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CIK: 0001801982
Total reported value
$529.9M
$529.9M
130 檔
28.2%
As reported in its official Q4 2025 Form 13F filing, Bridgewealth Advisory Group, LLC's tracked investment portfolio stood at $529.9M with 130 total positions.
In Q4 2025, Bridgewealth Advisory Group, LLC displayed an active expansion posture, initiating 11 new positions and adding to 23 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 | 10.54% | -2.65% | -11.98% | |
| 2 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 6.18% | -0.24% | +17.03% | |
| 3 | CGSD | Cap Group Short Duration | ETF-Other | 5.54% | -0.03% | +18.50% | |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 5.45% | -0.33% | -26.41% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 5.28% | -0.08% | +24.07% | |
| 6 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 4.82% | +0.44% | +2.07% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 4.26% | +0.55% | +22.01% | |
| 8 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 3.72% | -0.20% | +16.45% | |
| 9 | CGUS | Cap Group Core Equity | ETF-Other | 2.93% | +0.15% | +11.97% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.77% | +0.50% | -1.15% | |
| 11 | UBFO | United Security Bancshare/ca | Stock-Other | 2.71% | -2.62% | EXIT | |
| 12 | CGCP | Cap Group Core Plus Income | ETF-Other | 2.44% | -0.12% | +29.40% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.27% | +0.49% | +4.57% | |
| 14 | JPIE | Jpmorgan Income ETF | ETF-Other | 2.20% | -0.04% | +61.85% | |
| 15 | CGGR | Cap Group Growth Equity | ETF-Other | 2.07% | +0.46% | +6.94% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 2.07% | -0.12% | +0.51% | |
| 17 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.86% | +0.16% | — | |
| 18 | BILZ | Pimco Ultra Shrt Govt Active | ETF-Other | 1.74% | -0.18% | -19.92% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.73% | +0.14% | -8.71% | |
| 20 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.71% | +0.23% | +16.69% | |
| 21 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.62% | +0.13% | +23.41% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.60% | +0.22% | +12.31% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.43% | +0.06% | +2.38% | |
| 24 | MINO | Pimco Municipal Income Oppor | ETF-Other | 1.33% | -0.05% | +166.70% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 1.24% | +0.06% | -4.92% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.22% | -0.03% | -0.19% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.90% | +0.04% | +1.85% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.82% | +0.07% | +2.01% | |
| 29 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 0.75% | +0.31% | — | |
| 30 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.66% | -0.04% | -42.69% | |
| 31 | IAU | Ishares Gold Trust | ETF-Commodities | 0.63% | -0.12% | +12.86% | |
| 32 | CGXU | Cap Group Intl Focus | ETF-Other | 0.47% | -0.04% | -78.16% | |
| 33 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.46% | +0.03% | +8.48% | |
| 34 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | ETF-Tech | 0.45% | +0.14% | — | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.44% | -0.15% | +0.62% | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.43% | +0.03% | -8.84% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.43% | -0.03% | +0.18% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-Other | 0.42% | +0.02% | -38.74% | |
| 39 | PWRD | Tcw Transform Systems ETF | ETF-Other | 0.42% | +0.21% | — | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.41% | -0.01% | -3.93% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.41% | — | -3.68% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.40% | -0.05% | -0.38% | |
| 43 | SLV | Ishares Silver Trust | ETF-Commodities | 0.38% | -0.09% | +2.03% | |
| 44 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.38% | -0.04% | -73.30% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.36% | -0.07% | -0.67% | |
| 46 | CGDV | Cap Group Dividend Value | ETF-Other | 0.36% | +0.01% | +14.45% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.35% | -0.24% | EXIT | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.35% | +0.04% | +1.38% | |
| 49 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.35% | -0.02% | +6.00% | |
| 50 | FTCA | Franklin Ca Muni Inc ETF | ETF-Other | 0.30% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MINO | Pimco Municipal Income Oppor | +0.8% | +166.70% | Add |
| 2 | FBND | Fidelity Total Bond ETF | +0.8% | +24.07% | Add |
| 3 | JPIE | Jpmorgan Income ETF | +0.8% | +61.85% | Add |
| 4 | VTV | Vanguard Value ETF | +0.7% | +22.01% | Add |
| 5 | CGSD | Cap Group Short Duration | +0.6% | +18.50% | Add |
| 6 | PYLD | Pimco Multisector Bond Actv | +0.6% | +17.03% | Add |
| 7 | CGCP | Cap Group Core Plus Income | +0.5% | +29.40% | Add |
| 8 | JSCP | Jpmorgan Short Duration Core | +0.4% | +16.45% | Add |
| 9 | AVLV | Avantis US Large Cap Value | +0.3% | +23.41% | Add |
| 10 | CGUS | Cap Group Core Equity | +0.2% | +11.97% | Add |
| 11 | AVUV | Avantis US Small Cap Value | +0.2% | +16.69% | Add |
| 12 | TSLA | Tesla Inc | +0.1% | +12.31% | Add |
| 13 | SLV | Ishares Silver Trust | +0.1% | +2.03% | Add |
| 14 | IAU | Ishares Gold Trust | +0.1% | +12.86% | Add |
| 15 | UBFO | United Security Bancshare/ca | +0.1% | +0.00% | Add |
| 16 | CGGR | Cap Group Growth Equity | +0.1% | +6.94% | Add |
| 17 | AAPL | Apple Inc | +0.1% | +2.38% | Add |
| 18 | VOO | Vanguard S&p 500 ETF | 0% | +4.57% | Add |
| 19 | CGDV | Cap Group Dividend Value | 0% | +14.45% | Add |
| 20 | AVDE | Avantis International Equity | 0% | +20.58% | Add |
| 21 | AVGO | Broadcom Inc | 0% | +43.03% | Add |
| 22 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | +2.07% | Add |
| 23 | NVDA | Nvidia CORP | -0.1% | -4.92% | Trim |
| 24 | QQQM | Invesco Nasdaq 100 ETF | -0.2% | -52.19% | Trim |
| 25 | MSFT | Microsoft CORP | -0.2% | +0.51% | Add |
| 26 | JEPQ | JPM Nasdaq Equity Premium | -0.3% | -50.94% | Trim |
| 27 | VO | Vanguard Mid-cap ETF | -0.3% | -8.71% | Trim |
| 28 | VB | Vanguard Small-cap ETF | -0.3% | -38.74% | Trim |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.6% | -42.69% | Trim |
| 30 | BILZ | Pimco Ultra Shrt Govt Active | -0.6% | -19.92% | Trim |
| 31 | JEPI | Jpmorgan Equity Premium Inco | -1.1% | -73.30% | Trim |
| 32 | CGXU | Cap Group Intl Focus | -1.8% | -78.16% | Trim |
| 33 | VBIL | Vanguard 0-3m T-bill ETF | -2.1% | -11.98% | Trim |
| 34 | JAAA | Janus Henderson Aaa Clo ETF | -2.4% | -26.41% | Trim |
| 35 | GSIE | Goldman Sachs Activebeta Int | — | NEW | New buy |
| 36 | GPIX | Gldm SA S&p 500 Pr In Etf-us | — | NEW | New buy |
| 37 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | — | NEW | New buy |
| 38 | PWRD | Tcw Transform Systems ETF | — | NEW | New buy |
| 39 | FTCA | Franklin Ca Muni Inc ETF | — | NEW | New buy |
| 40 | QTUM | Defiance Quantum ETF | — | NEW | New buy |
| 41 | MSTR | Strategy Inc | — | EXIT | Sold out |
| 42 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 43 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 44 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 45 | SMR | Nuscale Power CORP | — | EXIT | Sold out |
| 46 | WFC 7.5 PERP LBond | Wells Fargo & Company | — | EXIT | Sold out |
| 47 | EPD | Enterprise Products Partners | — | EXIT | Sold out |
| 48 | CMI | Cummins Inc | — | NEW | New buy |
| 49 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | — | NEW | New buy |
| 50 | IVE | Ishares S&p 500 Value 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 130 disclosed positions in Q4 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, PYLD, CGSD) accounted for 28.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
GSIE
市值: $8.4M
Top Position Liquidated / Trimmed
MSTR
前期市值: $306.1K
During Q4 2025, Bridgewealth Advisory Group, LLC's top holdings by market value included VBIL (10.5%)、PYLD (6.2%)、CGSD (5.5%). The largest single position, VBIL, represented 10.5% of total portfolio value.
In Q4 2025, Bridgewealth Advisory Group, LLC made 50 total portfolio adjustments, initiating 11 new buys, adding to 23 positions, trimming 11 holdings, and fully liquidating 5 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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