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Beacon Bridge Wealth Partners, LLC
Beacon Bridge Wealth Partners, LLC is an independent, SEC-registered investment adviser headquartered in Lower Gwynedd, Pennsylvania. The firm was organized as an LLC in Pennsylvania and is majority owned by Steven Krzywicki, Jr., Megan Scott, and James Schmidt. Founded in 2021, Beacon Bridge provides personalized financial planning and discretionary and non-discretionary investment advisory services primarily to individuals and high net worth individuals, but also to family offices, trusts, estates, private foundations, and qualified retirement plans. With 9 employees, they emphasize holistic wealth management that considers all aspects of a client’s life including finances, relationships, health, lifestyle, and purpose.
Investment Strategy
Beacon Bridge Wealth Partners customizes its investment strategies for each client's unique financial situation, objectives, and risk tolerance. They provide both discretionary and non-discretionary investment advisory services, using thorough information from each client to determine suitable portfolio allocations. The firm emphasizes holistic wealth management through its 'Total Wellness' approach, aiming to integrate financial strategies with broader life planning in areas such as health, relationships, and lifestyle. For retirement plans, they offer tailored advisory services, including investment option selection, ongoing monitoring, and fiduciary support. Clients benefit from a combination of personalized portfolios, ongoing education, and dynamic asset allocation strategies.
Latest 13F Filing Activity
Beacon Bridge Wealth Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 87 equity positions with a total 13F market value of $252M. The fund increased holdings in Ishares TR, Ishares TR, Ishares TR among other positions. Beacon Bridge Wealth Partners, LLC reduced exposure to Vanguard Mun BD FDS, Blackrock Etf Trust II, Select Sector SPDR TR among others.
Top Holdings
Equity Positions (87)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 6.87% | $17.3M | 28,014 | $405.31 | $617.85 | +$582.7K |
Q QUAL | ISHARES TR | 6.87% | $17.3M | 94,627 | $149.04 | $182.82 | +$1.5M |
V VUG | VANGUARD INDEX FDS | 5.28% | $13.3M | 30,332 | $360.65 | $438.40 | +$748.3K |
V VTV | VANGUARD INDEX FDS | 4.81% | $12.1M | 68,608 | $154.16 | $176.74 | +$934.3K |
M MUB | ISHARES TR | 4.79% | $12.1M | 115,600 | $106.53 | $104.48 | +$1.8M |
Industry Allocation
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