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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
Page 2 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLF SELECT SECTOR SPDR TR 29,990.0 $1.6M 0.46% -8K -20.6% $53.61 +8.4%
22 IVW ISHARES TR 11,089.0 $1.5M 0.43% -203.0 -1.8% $137.53 +1.8%
23 XLK SELECT SECTOR SPDR TR 7,644.0 $1.5M 0.41% -2K -17.4% $190.52 -2.5%
24 IYW ISHARES TR 5,595.0 $1.4M 0.40% -4K -39.9% $252.23 -0.4%
25 XLI SELECT SECTOR SPDR TR 7,366.0 $1.4M 0.39% -203.0 -2.7% $185.23 -4.4%
26 AGG ISHARES TR 11,840.0 $1.2M 0.33% -2K -12.2% $98.98 -1.5%
27 SPTI SPDR SERIES TRUST 37,647.0 $1.1M 0.30% -7K -15.3% $28.39 -1.2%
28 J P MORGAN EXCHANGE TRADED F 9,189.0 $664K 0.19% -347.0 -3.6% $72.28
29 VCSH VANGUARD SCOTTSDALE FDS 6,827.0 $540K 0.15% -945.0 -12.2% $79.03 -0.7%
30 GLW CORNING INC Technology 1,928.0 $492K 0.14% -57.0 -2.9% $255.43 -41.7%
31 SPMO INVESCO EXCH TRADED FD TR II 2,781.0 $449K 0.13% -62.0 -2.2% $161.54 -9.1%
32 RING ISHARES INC 6,406.0 $414K 0.12% -1K -13.7% $64.60 +35.4%
33 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 564.0 $397K 0.11% -2K -76.2% $703.34 -1.8%
34 IVE ISHARES TR 1,732.0 $393K 0.11% -191.0 -9.9% $227.09 +4.5%
35 V VISA INC Financial Services 1,145.0 $393K 0.11% -20.0 -1.7% $343.09 +11.2%
36 BERKSHIRE HATHAWAY INC DEL 612.0 $306K 0.09% -21.0 -3.3% $500.39
37 VTEB VANGUARD MUN BD FDS 5,332.0 $270K 0.08% -223.0 -4.0% $50.58 -2.3%
38 GEV GE VERNOVA INC Utilities 214.0 $251K 0.07% -50.0 -18.9% $1174.86 -22.4%
39 COWZ PACER FDS TR 3,591.0 $223K 0.06% -25.0 -0.7% $62.20 +16.4%
Page 2 of 2  ·  39 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 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%