Bridgewealth Advisory Group, LLC 13F Holdings · Q2 2026
Bridgewealth Advisory Group, LLC reported 141 securities worth $529.86M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VBIL (9.80%), PYLD (6.02%), CGSD (5.50%). Among its top 25 positions this quarter: 23 added, 2 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VBIL | VANGUARD INSTL INDEX FD | $51.9M | 9.80% | 686,345 | Trimmed |
| 2 | PYLD | PIMCO ETF TR | $31.9M | 6.02% | 1.2M | Added |
| 3 | CGSD | CAPITAL GRP FIXED INCM ETF T | $29.1M | 5.50% | 1.1M | Added |
| 4 | FBND | FIDELITY MERRIMACK STR TR | $28.6M | 5.41% | 629,621 | Added |
| 5 | VTV | VANGUARD INDEX FDS | $27.9M | 5.27% | 128,153 | Added |
| 6 | SPTM | SPDR SERIES TRUST | $27.4M | 5.17% | 301,764 | Added |
| 7 | JAAA | JANUS DETROIT STR TR | $23.7M | 4.47% | 468,648 | Added |
| 8 | JSCP | J P MORGAN EXCHANGE TRADED F | $18.3M | 3.45% | 387,797 | Added |
| 9 | SPYG | SPDR SERIES TRUST | $17.2M | 3.25% | 144,585 | Added |
| 10 | CGUS | CAPITAL GROUP CORE EQUITY ET | $15.9M | 2.99% | 356,375 | Added |
| 11 | VOO | VANGUARD INDEX FDS | $13.7M | 2.59% | 19,952 | Added |
| 12 | CGCP | CAPITAL GRP FIXED INCM ETF T | $13.4M | 2.52% | 599,090 | Added |
| 13 | GSIE | GOLDMAN SACHS ETF TR | $13.3M | 2.52% | 291,728 | Added |
| 14 | CWBC | COMMUNITY WEST BANCSHARES NE | $13.3M | 2.51% | 494,690 | Added |
| 15 | CGGR | CAPITAL GROUP GROWTH ETF | $12.6M | 2.39% | 267,941 | Added |
| 16 | JPIE | J P MORGAN EXCHANGE TRADED F | $12.2M | 2.31% | 265,243 | Added |
| 17 | AVUV | AMERICAN CENTY ETF TR | $11.2M | 2.12% | 89,988 | Added |
| 18 | AVLV | AMERICAN CENTY ETF TR | $10.4M | 1.97% | 114,280 | Added |
| 19 | VO | VANGUARD INDEX FDS | $10.1M | 1.90% | 125,138 | Added |
| 20 | GPIX | GOLDMAN SACHS ETF TR | $7.3M | 1.37% | 130,861 | Added |
| 21 | MSFT | MICROSOFT CORP | $7.3M | 1.37% | 19,476 | Added |
| 22 | AAPL | APPLE INC | $7.1M | 1.34% | 24,520 | Added |
| 23 | BILZ | PIMCO ETF TR | $7.0M | 1.33% | 69,673 | Trimmed |
| 24 | TSLA | TESLA INC | $7.0M | 1.33% | 16,745 | Added |
| 25 | NVDA | NVIDIA CORPORATION | $6.3M | 1.19% | 31,598 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR