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Bridgewealth Advisory Group, LLC

All holdings · as of Dec 31, 2025

130 positions

CompanyClassValueShares% of portfolio
Amazon.com Inc$1.31M5,6670.3%
WELLS FARGO & COMPANY/MN$1.25M13,3770.3%
VANGUARD INDEX FDS$1.24M2,5470.3%
AMERICAN CENTY ETF TR$1.14M13,9040.3%
J P MORGAN EXCHANGE TRADED F$1.09M18,6930.2%
JANUS DETROIT STR TR$1.03M19,7610.2%
VANGUARD WELLINGTON FD$932.7K9,1820.2%
SPDR GOLD TR$875.8K2,2100.2%
COSTCO WHOLESALE CORP /NEW$805.9K9350.2%
United Parcel Service Inc$793.5K8,0000.2%
MARTIN MARIETTA MATERIALS INC$751.9K1,2080.2%
AT&T INC.$745.9K30,0270.2%
CATERPILLAR INC$722.7K1,2620.2%
PEPSICO INC$721.2K5,0250.2%
Meta Platforms Inc$697.1K1,0560.2%
INVESCO EXCH TRADED FD TR II$696.8K2,7550.2%
VANGUARD INDEX FDS$688.8K2,4680.2%
CAPITAL GROUP CORE BALANCED$665.7K18,8420.1%
NUVEEN CALIFORNIA AMT QLT MU$658.5K52,9320.1%
Alphabet Inc.$583.0K1,8620.1%
Broadcom Inc.$582.1K1,6820.1%
Community West BancsharesCWBCCommon Stock$580.5K25,8000.1%
TCW ETF TRUST$565.9K14,2900.1%
Alphabet Inc.$559.6K1,7830.1%
VANGUARD MUN BD FDS$516.9K6,8400.1%
INTEL CORP$510.2K13,8260.1%
CISCO SYSTEMS, INC.$492.4K6,3930.1%
SCHWAB STRATEGIC TR$483.9K17,6400.1%
JOHNSON & JOHNSON$480.3K2,3210.1%
CAPITAL GRP FIXED INCM ETF T$455.3K16,4860.1%
AMGEN INC$431.9K1,3190.1%
Nuveen California Quality Municipal Income FundNACClosed-End Fund$428.3K36,2640.1%
ALTRIA GROUP, INC.$409.7K7,1050.1%
PFIZER INC$395.7K15,8920.1%
VERIZON COMMUNICATIONS INC$393.0K9,6480.1%
ETF SER SOLUTIONS$391.6K3,5710.1%
VANGUARD INSTL INDEX FD$379.2K5,0250.1%
KINDER MORGAN, INC.$374.6K13,6270.1%
INVESCO EXCHANGE TRADED FD T$374.1K3,6190.1%
ARES CAPITAL CORPARCCCommon Stock$374.1K18,4900.1%
ISHARES TR$352.5K7,5750.1%
HOME DEPOT, INC.$352.0K1,0230.1%
TRAVELERS COMPANIES, INC.$343.7K1,1850.1%
INTERNATIONAL BUSINESS MACHINES CORP$337.7K1,1400.1%
Netflix Inc$318.8K3,4000.1%
Visa Inc$304.7K8690.1%
FLAHERTY & CRUMRINE PREFERRED & INCOME FUND INCPFDClosed-End Fund$303.8K25,5900.1%
VANGUARD TAX-MANAGED FDS$300.2K4,8060.1%
CSX CORP$298.4K8,2310.1%
AbbVie Inc.$298.2K1,3050.1%
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