0001765380-24-000181.txt : 20240503 0001765380-24-000181.hdr.sgml : 20240503 20240503131829 ACCESSION NUMBER: 0001765380-24-000181 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240503 DATE AS OF CHANGE: 20240503 EFFECTIVENESS DATE: 20240503 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Beacon Bridge Wealth Partners, LLC CENTRAL INDEX KEY: 0001965468 ORGANIZATION NAME: 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: 24912096 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 03-31-2024 03-31-2024 Beacon Bridge Wealth Partners, LLC

101 WEST ELM STREET SUITE 610 CONSHOHOCKEN PA 19428

13F HOLDINGS REPORT 028-22889 000321705 801-126385 N Michelle McCarthy Compliance Officer Michelle McCarthy Cincinnati OH 05-03-2024 0 92 211767110 false INFORMATION TABLE 2 q12024beaconbridge13f.xml SPDR S&P 500 ETF TR TR UNIT 78462F103 22747748 43489 SH SOLE 43489 0 0 ISHARES TR MBS ETF 464288588 11000488 119027 SH SOLE 119027 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 10791878 65664 SH SOLE 65664 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 10756084 66045 SH SOLE 66045 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 9955548 20711 SH SOLE 20711 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 8805826 191431 SH SOLE 191431 0 0 ISHARES TR US TREAS BD ETF 46429B267 7907930 347296 SH SOLE 347296 0 0 ISHARES TR CORE S&P500 ETF 464287200 7202708 13700 SH SOLE 13700 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 5147167 14954 SH SOLE 14954 0 0 SPDR SER TR PRTFLO S&P500 GW 78464A409 5129263 70120 SH SOLE 70120 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 5009013 54023 SH SOLE 54023 0 0 ISHARES TR NATIONAL MUN ETF 464288414 4756673 44207 SH SOLE 44207 0 0 ISHARES TR CORE US AGGBD ET 464287226 4532687 46280 SH SOLE 46280 0 0 BLACKROCK ETF TRUST US EQT FACTOR 09290C103 4302094 96894 SH SOLE 96894 0 0 SPDR SER TR PORTFLI INTRMDIT 78464A672 4018381 142597 SH SOLE 142597 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 4012900 16061 SH SOLE 16061 0 0 SCHWAB STRATEGIC TR LONG TERM US 808524680 3989348 118273 SH SOLE 118273 0 0 ISHARES TR EAFE VALUE ETF 464288877 3974464 73060 SH SOLE 73060 0 0 ISHARES TR CORE MSCI EAFE 46432F842 3720158 50123 SH SOLE 50123 0 0 BLACKROCK ETF TRUST II FLEXIBLE INCOME 092528603 3480301 66342 SH SOLE 66342 0 0 ISHARES INC MSCI EMERG MRKT 464286533 3463817 61209 SH SOLE 61209 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 3432210 15015 SH SOLE 15015 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 3222878 39579 SH SOLE 39579 0 0 ISHARES TR CORE DIV GRWTH 46434V621 2952874 50859 SH SOLE 50859 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2937571 16087 SH SOLE 16087 0 0 ISHARES TR U.S. TECH ETF 464287721 2597879 19235 SH SOLE 19235 0 0 ISHARES TR EAFE GRWTH ETF 464288885 2350221 22644 SH SOLE 22644 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 2232867 26250 SH SOLE 26250 0 0 INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 2091368 56954 SH SOLE 56954 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2049140 26505 SH SOLE 26505 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2032602 40170 SH SOLE 40170 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 2022041 29797 SH SOLE 29797 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1870617 3362 SH SOLE 3362 0 0 ISHARES TR CORE INTL AGGR 46435G672 1850847 37054 SH SOLE 37054 0 0 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 1713202 9493 SH SOLE 9493 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 1501575 17783 SH SOLE 17783 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1312001 36253 SH SOLE 36253 0 0 ISHARES TR ISHS 5-10YR INVT 464288638 1309453 25377 SH SOLE 25377 0 0 FISERV INC COM 337738108 1300775 8139 SH SOLE 8139 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 1292734 21438 SH SOLE 21438 0 0 SCHWAB STRATEGIC TR 5 10YR CORP BD 808524698 1287941 28949 SH SOLE 28949 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1280090 32806 SH SOLE 32806 0 0 ISHARES TR GLOBAL ENERG ETF 464287341 1261871 29380 SH SOLE 29380 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 1116785 2515 SH SOLE 2515 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 1021207 24859 SH SOLE 24859 0 0 ISHARES TR CORE MSCI EURO 46434V738 988078 17080 SH SOLE 17080 0 0 SPDR SER TR PORTFOLIO LN TSR 78464A664 954570 34165 SH SOLE 34165 0 0 SPDR SER TR S&P DIVID ETF 78464A763 923798 7039 SH SOLE 7039 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 757316 15095 SH SOLE 15095 0 0 TESLA INC COM 88160R101 736033 4187 SH SOLE 4187 0 0 AMAZON COM INC COM 023135106 705638 3912 SH SOLE 3912 0 0 PIMCO ETF TR 0-5 HIGH YIELD 72201R783 694463 7429 SH SOLE 7429 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 676731 7168 SH SOLE 7168 0 0 ALPHABET INC CAP STK CL A 02079K305 656696 4351 SH SOLE 4351 0 0 HOME DEPOT INC COM 437076102 611156 1593 SH SOLE 1593 0 0 BROADCOM INC COM 11135F101 608363 459 SH SOLE 459 0 0 ISHARES TR JPMORGAN USD EMG 464288281 557389 6216 SH SOLE 6216 0 0 PROCTER AND GAMBLE CO COM 742718109 541753 3339 SH SOLE 3339 0 0 ISHARES TR CORE S&P SCP ETF 464287804 538122 4869 SH SOLE 4869 0 0 MICROSOFT CORP COM 594918104 529496 1259 SH SOLE 1259 0 0 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 512520 2499 SH SOLE 2499 0 0 ISHARES TR S&P 100 ETF 464287101 500758 2024 SH SOLE 2024 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 489889 6745 SH SOLE 6745 0 0 S&P GLOBAL INC COM 78409V104 482579 1134 SH SOLE 1134 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 477759 3234 SH SOLE 3234 0 0 JPMORGAN CHASE & CO COM 46625H100 453880 2266 SH SOLE 2266 0 0 SPDR SER TR PRTFLO S&P500 HI 78468R788 437470 10746 SH SOLE 10746 0 0 NVIDIA CORPORATION COM 67066G104 427525 473 SH SOLE 473 0 0 JOHNSON & JOHNSON COM 478160104 374780 2369 SH SOLE 2369 0 0 ALPHABET INC CAP STK CL C 02079K107 363291 2386 SH SOLE 2386 0 0 ABBVIE INC COM 00287Y109 356748 1959 SH SOLE 1959 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 355459 1933 SH SOLE 1933 0 0 SPDR SER TR AEROSPACE DEF 78464A631 351837 2504 SH SOLE 2504 0 0 ISHARES TR S&P 500 VAL ETF 464287408 341330 1827 SH SOLE 1827 0 0 VISA INC COM CL A 92826C839 330152 1183 SH SOLE 1183 0 0 BOEING CO COM 097023105 324223 1680 SH SOLE 1680 0 0 ISHARES TR IBOXX HI YD ETF 464288513 316050 4066 SH SOLE 4066 0 0 ISHARES TR INTL DIV GRWTH 46435G524 301840 4481 SH SOLE 4481 0 0 SELECT SECTOR SPDR TR INDL 81369Y704 300415 2385 SH SOLE 2385 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 299729 5527 SH SOLE 5527 0 0 CHEVRON CORP NEW COM 166764100 298503 1892 SH SOLE 1892 0 0 SPDR SER TR PORTFOLIO S&P500 78464A854 268455 4363 SH SOLE 4363 0 0 DISNEY WALT CO COM 254687106 253949 2075 SH SOLE 2075 0 0 ZOETIS INC CL A 98978V103 243832 1441 SH SOLE 1441 0 0 ISHARES TR MSCI EAFE ETF 464287465 230795 2890 SH SOLE 2890 0 0 SPDR SER TR NUVEEN BLMBRG SH 78468R739 230748 4864 SH SOLE 4864 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 226240 538 SH SOLE 538 0 0 NUVEEN DYNAMIC MUN OPPORTUNI COM SHS 67079X102 225049 20666 SH SOLE 20666 0 0 ISHARES TR CORE TOTAL USD 46434V613 220428 4835 SH SOLE 4835 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 218979 2952 SH SOLE 2952 0 0 CITIGROUP INC COM NEW 172967424 200787 3175 SH SOLE 3175 0 0 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 126284 10630 SH SOLE 10630 0 0