Bridgewealth Advisory Group, LLC

CIK 0001801982 • 6 13F filings • May 13, 2025 – Jul 27, 2026

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Filer information

Filed by: Bridgewealth Advisory Group, LLC, Managing Member
Address: 986 West Alluvial Avenue, Suite 101, Fresno, CA, 93711
Phone: 559-431-0060
AUM: $452.9M

AUM over time

$529.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $452.9M126 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$298K	0.1%Prev: 0.1%	1,305 SH	Increased+176 SH
ABRDN AUSTRALIA EQUITY FD IN	COM	$139K	0.0%Prev: 0.0%	10,780 SH	Decreased-21,564 SH
ALPHABET INC	CAP STK CL A	$583K	0.1%Prev: 0.1%	1,862 SH	Increased+16 SH
ALPHABET INC	CAP STK CL C	$560K	0.1%Prev: 0.1%	1,783 SH	Increased+6 SH
ALTRIA GROUP INC	COM	$410K	0.1%Prev: 0.1%	7,105 SH	Decreased+476 SH
AMAZON COM INC	COM	$1.3M	0.3%Prev: 0.3%	5,667 SH	Increased+264 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$1.1M	0.3%Prev: 0.2%	13,904 SH	Increased+2,373 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$7.3M	1.6%Prev: 1.3%	96,673 SH	Increased+18,336 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$7.7M	1.7%Prev: 1.5%	75,933 SH	Increased+10,860 SH
AMGEN INC	COM	$432K	0.1%Prev: 0.1%	1,319 SH	Increased+5 SH
APPLE INC	COM	$6.5M	1.4%Prev: 1.4%	23,810 SH	Increased+554 SH
ARES CAPITAL CORP	COM	$374K	0.1%Prev: 0.1%	18,490 SH	Increased+5,060 SH
ARK ETF TR	AUTNMUS TECHNLGY	$262K	0.1%Prev: 0.1%	2,286 SH	Increased+9 SH
AT&T INC	COM	$746K	0.2%Prev: 0.2%	30,027 SH	Decreased-1,792 SH
BANK AMERICA CORP	COM	$2.0M	0.4%Prev: 0.5%	35,726 SH	Decreased-3,465 SH
BARINGS BDC INC	COM	$98K	0.0%	10,700 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.0M	0.4%Prev: 0.5%	3,888 SH	Increased+7 SH
BROADCOM INC	COM	$582K	0.1%Prev: 0.1%	1,682 SH	Increased+506 SH
CAPITAL GROUP CORE BALANCED	SHS	$666K	0.1%Prev: 0.1%	18,842 SH	Increased+1,633 SH
CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$13.3M	2.9%Prev: 2.7%	329,916 SH	Increased+35,260 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$1.6M	0.4%Prev: 0.3%	37,777 SH	Increased+4,771 SH
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$9.4M	2.1%Prev: 2.0%	211,113 SH	Increased+13,695 SH
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$2.1M	0.5%Prev: 2.3%	71,847 SH	Decreased-257,086 SH
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$11.1M	2.4%Prev: 2.0%	488,651 SH	Increased+111,012 SH
CAPITAL GRP FIXED INCM ETF T	SHORT DURATION	$25.1M	5.5%Prev: 4.9%	964,535 SH	Increased+150,582 SH
CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$455K	0.1%Prev: 0.1%	16,486 SH	Increased+445 SH
CATERPILLAR INC	COM	$723K	0.2%Prev: 0.1%	1,262 SH	Increased+3 SH
CHEVRON CORP NEW	COM	$2.0M	0.4%Prev: 0.5%	12,928 SH	Decreased+80 SH
CISCO SYS INC	COM	$492K	0.1%Prev: 0.1%	6,393 SH	Increased+4 SH
COMMUNITY WEST BANCSHARES NE	COM	$581K	0.1%Prev: 0.1%	25,800 SH	Increased
CONSTELLATION ENERGY CORP	COM	$260K	0.1%Prev: 0.1%	736 SH	Increased+1 SH
COSTCO WHSL CORP NEW	COM	$806K	0.2%Prev: 0.2%	935 SH	Decreased-24 SH
CSX CORP	COM	$298K	0.1%Prev: 0.1%	8,231 SH	Increased+3 SH
CUMMINS INC	COM	$215K	0.0%	421 SH	New
DISNEY WALT CO	COM	$245K	0.1%Prev: 0.1%	2,155 SH	Decreased-10 SH
ELI LILLY & CO	COM	$264K	0.1%	246 SH	New
ENERGY TRANSFER L P	COM UT LTD PTN	$188K	0.0%Prev: 0.0%	11,408 SH	Decreased+218 SH
ETF SER SOLUTIONS	DEFIANCE QUANTUM	$392K	0.1%	3,571 SH	New
EXXON MOBIL CORP	COM	$1.6M	0.4%Prev: 0.3%	13,342 SH	Increased+115 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$23.9M	5.3%Prev: 4.5%	519,059 SH	Increased+100,692 SH
FLAHERTY & CRUMRINE PFD INCO	COM	$304K	0.1%Prev: 0.1%	25,590 SH	Decreased-2,143 SH
FORD MTR CO	COM	$192K	0.0%Prev: 0.0%	14,622 SH	Increased+67 SH
FRANKLIN UNVL TR	SH BEN INT	$89K	0.0%Prev: 0.0%	11,173 SH	Decreased-3,737 SH
GOLDMAN SACHS BDC INC	SHS	$190K	0.0%Prev: 0.0%	20,483 SH	Increased+5,500 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$8.4M	1.9%	196,214 SH	New
GOLDMAN SACHS ETF TR	NASDAQ-100 PREMI	$2.0M	0.5%	38,651 SH	New
GOLDMAN SACHS ETF TR	S&P 500 PREMIUM	$3.4M	0.8%	64,353 SH	New
HOME DEPOT INC	COM	$352K	0.1%Prev: 0.1%	1,023 SH	Decreased-31 SH
INTEL CORP	COM	$510K	0.1%Prev: 0.1%	13,826 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$338K	0.1%Prev: 0.1%	1,140 SH	Increased+4 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$697K	0.2%Prev: 0.3%	2,755 SH	Decreased-3,007 SH
INVESCO EXCH TRADED FD TR II	S&P ULTRA DIVIDE	$209K	0.0%Prev: 0.0%	4,015 SH	Decreased
INVESCO EXCH TRADED FD TR II	S&P500 HDL VOL	$230K	0.1%Prev: 0.1%	4,800 SH	Decreased
INVESCO EXCHANGE TRADED FD T	S&P500 PUR VAL	$374K	0.1%Prev: 0.1%	3,619 SH	Increased+8 SH
INVESCO QQQ TR	UNIT SER 1	$1.6M	0.3%Prev: 0.4%	2,575 SH	Increased+35 SH
ISHARES GOLD TR	ISHARES NEW	$2.9M	0.6%Prev: 0.5%	35,297 SH	Increased+4,021 SH
ISHARES SILVER TR	ISHARES	$1.7M	0.4%Prev: 0.3%	27,021 SH	Increased+538 SH
ISHARES TR	CORE S&P MCP ETF	$243K	0.1%Prev: 0.1%	3,686 SH	Decreased-254 SH
ISHARES TR	CORE S&P500 ETF	$235K	0.1%Prev: 0.1%	343 SH	Increased+15 SH
ISHARES TR	CORE UNIVRSL USD	$353K	0.1%	7,575 SH	New
ISHARES TR	EAFE VALUE ETF	$265K	0.1%Prev: 0.1%	3,717 SH	Increased-109 SH
ISHARES TR	MSCI USA QLT FCT	$243K	0.1%Prev: 0.1%	1,221 SH	Increased
ISHARES TR	RUS 1000 GRW ETF	$250K	0.1%Prev: 0.1%	528 SH	Increased
ISHARES TR	S&P 500 VAL ETF	$203K	0.0%	958 SH	New
ISHARES TR	SELECT DIVID ETF	$205K	0.0%Prev: 0.0%	1,450 SH	Decreased
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.7M	0.4%Prev: 1.5%	29,735 SH	Decreased-81,644 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$10.0M	2.2%Prev: 1.4%	215,438 SH	Increased+82,327 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$1.1M	0.2%Prev: 0.5%	18,693 SH	Decreased-19,411 SH
J P MORGAN EXCHANGE TRADED F	SHORT DURA CORE	$16.9M	3.7%Prev: 3.4%	354,395 SH	Increased+50,050 SH
JANUS DETROIT STR TR	HENDERSON SECURI	$1.0M	0.2%Prev: 0.3%	19,761 SH	Decreased-2,492 SH
JANUS DETROIT STR TR	HENDRSN SHRT ETF	$2.1M	0.5%Prev: 0.5%	42,788 SH	Increased+3,344 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$24.7M	5.4%Prev: 7.8%	487,915 SH	Decreased-175,063 SH
JOHNSON & JOHNSON	COM	$480K	0.1%Prev: 0.1%	2,321 SH	Increased+107 SH
JPMORGAN CHASE & CO.	COM	$1.8M	0.4%Prev: 0.4%	5,702 SH	Decreased-218 SH
KIMBELL RTY PARTNERS LP	UNIT	$176K	0.0%Prev: 0.0%	14,934 SH	Decreased+810 SH
KINDER MORGAN INC DEL	COM	$375K	0.1%Prev: 0.1%	13,627 SH	Decreased+150 SH
MARTIN MARIETTA MATLS INC	COM	$752K	0.2%Prev: 0.2%	1,208 SH	Decreased+2 SH
META PLATFORMS INC	CL A	$697K	0.2%Prev: 0.1%	1,056 SH	Increased+180 SH
MICROSOFT CORP	COM	$9.4M	2.1%Prev: 2.3%	19,368 SH	Decreased+99 SH
NETFLIX INC	COM	$319K	0.1%Prev: 0.1%	3,400 SH	Decreased+3,070 SH
NEXTERA ENERGY INC	COM	$231K	0.1%Prev: 0.1%	2,871 SH	Increased
NUVEEN CA QUALTY MUN INCOME	COM	$428K	0.1%Prev: 0.1%	36,264 SH	Decreased-2,778 SH
NUVEEN CALIFORNIA AMT QLT MU	COM	$658K	0.1%Prev: 0.2%	52,932 SH	Decreased+252 SH
NVIDIA CORPORATION	COM	$5.6M	1.2%Prev: 1.4%	30,003 SH	Decreased-1,552 SH
PENNANTPARK FLOATING RATE CA	COM	$112K	0.0%	12,035 SH	New
PEPSICO INC	COM	$721K	0.2%Prev: 0.2%	5,025 SH	Increased+140 SH
PFIZER INC	COM	$396K	0.1%Prev: 0.1%	15,892 SH	Decreased-48 SH
PIMCO ETF TR	MULTISECTOR BD	$28.0M	6.2%Prev: 5.6%	1,049,826 SH	Increased+152,795 SH
PIMCO ETF TR	MUNI INCOME OPP	$6.0M	1.3%Prev: 0.5%	132,772 SH	Increased+82,989 SH
PIMCO ETF TR	ULTRA SHORT GOVT	$7.9M	1.7%Prev: 2.3%	78,364 SH	Decreased-19,492 SH
PLUG POWER INC	COM NEW	$30K	0.0%Prev: 0.0%	15,000 SH	Decreased
PRUDENTIAL FINL INC	COM	$231K	0.1%Prev: 0.1%	2,050 SH	Increased-60 SH
PUTNAM ETF TRUST	FRANKLIN CALIF	$1.4M	0.3%	188,196 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$484K	0.1%Prev: 0.1%	17,640 SH	Decreased-1,172 SH
SEMPRA	COM	$247K	0.1%Prev: 0.1%	2,801 SH	Decreased+14 SH
SPDR GOLD TR	GOLD SHS	$876K	0.2%Prev: 0.2%	2,210 SH	Increased+3 SH
SPDR INDEX SHS FDS	MSCI EAFE STRTGC	$204K	0.0%	2,248 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$1.8M	0.4%Prev: 0.4%	2,645 SH	Increased-10 SH
SPDR SERIES TRUST	STATE STREET SPD	$39.2M	8.6%	444,140 SH	New
TCW ETF TRUST	FLEXIBLE INCOME	$566K	0.1%Prev: 0.1%	14,290 SH	Increased+1,960 SH
TCW ETF TRUST	TRANSFORM SYSTEM	$1.9M	0.4%	19,598 SH	New
TESLA INC	COM	$7.2M	1.6%Prev: 1.5%	16,071 SH	Increased+1,762 SH
TRAVELERS COMPANIES INC	COM	$344K	0.1%Prev: 0.1%	1,185 SH	Increased+3 SH
UMB FINL CORP	COM	$223K	0.0%Prev: 0.1%	1,938 SH	Decreased
UNITED PARCEL SERVICE INC	CL B	$794K	0.2%Prev: 0.2%	8,000 SH	Increased
UNITED SEC BANCSHARES CALIF	COM	$12.3M	2.7%Prev: 2.6%	1,218,420 SH	Increased+20 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.2M	0.3%Prev: 0.3%	2,547 SH	Decreased-246 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$689K	0.2%Prev: 0.2%	2,468 SH	Decreased
VANGUARD INDEX FDS	MID CAP ETF	$7.8M	1.7%Prev: 2.0%	26,940 SH	Decreased-2,569 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$10.3M	2.3%Prev: 2.2%	16,396 SH	Increased+717 SH
VANGUARD INDEX FDS	SMALL CP ETF	$1.9M	0.4%Prev: 0.7%	7,328 SH	Decreased-4,635 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$4.1M	0.9%Prev: 0.9%	12,135 SH	Increased+220 SH
VANGUARD INDEX FDS	VALUE ETF	$19.3M	4.3%Prev: 3.6%	101,053 SH	Increased+18,227 SH
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$47.7M	10.5%Prev: 12.6%	632,989 SH	Decreased-86,118 SH
VANGUARD INSTL INDEX FD	ULTRA-SHORT TREA	$379K	0.1%Prev: 0.1%	5,025 SH	Decreased-1,355 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.7M	0.8%Prev: 0.9%	69,146 SH	Increased+1,364 SH
VANGUARD MUN BD FDS	CORE TAX EXEMPT	$517K	0.1%Prev: 0.1%	6,840 SH	Increased+2,550 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$257K	0.1%Prev: 0.1%	5,114 SH	Increased+200 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.9M	0.4%Prev: 0.4%	8,528 SH	Decreased-349 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$300K	0.1%	4,806 SH	New
VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$933K	0.2%Prev: 0.2%	9,182 SH	Decreased-600 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$5.5M	1.2%Prev: 1.3%	38,431 SH	Increased-72 SH
VERIZON COMMUNICATIONS INC	COM	$393K	0.1%Prev: 0.1%	9,648 SH	Decreased+484 SH
VISA INC	COM CL A	$305K	0.1%Prev: 0.1%	869 SH	Decreased-174 SH
WALMART INC	COM	$1.7M	0.4%Prev: 0.4%	14,811 SH	Increased-100 SH
WELLS FARGO CO NEW	COM	$1.2M	0.3%Prev: 0.3%	13,377 SH	Decreased-3,172 SH

Sold (vs prior filing)

EATON VANCE CALIF MUN BD FD — $126K
ENTERPRISE PRODS PARTNERS L — $220K
ISHARES TR — $384K
NUSCALE PWR CORP — $228K
ORACLE CORP — $267K
PG&E CORP — $153K
RITHM CAPITAL CORP — $131K
SPDR SERIES TRUST — $5.2M
SPDR SERIES TRUST — $20.9M
SPDR SERIES TRUST — $12.4M
SPDR SERIES TRUST — $1.5M
SPDR SERIES TRUST — $242K
STRATEGY INC — $306K
WELLS FARGO CO NEW — $228K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 4, 2026	Q4 2025	13F-HR	0001172661-26-000475	$452.9M	View
Oct 23, 2025	Q3 2025	13F-HR	0001172661-25-004388	$431.4M	View
Jul 27, 2026	Q2 2026