Bridge Generations Wealth Management LLC reported 2 positions worth $1.12M for the quarter ended Jun 30, 2026, up 5.8% on the prior quarter. It opened 1 new position, added to 0, trimmed 1 and exited 0. Its largest holding is ServiceNow, Inc. at 80.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| FBTC Fidelity Wise Origin Bitcoin Fund | +4,183 | – | $213.54K | 19.1% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NOW ServiceNow, Inc. | -997 | -9.9% | $98.98K | 80.9% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| FBTC Fidelity Wise Origin Bitcoin Fund | +4,183 | $213.54K | 19.1% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NOW ServiceNow, Inc. | Technology | 9,113 | $904.74K | 80.9% | -997 | -9.9% | Reduced | 0% |
| 2 | FBTC Fidelity Wise Origin Bitcoin Fund | Others | 4,183 | $213.54K | 19.1% | +4,183 | – | New | 0% |
Tip. Select a row to see that position’s full history at Bridge Generations Wealth Management.
As of its Q2 2026 13F filing, Bridge Generations Wealth Management LLC’s five largest positions were ServiceNow, Inc. (NOW) at 80.9%, Fidelity Wise Origin Bitcoin Fund (FBTC) at 19.1% of the reported portfolio.
Bridge Generations Wealth Management LLC reported a 13F portfolio worth $1.12M across 2 positions for Q2 2026. That is up 5.8% from the previous quarter.
Its largest purchases by value were Fidelity Wise Origin Bitcoin Fund ($213.54K). It opened 1 new positions.
Its largest sales by value were ServiceNow, Inc. ($98.98K). It exited 0 positions entirely.
From the Form 13F-HR reports Bridge Generations Wealth Management LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.