Beacon Bridge Wealth Partners, LLC

Q3 2025 13F-HR Holdings

Location
Lower Gwynedd, PA
Holdings as of
9/30/2025
Date filed
11/6/2025
Form type
13F-HR
Num holdings
87
Total value ($000)
$281,139
Net value change ($000)
+29,162 (11.6%)
New positions
7
Sold out positions
7
Turnover %
4.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2025 Next filing: 1/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BDYN 6,043 NEW
BDVL 4,545 NEW
SPY 1,732 10.0%
VUG 1,523 11.5%
DYNF 1,178 11.6%
SCHG 1,117 16.9%
VTV 926 7.6%
VOO 893 8.1%
IVV 866 8.7%
SPYG 831 10.3%
Top Reduces (Value $000, Stocks/ETFs)
SCHWAB STRATEGIC TRUST -672 -19.5%
XLV -454 -100.0%
COST -353 -100.0%
FISV -334 -25.0%
FIS -241 -100.0%
ZTS -211 -100.0%
NFLX -209 -100.0%
SXC -99 -100.0%
RLGT -78 -100.0%
NCDL -77 -14.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type