BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
CIK
2056071
Location
South Miami, FL
Portfolio Value
Micro
$1,057,000
Diversification
Highly concentrated
Filing Date
Global Rank
#8,529
/ 8,605
▲ 21
· as of Mar 2026
Top Industry
Software - Application
100.0%
3Y Alpha vs SPY
-22.5%
Period ended 3 months ago
Filed Apr 24, 2026 · 3mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-3.8%
SPY
+24.4%
Annualised alpha
-19.7%
Max drawdown
−34.1%
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
1 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
100.0%
+43.4 pts
Top 5
100.0%
+20.2 pts
Top 10
100.0%
+8.4 pts
HHI
10,000
Highly concentrated+6,615
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 100.0% | $1,057,000 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NOW | ServiceNow, Inc. | +2,405 | 10,110 | $1,057,000 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ORCL | Oracle Corp | 911 | $177,563 | |
| NUE | Nucor Corp | 712 | $116,134 | |
| SKYW | Skywest Inc | 1,000 | $100,410 | |
| WFC | Wells Fargo & Company/Mn | 962 | $89,658 | |
| GBCI | Glacier Bancorp, Inc. | 1,402 | $61,758 | |
| ABBV | AbbVie Inc. | 255 | $58,264 | |
| PSA | Public Storage | 188 | $48,786 | |
| QQQ | Invesco Qqq Trust, Series 1 | 68 | $41,773 | |
| PEP | Pepsico Inc | 250 | $35,880 | |
| ABT | Abbott Laboratories | 250 | $31,322 | |
| ICUI | Icu Medical Inc/De | 164 | $23,397 | |
| ZION | Zions Bancorporation, National Association /Ut/ | 398 | $23,298 | |
| DIS | Walt Disney Co | 160 | $18,203 | |
| YUM | Yum Brands Inc | 100 | $15,128 | |
| AVGO | Broadcom Inc. | 19 | $6,575 | |
| AAPL | Apple Inc. | 18 | $4,893 | |
| YUMC | Yum China Holdings, Inc. | 100 | $4,774 | |
| DHR | Danaher Corp /De/ | 18 | $4,120 | |
| V | Visa Inc. | 10 | $3,507 | |
| MSFT | Microsoft Corp | 7 | $3,385 | |
| AMZN | Amazon Com Inc | 10 | $2,308 | |
| HD | Home Depot, Inc. | 6 | $2,064 | |
| PNC | Pnc Financial Services Group, Inc. | 9 | $1,878 | |
| WMT | Walmart Inc. | 15 | $1,671 | |
| ETN | Eaton Corp plc | 5 | $1,592 | |
| No positions match the current search. | ||||
1 positions ·
$1,057,000 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NOW |
ServiceNow, Inc.
Technology
|
Added | 10,110 | $1,057,000 | 100.00% |