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CIK: 0001801982
Total reported value
$529.9M
$529.9M
124 檔
26.9%
As reported in its official Q2 2025 Form 13F filing, Bridgewealth Advisory Group, LLC's tracked investment portfolio stood at $529.9M with 124 total positions.
In Q2 2025, Bridgewealth Advisory Group, LLC displayed an active expansion posture, initiating 19 new positions and adding to 31 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 11.99% | -2.65% | +7158.67% | |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 8.74% | -0.33% | +236.66% | |
| 3 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 5.54% | -0.24% | +306.72% | |
| 4 | CGSD | Cap Group Short Duration | ETF-Other | 5.19% | -0.03% | +745.30% | |
| 5 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 4.73% | +0.44% | +687.57% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.66% | -0.08% | +828.33% | |
| 7 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 3.58% | -0.20% | +1425.41% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 3.40% | +0.55% | +271.33% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.70% | +0.50% | +494.49% | |
| 10 | UBFO | United Security Bancshare/ca | Stock-Other | 2.67% | -2.62% | EXIT | |
| 11 | CGUS | Cap Group Core Equity | ETF-Other | 2.50% | +0.15% | +44.00% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.42% | -0.12% | +1345.51% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.28% | +0.49% | +240.37% | |
| 14 | BILZ | Pimco Ultra Shrt Govt Active | ETF-Other | 2.18% | -0.18% | +188.66% | |
| 15 | CGXU | Cap Group Intl Focus | ETF-Other | 2.11% | -0.04% | +496.99% | |
| 16 | CGCP | Cap Group Core Plus Income | ETF-Other | 2.05% | -0.12% | +542.33% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.00% | +0.14% | +408.54% | |
| 18 | CGGR | Cap Group Growth Equity | ETF-Other | 1.88% | +0.46% | +43.32% | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.48% | -0.04% | +228.82% | |
| 20 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.47% | -0.04% | +1089.30% | |
| 21 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.45% | -0.04% | +427.92% | |
| 22 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.41% | +0.23% | +132.27% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.30% | -0.03% | +891.87% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.28% | +0.06% | — | |
| 25 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.28% | +0.13% | +103.57% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 1.28% | +0.06% | +371.10% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.16% | +0.22% | — | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.92% | +0.04% | +97.42% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.81% | +0.07% | +603.45% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 0.67% | +0.02% | +654.25% | |
| 31 | MINO | Pimco Municipal Income Oppor | ETF-Other | 0.54% | -0.05% | +140.78% | |
| 32 | IAU | Ishares Gold Trust | ETF-Commodities | 0.51% | -0.12% | +115.82% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | -0.03% | +122.32% | |
| 34 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.48% | +0.20% | +369.51% | |
| 35 | BAC | Bank Of America CORP | Stock-Financials | 0.48% | +0.03% | — | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.47% | -0.01% | +22.35% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.47% | -0.15% | — | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | — | — | |
| 39 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.42% | +0.03% | +56.36% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.42% | -0.05% | — | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.39% | -0.07% | — | |
| 42 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.38% | -0.02% | -10.00% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | -0.24% | EXIT | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.35% | +0.04% | +38.77% | |
| 45 | VUG | Vanguard Growth ETF | ETF-Other | 0.34% | +0.01% | +55.36% | |
| 46 | WFC | Wells Fargo & Co | Stock-Financials | 0.34% | -0.01% | — | |
| 47 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.33% | +0.03% | — | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.29% | +0.03% | — | |
| 49 | CGDV | Cap Group Dividend Value | ETF-Other | 0.26% | +0.01% | +12.39% | |
| 50 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.25% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VBIL | Vanguard 0-3m T-bill ETF | +11.1% | +7158.67% | Add |
| 2 | UBFO | United Security Bancshare/ca | +2.7% | NEW | New buy |
| 3 | JSCP | Jpmorgan Short Duration Core | +2.4% | +1425.41% | Add |
| 4 | FBND | Fidelity Total Bond ETF | +2.1% | +828.33% | Add |
| 5 | CGSD | Cap Group Short Duration | +2% | +745.30% | Add |
| 6 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +1.9% | +687.57% | Add |
| 7 | MSFT | Microsoft CORP | +1.8% | +1345.51% | Add |
| 8 | NVDA | Nvidia CORP | +1.3% | NEW | New buy |
| 9 | TSLA | Tesla Inc | +1.2% | NEW | New buy |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.8% | +1089.30% | Add |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.7% | +494.49% | Add |
| 12 | VYM | Vanguard High Dvd Yield ETF | +0.7% | +891.87% | Add |
| 13 | BAC | Bank Of America CORP | +0.5% | NEW | New buy |
| 14 | CVX | Chevron CORP | +0.5% | NEW | New buy |
| 15 | CGXU | Cap Group Intl Focus | +0.5% | +496.99% | Add |
| 16 | JPM | Jpmorgan Chase & Co | +0.4% | NEW | New buy |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | NEW | New buy |
| 18 | CGCP | Cap Group Core Plus Income | +0.4% | +542.33% | Add |
| 19 | WMT | Walmart Inc | +0.4% | NEW | New buy |
| 20 | WFC | Wells Fargo & Co | +0.3% | NEW | New buy |
| 21 | QQQM | Invesco Nasdaq 100 ETF | +0.3% | NEW | New buy |
| 22 | AMZN | Amazon.com Inc | +0.3% | NEW | New buy |
| 23 | VWO | Vanguard Ftse Emerging Marke | +0.3% | +603.45% | Add |
| 24 | VTES | Vanguard Sh Term Tax-ex Bond | +0.3% | NEW | New buy |
| 25 | VB | Vanguard Small-cap ETF | +0.2% | +654.25% | Add |
| 26 | T | At&t Inc | +0.2% | NEW | New buy |
| 27 | SLV | Ishares Silver Trust | +0.2% | NEW | New buy |
| 28 | JSI | Jh Securitized Income ETF | +0.2% | NEW | New buy |
| 29 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.2% | NEW | New buy |
| 30 | VOT | Vanguard Mid-cap Growth ETF | +0.2% | NEW | New buy |
| 31 | AVDE | Avantis International Equity | +0.2% | NEW | New buy |
| 32 | MLM | Martin Marietta Materials | +0.2% | NEW | New buy |
| 33 | VO | Vanguard Mid-cap ETF | +0.1% | +408.54% | Add |
| 34 | JPIE | Jpmorgan Income ETF | 0% | +427.92% | Add |
| 35 | JEPQ | JPM Nasdaq Equity Premium | 0% | +369.51% | Add |
| 36 | AAPL | Apple Inc | -0.2% | +371.10% | Add |
| 37 | MINO | Pimco Municipal Income Oppor | -0.6% | +140.78% | Add |
| 38 | IAU | Ishares Gold Trust | -0.6% | +115.82% | Add |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | -0.8% | +122.32% | Add |
| 40 | VOO | Vanguard S&p 500 ETF | -0.9% | +240.37% | Add |
| 41 | JEPI | Jpmorgan Equity Premium Inco | -0.9% | +228.82% | Add |
| 42 | VTV | Vanguard Value ETF | -1.2% | +271.33% | Add |
| 43 | VTI | Vanguard Total Stock Mkt ETF | -1.3% | +97.42% | Add |
| 44 | PYLD | Pimco Multisector Bond Actv | -1.5% | +306.72% | Add |
| 45 | AVUV | Avantis US Small Cap Value | -1.6% | +132.27% | Add |
| 46 | BILZ | Pimco Ultra Shrt Govt Active | -1.7% | +188.66% | Add |
| 47 | AVLV | Avantis US Large Cap Value | -1.8% | +103.57% | Add |
| 48 | CGGR | Cap Group Growth Equity | -3.9% | +43.32% | Add |
| 49 | JAAA | Janus Henderson Aaa Clo ETF | -4.7% | +236.66% | Add |
| 50 | CGUS | Cap Group Core Equity | -5.7% | +44.00% | Add |
According to official SEC Form 13F filings, Bridgewealth Advisory Group, LLC reported a total U.S. public equity portfolio value of $529.9M across 124 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VBIL, JAAA, PYLD) accounted for 26.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
UBFO
市值: $10.5M
During Q2 2025, Bridgewealth Advisory Group, LLC's top holdings by market value included VBIL (12.0%)、JAAA (8.7%)、PYLD (5.5%). The largest single position, VBIL, represented 12.0% of total portfolio value.
In Q2 2025, Bridgewealth Advisory Group, LLC made 50 total portfolio adjustments, initiating 19 new buys, adding to 31 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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