Beacon Bridge Wealth Partners, LLC

13F filer · CIK 0001965468

Reported Aug 5, 2026

Net buyer this quarter

13F portfolio value$351MU.S. long equity reported on 13F

Positions366 new · 4 closed

Net flow last quarter+$4.69MBuys minus sells

Top 10 positions weight13.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 5, 202636 positions
SPYSPDR S&P 500 ETF Trust	$30.3M	8.64%	Not reported	+27.0%	Q4 2022
IAUIshares Gold Trust	$3.65M	1.04%	0.01%	-27.6%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$2.86M	0.81%	Not reported	-0.5%	Q4 2022
SCHISterling Chemicals Inc	$2.74M	0.78%	Not reported	-3.6%	Q3 2023
AVGOBroadcom Inc.	$1.87M	0.53%	0.00%	0.0%	Q4 2022
NVDANvidia Corp	$1.45M	0.41%	0.00%	+3.5%	Q3 2023
GOOGLAlphabet Inc.	$1.35M	0.38%	0.00%	+6.2%	Q4 2022
GOOGAlphabet Inc.	$964K	0.27%	Not reported	+3.7%	Q4 2022
TSLATesla, Inc.	$813K	0.23%	0.00%	+0.9%	Q4 2022
JPMJPMorgan Chase & Co	$734K	0.21%	0.00%	+15.0%	Q4 2022
VRTVertiv Holdings Co	$635K	0.18%	0.00%	+4.5%	Q3 2025
AMZNAmazon Com Inc	$627K	0.18%	0.00%	+4.7%	Q4 2022
MSFTMicrosoft Corp	$612K	0.17%	0.00%	+4.8%	Q4 2022
LMTLockheed Martin Corp	$587K	0.17%	0.00%	Not reported	Q4 2024
OTFBlue Owl Technology Finance Corp.	$550K	0.16%	0.01%	+62.6%	Q4 2025
PGPROCTER & GAMBLE Co	$527K	0.15%	0.00%	+6.5%	Q4 2022
HDHome Depot, Inc.	$498K	0.14%	0.00%	+1.6%	Q4 2022
GLWCorning Inc	$492K	0.14%	0.00%	-2.9%	Q3 2023
JNJJohnson & Johnson	$442K	0.13%	0.00%	+7.3%	Q4 2022
NCDLNuveen Churchill Direct Lending Corp.	$411K	0.12%	0.07%	+2.1%	Q2 2024
MDYSPDR S&P Midcap 400 ETF Trust	$397K	0.11%	Not reported	-76.2%	Q4 2022
VVisa Inc.	$393K	0.11%	0.00%	-1.7%	Q4 2022
BABoeing Co	$373K	0.11%	0.00%	+0.1%	Q4 2022
LLYELI LILLY & Co	$353K	0.10%	0.00%	+24.1%	Q4 2025
BRK.BBerkshire Hathaway Inc	$306K	0.09%	Not reported	-3.3%	Q1 2024
BMYBristol Myers Squibb Co	$301K	0.09%	0.00%	-0.4%	Q4 2022
CSCOCisco Systems, Inc.	$294K	0.08%	0.00%	Not reported	Q4 2025
VOYAVoya Financial, Inc.	$291K	0.08%	0.00%	Not reported	Q3 2025
CSLCarlisle Companies Inc	$280K	0.08%	0.00%	New	Q2 2026
COHRCoherent Corp.	$276K	0.08%	0.00%	New	Q2 2026
METAMeta Platforms, Inc.	$268K	0.08%	Not reported	+8.2%	Q2 2025
GEGeneral Electric Co	$252K	0.07%	0.00%	Not reported	Q2 2025
GEVGE Vernova Inc.	$251K	0.07%	0.00%	-18.9%	Q1 2026
FNDFSchwab Strategic Trust	$221K	0.06%	Not reported	Not reported	Q1 2026
RVMDRevolution Medicines, Inc.	$206K	0.06%	0.00%	New	Q2 2026
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$202K	0.06%	Not reported	New	Q2 2026
Q1 2026Reported May 5, 202634 positions
SPYSPDR S&P 500 ETF Trust	$20.8M	6.96%	Not reported	+1.0%	Q4 2022
IAUIshares Gold Trust	$5.88M	1.97%	0.01%	-0.2%	Q4 2024
SCHISterling Chemicals Inc	$2.85M	0.95%	Not reported	-12.7%	Q3 2023
QQQInvesco QQQ Trust, Series 1	$2.25M	0.75%	Not reported	+1.4%	Q4 2022
AVGOBroadcom Inc.	$1.54M	0.51%	0.00%	0.0%	Q4 2022
MDYSPDR S&P Midcap 400 ETF Trust	$1.46M	0.49%	Not reported	+2.7%	Q4 2022
NVDANvidia Corp	$1.23M	0.41%	0.00%	+0.2%	Q3 2023
GOOGLAlphabet Inc.	$1.02M	0.34%	0.00%	+0.2%	Q4 2022
GOOGAlphabet Inc.	$755K	0.25%	Not reported	+0.2%	Q4 2022
TSLATesla, Inc.	$712K	0.24%	0.00%	+15.4%	Q4 2022
LMTLockheed Martin Corp	$696K	0.23%	0.00%	-46.5%	Q4 2024
MSFTMicrosoft Corp	$580K	0.19%	0.00%	-1.5%	Q4 2022
JPMJPMorgan Chase & Co	$574K	0.19%	0.00%	-2.0%	Q4 2022
SPGIS&P Global Inc.	$530K	0.18%	0.00%	+13.0%	Q4 2022
AMZNAmazon Com Inc	$523K	0.18%	0.00%	+1.1%	Q4 2022
PGPROCTER & GAMBLE Co	$487K	0.16%	0.00%	+1.0%	Q4 2022
HDHome Depot, Inc.	$457K	0.15%	0.00%	-0.3%	Q4 2022
VRTVertiv Holdings Co	$455K	0.15%	0.00%	+0.6%	Q3 2025
NCDLNuveen Churchill Direct Lending Corp.	$413K	0.14%	0.07%	Not reported	Q2 2024
OTFBlue Owl Technology Finance Corp.	$405K	0.14%	0.01%	+86.4%	Q4 2025
JNJJohnson & Johnson	$396K	0.13%	0.00%	+1.1%	Q4 2022
VVisa Inc.	$352K	0.12%	0.00%	+1.8%	Q4 2022
BABoeing Co	$343K	0.11%	0.00%	-0.4%	Q4 2022
FISVFiserv Inc	$326K	0.11%	0.00%	-25.3%	Q4 2022
BMYBristol Myers Squibb Co	$319K	0.11%	0.00%	+0.6%	Q4 2022
BRK.BBerkshire Hathaway Inc	$303K	0.10%	Not reported	+1.1%	Q1 2024
GLWCorning Inc	$270K	0.09%	0.00%	Not reported	Q3 2023
METAMeta Platforms, Inc.	$251K	0.08%	Not reported	-3.9%	Q2 2025
GEVGE Vernova Inc.	$230K	0.08%	0.00%	New	Q1 2026
CVXChevron Corp	$222K	0.07%	0.00%	Not reported	Q4 2022
VOYAVoya Financial, Inc.	$220K	0.07%	0.00%	Not reported	Q3 2025
LLYELI LILLY & Co	$218K	0.07%	0.00%	-3.3%	Q4 2025
TAt&T Inc.	$208K	0.07%	0.00%	New	Q1 2026
FNDFSchwab Strategic Trust	$205K	0.07%	Not reported	New	Q1 2026
Q4 2025Reported Jan 27, 202633 positions
SPYSPDR S&P 500 ETF Trust	$21.6M	7.17%	Not reported	+10.7%	Q4 2022
IAUIshares Gold Trust	$5.42M	1.80%	0.01%	+52.4%	Q4 2024
SCHISterling Chemicals Inc	$3.3M	1.10%	Not reported	+13.5%	Q3 2023
QQQInvesco QQQ Trust, Series 1	$2.36M	0.78%	Not reported	+7.8%	Q4 2022
AVGOBroadcom Inc.	$1.72M	0.57%	0.00%	+4.1%	Q4 2022
MDYSPDR S&P Midcap 400 ETF Trust	$1.39M	0.46%	Not reported	-2.0%	Q4 2022
NVDANvidia Corp	$1.31M	0.43%	0.00%	+6.7%	Q3 2023
GOOGLAlphabet Inc.	$1.11M	0.37%	0.00%	-16.3%	Q4 2022
LMTLockheed Martin Corp	$1.04M	0.35%	0.00%	-29.7%	Q4 2024
GOOGAlphabet Inc.	$824K	0.27%	Not reported	+3.6%	Q4 2022
MSFTMicrosoft Corp	$769K	0.26%	0.00%	+10.1%	Q4 2022
TSLATesla, Inc.	$747K	0.25%	0.00%	+3.5%	Q4 2022
JPMJPMorgan Chase & Co	$641K	0.21%	0.00%	-8.8%	Q4 2022
SPGIS&P Global Inc.	$576K	0.19%	0.00%	-17.8%	Q4 2022
AMZNAmazon Com Inc	$574K	0.19%	0.00%	+3.9%	Q4 2022
FISVFiserv Inc	$525K	0.17%	0.00%	+0.6%	Q4 2022
HDHome Depot, Inc.	$479K	0.16%	0.00%	-19.1%	Q4 2022
PGPROCTER & GAMBLE Co	$479K	0.16%	0.00%	+2.4%	Q4 2022
NCDLNuveen Churchill Direct Lending Corp.	$433K	0.14%	0.07%	Not reported	Q2 2024
VVisa Inc.	$401K	0.13%	0.00%	-7.8%	Q4 2022
BABoeing Co	$375K	0.12%	0.00%	+0.8%	Q4 2022
JNJJohnson & Johnson	$332K	0.11%	0.00%	+8.6%	Q4 2022
BRK.BBerkshire Hathaway Inc	$315K	0.10%	Not reported	+6.5%	Q1 2024
METAMeta Platforms, Inc.	$302K	0.10%	Not reported	+24.5%	Q2 2025
VRTVertiv Holdings Co	$292K	0.10%	0.00%	+5.9%	Q3 2025
BMYBristol Myers Squibb Co	$282K	0.09%	0.00%	-6.4%	Q4 2022
LLYELI LILLY & Co	$263K	0.09%	0.00%	New	Q4 2025
OTFBlue Owl Technology Finance Corp.	$255K	0.08%	0.00%	New	Q4 2025
VOYAVoya Financial, Inc.	$240K	0.08%	0.00%	Not reported	Q3 2025
CSCOCisco Systems, Inc.	$214K	0.07%	0.00%	New	Q4 2025
ORCLOracle Corp	$209K	0.07%	0.00%	-30.6%	Q3 2024
GEGeneral Electric Co	$207K	0.07%	0.00%	-20.6%	Q2 2025
NDMONuveen Dynamic Municipal Opportunities Fund	$104K	0.03%	Not reported	+2.4%	Q4 2022
Q3 2025Reported Nov 6, 202531 positions
SPYSPDR S&P 500 ETF Trust	$19M	6.77%	Not reported	+2.0%	Q4 2022
IAUIshares Gold Trust	$3.19M	1.13%	0.01%	+3.8%	Q4 2024
SCHISterling Chemicals Inc	$2.92M	1.04%	Not reported	+5.0%	Q3 2023
QQQInvesco QQQ Trust, Series 1	$2.14M	0.76%	Not reported	+0.4%	Q4 2022
AVGOBroadcom Inc.	$1.57M	0.56%	0.00%	+2.5%	Q4 2022
LMTLockheed Martin Corp	$1.53M	0.54%	0.00%	-6.3%	Q4 2024
MDYSPDR S&P Midcap 400 ETF Trust	$1.4M	0.50%	Not reported	-2.1%	Q4 2022
NVDANvidia Corp	$1.23M	0.44%	0.00%	+2.7%	Q3 2023
GOOGLAlphabet Inc.	$1.03M	0.37%	0.00%	+3.5%	Q4 2022
FISVFiserv Inc	$1M	0.36%	0.00%	+0.3%	Q4 2022
MSFTMicrosoft Corp	$747K	0.27%	0.00%	+15.6%	Q4 2022
TSLATesla, Inc.	$713K	0.25%	0.00%	+2.4%	Q4 2022
HDHome Depot, Inc.	$697K	0.25%	0.00%	+1.5%	Q4 2022
JPMJPMorgan Chase & Co	$689K	0.24%	0.00%	+3.1%	Q4 2022
SPGIS&P Global Inc.	$653K	0.23%	0.00%	+23.7%	Q4 2022
GOOGAlphabet Inc.	$618K	0.22%	Not reported	+4.8%	Q4 2022
AMZNAmazon Com Inc	$526K	0.19%	0.00%	+10.7%	Q4 2022
PGPROCTER & GAMBLE Co	$501K	0.18%	0.00%	+2.9%	Q4 2022
NCDLNuveen Churchill Direct Lending Corp.	$448K	0.16%	0.07%	Not reported	Q2 2024
ORCLOracle Corp	$434K	0.15%	0.00%	+3.0%	Q3 2024
VVisa Inc.	$424K	0.15%	0.00%	+2.8%	Q4 2022
BABoeing Co	$370K	0.13%	0.00%	+1.1%	Q4 2022
BRK.BBerkshire Hathaway Inc	$296K	0.11%	Not reported	+8.3%	Q1 2024
JNJJohnson & Johnson	$274K	0.10%	0.00%	+5.8%	Q4 2022
METAMeta Platforms, Inc.	$270K	0.10%	Not reported	+16.5%	Q2 2025
VRTVertiv Holdings Co	$257K	0.09%	0.00%	New	Q3 2025
GEGeneral Electric Co	$254K	0.09%	0.00%	+3.4%	Q2 2025
BMYBristol Myers Squibb Co	$251K	0.09%	0.00%	-0.1%	Q4 2022
VOYAVoya Financial, Inc.	$241K	0.09%	0.00%	New	Q3 2025
JAZZJazz Pharmaceuticals plc	$218K	0.08%	0.00%	New	Q3 2025
NDMONuveen Dynamic Municipal Opportunities Fund	$105K	0.04%	Not reported	Not reported	Q4 2022

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