Bridgewealth Advisory Group, LLC
Q2 2026 13F filing
Updated 45 days ago141 disclosed positions worth $529.9M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A VANGUARD INSTL INDEX FD | $51.9M | 686.3K | 9.80% | Trimmed(-13.5%) |
| 2 | P PDI PIMCO ETF TR | $31.9M | 1.20M | 6.02% | Added(+4.3%) |
| 3 | ? N/A CAPITAL GRP FIXED INCM ETF T | $29.1M | 1.13M | 5.50% | Added(+9.5%) |
| 4 | ? N/A FIDELITY MERRIMACK STR TR | $28.6M | 629.6K | 5.41% | Added(+8.5%) |
| 5 | V VGES VANGUARD INDEX FDS | $27.9M | 128.2K | 5.27% | Added(+10.6%) |
| 6 | S STT-PG SPDR SERIES TRUST | $27.4M | 301.8K | 5.17% | Added(+4.6%) |
| 7 | ? N/A JANUS DETROIT STR TR | $23.7M | 468.6K | 4.47% | Added(+2.0%) |
| 8 | ? N/A J P MORGAN EXCHANGE TRADED F | $18.3M | 387.8K | 3.45% | Added(+4.1%) |
| 9 | S STT-PG SPDR SERIES TRUST | $17.2M | 144.6K | 3.25% | Added(+6.6%) |
| 10 | C COF-PN CAPITAL GROUP CORE EQUITY ET | $15.9M | 356.4K | 2.99% | Added(+0.1%) |
| 11 | V VGES VANGUARD INDEX FDS | $13.7M | 20.0K | 2.59% | Added(+17.6%) |
| 12 | C COF-PN CAPITAL GRP FIXED INCM ETF T | $13.4M | 599.1K | 2.52% | Added(+5.3%) |
| 13 | G GS-PD GOLDMAN SACHS ETF TR | $13.3M | 291.7K | 2.52% | Added(+10.7%) |
| 14 | C CWBC COMMUNITY WEST BANCSHARES NE | $13.3M | 494.7K | 2.51% | Added(+1817.4%) |
| 15 | C COF-PN CAPITAL GROUP GROWTH ETF | $12.6M | 267.9K | 2.39% | Added(+15.5%) |
| 16 | ? N/A J P MORGAN EXCHANGE TRADED F | $12.2M | 265.2K | 2.31% | Added(+7.9%) |
| 17 | ? N/A AMERICAN CENTY ETF TR | $11.2M | 90.0K | 2.12% | Added(+9.0%) |
| 18 | ? N/A AMERICAN CENTY ETF TR | $10.4M | 114.3K | 1.97% | Added(+3.9%) |
| 19 | V VGES VANGUARD INDEX FDS | $10.1M | 125.1K | 1.90% | Added(+323.9%) |
| 20 | G GS-PD GOLDMAN SACHS ETF TR | $7.3M | 130.9K | 1.37% | Added(+28.2%) |
| 21 | M MSFT MICROSOFT CORP | $7.3M | 19.5K | 1.37% | Added(+0.1%) |
| 22 | A AAPL APPLE INC | $7.1M | 24.5K | 1.34% | Added(+0.7%) |
| 23 | T TSLA TESLA INC | $7M | 16.7K | 1.33% | Added(+16.4%) |
| 24 | P PDI PIMCO ETF TR | $7M | 69.7K | 1.33% | Trimmed(-3.7%) |
| 25 | N NVDA NVIDIA CORPORATION | $6.3M | 31.6K | 1.19% | Added(+1.2%) |
| 26 | P PDI PIMCO ETF TR | $6.2M | 135.7K | 1.17% | Added(+4.2%) |
| 27 | V VGES VANGUARD WHITEHALL FDS | $6M | 38.1K | 1.14% | Trimmed(-0.2%) |
| 28 | V VGES VANGUARD INTL EQUITY INDEX F | $5M | 84.1K | 0.95% | Added(+7.3%) |
| 29 | V VGES VANGUARD INDEX FDS | $4.6M | 12.4K | 0.86% | Added(+0.6%) |
| 30 | ? N/A TCW ETF TRUST | $4.4M | 36.0K | 0.84% | Added(+16.0%) |
| 31 | G GS-PD GOLDMAN SACHS ETF TR | $3.2M | 53.5K | 0.60% | Added(+18.6%) |
| 32 | ? N/A JANUS DETROIT STR TR | $3.1M | 64.0K | 0.59% | Added(+16.1%) |
| 33 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $2.1M | 34.8K | 0.40% | Added(+103.5%) |
| 34 | C CVX CHEVRON CORPORATION | $2.1M | 12.7K | 0.40% | Trimmed(-1.6%) |
| 35 | V VGES VANGUARD INDEX FDS | $2.1M | 6.9K | 0.40% | Trimmed(-0.4%) |
| 36 | B BAC-PS BANK OF AMER CORP | $2.1M | 36.3K | 0.39% | Added(+1.5%) |
| 37 | C COF-PN CAPITAL GROUP DIVIDEND VALUE | $2M | 41.1K | 0.38% | Trimmed(-3.2%) |
| 38 | Q QQQ INVESCO QQQ TR | $2M | 2.7K | 0.37% | Trimmed(-3.3%) |
| 39 | I IAU ISHARES GOLD TR | $1.9M | 25.8K | 0.37% | Trimmed(-4.4%) |
| 40 | B BX VANGUARD SPECIALIZED FUNDS | $1.9M | 8.2K | 0.37% | Trimmed(-4.0%) |
| 41 | J JPM-PM JPMORGAN CHASE & CO | $1.9M | 5.7K | 0.35% | Trimmed(-0.2%) |
| 42 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $1.8M | 3.7K | 0.35% | Trimmed(-3.7%) |
| 43 | I INTC INTEL CORP | $1.8M | 13.2K | 0.35% | Trimmed(-6.5%) |
| 44 | S STT-PG SPDR SERIES TRUST | $1.8M | 29.0K | 0.33% | Trimmed(-2.2%) |
| 45 | S SPY STATE STR SPDR S&P 500 ETF T | $1.7M | 2.3K | 0.33% | Trimmed(-17.8%) |
| 46 | W WMT WALMART INC | $1.7M | 14.8K | 0.32% | Trimmed(-1.1%) |
| 47 | ? N/A AMERICAN CENTY ETF TR | $1.6M | 17.7K | 0.30% | Added(+14.6%) |
| 48 | A AMZN AMAZON COM INC | $1.5M | 6.3K | 0.28% | Added(+8.6%) |
| 49 | ? N/A PUTNAM ETF TRUST | $1.4M | 186.6K | 0.26% | Unchanged |
| 50 | C CAT CATERPILLAR INC | $1.3M | 1.2K | 0.24% | Trimmed(-5.3%) |