AI Portfolio Summary
In 2026 Q1, BRIDGE GENERATIONS WEALTH MANAGEMENT LLC maintained a portfolio of 129 distinct positions. They heavily accumulated shares in DIMENSIONAL ETF TRUS, increasing their position by 2.5%. Conversely, BRIDGE GENERATIONS WEALTH MANAGEMENT LLC completely exited their position in NEXTERA ENERGY INC.
Total Positions
129
Quarter
2026 Q1
Top Holding
DFAC (17.3%)
Top 10 Concentration
74.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 129
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFAC
DIMENSIONAL ETF...
|
ETF | 17.32% | 18.59% |
#1
Prev: #1
|
6.5 | 18,796 | 2.5% |
P
S
|
777,411 | $30,210,181 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 11.12% | 11.11% |
#2
Prev: #2
|
6.0 | 9,171 | 3.0% |
P
S
|
310,500 | $19,390,718 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SPTI
SPDR SERIES TRU...
|
ETF | 10.86% | 10.69% |
#3
Prev: #3
|
7.0 | 62,322 | 10.4% |
P
S
|
660,917 | $18,941,876 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
MUB
ISHARES TR
|
ETF | 7.55% | 6.31% |
#4
Prev: #4
|
6.0 | 28,804 | 30.3% |
P
S
|
124,010 | $13,163,683 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DFGR
DIMENSIONAL ETF...
|
ETF | 5.48% | 5.69% |
#5
Prev: #5
|
3.2 | 11,864 | 3.4% |
P
S
|
359,686 | $9,560,459 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DFGP
DIMENSIONAL ETF...
|
ETF | 5.02% | 5.34% |
#6
Prev: #6
|
2.5 | 2,646 | 1.7% |
P
S
|
162,187 | $8,756,465 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 5.00% | 5.25% |
#7
Prev: #7
|
2.5 | -358 | -0.1% |
P
S
|
245,608 | $8,726,462 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 4.92% | 5.09% |
#8
Prev: #8
|
2.5 | -156 | -0.1% |
P
S
|
248,400 | $8,582,230 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DUHP
DIMENSIONAL ETF...
|
ETF | 3.51% | 3.59% |
#9
Prev: #9
|
3.4 | 14,117 | 9.3% |
P
S
|
166,648 | $6,125,989 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 3.32% | 2.65% |
#10
2
Prev: #12
|
3.8 | 18,760 | 36.7% |
P
S
|
69,917 | $5,785,623 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DFGX
DIMENSIONAL ETF...
|
Bond/Debt | 3.25% | 1.97% |
#11
3
Prev: #14
|
4.3 | 47,823 | 79.3% |
P
S
|
108,165 | $5,673,317 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DIHP
DIMENSIONAL ETF...
|
Bond/Debt | 2.94% | 3.06% |
#12
2
Prev: #10
|
1.7 | 3,272 | 2.1% |
P
S
|
159,287 | $5,132,226 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DISV
DIMENSIONAL ETF...
|
Bond/Debt | 2.83% | 2.99% |
#13
2
Prev: #11
|
1.6 | -2,148 | -1.7% |
P
S
|
125,026 | $4,931,023 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
STIP
ISHARES TR
|
ETF | 2.62% | 0.94% |
#14
8
Prev: #22
|
4.0 | 29,304 | 196.8% |
P
S
|
44,198 | $4,571,400 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 2.24% | 2.51% |
#15
2
Prev: #13
|
1.4 | 91 | 0.8% |
P
S
|
12,190 | $3,910,720 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 1.74% | 1.82% |
#16
1
Prev: #15
|
1.2 | -491 | -0.5% |
P
S
|
89,451 | $3,038,649 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 1.58% | 1.64% |
#17
1
Prev: #16
|
1.6 | no change | no change |
P
S
|
56,732 | $2,749,233 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
MUNI
PIMCO ETF TR
|
Bond/Debt | 1.40% | 1.15% |
#18
1
Prev: #17
|
3.1 | 11,402 | 32.2% |
P
S
|
46,797 | $2,442,321 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
JMUB
J P MORGAN EXCH...
|
ETF | 1.22% | 1.10% |
#19
1
Prev: #20
|
3.0 | 7,360 | 20.9% |
P
S
|
42,601 | $2,129,630 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SUB
ISHARES TR
|
ETF | 1.04% | 1.12% |
#20
2
Prev: #18
|
1.4 | no change | no change |
P
S
|
17,025 | $1,813,163 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.86% | 0.91% |
#21
2
Prev: #23
|
0.8 | -230 | -1.0% |
P
S
|
23,339 | $1,495,538 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 0.78% | 1.03% |
#22
1
Prev: #21
|
0.3 | -7,459 | -22.5% |
P
S
|
25,732 | $1,358,121 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 0.61% | 0.65% |
#23
2
Prev: #25
|
1.2 | no change | no change |
P
S
|
4,925 | $1,069,958 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
NOW
SERVICENOW INC
|
Technology | 0.61% | 0.73% |
#24
Prev: #24
|
2.7 | 2,405 | 31.2% |
P
S
|
10,110 | $1,057,001 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
TLH
ISHARES TR
|
ETF | 0.56% | 1.12% |
#25
6
Prev: #19
|
0.2 | -8,219 | -46.0% |
P
S
|
9,636 | $970,569 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DFSU
DIMENSIONAL ETF...
|
ETF | 0.42% | 0.46% |
#26
Prev: #26
|
0.7 | 795 | 4.6% |
P
S
|
17,946 | $737,402 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 0.29% | 0.38% |
#27
Prev: #27
|
0.6 | -1,351 | -16.2% |
P
S
|
7,013 | $497,292 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SCZ
ISHARES TR
|
ETF | 0.28% | 0.30% |
#28
Prev: #28
|
1.1 | no change | no change |
P
S
|
6,262 | $491,004 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DFSI
DIMENSIONAL ETF...
|
Bond/Debt | 0.18% | 0.23% |
#29
Prev: #29
|
0.6 | -1,287 | -14.7% |
P
S
|
7,467 | $316,601 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
EFV
ISHARES TR
|
ETF | 0.18% | 0.22% |
#30
Prev: #30
|
0.6 | -825 | -16.6% |
P
S
|
4,136 | $307,512 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
HYD
VANECK ETF TRUS...
|
ETF | 0.16% | 0.18% |
#31
Prev: #31
|
0.6 | -150 | -2.6% |
P
S
|
5,563 | $278,904 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DFSE
DIMENSIONAL ETF...
|
ETF | 0.13% | 0.13% |
#32
Prev: #32
|
2.1 | 315 | 6.4% |
P
S
|
5,199 | $220,281 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.00% | 0.00% |
Sold All 😨
(Was: #129) |
0.0 | -2 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
MDLZ
MONDELEZ INTL I...
|
Consumer Defensive | 0.00% | 0.00% |
Sold All 😨
(Was: #128) |
0.0 | -4 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
ADP
AUTOMATIC DATA ...
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #127) |
0.0 | -1 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
MCH
MATTHEWS ASIA F...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #126) |
0.0 | -10 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.00% | 0.00% |
Sold All 😨
(Was: #125) |
0.0 | -1 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
FTNT
FORTINET INC
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #124) |
0.0 | -4 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
ICE
INTERCONTINENTA...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #123) |
0.0 | -2 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
PDBC
INVESCO ACTVELY...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #122) |
0.0 | -25 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
AMT
AMERICAN TOWER ...
|
Real Estate | 0.00% | 0.00% |
Sold All 😨
(Was: #121) |
0.0 | -2 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
ZTS
ZOETIS INC
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #120) |
0.0 | -3 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
PLD
PROLOGIS INC.
|
Real Estate | 0.00% | 0.00% |
Sold All 😨
(Was: #119) |
0.0 | -3 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
LIT
GLOBAL X FDS
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #118) |
0.0 | -6 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
WTPI
WISDOMTREE TR
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #117) |
0.0 | -12 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #116) |
0.0 | -2 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
EMXC
ISHARES INC
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #115) |
0.0 | -6 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
CVX
CHEVRON CORP NE...
|
Energy | 0.00% | 0.00% |
Sold All 😨
(Was: #114) |
0.0 | -3 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #113) |
0.0 | -3 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DLR
DIGITAL RLTY TR...
|
Real Estate | 0.00% | 0.00% |
Sold All 😨
(Was: #112) |
0.0 | -3 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 |
Showing 1-50 of 129 holdings