13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001801982
Total reported value
$529.9M
$529.9M
125 檔
29.1%
The Q3 2025 SEC filing reveals that Bridgewealth Advisory Group, LLC held a total portfolio value of $529.9M, covering 125 public equity positions.
In Q3 2025, Bridgewealth Advisory Group, LLC displayed an active expansion posture, initiating 18 new positions and adding to 32 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 | 12.60% | -2.65% | +14.96% | |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 7.80% | -0.33% | -2.30% | |
| 3 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 5.58% | -0.24% | +8.96% | |
| 4 | CGSD | Cap Group Short Duration | ETF-Other | 4.90% | -0.03% | +3.30% | |
| 5 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 4.85% | +0.44% | +4.30% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.48% | -0.08% | +4.25% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 3.58% | +0.55% | +9.30% | |
| 8 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 3.36% | -0.20% | +2.41% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.88% | +0.50% | +6.40% | |
| 10 | CGUS | Cap Group Core Equity | ETF-Other | 2.70% | +0.15% | +10.29% | |
| 11 | UBFO | United Security Bancshare/ca | Stock-Other | 2.63% | -2.62% | EXIT | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.31% | -0.12% | +0.61% | |
| 13 | BILZ | Pimco Ultra Shrt Govt Active | ETF-Other | 2.30% | -0.18% | +15.48% | |
| 14 | CGXU | Cap Group Intl Focus | ETF-Other | 2.26% | -0.04% | +7.08% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.23% | +0.49% | -0.81% | |
| 16 | CGGR | Cap Group Growth Equity | ETF-Other | 2.01% | +0.46% | +8.23% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.01% | +0.14% | +4.59% | |
| 18 | CGCP | Cap Group Core Plus Income | ETF-Other | 1.99% | -0.12% | +5.17% | |
| 19 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.50% | +0.23% | +6.46% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.47% | +0.22% | -0.47% | |
| 21 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.47% | -0.04% | +8.44% | |
| 22 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.43% | -0.04% | +7.56% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.37% | +0.06% | -5.16% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.36% | +0.06% | -1.34% | |
| 25 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.31% | +0.13% | +6.18% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.26% | -0.03% | +0.49% | |
| 27 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.21% | -0.04% | -10.19% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.91% | +0.04% | -0.18% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.85% | +0.07% | +4.97% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 0.71% | +0.02% | +7.02% | |
| 31 | IAU | Ishares Gold Trust | ETF-Commodities | 0.53% | -0.12% | -2.05% | |
| 32 | MINO | Pimco Municipal Income Oppor | ETF-Other | 0.52% | -0.05% | +2.60% | |
| 33 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.51% | +0.20% | +9.71% | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.47% | +0.03% | -1.19% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.46% | -0.15% | +0.15% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.45% | -0.03% | -4.50% | |
| 37 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.45% | +0.03% | +15.96% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.44% | -0.01% | -2.60% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | — | +0.70% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.41% | -0.05% | +0.26% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.36% | -0.07% | -4.20% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.35% | +0.04% | +1.52% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.35% | -0.24% | EXIT | |
| 44 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.34% | -0.02% | -7.59% | |
| 45 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.33% | +0.03% | — | |
| 46 | CGDV | Cap Group Dividend Value | ETF-Other | 0.32% | +0.01% | +29.62% | |
| 47 | WFC | Wells Fargo & Co | Stock-Financials | 0.32% | -0.01% | +0.01% | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.31% | +0.01% | -7.85% | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.27% | +0.03% | +4.28% | |
| 50 | JSI | Jh Securitized Income ETF | ETF-Other | 0.27% | -0.08% | +64.51% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VBIL | Vanguard 0-3m T-bill ETF | +11.8% | +14.96% | Add |
| 2 | JSCP | Jpmorgan Short Duration Core | +2.2% | +2.41% | Add |
| 3 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +2% | +4.30% | Add |
| 4 | FBND | Fidelity Total Bond ETF | +1.9% | +4.25% | Add |
| 5 | CGSD | Cap Group Short Duration | +1.7% | +3.30% | Add |
| 6 | MSFT | Microsoft CORP | +1.7% | +0.61% | Add |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.9% | +6.40% | Add |
| 8 | VYM | Vanguard High Dvd Yield ETF | +0.6% | +0.49% | Add |
| 9 | CGXU | Cap Group Intl Focus | +0.6% | +7.08% | Add |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.6% | -10.19% | Add |
| 11 | CGCP | Cap Group Core Plus Income | +0.3% | +5.17% | Add |
| 12 | VWO | Vanguard Ftse Emerging Marke | +0.3% | +4.97% | Add |
| 13 | VB | Vanguard Small-cap ETF | +0.3% | +7.02% | Add |
| 14 | VO | Vanguard Mid-cap ETF | +0.1% | +4.59% | Add |
| 15 | JPIE | Jpmorgan Income ETF | 0% | +7.56% | Add |
| 16 | JEPQ | JPM Nasdaq Equity Premium | 0% | +9.71% | Add |
| 17 | AAPL | Apple Inc | -0.2% | -5.16% | Add |
| 18 | IAU | Ishares Gold Trust | -0.6% | -2.05% | Add |
| 19 | MINO | Pimco Municipal Income Oppor | -0.7% | +2.60% | Add |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | -0.8% | -4.50% | Add |
| 21 | JEPI | Jpmorgan Equity Premium Inco | -0.9% | +8.44% | Add |
| 22 | VOO | Vanguard S&p 500 ETF | -0.9% | -0.81% | Add |
| 23 | VNLA | Janus Henderson Short Durati | -1% | +15.96% | Add |
| 24 | VTV | Vanguard Value ETF | -1.1% | +9.30% | Add |
| 25 | VTI | Vanguard Total Stock Mkt ETF | -1.3% | -0.18% | Add |
| 26 | PYLD | Pimco Multisector Bond Actv | -1.4% | +8.96% | Add |
| 27 | AVUV | Avantis US Small Cap Value | -1.5% | +6.46% | Add |
| 28 | BILZ | Pimco Ultra Shrt Govt Active | -1.6% | +15.48% | Add |
| 29 | AVLV | Avantis US Large Cap Value | -1.8% | +6.18% | Add |
| 30 | CGGR | Cap Group Growth Equity | -3.7% | +8.23% | Add |
| 31 | CGUS | Cap Group Core Equity | -5.5% | +10.29% | Add |
| 32 | JAAA | Janus Henderson Aaa Clo ETF | -5.6% | -2.30% | Add |
| 33 | UBFO | United Security Bancshare/ca | — | NEW | New buy |
| 34 | TSLA | Tesla Inc | — | NEW | New buy |
| 35 | NVDA | Nvidia CORP | — | NEW | New buy |
| 36 | BAC | Bank Of America CORP | — | NEW | New buy |
| 37 | CVX | Chevron CORP | — | NEW | New buy |
| 38 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 40 | WMT | Walmart Inc | — | NEW | New buy |
| 41 | QQQM | Invesco Nasdaq 100 ETF | — | NEW | New buy |
| 42 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 43 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 44 | JSI | Jh Securitized Income ETF | — | NEW | New buy |
| 45 | SLV | Ishares Silver Trust | — | NEW | New buy |
| 46 | VTES | Vanguard Sh Term Tax-ex Bond | — | NEW | New buy |
| 47 | AVDE | Avantis International Equity | — | NEW | New buy |
| 48 | T | At&t Inc | — | NEW | New buy |
| 49 | MLM | Martin Marietta Materials | — | NEW | New buy |
| 50 | VOT | Vanguard Mid-cap Growth ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Bridgewealth Advisory Group, LLC reported a total U.S. public equity portfolio value of $529.9M across 125 disclosed positions in Q3 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 29.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
UBFO
市值: $11.4M
During Q3 2025, Bridgewealth Advisory Group, LLC's top holdings by market value included VBIL (12.6%)、JAAA (7.8%)、PYLD (5.6%). The largest single position, VBIL, represented 12.6% of total portfolio value.
In Q3 2025, Bridgewealth Advisory Group, LLC made 50 total portfolio adjustments, initiating 18 new buys, adding to 32 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.