Bridgewealth Advisory Group, LLC

Est. AUM

$482.1M

13F long equity, this entity only

Positions

135

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$60.0M	793228	12.45%	SOLE
2	PIMCO ETF TR	MULTISECTOR BD	$30.2M	1151834	6.26%	SOLE
3	CAPITAL GRP FIXED INCM ETF T	SHORT DURATION	$26.7M	1034744	5.53%	SOLE
4	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$26.5M	580292	5.49%	SOLE
5	JANUS DETROIT STR TR	HENDRSON AAA CL	$23.1M	459482	4.80%	SOLE
6	SPDR SERIES TRUST	STATE STREET SPD	$22.8M	288385	4.73%	SOLE
7	VANGUARD INDEX FDS	VALUE ETF	$22.7M	115923	4.72%	SOLE
8	J P MORGAN EXCHANGE TRADED F	SHORT DURA CORE	$17.6M	372489	3.65%	SOLE
9	CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$13.7M	356156	2.84%	SOLE
10	SPDR SERIES TRUST	STATE STREET SPD	$13.3M	135607	2.75%	SOLE
11	CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$12.7M	568795	2.64%	SOLE
12	UNITED SEC BANCSHARES CALIF	COM	$12.6M	1203437	2.62%	SOLE
13	GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$11.4M	263506	2.36%	SOLE
14	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$11.3M	245878	2.35%	SOLE
15	VANGUARD INDEX FDS	S&P 500 ETF SHS	$10.1M	16963	2.10%	SOLE
16	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$9.3M	232042	1.93%	SOLE
17	AMERICAN CENTY ETF TR	US SML CP VALU	$9.1M	82587	1.89%	SOLE
18	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$8.9M	109960	1.84%	SOLE
19	VANGUARD INDEX FDS	MID CAP ETF	$8.5M	29523	1.76%	SOLE
20	PIMCO ETF TR	ULTRA SHORT GOVT	$7.3M	72332	1.51%	SOLE
21	MICROSOFT CORP	COM	$7.2M	19458	1.49%	SOLE
22	APPLE INC	COM	$6.2M	24348	1.28%	SOLE
23	PIMCO ETF TR	MUNI INCOME OPP	$5.9M	130270	1.22%	SOLE
24	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$5.7M	38168	1.17%	SOLE
25	NVIDIA CORPORATION	COM	$5.4M	31215	1.13%	SOLE
26	TESLA INC	COM	$5.3M	14381	1.11%	SOLE
27	GOLDMAN SACHS ETF TR	S&P 500 PREMIUM	$5.1M	102071	1.06%	SOLE
28	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$4.2M	78377	0.88%	SOLE
29	VANGUARD INDEX FDS	TOTAL STK MKT	$3.9M	12293	0.82%	SOLE
30	TCW ETF TRUST	TRANSFORM SYSTEM	$3.0M	31077	0.63%	SOLE
31	JANUS DETROIT STR TR	HENDRSN SHRT ETF	$2.7M	55103	0.56%	SOLE
32	CHEVRON CORPORATION	COM	$2.7M	12906	0.55%	SOLE
33	ISHARES GOLD TR	ISHARES NEW	$2.4M	26950	0.49%	SOLE
34	GOLDMAN SACHS ETF TR	NASDAQ-100 PREMI	$2.2M	45059	0.46%	SOLE
35	WALMART INC	COM	$1.9M	14967	0.39%	SOLE
36	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.8M	2835	0.38%	SOLE
37	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.8M	8539	0.38%	SOLE
38	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.8M	3823	0.38%	SOLE
39	VANGUARD INDEX FDS	SMALL CP ETF	$1.8M	6972	0.38%	SOLE
40	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$1.8M	42427	0.37%	SOLE
41	BANK AMERICA CORP	COM	$1.7M	35800	0.36%	SOLE
42	JPMORGAN CHASE & CO	COM	$1.7M	5714	0.35%	SOLE
43	SPDR SERIES TRUST	STATE STREET SPD	$1.7M	29625	0.35%	SOLE
44	INVESCO QQQ TR	UNIT SER 1	$1.6M	2776	0.33%	SOLE
45	ISHARES SILVER TR	ISHARES	$1.4M	20431	0.29%	SOLE
46	PUTNAM ETF TRUST	FRANKLIN CALIF	$1.4M	186566	0.28%	SOLE
47	AMERICAN CENTY ETF TR	INTL EQT ETF	$1.3M	15439	0.27%	SOLE
48	SPDR SERIES TRUST	STATE STREET SPD	$1.2M	13611	0.26%	SOLE
49	AMAZON COM INC	COM	$1.2M	5820	0.25%	SOLE
50	EXXON MOBIL CORP	COM	$1.2M	6905	0.24%	SOLE

1–50 of 135

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.