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BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

CIK 0002056071

Annualised vol

0.188741%

Beta

0.005979

HHI

773.044016

Top-10 weight

73.739851%

VaR 95%

0.01901%

VaR 99%

0.032681%

Max drawdown

0.423487%

Matched value

0.461106%

Returns of reported holdings

Loading returns…

Position changes vs prior quarter

What the latest 13F shows bought and sold against the quarter before, by share count.

Ticker	Change	Shares now	Shares before	Share change %	Value now ($)
NOW	REDUCED	9,113	10,110	-9.86%	904,739
FBTC	NEW	4,183	-	-	213,543

Holdings (latest quarter)

Ticker	Change	Issuer	Class	CUSIP	Value ($)	Weight %	Shares
-		DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	25434V708	34,257,270	17.46	772256.0
-		DIMENSIONAL ETF TRUST	US TARGETED VLU	25434V609	21,767,056	11.09	311403.0
-		SPDR SERIES TRUST	ST INTER ETF	78464A672	20,106,452	10.25	708223.0
-		ISHARES TR	NATIONAL MUN ETF	464288414	14,809,896	7.55	137613.0
-		DIMENSIONAL ETF TRUST	GLOBAL REAL EST	25434V658	10,721,988	5.46	370107.0
-		DIMENSIONAL ETF TRUST	EMERGING MKTS CO	25434V732	10,199,208	5.2	250965.0
-		DIMENSIONAL ETF TRUST	INTL CORE EQUITY	25434V799	9,219,628	4.7	247440.0
-		DIMENSIONAL ETF TRUST	GLOB CO PLUS ETF	25434V583	8,548,277	4.36	156964.0
-		DIMENSIONAL ETF TRUST	INTL COR FIX ETF	25434V575	7,789,798	3.97	145346.0
-		DIMENSIONAL ETF TRUST	US HIGH PROF ETF	25434V831	7,265,707	3.7	174112.0
-		VANGUARD SCOTTSDALE FDS	INT-TERM CORP	92206C870	6,812,123	3.47	82421.0
-		ISHARES TR	0-5 YR TIPS ETF	46429B747	6,285,258	3.2	61524.0
-		DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	25434V765	5,541,507	2.82	162388.0
-		DIMENSIONAL ETF TRUST	INTL SMALL CAP V	25434V781	5,128,077	2.61	127787.0
-		VANGUARD INDEX FDS	TOTAL STK MKT	922908769	4,649,852	2.37	12566.0
-		DIMENSIONAL ETF TRUST	WORLD EX US CORE	25434V880	3,289,792	1.68	89299.0
-		PIMCO ETF TR	INTER MUN BD ACT	72201R866	3,149,588	1.61	59878.0
-		DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	25434V724	3,120,828	1.59	56732.0
-		J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	46641Q647	2,640,960	1.35	52136.0
-		VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	921943858	1,829,471	0.93	25677.0
-		ISHARES TR	SHRT NAT MUN ETF	464288158	1,812,652	0.92	17025.0
-		DIMENSIONAL ETF TRUST	INTERNATNAL VAL	25434V807	1,390,028	0.71	25732.0
-		VANGUARD INDEX FDS	SM CP VAL ETF	922908611	1,196,727	0.61	4925.0
NOW	REDUCED	SERVICENOW INC	COM	81762P102	904,739	0.46	9113.0
-		DIMENSIONAL ETF TRUST	US SUSTAINABILTY	25434V716	836,822	0.43	17946.0
-		DIMENSIONAL ETF TRUST	US EQUI MARK ETF	25434V401	574,646	0.29	7013.0
-		ISHARES TR	EAFE SML CP ETF	464288273	515,175	0.26	6262.0
-		DIMENSIONAL ETF TRUST	INTERNATIONAL	25434V690	336,762	0.17	7467.0
-		ISHARES TR	EAFE VALUE ETF	464288877	316,611	0.16	4136.0
-		VANECK ETF TRUST	HIGH YLD MUNIETF	92189H409	286,525	0.15	5563.0
-		DIMENSIONAL ETF TRUST	EMER MARK SU ETF	25434V682	254,125	0.13	5199.0
-		STATE STR SPDR S&P 500 ETF T	TR UNIT	78462F103	238,100	0.12	319.0
FBTC	NEW	FIDELITY WISE ORIGIN BITCOIN	SHS	315948109	213,543	0.11	4183.0
-		DIMENSIONAL ETF TRUST	INFLATION PROTE	25434V856	201,242	0.1	4878.0

Quarterly portfolios

Period	Filed	Value ($)	Positions	Vol %	Beta	Max DD %
2026-06-30	2026-07-20	196,210,433	34	0.188741	0.005979	0.423487
2026-03-31	2026-04-24	174,435,551	32	0.248031	0.007857	0.556248
2025-12-31	2026-02-10	161,523,641	129	0.334038	0.011881	0.635507
2025-09-30	2025-11-06	150,559,361	134	0.507208	0.018355	0.943441
2025-03-31	2025-05-01	159,270,320	151	0.403065	0.013908	0.811445
2024-12-31	2025-02-13	151,412,740	97	0.053051	0.001765	0.089709