Bridgewealth Advisory Group, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 4, 2026, for the 2025 Q4 period, Bridgewealth Advisory Group, LLC held in its portfolio 126 assets valued at $452,903,210 (i.e. $452.90M).
The most valuable assets in the portfolio included: VANGUARD INSTL INDEX FD ($47.75M), SPDR SERIES TRUST ($39.15M), and PIMCO ETF TR ($28.01M).
The chart below shows the top 10 valuable assets, and the table below shows the top 126 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Bridgewealth Advisory Group, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INSTL INDEX FD | 632989 | 47746360 | 0-3 MO TREAS BIL |
| SPDR SERIES TRUST | 444140 | 39150734 | STATE STREET SPD |
| PIMCO ETF TR | 1049826 | 28009368 | MULTISECTOR BD |
| CAPITAL GRP FIXED INCM ETF T | 964535 | 25087550 | SHORT DURATION |
| JANUS DETROIT STR TR | 487915 | 24678756 | HENDRSON AAA CL |
| FIDELITY MERRIMACK STR TR | 519059 | 23897476 | TOTAL BD ETF |
| VANGUARD INDEX FDS | 101053 | 19300103 | VALUE ETF |
| J P MORGAN EXCHANGE TRADED F | 354395 | 16853963 | SHORT DURA CORE |
| CAPITAL GROUP CORE EQUITY ET | 329916 | 13272510 | SHS CREATION UNI |
| UNITED SEC BANCSHARES CALIF | 1218420 | 12269487 | COM |
| CAPITAL GRP FIXED INCM ETF T | 488651 | 11063059 | CORE PLUS INCM |
| VANGUARD INDEX FDS | 16396 | 10282596 | S&P 500 ETF SHS |
| J P MORGAN EXCHANGE TRADED F | 215438 | 9972625 | INCOME ETF |
| CAPITAL GROUP GROWTH ETF | 211113 | 9388173 | SHS CREATION UNI |
| MICROSOFT CORP | 19368 | 9366669 | COM |
| GOLDMAN SACHS ETF TR | 196214 | 8425429 | ACTIVEBETA INT |
| PIMCO ETF TR | 78364 | 7896348 | ULTRA SHORT GOVT |
| VANGUARD INDEX FDS | 26940 | 7818492 | MID CAP ETF |
| AMERICAN CENTY ETF TR | 75933 | 7743638 | US SML CP VALU |
| AMERICAN CENTY ETF TR | 96673 | 7324913 | US LARGE CAP VLU |
| TESLA INC | 16071 | 7227450 | COM |
| APPLE INC | 23810 | 6473117 | COM |
| PIMCO ETF TR | 132772 | 6017227 | MUNI INCOME OPP |
| NVIDIA CORPORATION | 30003 | 5595497 | COM |
| VANGUARD WHITEHALL FDS | 38431 | 5515560 | HIGH DIV YLD |
| VANGUARD INDEX FDS | 12135 | 4068548 | TOTAL STK MKT |
| VANGUARD INTL EQUITY INDEX F | 69146 | 3717289 | FTSE EMR MKT ETF |
| GOLDMAN SACHS ETF TR | 64353 | 3397838 | S&P 500 PREMIUM |
| ISHARES GOLD TR | 35297 | 2865057 | ISHARES NEW |
| CAPITAL GROUP INTL FOCUS EQT | 71847 | 2123079 | SHS CREATION UNI |
| JANUS DETROIT STR TR | 42788 | 2102578 | HENDRSN SHRT ETF |
| GOLDMAN SACHS ETF TR | 38651 | 2043478 | NASDAQ-100 PREMI |
| CHEVRON CORP NEW | 12928 | 1970320 | COM |
| BANK AMERICA CORP | 35726 | 1964944 | COM |
| BERKSHIRE HATHAWAY INC DEL | 3888 | 1954303 | CL B NEW |
| VANGUARD INDEX FDS | 7328 | 1890318 | SMALL CP ETF |
| TCW ETF TRUST | 19598 | 1884457 | TRANSFORM SYSTEM |
| VANGUARD SPECIALIZED FUNDS | 8528 | 1874262 | DIV APP ETF |
| JPMORGAN CHASE & CO. | 5702 | 1837451 | COM |
| SPDR S&P 500 ETF TR | 2645 | 1803578 | TR UNIT |
| ISHARES SILVER TR | 27021 | 1740693 | ISHARES |
| J P MORGAN EXCHANGE TRADED F | 29735 | 1702039 | EQUITY PREMIUM |
| WALMART INC | 14811 | 1650142 | COM |
| CAPITAL GROUP DIVIDEND VALUE | 37777 | 1648588 | SHS CREATION UNI |
| EXXON MOBIL CORP | 13342 | 1605567 | COM |
| INVESCO QQQ TR | 2575 | 1582012 | UNIT SER 1 |
| PUTNAM ETF TRUST | 188196 | 1377595 | FRANKLIN CALIF |
| AMAZON COM INC | 5667 | 1308057 | COM |
| WELLS FARGO CO NEW | 13377 | 1246707 | COM |
| VANGUARD INDEX FDS | 2547 | 1242603 | GROWTH ETF |
| AMERICAN CENTY ETF TR | 13904 | 1144577 | INTL EQT ETF |
| J P MORGAN EXCHANGE TRADED F | 18693 | 1086437 | NASDAQ EQT PREM |
| JANUS DETROIT STR TR | 19761 | 1028758 | HENDERSON SECURI |
| VANGUARD WELLINGTON FD | 9182 | 932662 | SHORT TRM TAX EX |
| SPDR GOLD TR | 2210 | 875845 | GOLD SHS |
| COSTCO WHSL CORP NEW | 935 | 805887 | COM |
| UNITED PARCEL SERVICE INC | 8000 | 793520 | CL B |
| MARTIN MARIETTA MATLS INC | 1208 | 751943 | COM |
| AT&T INC | 30027 | 745875 | COM |
| CATERPILLAR INC | 1262 | 722677 | COM |
| PEPSICO INC | 5025 | 721229 | COM |
| META PLATFORMS INC | 1056 | 697055 | CL A |
| INVESCO EXCH TRADED FD TR II | 2755 | 696795 | NASDAQ 100 ETF |
| VANGUARD INDEX FDS | 2468 | 688840 | MCAP GR IDXVIP |
| CAPITAL GROUP CORE BALANCED | 18842 | 665694 | SHS |
| NUVEEN CALIFORNIA AMT QLT MU | 52932 | 658477 | COM |
| ALPHABET INC | 1862 | 582953 | CAP STK CL A |
| BROADCOM INC | 1682 | 582140 | COM |
| COMMUNITY WEST BANCSHARES NE | 25800 | 580500 | COM |
| TCW ETF TRUST | 14290 | 565884 | FLEXIBLE INCOME |
| ALPHABET INC | 1783 | 559592 | CAP STK CL C |
| VANGUARD MUN BD FDS | 6840 | 516899 | CORE TAX EXEMPT |
| INTEL CORP | 13826 | 510191 | COM |
| CISCO SYS INC | 6393 | 492439 | COM |
| SCHWAB STRATEGIC TR | 17640 | 483865 | US DIVIDEND EQ |
| JOHNSON & JOHNSON | 2321 | 480263 | COM |
| CAPITAL GRP FIXED INCM ETF T | 16486 | 455343 | US MULTI-SECTOR |
| AMGEN INC | 1319 | 431858 | COM |
| NUVEEN CA QUALTY MUN INCOME | 36264 | 428272 | COM |
| ALTRIA GROUP INC | 7105 | 409660 | COM |
| PFIZER INC | 15892 | 395712 | COM |
| VERIZON COMMUNICATIONS INC | 9648 | 392975 | COM |
| ETF SER SOLUTIONS | 3571 | 391596 | DEFIANCE QUANTUM |
| VANGUARD INSTL INDEX FD | 5025 | 379212 | ULTRA-SHORT TREA |
| KINDER MORGAN INC DEL | 13627 | 374616 | COM |
| INVESCO EXCHANGE TRADED FD T | 3619 | 374061 | S&P500 PUR VAL |
| ARES CAPITAL CORP | 18490 | 374053 | COM |
| ISHARES TR | 7575 | 352541 | CORE UNIVRSL USD |
| HOME DEPOT INC | 1023 | 352011 | COM |
| TRAVELERS COMPANIES INC | 1185 | 343678 | COM |
| INTERNATIONAL BUSINESS MACHS | 1140 | 337693 | COM |
| NETFLIX INC | 3400 | 318784 | COM |
| VISA INC | 869 | 304715 | COM CL A |
| FLAHERTY & CRUMRINE PFD INCO | 25590 | 303757 | COM |
| VANGUARD TAX-MANAGED FDS | 4806 | 300231 | VAN FTSE DEV MKT |
| CSX CORP | 8231 | 298383 | COM |
| ABBVIE INC | 1305 | 298198 | COM |
| ISHARES TR | 3717 | 265400 | EAFE VALUE ETF |
| ELI LILLY & CO | 246 | 264371 | COM |
| ARK ETF TR | 2286 | 262113 | AUTNMUS TECHNLGY |
| CONSTELLATION ENERGY CORP | 736 | 259994 | COM |
| VANGUARD MUN BD FDS | 5114 | 257183 | TAX EXEMPT BD |
| ISHARES TR | 528 | 249869 | RUS 1000 GRW ETF |
| SEMPRA | 2801 | 247337 | COM |
| DISNEY WALT CO | 2155 | 245145 | COM |
| ISHARES TR | 3686 | 243276 | CORE S&P MCP ETF |
| ISHARES TR | 1221 | 242515 | MSCI USA QLT FCT |
| ISHARES TR | 343 | 234934 | CORE S&P500 ETF |
| PRUDENTIAL FINL INC | 2050 | 231395 | COM |
| NEXTERA ENERGY INC | 2871 | 230503 | COM |
| INVESCO EXCH TRADED FD TR II | 4800 | 230400 | S&P500 HDL VOL |
| UMB FINL CORP | 1938 | 222948 | COM |
| CUMMINS INC | 421 | 214652 | COM |
| INVESCO EXCH TRADED FD TR II | 4015 | 208941 | S&P ULTRA DIVIDE |
| ISHARES TR | 1450 | 204653 | SELECT DIVID ETF |
| SPDR INDEX SHS FDS | 2248 | 203826 | MSCI EAFE STRTGC |
| ISHARES TR | 958 | 203138 | S&P 500 VAL ETF |
| FORD MTR CO | 14622 | 191839 | COM |
| GOLDMAN SACHS BDC INC | 20483 | 190082 | SHS |
| ENERGY TRANSFER L P | 11408 | 188118 | COM UT LTD PTN |
| KIMBELL RTY PARTNERS LP | 14934 | 175619 | UNIT |
| ABRDN AUSTRALIA EQUITY FD IN | 10780 | 139278 | COM |
| PENNANTPARK FLOATING RATE CA | 12035 | 111569 | COM |
| BARINGS BDC INC | 10700 | 98226 | COM |
| FRANKLIN UNVL TR | 11173 | 89387 | SH BEN INT |
| PLUG POWER INC | 15000 | 29550 | COM NEW |
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