Beacon Bridge Wealth Partners, LLC
SEC Form 13F institutional filer · CIK 0001965468
13F-HR · 42 reported holdings · 2026-03-31
Reported long-US-equity value
$0.15B
Top-10 concentration
84.2%
Beacon Bridge Wealth Partners, LLC — $151M AUM allocation strategy
Beacon Bridge Wealth Partners, LLC files SEC Form 13F and reports $151M of long US equity value across 42 reported holdings for 2026-03-31.
Its largest sector bet is Financials 30.4%, followed by Information Technology 1.8% and Communication Services 1.1%.
The top 10 holdings account for 84% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Beacon Bridge Wealth Partners, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$151M
total across 42 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
84% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BEN +49.5K sh · +$1.22M+$SCHW +44.3K sh · +$520K+$IVV +20.5K sh · +$1.45M
Biggest trims (shares)
−$FISV −1.98K sh · −$199K−$BLK −1.53K sh · −$319K−$VTWO −1.19K sh · −$107K
Exited to nil (held last quarter, gone now)
$XLY ($772K last qtr)$CSCO ($214K last qtr)$ORCL ($209K last qtr)$GE ($207K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage17.1%—
- Asset Management & Custody Banks11.7%—
- Semiconductors1.8%—
- Financial Exchanges & Data1.6%—
- Interactive Media & Services1.1%—
- Other holdings66.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
5 of 5 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 834K | $22.2M | +44.3K | 14.6% |
| $BLK | BlackRock Inc | 156K | $8.79M | -1.53K | 5.8% |
| $BEN | Franklin Templeton Inc | 203K | $5.04M | +49.5K | 3.3% |
| $IVZ | Invesco Ltd | 73.1K | $3.89M | +2.15K | 2.6% |
| $MS | Morgan Stanley | 75.6K | $3.84M | +1.51K | 2.5% |
…and 37 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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