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Home > Institutional Investor > Beacon Bridge Wealth Partners, Llc > Profile

Instuitional Investor - Beacon Bridge Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Beacon Bridge Wealth Partners, Llc
Portfolio Value $200,385,158
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 51,655 $24,552,139 12.25%
2.
Ishares Tr
 110,554 $10,400,945 5.19%
3.
Ishares Tr
 67,924 $9,994,337 4.98%
4.
Vanguard Index Fds
 21,365 $9,332,360 4.65%
5.
Schwab Strategic Trust
 FNDF 188,458 $8,785,912 4.38%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)