AI Portfolio Summary
In 2025 Q4, BRIDGE GENERATIONS WEALTH MANAGEMENT LLC maintained a portfolio of 134 distinct positions. They heavily accumulated shares in DIMENSIONAL ETF TRUS, increasing their position by 2.6%. Conversely, BRIDGE GENERATIONS WEALTH MANAGEMENT LLC completely exited their position in NVIDIA CORPORATION.
Total Positions
134
Quarter
2025 Q4
Top Holding
DFAC (18.6%)
Top 10 Concentration
74.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 134
| 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 | 18.59% | 19.56% |
#1
Prev: #1
|
7.4 | -5,081 | -0.7% |
P
S
|
758,615 | $30,033,552 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 11.11% | 11.36% |
#2
Prev: #2
|
6.5 | 7,494 | 2.6% |
P
S
|
301,329 | $17,941,107 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPTI
SPDR SERIES TRU...
|
ETF | 10.69% | 9.76% |
#3
Prev: #3
|
6.3 | 90,353 | 17.8% |
P
S
|
598,595 | $17,263,484 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MUB
ISHARES TR
|
ETF | 6.31% | 4.30% |
#4
4
Prev: #8
|
4.7 | 34,344 | 56.4% |
P
S
|
95,206 | $10,197,496 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFGR
DIMENSIONAL ETF...
|
ETF | 5.69% | 6.26% |
#5
1
Prev: #4
|
4.3 | 2,522 | 0.7% |
P
S
|
347,822 | $9,189,457 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFGP
DIMENSIONAL ETF...
|
ETF | 5.34% | 5.96% |
#6
1
Prev: #5
|
2.1 | -1,973 | -1.2% |
P
S
|
159,541 | $8,626,371 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 5.25% | 5.32% |
#7
Prev: #7
|
4.1 | 1,558 | 0.6% |
P
S
|
245,966 | $8,475,977 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 5.09% | 5.52% |
#8
2
Prev: #6
|
2.0 | -10,624 | -4.1% |
P
S
|
248,556 | $8,222,217 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DUHP
DIMENSIONAL ETF...
|
ETF | 3.59% | 3.67% |
#9
Prev: #9
|
3.4 | 6,288 | 4.3% |
P
S
|
152,531 | $5,800,761 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DIHP
DIMENSIONAL ETF...
|
Bond/Debt | 3.06% | 3.25% |
#10
Prev: #10
|
1.2 | -4,793 | -3.0% |
P
S
|
156,015 | $4,940,218 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DISV
DIMENSIONAL ETF...
|
Bond/Debt | 2.99% | 3.12% |
#11
Prev: #11
|
1.2 | -4,251 | -3.2% |
P
S
|
127,174 | $4,832,613 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 2.65% | 2.09% |
#12
2
Prev: #14
|
3.2 | 13,812 | 37.0% |
P
S
|
51,157 | $4,284,371 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 2.51% | 2.32% |
#13
1
Prev: #12
|
3.0 | 1,473 | 13.9% |
P
S
|
12,099 | $4,056,595 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFGX
DIMENSIONAL ETF...
|
ETF | 1.97% | 1.21% |
#14
3
Prev: #17
|
3.0 | 26,530 | 78.5% |
P
S
|
60,342 | $3,176,110 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 1.82% | 1.88% |
#15
Prev: #15
|
0.7 | -289 | -0.3% |
P
S
|
89,942 | $2,943,801 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 1.64% | 1.70% |
#16
Prev: #16
|
0.7 | -404 | -0.7% |
P
S
|
56,732 | $2,643,144 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MUNI
PIMCO ETF TR
|
Bond/Debt | 1.15% | 1.12% |
#17
2
Prev: #19
|
2.5 | 3,150 | 9.8% |
P
S
|
35,395 | $1,855,060 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SUB
ISHARES TR
|
ETF | 1.12% | 1.21% |
#18
Prev: #18
|
0.4 | no change | no change |
P
S
|
17,025 | $1,816,568 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TLH
ISHARES TR
|
ETF | 1.12% | 2.18% |
#19
6
Prev: #13
|
0.6 | -14,027 | -44.0% |
P
S
|
17,855 | $1,815,349 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JMUB
J P MORGAN EXCH...
|
ETF | 1.10% | 0.91% |
#20
2
Prev: #22
|
2.5 | 7,947 | 29.1% |
P
S
|
35,241 | $1,779,651 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 1.03% | 1.02% |
#21
Prev: #21
|
0.4 | no change | no change |
P
S
|
33,191 | $1,656,218 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
STIP
ISHARES TR
|
ETF | 0.94% | 0.23% |
#22
7
Prev: #29
|
2.7 | 11,554 | 345.9% |
P
S
|
14,894 | $1,524,997 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.91% | 0.86% |
#23
Prev: #23
|
2.4 | 2,085 | 9.7% |
P
S
|
23,569 | $1,472,355 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NOW
SERVICENOW INC
|
Unknown | 0.73% | 1.08% |
#24
4
Prev: #20
|
2.6 | 5,945 | 337.8% |
P
S
|
7,705 | $1,180,329 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 0.65% | 0.82% |
#25
1
Prev: #24
|
0.3 | -974 | -16.5% |
P
S
|
4,925 | $1,043,067 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Unknown | 0.00% | 0.05% |
Sold All 😨
(Was: #39) |
0.3 | -400 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NTAP
NETAPP INC
|
Unknown | 0.00% | 0.02% |
Sold All 😨
(Was: #51) |
0.3 | -200 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EGO
ELDORADO GOLD C...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #60) |
0.3 | -300 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ACHR
ARCHER AVIATION...
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #72) |
0.3 | -231 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAL
AMERICAN AIRLS ...
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #134) |
0.3 | -10 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 134 holdings