	before history	2.37%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Reduced	89,299	-152	$3,289,775	+8.3%	7	before history	1.68%
MUNI	PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund	Added	59,878	+13,081	$3,149,582	+29.0%	6	$52.17	1.61%
DFUV	Dimensional U.S. Marketwide Value ETF	Held	56,732	0	$3,120,827	+13.5%	7	before history	1.59%
JMUB	JPMorgan Municipal ETF	Added	52,136	+9,535	$2,640,949	+24.0%	6	$50.39	1.35%
VEA	Vanguard FTSE Developed Markets ETF	Added	25,677	+2,338	$1,829,486	+22.3%	7	before history	0.93%
SUB	iShares Short-Term National Muni Bond ETF	Held	17,025	0	$1,812,651	−0.0%	7	before history	0.92%
DFIV	Dimensional International Value ETF	Held	25,732	0	$1,390,042	+2.3%	7	before history	0.71%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Held	4,925	0	$1,196,725	+11.8%	7	before history	0.61%
NOW	ServiceNow, Inc. Technology	Reduced	9,113	-997	$904,738	−14.4%	6	$174.70	0.46%
DFSU	Dimensional US Sustainability Core 1 ETF	Held	17,946	0	$836,821	+13.5%	7	before history	0.43%
DFUS	Dimensional U.S. Equity Market ETF	Held	7,013	0	$574,645	+15.6%	7	before history	0.29%
SCZ	iShares MSCI EAFE Small-Cap ETF	Held	6,262	0	$515,174	+4.9%	7	before history	0.26%
DFSI	Dimensional International Sustainability Core 1 ETF	Held	7,467	0	$336,761	+6.4%	7	before history	0.17%
EFV	iShares MSCI EAFE Value ETF	Held	4,136	0	$316,610	+3.0%	7	before history	0.16%
HYD	VanEck High Yield Muni ETF	Held	5,563	0	$286,550	+2.7%	7	before history	0.15%
DFSE	Dimensional Emerging Markets Sustainability Core 1 ETF	Held	5,199	0	$254,127	+15.4%	7	before history	0.13%
SPY	Spdr S&P 500 ETF Trust	NEW	319	NEW	$238,219	NEW	1	$725.01	0.12%
FBTC	Fidelity Wise Origin Bitcoin Fund	NEW	4,183	NEW	$213,542	NEW	1	$62.49	0.11%
DFIP	Dimensional Inflation-Protected Securities Portfolio ETF	NEW	4,878	NEW	$201,241	NEW	1	$41.87	0.10%

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.