Portfolio (Quarterly) Guide ↗

Beacon Bridge Wealth Partners, LLC

· CIK 0001965468

13F Portfolio $351M AUM 105 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 12 New 38 Added 39 Reduced 8 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SCHR	SCHWAB STRATEGIC TR	—	38,744	$965K	0.32%	SOLD
2	XLV	SELECT SECTOR SPDR TR	—	4,631	$679K	0.23%	SOLD
3	SPGI	S&P GLOBAL INC	Financial Services	1,246	$530K	0.18%	SOLD
4	FISV	FISERV INC	Technology	5,844	$326K	0.11%	SOLD
5	CVX	CHEVRON CORPORATION	Energy	1,073	$222K	0.07%	SOLD
6	EEM	ISHARES TR	—	3,775	$214K	0.07%	SOLD
7	HYS	PIMCO ETF TR	—	2,256	$210K	0.07%	SOLD
8	T	AT&T INC	Communication Services	7,192	$208K	0.07%	SOLD

Sector Allocation

Financial Services 75.4%

Technology 9.7%

Industrials 4.1%

Consumer Cyclical 3.7%

Communication Services 3.1%

Healthcare 2.5%

Consumer Defensive 1.0%

Utilities 0.5%