BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
Strategy in plain words
auto-generated from filingsBRIDGE GENERATIONS WEALTH MANAGEMENT LLC is a wealth-management firm allocating client money, specialised in technology (100% of the long book), running a $174.4M US long book across 32 positions.
The portfolio is concentrated: the top 10 names carry 74% of the portfolio. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: DIMENSIONAL US CORE EQUITY 2, DIMENSIONAL US TARGET VALUE, SS SPDR P INT TERM TSY ETF, ISHARES NATIONAL MUNI BOND E, DIM GLOBAL REAL ESTATE ETF.
Over the last 6 quarters its long book ran on average 0.8pp per quarter behind the S&P 500, beating the index in 2 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/optionsSector allocation
Long book by quarter
What does BRIDGE GENERATIONS own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NOW SERVICENOW INC | Technology | 10.1K | $1.1M | 0.6% | +31.2% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 24, 2026 | 32 | $174.4M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 10, 2026 | 129 | $161.5M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 6, 2025 | 134 | $150.6M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 18, 2025 | 127 | $164.9M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 1, 2025 | 151 | $159.3M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 97 | $151.4M | canonical | SEC ↗ |