Beacon Bridge Wealth Partners, LLC

Q4 2025 13F-HR Holdings

Location
Lower Gwynedd, PA
Holdings as of
12/31/2025
Date filed
1/27/2026
Form type
13F-HR
Num holdings
98
Total value ($000)
$301,002
Net value change ($000)
+19,863 (7.1%)
New positions
14
Sold out positions
3
Turnover %
10.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/6/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IEMG 8,215 NEW
BAI 4,781 NEW
FLMI 3,825 NEW
EVTR 3,816 NEW
DYNF 3,066 27.1%
SYSB 2,583 NEW
SPY 2,537 13.3%
MTUM 2,408 74.0%
IAU 2,232 70.0%
ITA 2,217 NEW
Top Reduces (Value $000, Stocks/ETFs)
QUAL -10,627 -60.8%
EEMV -5,244 -72.5%
IYW -4,318 -69.9%
EFG -3,106 -92.5%
SCHQ -1,102 -16.6%
SCHZ -961 -19.1%
SCHWAB STRATEGIC TRUST -565 -20.3%
LMT -487 -31.9%
FISV -478 -47.7%
VO -457 -12.9%
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