Beacon Bridge Wealth Partners, LLC
All 13F Filings
- Location
- Lower Gwynedd, PA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 301,002
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/27/2026 | 98 | 301,002 | 13F-HR | Beacon Bridge Wealth Partners, LLC |
| Q3 2025 | 11/6/2025 | 87 | 281,139 | 13F-HR | Beacon Bridge Wealth Partners, LLC |
| Q2 2025 | 7/24/2025 | 87 | 251,977 | 13F-HR | Beacon Bridge Wealth Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 149 K | 49.5% | 10.31 K | 0 | 10.31 K |
| ETFs | 152 K | 50.5% | 9.766 K | 0 | 9.766 K |
| Other | 0 | 0.0% | 0 | 218 | -218 |
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Fund Snapshot
Q4 2025
Latest filed
1/27/2026
Total value ($000)
301,002
Holdings
98
QoQ value change ($000)
19,863
(7.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.