Beacon Bridge Wealth Partners, LLC

Q1 2026 13F-HR Holdings

Location
Lower Gwynedd, PA
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
101
Total value ($000)
$298,759
Net value change ($000)
-2,243 (-0.7%)
New positions
9
Sold out positions
6
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
FLMI 1,216 31.8%
IEMG 972 11.8%
SCHR 965 NEW
VTV 799 5.4%
XLV 679 NEW
TLH 509 33.6%
IAU 457 8.4%
DGRO 386 9.5%
EFV 341 4.9%
SPMO 319 NEW
Top Reduces (Value $000, Stocks/ETFs)
VUG -1,329 -9.0%
MTUM -1,087 -19.2%
SPY -787 -3.6%
XLY -772 -100.0%
VOO -723 -6.0%
SPYG -599 -6.6%
SCHG -552 -6.7%
BDYN -476 -7.1%
MBB -464 -4.1%
SCHI -456 -13.8%
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