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Portfolio (Quarterly) Guide ↗

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

· CIK 0002056071
13F Portfolio $174M AUM 32 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 Added 9 Reduced 97 Exited
Page 5 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 TJX TJX COS INC NEW Consumer Cyclical 3 $461.0 SOLD
82 CVX CHEVRON CORP NEW Energy 3 $458.0 SOLD
83 EMXC ISHARES INC 6 $437.0 SOLD
84 JNJ JOHNSON & JOHNSON Healthcare 2 $414.0 SOLD
85 WTPI WISDOMTREE TR 12 $397.0 SOLD
86 LIT GLOBAL X FDS 6 $390.0 SOLD
87 PLD PROLOGIS INC. Real Estate 3 $383.0 SOLD
88 ZTS ZOETIS INC Healthcare 3 $378.0 SOLD
89 AMT AMERICAN TOWER CORP NEW Real Estate 2 $352.0 SOLD
90 PDBC INVESCO ACTVELY MNGD ETC FD 25 $332.0 SOLD
91 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2 $324.0 SOLD
92 FORTINET INC 4 $318.0 SOLD
93 GOOGL ALPHABET INC Communication Services 1 $313.0 SOLD
94 MCH MATTHEWS ASIA FDS 10 $283.0 SOLD
95 ADP AUTOMATIC DATA PROCESSING IN Industrials 1 $258.0 SOLD
96 MDLZ MONDELEZ INTL INC Consumer Defensive 4 $216.0 SOLD
97 NEE NEXTERA ENERGY INC Utilities 2 $161.0 SOLD
Page 5 of 5  ·  97 positions
Sector Allocation
Technology 100.0%