0001765380-23-000111.txt : 20230508 0001765380-23-000111.hdr.sgml : 20230508 20230508144033 ACCESSION NUMBER: 0001765380-23-000111 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230508 DATE AS OF CHANGE: 20230508 EFFECTIVENESS DATE: 20230508 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: 23897217 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 false false 0001965468 XXXXXXXX 03-31-2023 03-31-2023 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 05-08-2023 0 90 166700032 false INFORMATION TABLE 2 beacon13f2023q1.xml ABBVIE INC COM 00287Y109 463926 2911 SH SOLE 0 0 2911 ALPHABET INC CAP STK CL C 02079K107 236080 2270 SH SOLE 0 0 2270 ALPHABET INC CAP STK CL A 02079K305 463154 4465 SH SOLE 0 0 4465 AMAZON COM INC COM 023135106 370914 3591 SH SOLE 0 0 3591 BOEING CO COM 097023105 356882 1680 SH SOLE 0 0 1680 BRISTOL-MYERS SQUIBB CO COM 110122108 383076 5527 SH SOLE 0 0 5527 BROADCOM INC COM 11135F101 309864 483 SH SOLE 0 0 483 CHEVRON CORP NEW COM 166764100 486742 2983 SH SOLE 0 0 2983 CITIGROUP INC COM NEW 172967424 263662 5623 SH SOLE 0 0 5623 CMS ENERGY CORP COM 125896100 247484 4032 SH SOLE 0 0 4032 CONOCOPHILLIPS COM 20825C104 303483 3059 SH SOLE 0 0 3059 CVS HEALTH CORP COM 126650100 251019 3378 SH SOLE 0 0 3378 DISNEY WALT CO COM 254687106 238410 2381 SH SOLE 0 0 2381 DTE ENERGY CO COM 233331107 260705 2380 SH SOLE 0 0 2380 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 503429 3405 SH SOLE 0 0 3405 FISERV INC COM 337738108 965163 8539 SH SOLE 0 0 8539 HOME DEPOT INC COM 437076102 496894 1684 SH SOLE 0 0 1684 INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 328765 15806 SH SOLE 0 0 15806 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 296861 25859 SH SOLE 0 0 25859 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 225716 3617 SH SOLE 0 0 3617 INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 1871415 12382 SH SOLE 0 0 12382 INVESCO QQQ TR UNIT SER 1 46090E103 571897 1782 SH SOLE 0 0 1782 ISHARES TR CORE 1 5 YR USD 46432F859 7419227 157337 SH SOLE 0 0 157337 ISHARES TR CORE MSCI TOTAL 46432F834 6584209 106283 SH SOLE 0 0 106283 ISHARES TR CORE US AGGBD ET 464287226 23128114 232117 SH SOLE 0 0 232117 ISHARES TR IBOXX HI YD ETF 464288513 7205506 95374 SH SOLE 0 0 95374 ISHARES TR MSCI EMG MKT ETF 464287234 5148662 130478 SH SOLE 0 0 130478 ISHARES TR CORE S&P500 ETF 464287200 4032449 9809 SH SOLE 0 0 9809 ISHARES TR MBS ETF 464288588 2887016 30476 SH SOLE 0 0 30476 ISHARES TR CORE MSCI EAFE 46432F842 5426950 81181 SH SOLE 0 0 81181 ISHARES TR CORE S&P SCP ETF 464287804 1625334 16808 SH SOLE 0 0 16808 ISHARES TR S&P 500 GRWT ETF 464287309 3406680 53321 SH SOLE 0 0 53321 ISHARES TR TIPS BD ETF 464287176 278492 2526 SH SOLE 0 0 2526 ISHARES TR 0-5 YR TIPS ETF 46429B747 282012 2842 SH SOLE 0 0 2842 ISHARES TR 10-20 YR TRS ETF 464288653 260349 2273 SH SOLE 0 0 2273 ISHARES TR 3 7 YR TREAS BD 464288661 298949 2541 SH SOLE 0 0 2541 ISHARES TR ISHS 5-10YR INVT 464288638 1223490 23859 SH SOLE 0 0 23859 ISHARES TR CORE TOTAL USD 46434V613 368323 7981 SH SOLE 0 0 7981 ISHARES TR INTL SEL DIV ETF 464288448 278969 10148 SH SOLE 0 0 10148 ISHARES TR S&P 500 VAL ETF 464287408 358302 2361 SH SOLE 0 0 2361 ISHARES TR U.S. MED DVC ETF 464288810 348884 6463 SH SOLE 0 0 6463 ISHARES TR US TREAS BD ETF 46429B267 1313091 56163 SH SOLE 0 0 56163 ISHARES TR MSCI EAFE ETF 464287465 220997 3090 SH SOLE 0 0 3090 ISHARES TR NATIONAL MUN ETF 464288414 446798 4147 SH SOLE 0 0 4147 ISHARES TR SHRT NAT MUN ETF 464288158 232704 2223 SH SOLE 0 0 2223 JOHNSON & JOHNSON COM 478160104 355415 2293 SH SOLE 0 0 2293 JPMORGAN CHASE & CO COM 46625H100 298410 2290 SH SOLE 0 0 2290 KEURIG DR PEPPER INC COM 49271V100 252252 7150 SH SOLE 0 0 7150 MCDONALDS CORP COM 580135101 342243 1224 SH SOLE 0 0 1224 METLIFE INC COM 59156R108 247520 4272 SH SOLE 0 0 4272 MICROSOFT CORP COM 594918104 334258 1159 SH SOLE 0 0 1159 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 236014 3885 SH SOLE 0 0 3885 NUVEEN DYNAMIC MUN OPPORTUNI COM SHS 67079X102 275627 26076 SH SOLE 0 0 26076 PFIZER INC COM 717081103 463570 11362 SH SOLE 0 0 11362 PIMCO ETF TR 0-5 HIGH YIELD 72201R783 1031986 11302 SH SOLE 0 0 11302 PROCTER AND GAMBLE CO COM 742718109 491569 3306 SH SOLE 0 0 3306 QUALCOMM INC COM 747525103 338725 2655 SH SOLE 0 0 2655 REALTY INCOME CORP COM 756109104 272023 4296 SH SOLE 0 0 4296 S&P GLOBAL INC COM 78409V104 375622 1089 SH SOLE 0 0 1089 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 5112993 75357 SH SOLE 0 0 75357 SCHWAB STRATEGIC TR US TIPS ETF 808524870 280648 5235 SH SOLE 0 0 5235 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 734478 21520 SH SOLE 0 0 21520 SPDR S&P 500 ETF TR TR UNIT 78462F103 12748118 31139 SH SOLE 0 0 31139 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1122646 2449 SH SOLE 0 0 2449 SPDR SER TR PORTFOLIO S&P500 78464A854 549295 11408 SH SOLE 0 0 11408 SPDR SER TR PORTFLI INTRMDIT 78464A672 8323295 287605 SH SOLE 0 0 287605 SPDR SER TR PRTFLO S&P500 GW 78464A409 1844026 33310 SH SOLE 0 0 33310 SPDR SER TR S&P DIVID ETF 78464A763 2368057 19142 SH SOLE 0 0 19142 SPDR SER TR PRTFLO S&P500 HI 78468R788 401850 10575 SH SOLE 0 0 10575 SPDR SER TR NUVEEN BLMBRG SH 78468R739 231283 4864 SH SOLE 0 0 4864 SYSCO CORP COM 871829107 253546 3283 SH SOLE 0 0 3283 TESLA INC COM 88160R101 810961 3909 SH SOLE 0 0 3909 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 1010763 6890 SH SOLE 0 0 6890 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1317644 17847 SH SOLE 0 0 17847 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 290738 3801 SH SOLE 0 0 3801 VANGUARD BD INDEX FDS INTERMED TERM 921937819 365052 4757 SH SOLE 0 0 4757 VANGUARD INDEX FDS SMALL CP ETF 922908751 6569802 34658 SH SOLE 0 0 34658 VANGUARD INDEX FDS VALUE ETF 922908744 11510518 83343 SH SOLE 0 0 83343 VANGUARD INDEX FDS MID CAP ETF 922908629 3826241 18141 SH SOLE 0 0 18141 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 8501062 22605 SH SOLE 0 0 22605 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1387729 27393 SH SOLE 0 0 27393 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 296172 3692 SH SOLE 0 0 3692 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 1556279 21591 SH SOLE 0 0 21591 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2871203 37665 SH SOLE 0 0 37665 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2962690 19237 SH SOLE 0 0 19237 VANGUARD STAR FDS VG TL INTL STK F 921909768 402426 7289 SH SOLE 0 0 7289 VICI PPTYS INC COM 925652109 301148 9232 SH SOLE 0 0 9232 VISA INC COM CL A 92826C839 266494 1182 SH SOLE 0 0 1182 WP CAREY INC COM 92936U109 254423 3285 SH SOLE 0 0 3285 ZOETIS INC CL A 98978V103 242170 1455 SH SOLE 0 0 1455