BBW
Beacon Bridge Wealth Partners LLC Portfolio
Invests via Beacon Bridge Wealth Partners LLC | Managed by Steven Krzywicki Jr., Megan Scott, James Schmidt
Invests via Beacon Bridge Wealth Partners LLC
Managed by Steven Krzywicki Jr., Megan Scott, James Schmidt
Automatically Tracked
Company Profile
As a comprehensive wealth management firm, Beacon Bridge Wealth Partners LLC specializes in tailored financial strategies for individuals and families. Focused on delivering customized investment solutions, the firm combines deep industry knowledge with personal insights to meet diverse client needs. Leveraging cutting-edge technology and analytics, it empowers clients to navigate complex financial landscapes effectively. The team's collaborative approach emphasizes building lasting relationships grounded in trust and transparency while enhancing their clients' long-term financial wellness. With a commitment to ongoing education and proactive communication, this organization plays a vital role in empowering investors toward achieving their aspirations.
As a comprehensive wealth management firm, Beacon Bridge Wealth Partners LLC specializes in tailored financial strategies for individuals and families. Focused on delivering customized investment solutions, the firm combines deep industry knowledge with personal insights to meet diverse client needs. Leveraging cutting-edge technology and analytics, it empowers clients to navigate complex financial landscapes effectively. The team's collaborative approach emphasizes building lasting relationships grounded in trust and transparency while enhancing their clients' long-term financial wellness. With a commitment to ongoing education and proactive communication, this organization plays a vital role in empowering investors toward achieving their aspirations.
Investment Philosophy & Strategy
A commitment to individualized strategies defines the operational ethos at Beacon Bridge Wealth Partners LLC. By harnessing extensive industry expertise, the firm prioritizes bespoke financial solutions that align with unique client aspirations. Their investment philosophy emphasizes a deep understanding of market dynamics and individual risk tolerance, ensuring tailored portfolios capable of capitalizing on emerging opportunities. Utilizing advanced analytics and technology not only enhances strategic decision-making but also reinforces ongoing investor education. Client relationships are built on mutual trust and transparency, fostering an environment conducive to achieving long-term financial wellness while adapting dynamically to evolving economic conditions.
A commitment to individualized strategies defines the operational ethos at Beacon Bridge Wealth Partners LLC. By harnessing extensive industry expertise, the firm prioritizes bespoke financial solutions that align with unique client aspirations. Their investment philosophy emphasizes a deep understanding of market dynamics and individual risk tolerance, ensuring tailored portfolios capable of capitalizing on emerging opportunities. Utilizing advanced analytics and technology not only enhances strategic decision-making but also reinforces ongoing investor education. Client relationships are built on mutual trust and transparency, fostering an environment conducive to achieving long-term financial wellness while adapting dynamically to evolving economic conditions.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
60.57%
Gain +0.49%
Monthly
1.28%
Yearly
16.46%
Drawdown
16.56%
$352.95M
Equity
Holdings
$352.95M
Investment
$277.23M
$104.99M
Profit +$1.22M
Realized
$29.27M
Unrealized
$75.72M
Dividends
$17.64M
Goals
Avg. 55% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.49%
Profit
$1.22M
Win %
76%
This Week
Compared To Last Week
Gain
2.28%
Profit
$7.88M
Win %
76%
This Month
Compared to last month
Gain
2.28%
Profit
$7.88M
Win %
76%
This Year
Compared to last year
Gain
0.51%
Profit
$1.81M
Win %
76%
LLY Eli Lilly and Company
+4.86%
+$15,928.9 
NVDA NVIDIA Corporation
+3.44%
+$52,925.6 
VRT Vertiv Holdings Co
+2.64%
+$13,535.11 
HIMU
+2.3%
+$26,416.69 
RVMD Revolution Medicines Inc.
+1.99%
+$4,223.99 
COHR Coherent Corp.
+1.39%
+$3,142.99 
HD The Home Depot, Inc.
+1.06%
+$5,206.6 
GE General Electric Company
+1.02%
+$2,588.16 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.49%
+$6,594.3 
PVAL Putnam Focused Large Cap Value ETF
+0.25%
+$5,320.22 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.23%
+$2,370.93 
FLMI Franklin Dynamic Municipal Bond ETF
+0.16%
+$12,588.48 
EFV iShares MSCI EAFE Value ETF
+0.16%
+$8,636.03 
VOO Vanguard S&P 500 ETF
+0.08%
+$10,391.17 
TLH iShares 10-20 Year Treasury Bond ETF
+0.08%
+$1,471.35 
VTEB Vanguard Tax-Exempt Bond ETF
+0.05%
+$133.3 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$204.81 
78409V112
0%
$0 
AMZN Amazon.com Inc
0%
$0 
AVGO Broadcom Inc.
0%
$0 
BA Boeing Company
0%
$0 
BINC iShares Flexible Income Active ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
CSL Carlisle Companies Inc.
0%
$0 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
0%
$0 
FNDF Schwab Fundamental International Large Company Index ETF
0%
$0 
GEV GE Vernova Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
IALT iShares Systematic Alternatives Active ETF
0%
$0 
ITA iShares U.S. Aerospace & Defense ETF
0%
$0 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
$0 
META Meta Platforms Inc Class A
0%
$0 
OEF iShares S&P 100 ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RPG Invesco S&P 500 Pure Growth ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SDY SPDR S&P Dividend ETF
0%
$0 
SPMO Invesco S&P 500 Momentum ETF
0%
$0 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
V Visa Inc. Class A
0%
$0 
VOYA Voya Financial Inc.
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
IYW iShares U.S. Technology ETF
-6.12%
-$86,778.49 
NCDL Nuveen Churchill Direct Lending Corp.
-4.79%
-$20,198.93 
RING iShares MSCI Global Gold Miners ETF
-4.68%
-$20,050.78 
MTUM iShares MSCI USA Momentum Factor ETF
-4.39%
-$209,702.55 
VUG Vanguard Growth ETF
-4.37%
-$741,149.27 
GOOGL Alphabet Inc
-4.03%
-$57,516.34 
SCHM Schwab U.S. Mid-Cap ETF
-3.9%
-$184,858.05 
XLI Industrial Select Sector SPDR Fund
-3.52%
-$48,320.89 
VTWO Vanguard Russell 2000 ETF
-3.47%
-$69,820.38 
BMY Bristol-Myers Squibb Company
-3.43%
-$11,819.8 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-3.13%
-$551,620.66 
JQUA JPMorgan U.S. Quality Factor ETF
-3.1%
-$21,226.59 
BDYN iShares Dynamic Equity Active ETF
-3.06%
-$221,536.17 
SPHQ Invesco S&P 500 Quality ETF
-2.81%
-$24,433.85 
OTF Blue Owl Technology Finance Corp.
-2.62%
-$14,887.04 
VO Vanguard Mid-Cap ETF
-2.34%
-$74,400.94 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.21%
-$51,500.8 
SPEM SPDR Portfolio Emerging Markets ETF
-2.1%
-$34,112.64 
IXUS iShares Core International Stock ETF
-2.08%
-$67,586.25 
GLW Corning Incorporated
-2.06%
-$6,352.76 
LMT Lockheed Martin Corporation
-2.04%
-$13,824 
SCHF Schwab International Equity ETF
-2.04%
-$69,771.99 
VIG Vanguard Dividend Appreciation ETF
-1.95%
-$60,695.5 
TSLA Tesla, Inc.
-1.77%
-$11,211.42 
VTV Vanguard Value ETF
-1.75%
-$258,300.56 
BDVL iShares Disciplined Volatility Equity Active ETF
-1.75%
-$96,890.72 
VOOV Vanguard S&P 500 Value ETF
-1.67%
-$30,194.72 
IEFA iShares Core MSCI EAFE ETF
-1.63%
-$58,049.19 
XLF Financial Select Sector SPDR Fund
-1.62%
-$28,190.6 
BAI iShares A.I. Innovation and Tech Active ETF
-1.49%
-$94,421.02 
DGRO iShares Core Dividend Growth ETF
-1.42%
-$68,093.64 
IEUR iShares Core MSCI Europe ETF
-1.41%
-$26,177.8 
MSFT Microsoft Corp.
-1.09%
-$8,779.35 
QQQ Invesco QQQ Trust, Series 1
-0.91%
-$25,400.86 
PG Procter & Gamble Co
-0.86%
-$4,599.02 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.83%
-$23,664.06 
VB Vanguard Small-Cap ETF
-0.72%
-$37,155.63 
EVTR Eaton Vance Total Return Fund
-0.72%
-$26,618.4 
SCHQ Schwab Long-Term U.S. Treasury ETF
-0.7%
-$35,681.73 
IAU iShares Gold Trust
-0.68%
-$25,117.04 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.62%
-$1,341.06 
IGRO iShares International Dividend Growth ETF
-0.57%
-$2,460.79 
IAGG iShares International Aggregate Bond Fund
-0.56%
-$28,216.06 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.49%
-$13,311.87 
IEMG iShares Core MSCI Emerging Markets ETF
-0.35%
-$26,888.4 
SYSB iShares Systematic Bond ETF
-0.28%
-$8,185.92 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.26%
-$17,577.96 
XLK State Street Technology Select Sector SPDR ETF
-0.25%
-$3,516.16 
COWZ Pacer US Cash Cows 100 ETF
-0.22%
-$538.66 
IVE ISHARES S&P 500 VALUE ETF
-0.21%
-$866 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$62,518.65 
CSCO Cisco Systems, Inc.
-0.2%
-$600.96 
IVV iShares Core S&P 500 ETF
-0.18%
-$23,493.14 
GOVT iShares U.S. Treasury Bond ETF
-0.18%
-$13,077.08 
BLCR iShares Large Cap Core ACT ETF
-0.16%
-$6,401.92 
MUB iShares National Muni Bond ETF
-0.11%
-$15,362.76 
AGG iShares Core U.S. Aggregate Bond ETF
-0.09%
-$1,006.4 
MBB iShares MBS ETF
-0.01%
-$575.91 
EFG iShares MSCI EAFE Growth ETF
0%
-$229.04 Events
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Dividends
Dividend Analysis
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| Trades 1290 | Longs Won 958/1290 74% | Profit Factor 18.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $349,523.57 |
| Average Win $115,960.99 | Best Trade (Aug 06) $6.62M | Sharpe Ratio -9.24 |
| Average Loss -$18,298.81 | Worst Trade (Sep 30) -$613,762.78 | Z-Score 8.41 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1d | Expectancy $81,390.28 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 19,231 | 17,308 | 15,385 | 13,462 | 11,538 | 9,615 | 7,692 | 5,769 | 3,846 | 1,923 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Beacon Bridge Wealth Partners LLC?
The largest contributions to the portfolio's profits come from the following stocks: iShares MSCI USA Quality Factor ETF - $5.63M, SPDR S&P 500 ETF Trust - $5.37M, Vanguard Value ETF - $2.29M, iShares U.S. Technology ETF - $2.24M, and Broadcom Inc - $2.17M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: iShares Core 10+ Year USD Bond ETF - $513,002.81, Fiserv, Inc - $330,352.81, Pfizer Inc - $183,463.82, Consumer Discretionary Select Sector SPDR Fund - $155,636.31, and Chevron Corporation - $90,805.24. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Beacon Bridge Wealth Partners LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.64M earned over time. The largest contributors to dividend income include iShares MBS ETF - $1.27M, Vanguard Value ETF - $906,808.91, iShares Flexible Income Active ETF - $905,968.66, SPDR S&P 500 ETF Trust - $896,163.86, and iShares Core U.S. Aggregate Bond ETF - $800,178.64. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Beacon Bridge Wealth Partners LLC's monthly returns?
Beacon Bridge Wealth Partners LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Beacon Bridge Wealth Partners LLC's strategy be considered aggressive or moderate?
Beacon Bridge Wealth Partners LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Beacon Bridge Wealth Partners LLC's strategy?
Beacon Bridge Wealth Partners LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
