# EDGAR Filing Document

**Accession Number:** 0001965468
**File Stem:** 0001765380-23-000048
**Filing Date:** 2023-2
**Character Count:** 12790
**Document Hash:** 73e5643f764fd379963cac8a3ad2d3ad
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001765380-23-000048.hdr.sgml**: 20230210

**ACCESSION NUMBER**: 0001765380-23-000048

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230210

**DATE AS OF CHANGE**: 20230210

**EFFECTIVENESS DATE**: 20230210

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Beacon Bridge Wealth Partners, LLC
- **CENTRAL INDEX KEY:** 0001965468
- **IRS NUMBER:** 883705645
- **STATE OF INCORPORATION:** PA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22889
- **FILM NUMBER:** 23609919

**BUSINESS ADDRESS:**
- **STREET 1:** 101 WEST ELM STREET
- **STREET 2:** SUITE 610
- **CITY:** CONSHOHOCKEN
- **STATE:** PA
- **ZIP:** 19428
- **BUSINESS PHONE:** 484-533-6600

**MAIL ADDRESS:**
- **STREET 1:** 101 WEST ELM STREET
- **STREET 2:** SUITE 610
- **CITY:** CONSHOHOCKEN
- **STATE:** PA
- **ZIP:** 19428

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Beacon Bridge Wealth Partners LLC<br>**Address:** 101 WEST ELM STREET<br>SUITE 610<br>CONSHOHOCKEN, PA 19428

**Form 13F File Number:** 028-22889

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Michelle McCarthy<br>**Title:** Compliance Officer<br>**Phone:** 5138325447

**Signature, Place, and Date of Signing:**

Michelle McCarthy  Cincinnati, OH  02-10-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 93

**Form 13F Information Table Value Total:** $137569936

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 424711 | 2628 | SH |  | SOLE |  | 0 | 0 | 2628 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 201417 | 2270 | SH |  | SOLE |  | 0 | 0 | 2270 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 387683 | 4394 | SH |  | SOLE |  | 0 | 0 | 4394 |
| AMAZON COM INC | COM | 023135106 |  | 202860 | 2415 | SH |  | SOLE |  | 0 | 0 | 2415 |
| AVEO PHARMACEUTICALS INC | COM NEW | 053588307 |  | 149500 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| BOEING CO | COM | 097023105 |  | 320023 | 1680 | SH |  | SOLE |  | 0 | 0 | 1680 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 397668 | 5527 | SH |  | SOLE |  | 0 | 0 | 5527 |
| BROADCOM INC | COM | 11135F101 |  | 253845 | 454 | SH |  | SOLE |  | 0 | 0 | 454 |
| CHEVRON CORP NEW | COM | 166764100 |  | 567095 | 3159 | SH |  | SOLE |  | 0 | 0 | 3159 |
| CITIGROUP INC | COM NEW | 172967424 |  | 260841 | 5767 | SH |  | SOLE |  | 0 | 0 | 5767 |
| CITIZENS FINL GROUP INC | COM | 174610105 |  | 245944 | 6247 | SH |  | SOLE |  | 0 | 0 | 6247 |
| CMS ENERGY CORP | COM | 125896100 |  | 257183 | 4061 | SH |  | SOLE |  | 0 | 0 | 4061 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 358130 | 3035 | SH |  | SOLE |  | 0 | 0 | 3035 |
| CVS HEALTH CORP | COM | 126650100 |  | 320108 | 3435 | SH |  | SOLE |  | 0 | 0 | 3435 |
| DISNEY WALT CO | COM | 254687106 |  | 207643 | 2390 | SH |  | SOLE |  | 0 | 0 | 2390 |
| DTE ENERGY CO | COM | 233331107 |  | 308046 | 2621 | SH |  | SOLE |  | 0 | 0 | 2621 |
| FIDELITY NATL INFORMATION SV | COM | 31620M106 |  | 200293 | 2952 | SH |  | SOLE |  | 0 | 0 | 2952 |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 |  | 387922 | 3150 | SH |  | SOLE |  | 0 | 0 | 3150 |
| FISERV INC | COM | 337738108 |  | 863037 | 8539 | SH |  | SOLE |  | 0 | 0 | 8539 |
| HOME DEPOT INC | COM | 437076102 |  | 499877 | 1583 | SH |  | SOLE |  | 0 | 0 | 1583 |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | 46138G508 |  | 288405 | 14048 | SH |  | SOLE |  | 0 | 0 | 14048 |
| INVESCO EXCH TRADED FD TR II | PFD ETF | 46138E511 |  | 305840 | 27356 | SH |  | SOLE |  | 0 | 0 | 27356 |
| INVESCO EXCH TRADED FD TR II | S LOW VOL | 46138E354 |  | 230897 | 3613 | SH |  | SOLE |  | 0 | 0 | 3613 |
| INVESCO EXCHANGE TRADED FD T | S PUR GWT | 46137V266 |  | 1305362 | 8610 | SH |  | SOLE |  | 0 | 0 | 8610 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 646528 | 2428 | SH |  | SOLE |  | 0 | 0 | 2428 |
| ISHARES TR | CORE 1 5 YR USD | 46432F859 |  | 6011147 | 129439 | SH |  | SOLE |  | 0 | 0 | 129439 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 4508484 | 77894 | SH |  | SOLE |  | 0 | 0 | 77894 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 17481339 | 180239 | SH |  | SOLE |  | 0 | 0 | 180239 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 6001270 | 97360 | SH |  | SOLE |  | 0 | 0 | 97360 |
| ISHARES TR | CORE S ETF | 464287200 |  | 2440502 | 6352 | SH |  | SOLE |  | 0 | 0 | 6352 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 1975231 | 20871 | SH |  | SOLE |  | 0 | 0 | 20871 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 3832756 | 65517 | SH |  | SOLE |  | 0 | 0 | 65517 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 265674 | 2496 | SH |  | SOLE |  | 0 | 0 | 2496 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 |  | 239685 | 2472 | SH |  | SOLE |  | 0 | 0 | 2472 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 |  | 313994 | 2733 | SH |  | SOLE |  | 0 | 0 | 2733 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 505448 | 10209 | SH |  | SOLE |  | 0 | 0 | 10209 |
| ISHARES TR | CORE TOTAL USD | 46434V613 |  | 356520 | 7935 | SH |  | SOLE |  | 0 | 0 | 7935 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 320217 | 4349 | SH |  | SOLE |  | 0 | 0 | 4349 |
| ISHARES TR | INTL SEL DIV ETF | 464288448 |  | 311552 | 11471 | SH |  | SOLE |  | 0 | 0 | 11471 |
| ISHARES TR | MBS ETF | 464288588 |  | 1903416 | 20522 | SH |  | SOLE |  | 0 | 0 | 20522 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 1050626 | 27721 | SH |  | SOLE |  | 0 | 0 | 27721 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 534243 | 3683 | SH |  | SOLE |  | 0 | 0 | 3683 |
| ISHARES TR | U.S. MED DVC ETF | 464288810 |  | 415440 | 7903 | SH |  | SOLE |  | 0 | 0 | 7903 |
| ISHARES TR | US TREAS BD ETF | 46429B267 |  | 276207 | 12157 | SH |  | SOLE |  | 0 | 0 | 12157 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 202828 | 3090 | SH |  | SOLE |  | 0 | 0 | 3090 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 640295 | 6068 | SH |  | SOLE |  | 0 | 0 | 6068 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 441896 | 4238 | SH |  | SOLE |  | 0 | 0 | 4238 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 405058 | 2293 | SH |  | SOLE |  | 0 | 0 | 2293 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 321304 | 2396 | SH |  | SOLE |  | 0 | 0 | 2396 |
| KEURIG DR PEPPER INC | COM | 49271V100 |  | 231469 | 6491 | SH |  | SOLE |  | 0 | 0 | 6491 |
| MCDONALDS CORP | COM | 580135101 |  | 346805 | 1316 | SH |  | SOLE |  | 0 | 0 | 1316 |
| METLIFE INC | COM | 59156R108 |  | 331889 | 4586 | SH |  | SOLE |  | 0 | 0 | 4586 |
| MICROSOFT CORP | COM | 594918104 |  | 202928 | 846 | SH |  | SOLE |  | 0 | 0 | 846 |
| NEXTERA ENERGY PARTNERS LP | COM UNIT PART IN | 65341B106 |  | 274052 | 3910 | SH |  | SOLE |  | 0 | 0 | 3910 |
| NUVEEN DYNAMIC MUN OPPORTUNI | COM SHS | 67079X102 |  | 267582 | 26920 | SH |  | SOLE |  | 0 | 0 | 26920 |
| PFIZER INC | COM | 717081103 |  | 545347 | 10643 | SH |  | SOLE |  | 0 | 0 | 10643 |
| PIMCO ETF TR | 0-5 HIGH YIELD | 72201R783 |  | 929018 | 10408 | SH |  | SOLE |  | 0 | 0 | 10408 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 501057 | 3306 | SH |  | SOLE |  | 0 | 0 | 3306 |
| QUALCOMM INC | COM | 747525103 |  | 296948 | 2701 | SH |  | SOLE |  | 0 | 0 | 2701 |
| REALTY INCOME CORP | COM | 756109104 |  | 289685 | 4567 | SH |  | SOLE |  | 0 | 0 | 4567 |
| S GLOBAL INC | COM | 78409V104 |  | 362121 | 1081 | SH |  | SOLE |  | 0 | 0 | 1081 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 5909240 | 90066 | SH |  | SOLE |  | 0 | 0 | 90066 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 288211 | 5565 | SH |  | SOLE |  | 0 | 0 | 5565 |
| SPDR INDEX SHS FDS | MSCI EAFE STRTGC | 78463X434 |  | 271399 | 4234 | SH |  | SOLE |  | 0 | 0 | 4234 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 513846 | 15590 | SH |  | SOLE |  | 0 | 0 | 15590 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 10978418 | 28707 | SH |  | SOLE |  | 0 | 0 | 28707 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 1354052 | 3058 | SH |  | SOLE |  | 0 | 0 | 3058 |
| SPDR SER TR | PORTFOLIO S | 78464A854 |  | 838901 | 18651 | SH |  | SOLE |  | 0 | 0 | 18651 |
| SPDR SER TR | PORTFLI INTRMDIT | 78464A672 |  | 10565544 | 374134 | SH |  | SOLE |  | 0 | 0 | 374134 |
| SPDR SER TR | S DIVID ETF | 78464A763 |  | 2503201 | 20008 | SH |  | SOLE |  | 0 | 0 | 20008 |
| SPDR SER TR | PRTFLO S HI | 78468R788 |  | 405655 | 10249 | SH |  | SOLE |  | 0 | 0 | 10249 |
| SPDR SER TR | PRTFLO S GW | 78464A409 |  | 2757121 | 54413 | SH |  | SOLE |  | 0 | 0 | 54413 |
| SPDR SER TR | NUVEEN BLMBRG SH | 78468R739 |  | 228511 | 4864 | SH |  | SOLE |  | 0 | 0 | 4864 |
| SYSCO CORP | COM | 871829107 |  | 215971 | 2825 | SH |  | SOLE |  | 0 | 0 | 2825 |
| TE CONNECTIVITY LTD | SHS | H84989104 |  | 285163 | 2484 | SH |  | SOLE |  | 0 | 0 | 2484 |
| TESLA INC | COM | 88160R101 |  | 436427 | 3543 | SH |  | SOLE |  | 0 | 0 | 3543 |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 921932703 |  | 243564 | 1739 | SH |  | SOLE |  | 0 | 0 | 1739 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 1732350 | 24114 | SH |  | SOLE |  | 0 | 0 | 24114 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 292613 | 3887 | SH |  | SOLE |  | 0 | 0 | 3887 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 1033271 | 13903 | SH |  | SOLE |  | 0 | 0 | 13903 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 2567725 | 13990 | SH |  | SOLE |  | 0 | 0 | 13990 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 9861091 | 70251 | SH |  | SOLE |  | 0 | 0 | 70251 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 3596635 | 17647 | SH |  | SOLE |  | 0 | 0 | 17647 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 7625835 | 21705 | SH |  | SOLE |  | 0 | 0 | 21705 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 292981 | 5920 | SH |  | SOLE |  | 0 | 0 | 5920 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 309575 | 3994 | SH |  | SOLE |  | 0 | 0 | 3994 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 92206C664 |  | 1160261 | 16488 | SH |  | SOLE |  | 0 | 0 | 16488 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 2501872 | 33274 | SH |  | SOLE |  | 0 | 0 | 33274 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 2825612 | 18608 | SH |  | SOLE |  | 0 | 0 | 18608 |
| VICI PPTYS INC | COM | 925652109 |  | 334951 | 10338 | SH |  | SOLE |  | 0 | 0 | 10338 |
| VISA INC | COM CL A | 92826C839 |  | 245780 | 1183 | SH |  | SOLE |  | 0 | 0 | 1183 |
| WP CAREY INC | COM | 92936U109 |  | 256332 | 3280 | SH |  | SOLE |  | 0 | 0 | 3280 |
| ZOETIS INC | CL A | 98978V103 |  | 212937 | 1453 | SH |  | SOLE |  | 0 | 0 | 1453 |

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