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Michelle McCarthy

Beacon Bridge Wealth Partners, Llc

Assets Managed
$298.759M
Holdings
101
Last Quarter
2026 - Q1
Filed Date
2mo 15d ago
Growth Rate
-0.74%(2Q avg: 3.17%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Beacon Bridge Wealth Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 101 positions.

Assets under management

The assets under management (AUM) of Beacon Bridge Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 298.759M in assets, with a quarterly growth rate of -0.74% and a 2-quarter average growth rate of 3.17%. The portfolio is managed by Michelle McCarthy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 1.04%
6.96%
$20.79M
31,968 shares@ $650.35 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 2.63%
5.2%
$15.513M
79,065 shares@ $196.2 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 1.68%
4.69%
$13.983M
240,341 shares@ $58.19 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 1.65%
4.51%
$13.449M
30,790 shares@ $436.8 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Increased 1.23%
4.18%
$12.474M
117,514 shares@ $106.16 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -1.36%
3.78%
$11.292M
18,898 shares@ $597.55 avg price
MBB
Ishares Mbs Etf
Recent Activity
Decreased -3.86%
3.6%
$10.748M
113,194 shares@ $94.95 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.87%
3.56%
$10.612M
16,246 shares@ $653.22 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 7.78%
3.08%
$9.187M
131,719 shares@ $69.75 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 1.77%
2.83%
$8.452M
86,328 shares@ $97.91 avg price

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