Beacon Bridge Wealth Partners, LLC
Beacon Bridge Wealth Partners, LLC reported 105 holdings worth US$351M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 5, 2026
Beacon Bridge Wealth Partners, LLC reported 105 holdings worth US$351M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Broadcom Inc. and Nvidia Corporation. Filed Aug 5, 2026 (Form 13F).
- Holdings
- 105
- Value as reported
- US$351M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 6,477 | US$2.31M | 0.66% |
| Broadcom Inc. | 4,962 | US$1.87M | 0.53% |
| Nvidia Corporation | 7,270 | US$1.45M | 0.41% |
| Tesla, Inc. | 1,933 | US$813K | 0.23% |
| Jp Morgan Chase & Co. | 2,243 | US$734K | 0.21% |
| Vertiv Holdings, Llc | 1,897 | US$635K | 0.18% |
| Amazon.com, Inc. | 2,631 | US$627K | 0.18% |
| Microsoft Corp. | 1,641 | US$612K | 0.17% |
| Lockheed Martin Corporation | 1,152 | US$587K | 0.17% |
| Blue Owl Technology Finance Corp. | 53,168 | US$550K | 0.16% |
| Procter & Gamble Company (the) | 3,593 | US$527K | 0.15% |
| Home Depot, Inc. (the) | 1,411 | US$498K | 0.14% |
| Corning Incorporated | 1,928 | US$492K | 0.14% |
| Johnson & Johnson | 1,740 | US$442K | 0.13% |
| Nuveen Churchill Direct Lending Corp. | 33,113 | US$411K | 0.12% |
| Visa Inc. | 1,145 | US$393K | 0.11% |
| Boeing Company (the) | 1,723 | US$373K | 0.11% |
| Eli Lilly And Company | 294 | US$353K | 0.10% |
| Berkshire Hathaway Inc. | 612 | US$306K | 0.09% |
| Bristol-myers Squibb Company | 5,230 | US$301K | 0.09% |
| Cisco Systems, Inc. | 2,504 | US$294K | 0.08% |
| Voya Financial, Inc. | 3,217 | US$291K | 0.08% |
| Carlisle Companies Incorporated | 772 | US$280K | 0.08% |
| Coherent Corp. | 700 | US$276K | 0.08% |
| Meta Platforms, Inc. | 475 | US$268K | 0.08% |
| Ge Aerospace | 674 | US$252K | 0.07% |
| Ge Vernova Inc. | 214 | US$251K | 0.07% |
| Revolution Medicines, Inc. | 1,100 | US$206K | 0.06% |
| S&p Global Inc. | 0 | US$0 | 0.00% |
| Fiserv, Inc. | 0 | US$0 | 0.00% |
| Chevron Corporation | 0 | US$0 | 0.00% |
| At&t Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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