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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 5 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JNJ JOHNSON & JOHNSON Healthcare 1,740.0 $442K 0.13% +118.0 +7.3% $253.90 +5.6%
82 S&P GLOBAL INC 1,061.0 $432K 0.12% NEW $407.19
83 RING ISHARES INC 6,406.0 $414K 0.12% -1K -13.7% $64.60 +35.4%
84 NCDL NUVEEN CHURCHILL DIRECT LEND Financial Services 33,113.0 $411K 0.12% +681.0 +2.1% $12.42 -0.9%
85 IGRO ISHARES TR 4,643.0 $408K 0.12% $87.93 +5.2%
86 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 564.0 $397K 0.11% -2K -76.2% $703.34 -1.8%
87 IVE ISHARES TR 1,732.0 $393K 0.11% -191.0 -9.9% $227.09 +4.5%
88 V VISA INC Financial Services 1,145.0 $393K 0.11% -20.0 -1.7% $343.09 +11.2%
89 BA BOEING CO Industrials 1,723.0 $373K 0.11% $216.47 -3.1%
90 LLY ELI LILLY & CO Healthcare 294.0 $353K 0.10% +57.0 +24.1% $1199.43 -2.2%
91 BERKSHIRE HATHAWAY INC DEL 612.0 $306K 0.09% -21.0 -3.3% $500.39
92 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,230.0 $301K 0.09% $57.62 +15.6%
93 CSCO CISCO SYS INC Technology 2,504.0 $294K 0.08% NEW $117.46 -6.4%
94 VOYA VOYA FINANCIAL INC Financial Services 3,217.0 $291K 0.08% $90.53 +13.3%
95 CSL CARLISLE COS INC Industrials 772.0 $280K 0.08% NEW $362.75 -1.7%
96 COHR COHERENT CORP Technology 700.0 $276K 0.08% NEW $394.47 -29.2%
97 VTEB VANGUARD MUN BD FDS 5,332.0 $270K 0.08% -223.0 -4.0% $50.58 -2.3%
98 META META PLATFORMS INC Communication Services 475.0 $268K 0.08% +36.0 +8.2% $563.29 +2.6%
99 GE GE AEROSPACE Industrials 674.0 $252K 0.07% NEW $373.73 -8.3%
100 GEV GE VERNOVA INC Utilities 214.0 $251K 0.07% -50.0 -18.9% $1174.86 -22.4%
Page 5 of 6  ·  105 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%