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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XLY	SELECT SECTOR SPDR TR	—	6,465	$772K	0.26%	SOLD
2	EFG	ISHARES TR	—	2,210	$252K	0.08%	SOLD
3	CSCO	CISCO SYS INC	Technology	2,776	$214K	0.07%	SOLD
4	ORCL	ORACLE CORP	Technology	1,071	$209K	0.07%	SOLD
5	GE	GE AEROSPACE	Industrials	671	$207K	0.07%	SOLD
6	NDMO	NUVEEN DYNAMIC MUN OPPORTUNI	Financial Services	10,332	$104K	0.04%	SOLD

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%