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:
32.58%
Gain -0.01%
Monthly
0.8%
Yearly
10.07%
Drawdown
12.61%
$330.62M
Equity
Holdings
$330.62M
Investment
$257.42M
$100.31M
Profit -$21,584.97
Realized
$23.75M
Unrealized
$76.56M
Dividends
$16.14M
Goals
Avg. 99.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$21,584.97
Win %
78%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$21,584.97
Win %
78%
This Month
Compared to last month
Gain
-0.9%
Profit
-$3M
Win %
78%
This Year
Compared to last year
Gain
4.96%
Profit
$16.34M
Win %
78%
GEV GE Vernova Inc.
+3.73%
+$8,941.68 
RING iShares MSCI Global Gold Miners ETF
+3.21%
+$16,031.52 
T AT&T Inc.
+2.52%
+$4,171.36 
JPM JPMorgan Chase & Co.
+2.31%
+$14,098.5 
TSLA Tesla, Inc.
+1.82%
+$13,941.2 
MTUM iShares MSCI USA Momentum Factor ETF
+1.69%
+$102,722.24 
VRT Vertiv Holdings Co
+1.68%
+$9,061.84 
GLW Corning Incorporated
+1.5%
+$5,260.25 
XLF Financial Select Sector SPDR Fund
+1.37%
+$27,210.24 
FISV Fiserv, Inc.
+1.36%
+$4,207.67 
SPGI S&P Global Inc.
+1.35%
+$6,940.22 
SPMO Invesco S&P 500 Momentum ETF
+1.26%
+$5,401.7 
RPG Invesco S&P 500 Pure Growth ETF
+1.2%
+$43,429.08 
SCHM Schwab U.S. Mid-Cap ETF
+1.09%
+$49,310.82 
OTF Blue Owl Technology Finance Corp.
+1.09%
+$3,923.76 
JNJ Johnson & Johnson
+1.07%
+$4,119.88 
V Visa Inc. Class A
+1.05%
+$3,891.1 
SPHQ Invesco S&P 500 Quality ETF
+1.02%
+$8,753.36 
VO Vanguard Mid-Cap ETF
+0.97%
+$30,590.56 
VTV Vanguard Value ETF
+0.94%
+$158,920.18 
SPEM SPDR Portfolio Emerging Markets ETF
+0.87%
+$14,886.45 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$14,718.63 
VTWO Vanguard Russell 2000 ETF
+0.86%
+$16,748.83 
PG Procter & Gamble Co
+0.86%
+$4,284.98 
SDY SPDR S&P Dividend ETF
+0.83%
+$5,258.75 
COWZ Pacer US Cash Cows 100 ETF
+0.82%
+$1,880.32 
CVX Chevron Corporation
+0.75%
+$1,502.2 
JQUA JPMorgan U.S. Quality Factor ETF
+0.74%
+$4,958.72 
HD The Home Depot, Inc.
+0.73%
+$3,305.82 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$2,190.18 
MDY SPDR S&P MidCap 400 ETF Trust
+0.71%
+$11,608.86 
VB Vanguard Small-Cap ETF
+0.7%
+$32,599.34 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$3,038.36 
DGRO iShares Core Dividend Growth ETF
+0.69%
+$32,877.52 
VOOV Vanguard S&P 500 Value ETF
+0.68%
+$11,914 
VOYA Voya Financial Inc.
+0.64%
+$1,865.86 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$65,859.5 
IYW iShares U.S. Technology ETF
+0.61%
+$13,765.39 
BDVL iShares Disciplined Volatility Equity Active ETF
+0.6%
+$32,888.36 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$16,441.24 
XLI Industrial Select Sector SPDR Fund
+0.59%
+$7,796.07 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.57%
+$91,329.58 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$1,297.8 
EEM iShares MSCI Emerging Markets ETF
+0.56%
+$1,434.5 
IVV iShares Core S&P 500 ETF
+0.55%
+$66,446.5 
VOO Vanguard S&P 500 ETF
+0.55%
+$70,301.13 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$127,552.32 
GOOGL Alphabet Inc
+0.53%
+$6,799.6 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$16,030 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$37,605.18 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$35,254.05 
GOOG Alphabet Inc
+0.45%
+$4,209.57 
IXUS iShares Core International Stock ETF
+0.43%
+$13,041.69 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.41%
+$41,437.44 
BMY Bristol-Myers Squibb Company
+0.4%
+$1,207.96 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$3,324.86 
FNDF Schwab Fundamental International Large Company Index ETF
+0.39%
+$880.52 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$5,646 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$6,459.12 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+0.32%
+$7,403.04 
SCHF Schwab International Equity ETF
+0.29%
+$7,922.64 
BDYN iShares Dynamic Equity Active ETF
+0.28%
+$19,109.47 
OEF iShares S&P 100 ETF
+0.24%
+$1,461.11 
IGRO iShares International Dividend Growth ETF
+0.23%
+$928.6 
BAI iShares A.I. Innovation and Tech Active ETF
+0.2%
+$14,637.7 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$6,605.46 
VUG Vanguard Growth ETF
+0.18%
+$27,711 
NVDA NVIDIA Corporation
+0.16%
+$2,248 
IEUR iShares Core MSCI Europe ETF
+0.14%
+$2,916.76 
BINC iShares Flexible Income Active ETF
+0.13%
+$10,125.22 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$10,624.2 
MSFT Microsoft Corp.
+0.1%
+$626.4 
IAU iShares Gold Trust
+0.08%
+$4,001.1 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.04%
+$90.24 
IAGG iShares International Aggregate Bond Fund
+0.02%
+$938.27 
HIMU
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$6,624.15 
LMT Lockheed Martin Corporation
-1.52%
-$9,619.17 
AMZN Amazon.com Inc
-1.23%
-$7,438.48 
BA Boeing Company
-1.16%
-$4,440.17 
ITA iShares U.S. Aerospace & Defense ETF
-0.95%
-$23,361.78 
AVGO Broadcom Inc.
-0.91%
-$17,363.5 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.31%
-$9,963.92 
TLH iShares 10-20 Year Treasury Bond ETF
-0.26%
-$5,220.8 
SCHQ Schwab Long-Term U.S. Treasury ETF
-0.26%
-$14,148.66 
META Meta Platforms Inc Class A
-0.26%
-$636.55 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$1,296.66 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.18%
-$5,022.96 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.18%
-$2,222.75 
EVTR Eaton Vance Total Return Fund
-0.16%
-$6,049.36 
MBB iShares MBS ETF
-0.15%
-$15,847.16 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$5,234.91 
SYSB iShares Systematic Bond ETF
-0.12%
-$3,256.99 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.12%
-$1,162.32 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$1,618.44 
GOVT iShares U.S. Treasury Bond ETF
-0.09%
-$2,670.36 
FLMI Franklin Dynamic Municipal Bond ETF
-0.08%
-$4,066.94 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$222.2 
NCDL Nuveen Churchill Direct Lending Corp.
-0.08%
-$324.32 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$155.44 
MUB iShares National Muni Bond ETF
-0.01%
-$1,174.55 Events
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Dividends
Dividend Analysis
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| Trades 1191 | Longs Won 894/1191 75% | Profit Factor 22.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $348,651.15 |
| Average Win $117,492.49 | Best Trade (Jun 14) $6.08M | Sharpe Ratio -21.35 |
| Average Loss -$15,879.5 | Worst Trade (Sep 30) -$613,762.78 | Z-Score 13.84 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w | Expectancy $84,222.56 |
| 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 | 20,833 | 18,750 | 16,667 | 14,583 | 12,500 | 10,417 | 8,333 | 6,250 | 4,167 | 2,083 |
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Returns
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