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Manager record

Bridge Generations Wealth Management Llc

South Miami, FL · CIK 2056071 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$196.21MReported 13F valueQ2 2026 · as filed
34Holdings listed
+12.5%vs prior quartervalue change includes market moves
5Quarters on record
Jul 20Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $164.9M$164.9MQ2 2025127 holdingsQ3 2025: $150.6M$150.6MQ3 2025134 holdingsQ4 2025: $161.5M$161.5MQ4 2025129 holdingsQ1 2026: $174.4M$174.4MQ1 202632 holdingsQ2 2026: $196.2M$196.2MQ2 202634 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 20 2026 13F-HR · period Q2 2026

$196.21M · 34 holdings listed · View original SEC filing ↗
Apr 24 2026 13F-HR · period Q1 2026

$174.44M · 32 holdings listed · View original SEC filing ↗
Feb 10 2026 13F-HR · period Q4 2025

$161.52M · 129 holdings listed · View original SEC filing ↗
Nov 06 2025 13F-HR · period Q3 2025

$150.56M · 134 holdings listed · View original SEC filing ↗
Jul 18 2025 13F-HR · period Q2 2025

$164.89M · 127 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 20, 2026 · Change methodology