Beacon Bridge Wealth Partners, LLC
RIA/Wealth
Beacon Bridge Wealth Partners, LLC is a RIA/Wealth based in Lower Gwynedd, PA led by Steven John Krzywicki, reporting $369.0M in AUM as of Q3 2025 with 92% ETF concentration.
CEOSteven John Krzywicki
- Portfolio Value
- $270.6M
- Positions
- 85
- Top Holding
- SPY at 7.04%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Beacon Bridge Wealth Partners, LLC's portfolio (48.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $19.0M | 7.04% | +$377.7K Bought | — 28.6K shares | |
ETF ETF | $17.5M | 6.46% | -$914.0K Sold | — 89.9K shares | |
ETF ETF | $14.8M | 5.48% | +$273.4K Bought | — 30.9K shares | |
ETF ETF | $13.1M | 4.82% | +$257.5K Bought | — 70.0K shares | |
ETF ETF | $12.6M | 4.66% | +$287.6K Bought | — 118.3K shares | |
ETF ETF | $11.9M | 4.41% | +$33.7K Bought | — 19.5K shares | |
ETF ETF | $11.3M | 4.18% | +$295.9K Bought | — 191.0K shares | |
ETF ETF | $10.8M | 4.01% | +$87.7K Bought | — 16.2K shares | |
ETF ETF | $10.5M | 3.89% | +$433.2K Bought | — 110.6K shares | |
ETF ETF | $8.9M | 3.30% | +$51.0K Bought | — 85.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Beacon Bridge Wealth Partners, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+225.57% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Beacon Bridge Wealth Partners, LLC
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