Portfolio (Quarterly) Guide ↗

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

· CIK 0002056071

13F Portfolio $196M AUM 34 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 3 New 15 Added 3 Reduced 1 Exited

Page 2 of 2 · 34 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
21	SUB	ISHARES TR	—	17,025.0	$1.8M	0.92%	—	—	$106.47	-0.2%
22	DFIV	DIMENSIONAL ETF TRUST	—	25,732.0	$1.4M	0.71%	—	—	$54.02	+7.4%
23	VBR	VANGUARD INDEX FDS	—	4,925.0	$1.2M	0.61%	—	—	$242.99	+0.9%
24	NOW	SERVICENOW INC	Technology	9,113.0	$905K	0.46%	-997.0	-9.9%	$99.28	+49.1%
25	DFSU	DIMENSIONAL ETF TRUST	—	17,946.0	$837K	0.43%	—	—	$46.63	+3.2%
26	DFUS	DIMENSIONAL ETF TRUST	—	7,013.0	$575K	0.29%	—	—	$81.94	+2.1%
27	SCZ	ISHARES TR	—	6,262.0	$515K	0.26%	—	—	$82.27	+5.5%
28	DFSI	DIMENSIONAL ETF TRUST	—	7,467.0	$337K	0.17%	—	—	$45.10	+4.5%
29	EFV	ISHARES TR	—	4,136.0	$317K	0.16%	—	—	$76.55	+6.9%
30	HYD	VANECK ETF TRUST	—	5,563.0	$287K	0.15%	—	—	$51.51	-3.0%
31	DFSE	DIMENSIONAL ETF TRUST	—	5,199.0	$254K	0.13%	—	—	$48.88	-0.0%
32	SPY	STATE STR SPDR S&P 500 ETF T	Financial Services	319.0	$238K	0.12%	NEW	—	$746.39	+2.8%
33	FBTC	FIDELITY WISE ORIGIN BITCOIN	Financial Services	4,183.0	$214K	0.11%	NEW	—	$51.05	+34.4%
34	DFIP	DIMENSIONAL ETF TRUST	—	4,878.0	$201K	0.10%	NEW	—	$41.26	-2.6%

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① 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

Technology 66.7%

Financial Services 33.3%