Beacon Bridge Wealth Partners, LLC Portfolio Holdings
Q3 2025•85 long positions•$270.6M portfolio value
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Holding92 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $19.0M 7.04% | +$377.7K Bought | — 28.6K shares | 28.0K → 28.6K +$377.7K | +2.02% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $17.5M 6.46% | -$914.0K Sold | — 89.9K shares | 94.6K → 89.9K −$914.0K | -4.97% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $14.8M 5.48% | +$273.4K Bought | — 30.9K shares | 30.3K → 30.9K +$273.4K | +1.88% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $13.1M 4.82% | +$257.5K Bought | — 70.0K shares | 68.6K → 70.0K +$257.5K | +2.01% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $12.6M 4.66% | +$287.6K Bought | — 118.3K shares | 115.6K → 118.3K +$287.6K | +2.34% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $11.9M 4.41% | +$33.7K Bought | — 19.5K shares | 19.4K → 19.5K +$33.7K | +0.28% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $11.3M 4.18% | +$295.9K Bought | — 191.0K shares | 186.0K → 191.0K +$295.9K | +2.69% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $10.8M 4.01% | +$87.7K Bought | — 16.2K shares | 16.1K → 16.2K +$87.7K | +0.82% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $10.5M 3.89% | +$433.2K Bought | — 110.6K shares | 106.1K → 110.6K +$433.2K | +4.29% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $8.9M 3.3% | +$51.0K Bought | — 85.4K shares | 84.9K → 85.4K +$51.0K | +0.57% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $7.7M 2.86% | +$505.2K Bought | — 242.3K shares | 226.5K → 242.3K +$505.2K | +6.99% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $7.2M 2.67% | +$150.1K Bought | — 113.3K shares | 110.9K → 113.3K +$150.1K | +2.12% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $7.1M 2.64% | +$14.4K Bought | — 134.1K shares | 133.9K → 134.1K +$14.4K | +0.2% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $6.6M 2.46% | +$49.4K Bought | — 205.6K shares | 204.1K → 205.6K +$49.4K | +0.75% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $6.4M 2.36% | +$206.7K Bought | — 94.3K shares | 91.3K → 94.3K +$206.7K | +3.34% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $6.2M 2.28% | +$54.4K Bought | — 31.6K shares | 31.3K → 31.6K +$54.4K | +0.89% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $5.0M 1.86% | +$72.6K Bought | — 214.2K shares | 211.1K → 214.2K +$72.6K | +1.46% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $4.4M 1.63% | +$187.5K Bought | — 64.9K shares | 62.2K → 64.9K +$187.5K | +4.43% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $4.4M 1.63% | +$140.8K Bought | — 86.1K shares | 83.4K → 86.1K +$140.8K | +3.3% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $4.0M 1.47% | +$61.0K Bought | — 15.6K shares | 15.4K → 15.6K +$61.0K | +1.56% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.7M 1.35% | +$70.1K Bought | — 123.7K shares | 121.3K → 123.7K +$70.1K | +1.95% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.5M 1.31% | -$203.0K Sold | — 12.1K shares | 12.8K → 12.1K −$203.0K | -5.41% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.4M 1.24% | +$84.7K Bought | — 29.5K shares | 28.7K → 29.5K +$84.7K | +2.59% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $3.3M 1.21% | -$7.2K Sold | — 37.5K shares | 37.6K → 37.5K −$7.2K | -0.22% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.3M 1.2% | +$98.5K Bought | — 12.7K shares | 12.3K → 12.7K +$98.5K | +3.12% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $3.2M 1.18% | +$115.3K Bought | — 43.8K shares | 42.3K → 43.8K +$115.3K | +3.75% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.0M 1.1% | +$5.6K Bought | — 62.6K shares | 62.5K → 62.6K +$5.6K | +0.19% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.9M 1.08% | +$139.5K Bought | — 126.7K shares | 120.7K → 126.7K +$139.5K | +5.01% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $2.9M 1.08% | +$114.0K Bought | — 108.1K shares | 103.9K → 108.1K +$114.0K | +4.07% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.9M 1.07% | +$30.2K Bought | — 35.2K shares | 34.8K → 35.2K +$30.2K | +1.05% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.9M 1.07% | +$139.8K Bought | — 124.8K shares | 118.8K → 124.8K +$139.8K | +5.09% | — — | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $2.9M 1.06% | -$21.4K Sold | — 13.3K shares | 13.4K → 13.3K −$21.4K | -0.74% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.8M 1.03% | -$856.4K Sold | — 119.4K shares | 156.2K → 119.4K −$856.4K | -23.55% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.1M 0.791% | +$8.4K Bought | — 3.6K shares | 3.6K → 3.6K +$8.4K | +0.39% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.9M 0.7% | -$26.0K Sold | — 19.4K shares | 19.6K → 19.4K −$26.0K | -1.35% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.7M 0.615% | +$11.5K Bought | — 16.6K shares | 16.5K → 16.6K +$11.5K | +0.7% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.6M 0.603% | -$109.9K Sold | — 8.2K shares | 8.7K → 8.2K −$109.9K | -6.31% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.6M 0.593% | -$10.5K Sold | — 29.8K shares | 30.0K → 29.8K −$10.5K | -0.65% | — — | Q3 2024 Held for 1y 2m | |
Semiconductors Technology | $1.6M 0.581% | +$37.6K Bought | 0.0% 4.8K shares | 4.6K → 4.8K +$37.6K | +2.45% | $1.56T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.6M 0.579% | -$10.8K Sold | — 26.1K shares | 26.3K → 26.1K −$10.8K | -0.69% | — — | Q1 2024 Held for 1y 8m | |
Aerospace & Defense Industrials | $1.5M 0.565% | -$102.8K Sold | 0.001% 3.1K shares | 3.3K → 3.1K −$102.8K | -6.31% | $116.55B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.5M 0.544% | +$7.3K Bought | — 31.5K shares | 31.3K → 31.5K +$7.3K | +0.5% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.4M 0.519% | -$29.8K Sold | — 2.4K shares | 2.4K → 2.4K −$29.8K | -2.08% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.4M 0.512% | +$26.2K Bought | — 11.5K shares | 11.3K → 11.5K +$26.2K | +1.93% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.3M 0.474% | +$6.6K Bought | — 44.4K shares | 44.1K → 44.4K +$6.6K | +0.52% | — — | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $1.2M 0.453% | +$32.1K Bought | 0.0% 6.6K shares | 6.4K → 6.6K +$32.1K | +2.69% | $4.54T Mega Cap | Q3 2023 Held for 2y 2m | |
ETF ETF | $1.1M 0.418% | +$783.0K Bought | — 16.6K shares | 5.1K → 16.6K +$783.0K | +225.57% | — — | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $1.0M 0.382% | +$35.0K Bought | 0.0% 4.2K shares | 4.1K → 4.2K +$35.0K | +3.51% | $2.95T Mega Cap | Q4 2022 Held for 2y 11m | |
Information Technology Services Technology | $1.0M 0.371% | +$3.1K Bought | 0.001% 7.8K shares | 7.8K → 7.8K +$3.1K | +0.31% | $70.1B Large Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $877.1K 0.324% | -$11.5K Sold | — 11.9K shares | 12.1K → 11.9K −$11.5K | -1.3% | — — | Q1 2023 Held for 2y 8m |
