Beacon Bridge Wealth Partners, LLC DGRO — ISHARES TR

Ownership history in Beacon Bridge Wealth Partners, LLC  ·  10 quarters on record

AI Ownership Summary

Beacon Bridge Wealth Partners, LLC reported ISHARES TR (DGRO) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.83% in 2024 Q3. The latest visible filing shows DGRO at 1.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DGRO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Beacon Bridge Wealth Partners, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DGRO was reported at 1.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.83% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DGRO stock page Beacon Bridge Wealth Partners, LLC fund profile Beacon Bridge Wealth Partners, LLC full holdings
How Beacon Bridge Wealth Partners, LLC held DGRO — position size vs. price
% of Fund (quarterly)    DGRO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 10.1% +1.6% ❌ 58,361 -6,557 -10.1% 1.35% $4.1M 2026-02-14 (Est.) $73.28
2025 Q3 ADDED — — — 64,918 +2,754 +4.4% 1.57% $4.4M 2025-11-06 $66.77
2025 Q2 REDUCED — — — 62,164 -1,737 -2.7% 1.58% $4.0M 2025-07-24 $64.48
2025 Q1 ADDED — — — 63,901 +198 +0.3% 1.68% $3.9M 2025-05-07 $59.13
2024 Q4 REDUCED 6.1% +1.2% ❌ 63,703 -4,139 -6.1% 1.66% $3.9M 2025-02-04 $61.62
2024 Q3 ADDED — — — 67,842 +9,318 +15.9% 1.83% $4.3M 2024-11-12 $61.65
2024 Q2 ADDED — — — 58,524 +7,665 +15.1% 1.55% $3.4M 2024-08-02 $56.95
2024 Q1 ADDED — — — 50,859 +8,785 +20.9% 1.39% $3.0M 2024-05-03 $54.05
2023 Q4 ADDED — — — 42,074 +31,583 +301.0% 1.13% $2.3M 2024-02-09 $52.52
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DGRO

As of 2026 Q1 — sorted by position size

Adirondack Capital Advisors, LLC 17.13% Altus Wealth Management, LLC 3Y 13.78% Silver Coast Investments LLC 10.07% KOM Wealth Management Group, LLC 3Y 9.52% Capital Investment Advisors, LLC 3Y 7Y 9.48% Targeted Financial Services LLC 8.93% Provident Wealth Management, LLC 3Y 8.91% Wolff Financial Management LLC 3Y 7Y 8.79% IFS Advisors, LLC 3Y 8.72% Summit Investment Advisory Services, LLC 3Y 8.66%

FAQ About Beacon Bridge Wealth Partners, LLC and DGRO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Beacon Bridge Wealth Partners, LLC reported owning DGRO?

Beacon Bridge Wealth Partners, LLC reported DGRO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DGRO position in Beacon Bridge Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for DGRO was 1.83% in 2024 Q3.

What is the latest reported DGRO position on this page?

The most recent filing on this page is 2025 Q4, when Beacon Bridge Wealth Partners, LLC reported 58,361 shares, equal to 1.35% of portfolio, with an estimated market value of $4.1M.

What does the chart on this DGRO ownership page compare?

The chart compares Beacon Bridge Wealth Partners, LLC's quarterly DGRO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Beacon Bridge Wealth Partners, LLC time their DGRO position?

Based on 13F filing dates vs. subsequent DGRO price moves, Beacon Bridge Wealth Partners, LLC correctly timed 7 out of 9 reported position changes (78%). The annualised alpha on DGRO relative to SPY over the holding period was -0.8%.

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