Beacon Bridge Wealth Partners, LLC

Q3 2026 13F-HR Holdings

Location
Lower Gwynedd, PA
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
106
Total value ($000)
$353,967
Net value change ($000)
+2,951 (0.8%)
New positions
6
Sold out positions
5
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
QUAL 2,536 141.2%
SCHR 2,421 NEW
SPY 2,414 8.0%
VUG 1,750 10.7%
URTH 1,686 NEW
DYNF 1,650 9.6%
MTUM 910 17.4%
SPYG 756 7.4%
IALT 732 14.8%
AVGO 705 37.6%
Top Reduces (Value $000, Stocks/ETFs)
DGRO -3,727 -80.9%
SCHG -2,032 -22.5%
TLH -1,969 -100.0%
MBB -993 -9.1%
BDYN -746 -10.5%
iSHARES TRUST -706 -39.5%
VO -580 -18.8%
XLK -576 -39.6%
FLMI -560 -7.1%
BDVL -532 -9.8%
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