BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
All 13F Filings
- Location
- South Miami, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 196,210
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/20/2026 | 34 | 196,210 | 13F-HR | BRIDGE GENERATIONS WEALTH MANAGEMENT LLC |
| Q1 2026 | 4/23/2026 | 32 | 174,436 | 13F-HR | BRIDGE GENERATIONS WEALTH MANAGEMENT LLC |
| Q4 2025 | 2/10/2026 | 129 | 161,524 | 13F-HR | BRIDGE GENERATIONS WEALTH MANAGEMENT LLC |
| Q3 2025 | 11/6/2025 | 134 | 150,559 | 13F-HR | BRIDGE GENERATIONS WEALTH MANAGEMENT LLC |
| Q2 2025 | 7/18/2025 | 127 | 164,892 | 13F-HR | BRIDGE GENERATIONS WEALTH MANAGEMENT LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.119 K | 0.6% | 62 | 0 | 62 |
| ETFs | 195.1 K | 99.4% | 21.72 K | 0 | 21.72 K |
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Fund Snapshot
Q2 2026
Latest filed
7/20/2026
Total value ($000)
196,210
Holdings
34
QoQ value change ($000)
21,774
(12.5%)
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.