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Portfolio (Quarterly) Guide ↗

Beacon Bridge Wealth Partners, LLC

· CIK 0001965468
13F Portfolio $301M AUM 98 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 98 New
Page 4 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BLACKROCK ETF TRUST II 16,934.0 $824K 0.27% NEW $48.68
62 XLY SELECT SECTOR SPDR TR 6,465.0 $772K 0.26% NEW $119.41 -2.4%
63 MSFT MICROSOFT CORP Technology 1,589.0 $769K 0.26% NEW $483.75 -22.6%
64 J P MORGAN EXCHANGE TRADED F 12,144.0 $767K 0.26% NEW $63.18
65 TSLA TESLA INC Consumer Cyclical 1,660.0 $747K 0.25% NEW $449.72 -15.2%
66 SPHQ INVESCO EXCHANGE TRADED FD T 9,528.0 $715K 0.24% NEW $75.05 +16.4%
67 JPM JPMORGAN CHASE & CO. Financial Services 1,990.0 $641K 0.21% NEW $322.22 +3.3%
68 VCSH VANGUARD SCOTTSDALE FDS 7,772.0 $620K 0.21% NEW $79.73 -0.9%
69 OEF ISHARES TR 1,793.0 $615K 0.20% NEW $342.97 +5.7%
70 SDY SPDR SERIES TRUST 4,207.0 $585K 0.19% NEW $139.16 +8.7%
71 SPGI S&P GLOBAL INC Financial Services 1,103.0 $576K 0.19% NEW $522.45 -22.8%
72 AMZN AMAZON COM INC Consumer Cyclical 2,487.0 $574K 0.19% NEW $230.82 +4.8%
73 RING ISHARES INC 7,235.0 $533K 0.18% NEW $73.64 -13.0%
74 FISV FISERV INC Technology 7,820.0 $525K 0.17% NEW $67.17 -28.0%
75 HD HOME DEPOT INC Consumer Cyclical 1,393.0 $479K 0.16% NEW $343.98 -0.6%
76 PG PROCTER AND GAMBLE CO Consumer Defensive 3,342.0 $479K 0.16% NEW $143.31 +6.8%
77 NCDL NUVEEN CHURCHILL DIRECT LEND Financial Services 32,432.0 $433K 0.14% NEW $13.34 -8.8%
78 IVE ISHARES TR 1,895.0 $402K 0.13% NEW $212.06 +7.2%
79 V VISA INC Financial Services 1,144.0 $401K 0.13% NEW $350.71 -5.4%
80 IGRO ISHARES TR 4,643.0 $384K 0.13% NEW $82.77 +5.5%
Page 4 of 5  ·  98 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 73.3%
Technology 10.5%
Communication Services 5.0%
Industrials 4.2%
Consumer Cyclical 4.0%
Healthcare 1.9%
Consumer Defensive 1.1%