Institutions / Bridgewealth Advisory Group, LLC
Bridgewealth Advisory Group, LLC
CIK 1801982 · Institution · as of Dec 31, 2025
Portfolio value
$452.90M
Positions
130
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 130 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Instl Index Fd | $47.75M | 10.5% |
| PIMCO ETF Tr | $28.01M | 6.2% |
| Capital Grp Fixed Incm ETF T | $25.09M | 5.5% |
| Janus Detroit Str Tr | $24.68M | 5.4% |
| Fidelity Merrimack Str Tr | $23.90M | 5.3% |
| SPDR Series Trust | $21.84M | 4.8% |
| Vanguard Index Fds | $19.30M | 4.3% |
| J P Morgan Exchange Traded F | $16.85M | 3.7% |
| Capital Group Core Equity Et | $13.27M | 2.9% |
| SPDR Series Trust | $12.54M | 2.8% |
| United Security BancsharesUBFO | $12.27M | 2.7% |
| Capital Grp Fixed Incm ETF T | $11.06M | 2.4% |
| Vanguard Index Fds | $10.28M | 2.3% |
| J P Morgan Exchange Traded F | $9.97M | 2.2% |
| Capital Group Growth ETF | $9.39M | 2.1% |
| Microsoft Corp | $9.37M | 2.1% |
| Goldman Sachs ETF Tr | $8.43M | 1.9% |
| PIMCO ETF Tr | $7.90M | 1.7% |
| Vanguard Index Fds | $7.82M | 1.7% |
| American Centy ETF Tr | $7.74M | 1.7% |
| American Centy ETF Tr | $7.32M | 1.6% |
| Tesla Inc | $7.23M | 1.6% |
| Apple Inc. | $6.47M | 1.4% |
| PIMCO ETF Tr | $6.02M | 1.3% |
| NVIDIA Corp | $5.60M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.