Beacon Bridge Wealth Partners, LLC

Q2 2026 13F-HR Holdings

Location
Lower Gwynedd, PA
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
105
Total value ($000)
$351,016
Net value change ($000)
+52,257 (17.5%)
New positions
12
Sold out positions
8
Turnover %
6.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPY 9,526 45.8%
EFG 5,699 NEW
IALT 4,948 NEW
GOVT 4,388 143.4%
BLCR 4,031 NEW
DYNF 3,226 23.1%
VUG 2,963 22.0%
FLMI 2,880 57.1%
SCHZ 2,724 67.2%
BAI 2,552 52.9%
Top Reduces (Value $000, Stocks/ETFs)
QUAL -4,899 -73.2%
EFV -2,273 -30.9%
IAU -2,232 -38.0%
BINC -1,385 -18.4%
IEMG -1,232 -13.4%
VTV -1,153 -7.4%
MDY -1,067 -72.9%
SCHR -965 -100.0%
XLV -679 -100.0%
SPGI -530 -100.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type