0001765380-23-000048.txt : 20230210 0001765380-23-000048.hdr.sgml : 20230210 20230210123637 ACCESSION NUMBER: 0001765380-23-000048 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230210 DATE AS OF CHANGE: 20230210 EFFECTIVENESS DATE: 20230210 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Beacon Bridge Wealth Partners, LLC CENTRAL INDEX KEY: 0001965468 IRS NUMBER: 883705645 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22889 FILM NUMBER: 23609919 BUSINESS ADDRESS: STREET 1: 101 WEST ELM STREET STREET 2: SUITE 610 CITY: CONSHOHOCKEN STATE: PA ZIP: 19428 BUSINESS PHONE: 484-533-6600 MAIL ADDRESS: STREET 1: 101 WEST ELM STREET STREET 2: SUITE 610 CITY: CONSHOHOCKEN STATE: PA ZIP: 19428 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001965468 XXXXXXXX 12-31-2022 12-31-2022 Beacon Bridge Wealth Partners, LLC

101 WEST ELM STREET SUITE 610 CONSHOHOCKEN PA 19428

13F HOLDINGS REPORT 028-22889 N Michelle McCarthy 5138325447 Michelle McCarthy Cincinnati OH 02-10-2023 0 93 137569936 false INFORMATION TABLE 2 beaconq42022.xml ABBVIE INC COM 00287Y109 424711 2628 SH SOLE 0 0 2628 ALPHABET INC CAP STK CL C 02079K107 201417 2270 SH SOLE 0 0 2270 ALPHABET INC CAP STK CL A 02079K305 387683 4394 SH SOLE 0 0 4394 AMAZON COM INC COM 023135106 202860 2415 SH SOLE 0 0 2415 AVEO PHARMACEUTICALS INC COM NEW 053588307 149500 10000 SH SOLE 0 0 10000 BOEING CO COM 097023105 320023 1680 SH SOLE 0 0 1680 BRISTOL-MYERS SQUIBB CO COM 110122108 397668 5527 SH SOLE 0 0 5527 BROADCOM INC COM 11135F101 253845 454 SH SOLE 0 0 454 CHEVRON CORP NEW COM 166764100 567095 3159 SH SOLE 0 0 3159 CITIGROUP INC COM NEW 172967424 260841 5767 SH SOLE 0 0 5767 CITIZENS FINL GROUP INC COM 174610105 245944 6247 SH SOLE 0 0 6247 CMS ENERGY CORP COM 125896100 257183 4061 SH SOLE 0 0 4061 CONOCOPHILLIPS COM 20825C104 358130 3035 SH SOLE 0 0 3035 CVS HEALTH CORP COM 126650100 320108 3435 SH SOLE 0 0 3435 DISNEY WALT CO COM 254687106 207643 2390 SH SOLE 0 0 2390 DTE ENERGY CO COM 233331107 308046 2621 SH SOLE 0 0 2621 FIDELITY NATL INFORMATION SV COM 31620M106 200293 2952 SH SOLE 0 0 2952 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 387922 3150 SH SOLE 0 0 3150 FISERV INC COM 337738108 863037 8539 SH SOLE 0 0 8539 HOME DEPOT INC COM 437076102 499877 1583 SH SOLE 0 0 1583 INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 288405 14048 SH SOLE 0 0 14048 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 305840 27356 SH SOLE 0 0 27356 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 230897 3613 SH SOLE 0 0 3613 INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 1305362 8610 SH SOLE 0 0 8610 INVESCO QQQ TR UNIT SER 1 46090E103 646528 2428 SH SOLE 0 0 2428 ISHARES TR CORE 1 5 YR USD 46432F859 6011147 129439 SH SOLE 0 0 129439 ISHARES TR CORE MSCI TOTAL 46432F834 4508484 77894 SH SOLE 0 0 77894 ISHARES TR CORE US AGGBD ET 464287226 17481339 180239 SH SOLE 0 0 180239 ISHARES TR CORE MSCI EAFE 46432F842 6001270 97360 SH SOLE 0 0 97360 ISHARES TR CORE S&P500 ETF 464287200 2440502 6352 SH SOLE 0 0 6352 ISHARES TR CORE S&P SCP ETF 464287804 1975231 20871 SH SOLE 0 0 20871 ISHARES TR S&P 500 GRWT ETF 464287309 3832756 65517 SH SOLE 0 0 65517 ISHARES TR TIPS BD ETF 464287176 265674 2496 SH SOLE 0 0 2496 ISHARES TR 0-5 YR TIPS ETF 46429B747 239685 2472 SH SOLE 0 0 2472 ISHARES TR 3 7 YR TREAS BD 464288661 313994 2733 SH SOLE 0 0 2733 ISHARES TR ISHS 5-10YR INVT 464288638 505448 10209 SH SOLE 0 0 10209 ISHARES TR CORE TOTAL USD 46434V613 356520 7935 SH SOLE 0 0 7935 ISHARES TR IBOXX HI YD ETF 464288513 320217 4349 SH SOLE 0 0 4349 ISHARES TR INTL SEL DIV ETF 464288448 311552 11471 SH SOLE 0 0 11471 ISHARES TR MBS ETF 464288588 1903416 20522 SH SOLE 0 0 20522 ISHARES TR MSCI EMG MKT ETF 464287234 1050626 27721 SH SOLE 0 0 27721 ISHARES TR S&P 500 VAL ETF 464287408 534243 3683 SH SOLE 0 0 3683 ISHARES TR U.S. MED DVC ETF 464288810 415440 7903 SH SOLE 0 0 7903 ISHARES TR US TREAS BD ETF 46429B267 276207 12157 SH SOLE 0 0 12157 ISHARES TR MSCI EAFE ETF 464287465 202828 3090 SH SOLE 0 0 3090 ISHARES TR NATIONAL MUN ETF 464288414 640295 6068 SH SOLE 0 0 6068 ISHARES TR SHRT NAT MUN ETF 464288158 441896 4238 SH SOLE 0 0 4238 JOHNSON & JOHNSON COM 478160104 405058 2293 SH SOLE 0 0 2293 JPMORGAN CHASE & CO COM 46625H100 321304 2396 SH SOLE 0 0 2396 KEURIG DR PEPPER INC COM 49271V100 231469 6491 SH SOLE 0 0 6491 MCDONALDS CORP COM 580135101 346805 1316 SH SOLE 0 0 1316 METLIFE INC COM 59156R108 331889 4586 SH SOLE 0 0 4586 MICROSOFT CORP COM 594918104 202928 846 SH SOLE 0 0 846 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 274052 3910 SH SOLE 0 0 3910 NUVEEN DYNAMIC MUN OPPORTUNI COM SHS 67079X102 267582 26920 SH SOLE 0 0 26920 PFIZER INC COM 717081103 545347 10643 SH SOLE 0 0 10643 PIMCO ETF TR 0-5 HIGH YIELD 72201R783 929018 10408 SH SOLE 0 0 10408 PROCTER AND GAMBLE CO COM 742718109 501057 3306 SH SOLE 0 0 3306 QUALCOMM INC COM 747525103 296948 2701 SH SOLE 0 0 2701 REALTY INCOME CORP COM 756109104 289685 4567 SH SOLE 0 0 4567 S&P GLOBAL INC COM 78409V104 362121 1081 SH SOLE 0 0 1081 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 5909240 90066 SH SOLE 0 0 90066 SCHWAB STRATEGIC TR US TIPS ETF 808524870 288211 5565 SH SOLE 0 0 5565 SPDR INDEX SHS FDS MSCI EAFE STRTGC 78463X434 271399 4234 SH SOLE 0 0 4234 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 513846 15590 SH SOLE 0 0 15590 SPDR S&P 500 ETF TR TR UNIT 78462F103 10978418 28707 SH SOLE 0 0 28707 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1354052 3058 SH SOLE 0 0 3058 SPDR SER TR PORTFOLIO S&P500 78464A854 838901 18651 SH SOLE 0 0 18651 SPDR SER TR PORTFLI INTRMDIT 78464A672 10565544 374134 SH SOLE 0 0 374134 SPDR SER TR S&P DIVID ETF 78464A763 2503201 20008 SH SOLE 0 0 20008 SPDR SER TR PRTFLO S&P500 HI 78468R788 405655 10249 SH SOLE 0 0 10249 SPDR SER TR PRTFLO S&P500 GW 78464A409 2757121 54413 SH SOLE 0 0 54413 SPDR SER TR NUVEEN BLMBRG SH 78468R739 228511 4864 SH SOLE 0 0 4864 SYSCO CORP COM 871829107 215971 2825 SH SOLE 0 0 2825 TE CONNECTIVITY LTD SHS H84989104 285163 2484 SH SOLE 0 0 2484 TESLA INC COM 88160R101 436427 3543 SH SOLE 0 0 3543 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 243564 1739 SH SOLE 0 0 1739 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1732350 24114 SH SOLE 0 0 24114 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 292613 3887 SH SOLE 0 0 3887 VANGUARD BD INDEX FDS INTERMED TERM 921937819 1033271 13903 SH SOLE 0 0 13903 VANGUARD INDEX FDS SMALL CP ETF 922908751 2567725 13990 SH SOLE 0 0 13990 VANGUARD INDEX FDS VALUE ETF 922908744 9861091 70251 SH SOLE 0 0 70251 VANGUARD INDEX FDS MID CAP ETF 922908629 3596635 17647 SH SOLE 0 0 17647 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 7625835 21705 SH SOLE 0 0 21705 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 292981 5920 SH SOLE 0 0 5920 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 309575 3994 SH SOLE 0 0 3994 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 1160261 16488 SH SOLE 0 0 16488 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2501872 33274 SH SOLE 0 0 33274 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2825612 18608 SH SOLE 0 0 18608 VICI PPTYS INC COM 925652109 334951 10338 SH SOLE 0 0 10338 VISA INC COM CL A 92826C839 245780 1183 SH SOLE 0 0 1183 WP CAREY INC COM 92936U109 256332 3280 SH SOLE 0 0 3280 ZOETIS INC CL A 98978V103 212937 1453 SH SOLE 0 0 1453