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CIK: 0001801982
Total reported value
$529.9M
$529.9M
135 檔
31.4%
According to the latest 13F quarterly dataset, Bridgewealth Advisory Group, LLC managed an equity portfolio of $529.9M at the end of Q1 2026, spanning 135 distinct U.S. exchange-listed positions.
In Q1 2026, Bridgewealth Advisory Group, LLC displayed an active expansion posture, initiating 6 new positions and adding to 77 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 | 12.45% | -2.65% | +25.31% | |
| 2 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 6.26% | -0.24% | +9.72% | |
| 3 | CGSD | Cap Group Short Duration | ETF-Other | 5.53% | -0.03% | +7.28% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-Other | 5.49% | -0.08% | +11.80% | |
| 5 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 4.80% | -0.33% | -5.83% | |
| 6 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 4.73% | +0.44% | +8.95% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 4.72% | +0.55% | +14.72% | |
| 8 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 3.65% | -0.20% | +5.11% | |
| 9 | CGUS | Cap Group Core Equity | ETF-Other | 2.84% | +0.15% | +7.95% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.75% | +0.50% | +15.38% | |
| 11 | CGCP | Cap Group Core Plus Income | ETF-Other | 2.64% | -0.12% | +16.40% | |
| 12 | UBFO | United Security Bancshare/ca | Stock-Other | 2.62% | -2.62% | EXIT | |
| 13 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 2.36% | +0.16% | +34.30% | |
| 14 | JPIE | Jpmorgan Income ETF | ETF-Other | 2.35% | -0.04% | +14.13% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.10% | +0.49% | +3.46% | |
| 16 | CGGR | Cap Group Growth Equity | ETF-Other | 1.93% | +0.46% | +9.91% | |
| 17 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.89% | +0.23% | +8.76% | |
| 18 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.84% | +0.13% | +13.74% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.76% | +0.14% | +9.59% | |
| 20 | BILZ | Pimco Ultra Shrt Govt Active | ETF-Other | 1.51% | -0.18% | -7.70% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.49% | -0.12% | +0.46% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.28% | +0.06% | +2.26% | |
| 23 | MINO | Pimco Municipal Income Oppor | ETF-Other | 1.22% | -0.05% | -1.88% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.17% | -0.03% | -0.68% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 1.13% | +0.06% | +4.04% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.11% | +0.22% | -10.52% | |
| 27 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 1.06% | +0.31% | +58.61% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.88% | +0.07% | +13.35% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.82% | +0.04% | +1.30% | |
| 30 | PWRD | Tcw Transform Systems ETF | ETF-Other | 0.63% | +0.21% | +58.57% | |
| 31 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.56% | +0.03% | +28.78% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.55% | -0.15% | -0.17% | |
| 33 | IAU | Ishares Gold Trust | ETF-Commodities | 0.49% | -0.12% | -23.65% | |
| 34 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | ETF-Tech | 0.46% | +0.14% | +16.58% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.39% | -0.07% | +1.05% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.38% | -0.05% | +7.18% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.38% | -0.01% | +0.13% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | -0.03% | -1.67% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-Other | 0.38% | +0.02% | -4.86% | |
| 40 | CGDV | Cap Group Dividend Value | ETF-Other | 0.37% | +0.01% | +12.31% | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.36% | +0.03% | +0.21% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | — | +0.21% | |
| 43 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.35% | -0.02% | +6.55% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.33% | +0.04% | +7.81% | |
| 45 | SLV | Ishares Silver Trust | ETF-Commodities | 0.29% | -0.09% | -24.39% | |
| 46 | FTCA | Franklin Ca Muni Inc ETF | ETF-Other | 0.28% | -0.02% | -0.87% | |
| 47 | AVDE | Avantis International Equity | ETF-Other | 0.27% | +0.03% | +11.04% | |
| 48 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.26% | -0.04% | -58.12% | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.25% | +0.03% | +2.70% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.24% | -0.24% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VBIL | Vanguard 0-3m T-bill ETF | +1.9% | +25.31% | Add |
| 2 | GSIE | Goldman Sachs Activebeta Int | +0.5% | +34.30% | Add |
| 3 | VTV | Vanguard Value ETF | +0.5% | +14.72% | Add |
| 4 | GPIX | Gldm SA S&p 500 Pr In Etf-us | +0.3% | +58.61% | Add |
| 5 | AVLV | Avantis US Large Cap Value | +0.2% | +13.74% | Add |
| 6 | FBND | Fidelity Total Bond ETF | +0.2% | +11.80% | Add |
| 7 | PWRD | Tcw Transform Systems ETF | +0.2% | +58.57% | Add |
| 8 | CGCP | Cap Group Core Plus Income | +0.2% | +16.40% | Add |
| 9 | AVUV | Avantis US Small Cap Value | +0.2% | +8.76% | Add |
| 10 | JPIE | Jpmorgan Income ETF | +0.2% | +14.13% | Add |
| 11 | CVX | Chevron CORP | +0.1% | -0.17% | Trim |
| 12 | VNLA | Janus Henderson Short Durati | +0.1% | +28.78% | Add |
| 13 | PYLD | Pimco Multisector Bond Actv | +0.1% | +9.72% | Add |
| 14 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +13.35% | Add |
| 15 | FLXR | Tcw Flexible Income ETF | +0.1% | +51.25% | Add |
| 16 | VO | Vanguard Mid-cap ETF | 0% | +9.59% | Add |
| 17 | WMT | Walmart Inc | 0% | +1.05% | Add |
| 18 | CAT | Caterpillar Inc | 0% | +1.03% | Add |
| 19 | HD | Home Depot Inc | 0% | +52.59% | Add |
| 20 | KRP | Kimbell Royalty Partners LP | 0% | +48.97% | Add |
| 21 | AVDE | Avantis International Equity | 0% | +11.04% | Add |
| 22 | T | At&t Inc | 0% | +0.47% | Add |
| 23 | VCRM | Vanguard Core Tax-ex Bond | 0% | +24.36% | Add |
| 24 | INTC | Intel CORP | 0% | +1.80% | Add |
| 25 | CGMS | Cap Group US Multi-sect Bond | 0% | +24.46% | Add |
| 26 | KMI | Kinder Morgan, Inc. | 0% | +0.59% | Add |
| 27 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | 0% | +16.58% | Add |
| 28 | CGDV | Cap Group Dividend Value | 0% | +12.31% | Add |
| 29 | COST | Costco Wholesale CORP | 0% | -1.50% | Trim |
| 30 | JNJ | Johnson & Johnson | 0% | +0.47% | Add |
| 31 | MO | Altria Group Inc | 0% | +1.04% | Add |
| 32 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 33 | ET | Energy Transfer LP | 0% | +1.76% | Add |
| 34 | SRE | Sempra | 0% | +0.50% | Add |
| 35 | SPYV | Ss Spdr P S&p 500 Value ETF | — | +6.55% | Add |
| 36 | CGBL | Cap Group Core Balanced | — | +15.16% | Add |
| 37 | PFE | Pfizer Inc | — | -0.61% | Trim |
| 38 | CSX | Csx CORP | — | +0.16% | Add |
| 39 | AMGN | Amgen Inc | — | +0.45% | Add |
| 40 | PEP | Pepsico Inc | — | -4.16% | Trim |
| 41 | SCHD | Schwab US Dvd Equity ETF | — | -5.81% | Trim |
| 42 | NFLX | Netflix Inc | — | +4.74% | Add |
| 43 | F | Ford Motor Co | — | +0.42% | Add |
| 44 | RPV | Invesco S&p 500 Pure Value E | — | +0.61% | Add |
| 45 | VGUS | Vanguard Ultra Shrt Treasury | — | +4.08% | Add |
| 46 | DVY | Ishares Select Dividend ETF | — | — | Unchanged |
| 47 | RDIV | Invesco S&p Ultra Dividend | — | — | Unchanged |
| 48 | CMI | Cummins Inc | — | +0.24% | Add |
| 49 | SDY | Ss Spdr S&p Dividend ETF | — | — | Unchanged |
| 50 | BBDC | Barings Bdc Inc | — | — | Unchanged |
According to official SEC Form 13F filings, Bridgewealth Advisory Group, LLC reported a total U.S. public equity portfolio value of $529.9M across 135 disclosed positions in Q1 2026.
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 31.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
BSV
市值: $516.5K
Top Position Liquidated / Trimmed
DIS
前期市值: $245.1K
During Q1 2026, Bridgewealth Advisory Group, LLC's top holdings by market value included VBIL (12.4%)、PYLD (6.3%)、CGSD (5.5%). The largest single position, VBIL, represented 12.4% of total portfolio value.
In Q1 2026, Bridgewealth Advisory Group, LLC made 119 total portfolio adjustments, initiating 6 new buys, adding to 77 positions, trimming 35 holdings, and fully liquidating 1 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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