Beacon Bridge Wealth Partners, LLC
CIK
1965468
City
LOWER GWYNEDD
State / Country
PA
Top Portfolio Positions
31 positions ·
$43,656,806 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
31,968 | $20,790,069 | 47.62% | |
| IAU |
Ishares Gold Trust
|
66,685 | $5,878,949 | 13.47% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
3,896 | $2,248,693 | 5.15% | |
| AVGO |
Broadcom Inc.
Technology
|
4,961 | $1,535,479 | 3.52% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
2,374 | $1,464,188 | 3.35% | |
| NVDA |
Nvidia Corp
Technology
|
7,025 | $1,225,160 | 2.81% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,560 | $1,023,713 | 2.34% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
1,915 | $711,901 | 1.63% | |
| LMT |
Lockheed Martin Corp
Industrials
|
1,152 | $696,257 | 1.59% | |
| MSFT |
Microsoft Corp
Technology
|
1,566 | $579,686 | 1.33% |
Portfolio Trend
14 quarters · across all stocks
Holdings in NCDL
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $412,535 | 32,432 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $432,642 | 32,432 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $447,561 | 32,432 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $525,074 | 32,432 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $550,695 | 32,432 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,455,178 | 86,721 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $755,296 | 43,358 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $226,321 | 13,007 | Shares | Sole | 2024-08-02 | |
| No 13F history on record for this holder in this stock. | ||||||