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Portfolio (Quarterly) Guide ↗

Beacon Bridge Wealth Partners, LLC

· CIK 0001965468
13F Portfolio $299M AUM 101 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 49 Added 24 Reduced 6 Exited
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PG PROCTER & GAMBLE CO Consumer Defensive 3,374.0 $487K 0.16% +32.0 +1.0% $144.44 +6.0%
42 VRT VERTIV HOLDINGS CO Industrials 1,816.0 $455K 0.15% +11.0 +0.6% $250.58 +28.1%
43 IVE ISHARES TR 1,923.0 $406K 0.14% +28.0 +1.5% $211.15 +7.7%
44 BLUE OWL TECHNOLOGY FIN CORP 32,698.0 $405K 0.14% +15K +86.4% $12.39
45 JNJ JOHNSON & JOHNSON Healthcare 1,622.0 $396K 0.13% +17.0 +1.1% $244.36 -1.5%
46 V VISA INC Financial Services 1,165.0 $352K 0.12% +21.0 +1.8% $302.24 +9.8%
47 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,252.0 $319K 0.11% +31.0 +0.6% $60.65 -9.5%
48 BERKSHIRE HATHAWAY INC DEL 633.0 $303K 0.10% +7.0 +1.1% $479.20
49 COWZ PACER FDS TR 3,616.0 $226K 0.08% +86.0 +2.4% $62.56 -0.2%
Page 3 of 3  ·  49 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 74.3%
Technology 9.0%
Communication Services 5.1%
Consumer Cyclical 3.9%
Industrials 3.4%
Healthcare 2.1%
Consumer Defensive 1.1%
Energy 0.5%
Utilities 0.5%