BRIDGE GENERATIONS WEALTH MANAGEMENT LLC - Portfolio overview

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC has 134 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 17.13%
2. DFAT - DIMENSIONAL ETF TRUST, 11.00%
3. SPTI - SPDR SERIES TRUST, 10.74%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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