Bridgewealth Advisory Group, LLC
CIK: 0001801982Latest portfolio: $452.9M · Q4 2025
Holdings
130
Total Value
$452.9M
New Positions
129
Closed Positions
0
Top Holdings
View All 130 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VBILVANGUARD INSTL INDEX FD | 632,989 | $47.7M | 10.54% | NEW | |
| 2 | PYLDPIMCO ETF TR | 1,049,826 | $28.0M | 6.18% | NEW | |
| 3 | CGSDCAPITAL GRP FIXED INCM ETF T | 964,535 | $25.1M | 5.54% | NEW | |
| 4 | JAAAJANUS DETROIT STR TR | 487,915 | $24.7M | 5.45% | NEW | |
| 5 | FBNDFIDELITY MERRIMACK STR TR | 519,059 | $23.9M | 5.28% | NEW | |
| 6 | SPTMSPDR SERIES TRUST | 264,704 | $21.8M | 4.82% | NEW | |
| 7 | VTVVANGUARD INDEX FDS | 101,053 | $19.3M | 4.26% | NEW | |
| 8 | JSCPJ P MORGAN EXCHANGE TRADED F | 354,395 | $16.9M | 3.72% | NEW | |
| 9 | CGUSCAPITAL GROUP CORE EQUITY ET | 329,916 | $13.3M | 2.93% | NEW | |
| 10 | SPYGSPDR SERIES TRUST | 117,529 | $12.5M | 2.77% | NEW | |
| 11 | UBFOUNITED SEC BANCSHARES CALIF | 1,218,420 | $12.3M | 2.71% | NEW | |
| 12 | CGCPCAPITAL GRP FIXED INCM ETF T | 488,651 | $11.1M | 2.44% | NEW | |
| 13 | VOOVANGUARD INDEX FDS | 16,396 | $10.3M | 2.27% | NEW | |
| 14 | JPIEJ P MORGAN EXCHANGE TRADED F | 215,438 | $10.0M | 2.20% | NEW | |
| 15 | CGGRCAPITAL GROUP GROWTH ETF | 211,113 | $9.4M | 2.07% | NEW | |
| 16 | MSFTMICROSOFT CORP | 19,368 | $9.4M | 2.07% | NEW | |
| 17 | GSIEGOLDMAN SACHS ETF TR | 196,214 | $8.4M | 1.86% | NEW | |
| 18 | BILZPIMCO ETF TR | 78,364 | $7.9M | 1.74% | NEW | |
| 19 | VOVANGUARD INDEX FDS | 26,940 | $7.8M | 1.73% | NEW | |
| 20 | AVUVAMERICAN CENTY ETF TR | 75,933 | $7.7M | 1.71% | NEW | |
| 21 | AVLVAMERICAN CENTY ETF TR | 96,673 | $7.3M | 1.62% | NEW | |
| 22 | TSLATESLA INC | 16,071 | $7.2M | 1.60% | NEW | |
| 23 | AAPLAPPLE INC | 23,810 | $6.5M | 1.43% | NEW | |
| 24 | MINOPIMCO ETF TR | 132,772 | $6.0M | 1.33% | NEW | |
| 25 | NVDANVIDIA CORPORATION | 30,003 | $5.6M | 1.24% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($4.774628009250872e+286T)
Technology0.0% ($9.36664735595174e+21T)
Unknown0.0% ($2865195415828756480.0T)
Communication Services0.0% ($745697582.6T)
Energy0.0% ($19701605.4T)
Healthcare0.0% ($480431.4T)
Consumer Cyclical0.0% ($72271.3T)
Consumer Defensive0.0% ($1650.8T)
Industrials0.0% ($793.7T)
Utilities0.0% ($259.2B)
Basic Materials0.0% ($751K)
Filing History
Fund Information
Bridgewealth Advisory Group, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $452.9M across 130 holdings. The largest position is VANGUARD INSTL INDEX FD (VBIL), representing 10.5% of the portfolio. Compared to the previous quarter, the fund opened 130 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.