Q2 2026 13F · SEC CIK 1801982

Bridgewealth Advisory Group, LLC

Wealth managerFiled 2026-07-27 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $529.9M
Reported positions: 141
Top holdings a year, 3 yrs: +8.9%
Assets under management: $868.9M

Bridgewealth Advisory Group, LLC is a wealth manager that reported 141 positions worth $529.9M in its Q2 2026 13F, filed 2026-07-27. Its largest holdings were Vanguard Instl Index Fd (VBIL, 9.8%), Pimco ETF Tr (PYLD, 6.0%), Capital Grp Fixed Incm ETF T (CGSD, 5.5%). A portfolio copying its top holdings returned 8.9% a year over the last 3 years, against 22.3% for the S&P 500.

Bridgewealth Advisory Group, LLC holdings largest 50 of 141 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Bridgewealth Advisory Group, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VBILVanguard Instl Index Fd	9.8%	12.4%	686,345	-13.5%	$51.9M
PYLDPimco ETF Tr	6.0%	6.3%	1,201,920	+4.3%	$31.9M
CGSDCapital Grp Fixed Incm ETF T	5.5%	5.5%	1,132,665	+9.5%	$29.1M
FBNDFidelity Merrimack Str Tr	5.4%	5.5%	629,621	+8.5%	$28.6M
VTVVanguard Index Fds	5.3%	4.7%	128,153	+10.6%	$27.9M
SPTMSpdr Series Trust	5.2%	4.7%	301,764	+4.6%	$27.4M
JAAAJanus Detroit Str Tr	4.5%	4.8%	468,648	+2.0%	$23.7M
JSCPJpmorgan Short Duration Core Plus ETF	3.5%	3.7%	387,797	+4.1%	$18.3M
SPYGState Street Spdr Portfolio S&p 500 Grow	3.2%	2.8%	144,585	+6.6%	$17.2M
CGUSCapital Group Core Equity Et	3.0%	2.8%	356,375	+0.1%	$15.9M
VOOVanguard Index Fds	2.6%	2.1%	19,952	+17.6%	$13.7M
CGCPCapital Grp Fixed Incm ETF T	2.5%	2.6%	599,090	+5.3%	$13.4M
GSIEGoldman Sachs ETF Tr	2.5%	2.4%	291,728	+10.7%	$13.3M
CWBCCommunity West Bancshares	2.5%	—	494,690	—	$13.3M
CGGRCapital Group Growth ETF	2.4%	1.9%	267,941	+15.5%	$12.6M
JPIEJpmorgan Income ETF	2.3%	2.3%	265,243	+7.9%	$12.2M
AVUVAmerican Centy ETF Tr	2.1%	1.9%	89,988	+9.0%	$11.2M
AVLVAmerican Centy ETF Tr	2.0%	1.8%	114,280	+3.9%	$10.4M
VOVanguard Index Fds	1.9%	1.8%	125,138	+323.9%	$10.1M
GPIXGoldman Sachs ETF Tr	1.4%	1.1%	130,861	+28.2%	$7.3M
MSFTMicrosoft Corp	1.4%	1.5%	19,476	+0.1%	$7.3M
AAPLApple Inc	1.3%	1.3%	24,520	+0.7%	$7.1M
TSLATesla Inc	1.3%	1.1%	16,745	+16.4%	$7.0M
BILZPimco ETF Tr	1.3%	1.5%	69,673	-3.7%	$7.0M
NVDANvidia Corporation	1.2%	1.1%	31,598	+1.2%	$6.3M
MINOPimco ETF Tr	1.2%	1.2%	135,671	+4.1%	$6.2M
VYMVanguard Whitehall Fds	1.1%	1.2%	38,100	-0.2%	$6.0M
VWOVanguard Intl Equity Index F	0.9%	0.9%	84,090	+7.3%	$5.0M
VTIVanguard Index Fds	0.9%	0.8%	12,371	+0.6%	$4.6M
PWRDTcw ETF Trust	0.8%	0.6%	36,039	+16.0%	$4.4M
GPIQGoldman Sachs ETF Tr	0.6%	0.5%	53,453	+18.6%	$3.2M
VNLAJanus Detroit Str Tr	0.6%	0.6%	63,974	+16.1%	$3.1M
JEPQJ P Morgan Exchange Traded F	0.4%	—	34,836	—	$2.1M
CVXChevron Corporation	0.4%	0.6%	12,699	-1.6%	$2.1M
VBVanguard Index Fds	0.4%	0.4%	6,941	-0.4%	$2.1M
BACBank of Amer Corp	0.4%	0.4%	36,346	+1.5%	$2.1M
CGDVCapital Group Dividend Value	0.4%	0.4%	41,058	-3.2%	$2.0M
QQQInvesco Qqq Tr	0.4%	0.3%	2,684	-3.3%	$2.0M
IAUIshares Gold Tr	0.4%	0.5%	25,759	-4.4%	$1.9M
VIGVanguard Specialized Funds	0.4%	0.4%	8,200	-4.0%	$1.9M
JPMJpmorgan Chase & Co	0.4%	0.3%	5,703	-0.2%	$1.9M
BRK-BBerkshire Hathaway Inc Del	0.3%	0.4%	3,680	-3.7%	$1.8M
INTCIntel Corp	0.3%	—	13,158	—	$1.8M
SPYVState Street Spdr Portfolio S&p 500 Valu	0.3%	0.3%	28,966	-2.2%	$1.8M
SPYState Str Spdr S&p 500 ETF T	0.3%	0.4%	2,330	-17.8%	$1.7M
WMTWalmart Inc	0.3%	0.4%	14,810	-1.0%	$1.7M
AVDEAvantis International Equity ETF	0.3%	0.3%	17,692	+14.6%	$1.6M
AMZNAmazon Com Inc	0.3%	0.3%	6,320	+8.6%	$1.5M
FTCAPutnam ETF Trust	0.3%	0.3%	186,566	+0.0%	$1.4M
CATCaterpillar Inc	0.2%	—	1,208	—	$1.3M

What Bridgewealth Advisory Group, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VO Vanguard Index Fds+323.9% shares
GPIX Goldman Sachs ETF Tr+28.2% shares
GPIQ Goldman Sachs ETF Tr+18.6% shares
VOO Vanguard Index Fds+17.6% shares
TSLA Tesla Inc+16.4% shares
VNLA Janus Detroit Str Tr+16.1% shares
PWRD Tcw ETF Trust+16.0% shares
CGGR Capital Group Growth ETF+15.5% shares

Reduced

SPY State Str Spdr S&p 500 ETF T-17.8% shares
VBIL Vanguard Instl Index Fd-13.5% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +3.0% /yr; S&P 500 +11.7%
3 years: +8.9% /yr; S&P 500 +22.3%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$529.9M	141
Q1 2026	$482.1M	135
Q4 2025	$452.9M	130
Q3 2025	$431.4M	125
Q2 2025	$393.9M	124
Q1 2025	$76.1M	50
Q4 2024	$353.9M	116
Q3 2024	$275.1M	91
Q2 2024	$225.8M	72
Q1 2024	$204.3M	80
Q4 2023	$130.5M	81
Q3 2023	$81.4M	63

Questions about Bridgewealth Advisory Group, LLC's portfolio

What stocks does Bridgewealth Advisory Group, LLC own?

Bridgewealth Advisory Group, LLC's latest 13F, for Q2 2026 and filed Jul 27, 2026, lists 141 positions worth $529.9M. The largest are Vanguard Instl Index Fd (VBIL) at 9.8%, Pimco ETF Tr (PYLD) at 6.0%, Capital Grp Fixed Incm ETF T (CGSD) at 5.5%, Fidelity Merrimack Str Tr (FBND) at 5.4% and Vanguard Index Fds (VTV) at 5.3%.

What did Bridgewealth Advisory Group, LLC buy last quarter?

In Q2 2026, Bridgewealth Advisory Group, LLC added Vanguard Index Fds (VO) (+323.9% shares), Goldman Sachs ETF Tr (GPIX) (+28.2% shares) and Goldman Sachs ETF Tr (GPIQ) (+18.6% shares), compared with its Q1 2026 filing.

What did Bridgewealth Advisory Group, LLC sell last quarter?

In Q2 2026, Bridgewealth Advisory Group, LLC cut from its top 50 United Security Bs (UBFO), cut from its top 50 Ishares Silver Tr (SLV), cut from its top 50 Spdr Series Trust (BIL), cut from its top 50 Exxon Mobil Corp (XOM), State Str Spdr S&p 500 ETF T (SPY) (-17.8% shares) and Vanguard Instl Index Fd (VBIL) (-13.5% shares), compared with its Q1 2026 filing.

How has Bridgewealth Advisory Group, LLC's portfolio performed?

A portfolio copying Bridgewealth Advisory Group, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +8.9% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +3.0% against +11.7%.

When is Bridgewealth Advisory Group, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Bridgewealth Advisory Group, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Bridgewealth Advisory Group, LLC manage?

Bridgewealth Advisory Group, LLC reported $868.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $529.9M.