Beacon Bridge Wealth Partners, LLC ETF holdings
Lower Gwynedd, PA
Reported $334.2M in 75 ETFs in its Form 13F for June 30, 2026.
ETF value
$334.2M
ETFs held
75
Change from prior quarter
+17.4%
With price moves
ETFs as a share of its 13F
95.2%
of $351.0M
Top 10 of 75 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPY | State Street SPDR S&P 500 ETF Trust | $30.3M | 40,596 | +8,628 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $17.2M | 253,037 | +12,696 shares |
| VUG | Vanguard Morningstar Growth ETF | $16.4M | 190,527 | +159,737 shares |
| VTV | Vanguard Morningstar Value ETF | $14.4M | 65,893 | −13,172 shares |
| MUB | iShares National Muni Bond ETF | $13.8M | 128,023 | +10,509 shares |
| VOO | Vanguard S&P 500 ETF | $12.7M | 18,555 | −343 shares |
| IVV | iShares Core S&P 500 ETF | $12.3M | 16,429 | +183 shares |
| MBB | iShares MBS ETF | $10.9M | 115,183 | +1,989 shares |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $10.2M | 86,059 | −269 shares |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $9.0M | 266,774 | +1,169 shares |
65 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001965468. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Beacon Bridge Wealth Partners, LLC own?
Beacon Bridge Wealth Partners, LLC reported 75 ETF positions worth $334.2M in its Form 13F for June 30, 2026. The largest was SPY, at $30.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.