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BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 13F portfolio summary

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC of BRIDGE GENERATIONS WEALTH MANAGEMENT LLC has 32 current stock holdings with a reported portfolio value of $174.4M. The portfolio 1 year return is +12.59%. Top holdings include DFAC (17.32%), DFAT (11.12%), SPTI (10.86%), MUB (7.55%), DFGR (5.48%).

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BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
Latest filing: 2026-03-31

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC runs BRIDGE GENERATIONS WEALTH MANAGEMENT LLC and currently holds 32 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $174.44M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. BRIDGE GENERATIONS WEALTH MANAGEMENT LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, BRIDGE GENERATIONS WEALTH MANAGEMENT LLC's portfolio at BRIDGE GENERATIONS WEALTH MANAGEMENT LLC has delivered returns of +12.59%. Their 3-year annualized return is +12.28%. Looking at the 5-year horizon, BRIDGE GENERATIONS WEALTH MANAGEMENT LLC has achieved +12.28% annualized returns at BRIDGE GENERATIONS WEALTH MANAGEMENT LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+12.59%
#0/1000
3 Year
+12.28%
#0/1000
5 Year
+12.28%
#0/1000

Portfolio Value

$174.44M

Alpha Score

11.2

#0 of 1000

Holdings

32

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change