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: $394.1M124 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$209K	0.1%Prev: 0.1%	1,128 SH	Decreased-90 SH
ABRDN AUSTRALIA EQUITY FD IN	COM	$141K	0.0%Prev: 0.0%	31,527 SH	Increased+20,110 SH
ALPHABET INC	CAP STK CL A	$325K	0.1%Prev: 0.1%	1,845 SH	Decreased-47 SH
ALPHABET INC	CAP STK CL C	$329K	0.1%Prev: 0.1%	1,852 SH	Decreased-54 SH
ALTRIA GROUP INC	COM	$404K	0.1%Prev: 0.1%	6,891 SH	Decreased-288 SH
AMAZON COM INC	COM	$1.1M	0.3%Prev: 0.3%	5,181 SH	Decreased-639 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$673K	0.2%Prev: 0.3%	9,091 SH	Decreased-6,348 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$5.0M	1.3%Prev: 1.8%	73,779 SH	Decreased-36,181 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$5.6M	1.4%Prev: 1.9%	61,122 SH	Decreased-21,465 SH
AMGEN INC	COM	$368K	0.1%Prev: 0.1%	1,319 SH	Decreased-6 SH
APPLE INC	COM	$5.0M	1.3%Prev: 1.3%	24,521 SH	Decreased+173 SH
ARES CAPITAL CORP	COM	$282K	0.1%Prev: 0.1%	12,830 SH	Decreased-6,358 SH
AT&T INC	COM	$954K	0.2%Prev: 0.2%	32,970 SH	Increased+2,801 SH
BANK AMERICA CORP	COM	$1.9M	0.5%Prev: 0.4%	39,662 SH	Increased+3,862 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.0M	0.5%Prev: 0.4%	4,064 SH	Increased+241 SH
BROADCOM INC	COM	$321K	0.1%Prev: 0.1%	1,164 SH	Decreased-354 SH
CAPITAL GROUP CORE BALANCED	SHS	$556K	0.1%Prev: 0.2%	16,631 SH	Decreased-5,067 SH
CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$9.9M	2.5%Prev: 2.8%	267,169 SH	Decreased-88,987 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$1.0M	0.3%Prev: 0.4%	25,464 SH	Decreased-16,963 SH
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$7.4M	1.9%Prev: 1.9%	182,411 SH	Decreased-49,631 SH
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$8.3M	2.1%Prev: 0.2%	307,193 SH	Increased+270,203 SH
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$8.1M	2.1%Prev: 2.6%	359,069 SH	Decreased-209,726 SH
CAPITAL GRP FIXED INCM ETF T	SHORT DURATION	$20.4M	5.2%Prev: 5.5%	787,980 SH	Decreased-246,764 SH
CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$470K	0.1%Prev: 0.1%	17,007 SH	Decreased-3,512 SH
CATERPILLAR INC	COM	$488K	0.1%Prev: 0.2%	1,257 SH	Decreased-18 SH
CHEVRON CORP NEW	COM	$1.8M	0.5%	12,829 SH	New
CISCO SYS INC	COM	$457K	0.1%Prev: 0.1%	6,586 SH	Decreased+187 SH
COMMUNITY WEST BANCSHARES NE	COM	$503K	0.1%Prev: 0.1%	25,800 SH	Decreased
CONSTELLATION ENERGY CORP	COM	$237K	0.1%Prev: 0.0%	735 SH	Increased-1 SH
COSTCO WHSL CORP NEW	COM	$944K	0.2%	954 SH	New
CSX CORP	COM	$268K	0.1%Prev: 0.1%	8,213 SH	Decreased-31 SH
DISNEY WALT CO	COM	$277K	0.1%	2,235 SH	New
EATON VANCE CALIF MUN BD FD	COM	$117K	0.0%	13,149 SH	New
ENERGY TRANSFER L P	COM UT LTD PTN	$193K	0.0%Prev: 0.0%	10,634 SH	Decreased-975 SH
ENTERPRISE PRODS PARTNERS L	COM	$218K	0.1%Prev: 0.0%	7,041 SH	Decreased+1,075 SH
EXXON MOBIL CORP	COM	$1.4M	0.4%Prev: 0.2%	13,133 SH	Increased+6,228 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$18.4M	4.7%Prev: 5.5%	401,306 SH	Decreased-178,986 SH
FLAHERTY & CRUMRINE PFD INCO	COM	$314K	0.1%Prev: 0.1%	27,733 SH	Increased+2,143 SH
FORD MTR CO	COM	$166K	0.0%Prev: 0.0%	15,282 SH	Decreased+599 SH
FRANKLIN UNVL TR	SH BEN INT	$114K	0.0%Prev: 0.0%	14,910 SH	Increased+3,737 SH
GOLDMAN SACHS BDC INC	SHS	$158K	0.0%Prev: 0.0%	14,039 SH	Decreased-6,444 SH
HOME DEPOT INC	COM	$414K	0.1%Prev: 0.1%	1,129 SH	Decreased-432 SH
INTEL CORP	COM	$317K	0.1%Prev: 0.1%	14,171 SH	Decreased+96 SH
INTERNATIONAL BUSINESS MACHS	COM	$334K	0.1%Prev: 0.1%	1,132 SH	Increased-14 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$1.3M	0.3%Prev: 0.1%	5,762 SH	Increased+3,088 SH
INVESCO EXCH TRADED FD TR II	S&P500 HDL VOL	$228K	0.1%Prev: 0.0%	4,800 SH	Decreased
INVESCO EXCHANGE TRADED FD T	S&P500 PUR VAL	$336K	0.1%Prev: 0.1%	3,582 SH	Decreased-59 SH
INVESCO QQQ TR	UNIT SER 1	$1.4M	0.4%Prev: 0.3%	2,502 SH	Decreased-274 SH
ISHARES GOLD TR	ISHARES NEW	$2.0M	0.5%Prev: 0.5%	31,931 SH	Decreased+4,981 SH
ISHARES SILVER TR	ISHARES	$860K	0.2%Prev: 0.3%	26,223 SH	Decreased+5,792 SH
ISHARES TR	CORE S&P MCP ETF	$243K	0.1%Prev: 0.1%	3,920 SH	Decreased+234 SH
ISHARES TR	CORE S&P500 ETF	$204K	0.1%Prev: 0.0%	328 SH	Decreased-38 SH
ISHARES TR	CORE TOTAL USD	$711K	0.2%	15,378 SH	New
ISHARES TR	EAFE VALUE ETF	$243K	0.1%Prev: 0.1%	3,826 SH	Decreased+257 SH
ISHARES TR	MSCI USA QLT FCT	$223K	0.1%Prev: 0.1%	1,221 SH	Decreased-42 SH
ISHARES TR	RUS 1000 GRW ETF	$224K	0.1%Prev: 0.1%	528 SH	Decreased-57 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$5.8M	1.5%Prev: 0.1%	102,707 SH	Increased+92,641 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$5.7M	1.5%Prev: 2.3%	123,756 SH	Decreased-122,122 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$1.9M	0.5%Prev: 0.2%	34,730 SH	Increased+17,612 SH
J P MORGAN EXCHANGE TRADED F	SHORT DURA CORE	$14.1M	3.6%Prev: 3.7%	297,180 SH	Decreased-75,309 SH
JANUS DETROIT STR TR	HENDERSON SECURI	$712K	0.2%Prev: 0.2%	13,527 SH	Decreased-2,787 SH
JANUS DETROIT STR TR	HENDRSN SHRT ETF	$1.7M	0.4%Prev: 0.6%	34,014 SH	Decreased-21,089 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$34.4M	8.7%Prev: 4.8%	678,555 SH	Increased+219,073 SH
JOHNSON & JOHNSON	COM	$337K	0.1%Prev: 0.1%	2,206 SH	Decreased-126 SH
JPMORGAN CHASE & CO.	COM	$1.7M	0.4%	5,879 SH	New
KIMBELL RTY PARTNERS LP	UNIT	$186K	0.0%Prev: 0.1%	13,310 SH	Decreased-8,937 SH
KINDER MORGAN INC DEL	COM	$394K	0.1%Prev: 0.1%	13,418 SH	Decreased-289 SH
MARTIN MARIETTA MATLS INC	COM	$662K	0.2%Prev: 0.1%	1,205 SH	Decreased-3 SH
META PLATFORMS INC	CL A	$591K	0.2%Prev: 0.1%	801 SH	Decreased-278 SH
MICROSOFT CORP	COM	$9.5M	2.4%Prev: 1.5%	19,153 SH	Increased-305 SH
MICROSTRATEGY INC	CL A NEW	$410K	0.1%	1,015 SH	New
NETFLIX INC	COM	$442K	0.1%	330 SH	New
NEXTERA ENERGY INC	COM	$206K	0.1%Prev: 0.1%	2,971 SH	Decreased+100 SH
NUVEEN CA QUALTY MUN INCOME	COM	$434K	0.1%	38,828 SH	New
NUVEEN CALIFORNIA AMT QLT MU	COM	$618K	0.2%	52,479 SH	New
NVIDIA CORPORATION	COM	$5.1M	1.3%Prev: 1.1%	31,983 SH	Decreased+768 SH
ORACLE CORP	COM	$207K	0.1%	948 SH	New
PALO ALTO NETWORKS INC	COM	$202K	0.1%	986 SH	New
PEPSICO INC	COM	$632K	0.2%Prev: 0.2%	4,785 SH	Decreased-31 SH
PFIZER INC	COM	$434K	0.1%Prev: 0.1%	17,899 SH	Decreased+2,104 SH
PG&E CORP	COM	$141K	0.0%	10,118 SH	New
PIMCO ETF TR	MULTISECTOR BD	$21.8M	5.5%Prev: 6.3%	823,280 SH	Decreased-328,554 SH
PIMCO ETF TR	MUNI INCOME OPP	$2.1M	0.5%Prev: 1.2%	48,520 SH	Decreased-81,750 SH
PIMCO ETF TR	SHTRM MUN BD ACT	$227K	0.1%	4,527 SH	New
PIMCO ETF TR	ULTRA SHORT GOVT	$8.6M	2.2%Prev: 1.5%	84,737 SH	Increased+12,405 SH
PLUG POWER INC	COM NEW	$22K	0.0%	15,000 SH	New
PRUDENTIAL FINL INC	COM	$225K	0.1%Prev: 0.0%	2,096 SH	Increased+30 SH
QUANTUMSCAPE CORP	COM CL A	$69K	0.0%	10,200 SH	New
RITHM CAPITAL CORP	COM NEW	$113K	0.0%	10,000 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$554K	0.1%Prev: 0.1%	20,916 SH	Increased+4,301 SH
SEMPRA	COM	$210K	0.1%Prev: 0.1%	2,770 SH	Decreased-45 SH
SPDR GOLD TR	GOLD SHS	$673K	0.2%Prev: 0.1%	2,207 SH	Increased+663 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.6M	0.4%	2,648 SH	New
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$5.8M	1.5%	63,152 SH	New
SPDR SERIES TRUST	PORTFOLI S&P1500	$18.6M	4.7%	248,644 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$10.7M	2.7%	111,746 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$1.5M	0.4%	28,386 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$234K	0.1%	1,725 SH	New
TCW ETF TRUST	FLEXIBLE INCOME	$638K	0.2%Prev: 0.2%	16,173 SH	Decreased-5,440 SH
TESLA INC	COM	$4.6M	1.2%Prev: 1.1%	14,377 SH	Decreased-4 SH
TRAVELERS COMPANIES INC	COM	$315K	0.1%Prev: 0.1%	1,179 SH	Decreased-8 SH
UMB FINL CORP	COM	$204K	0.1%Prev: 0.0%	1,938 SH	Decreased
UNITED PARCEL SERVICE INC	CL B	$273K	0.1%	2,700 SH	New
UNITED SEC BANCSHARES CALIF	COM	$10.5M	2.7%Prev: 2.6%	1,218,380 SH	Decreased+14,943 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.3M	0.3%Prev: 0.2%	3,031 SH	Increased+596 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$702K	0.2%Prev: 0.1%	2,467 SH	Increased
VANGUARD INDEX FDS	MID CAP ETF	$7.9M	2.0%Prev: 1.8%	28,214 SH	Decreased-1,309 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$9.0M	2.3%Prev: 2.1%	15,807 SH	Decreased-1,156 SH
VANGUARD INDEX FDS	SMALL CP ETF	$2.6M	0.7%Prev: 0.4%	11,178 SH	Increased+4,206 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3.6M	0.9%Prev: 0.8%	11,936 SH	Decreased-357 SH
VANGUARD INDEX FDS	VALUE ETF	$13.4M	3.4%Prev: 4.7%	75,782 SH	Decreased-40,141 SH
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$47.3M	12.0%Prev: 12.4%	625,552 SH	Decreased-167,676 SH
VANGUARD INSTL INDEX FD	ULTRA-SHORT TREA	$604K	0.2%Prev: 0.1%	7,996 SH	Increased+2,766 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.2M	0.8%Prev: 0.9%	64,570 SH	Decreased-13,807 SH
VANGUARD MUN BD FDS	CORE TAX EXEMPT	$375K	0.1%Prev: 0.1%	5,095 SH	Decreased-3,411 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$241K	0.1%Prev: 0.1%	4,914 SH	Decreased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.9M	0.5%Prev: 0.4%	9,114 SH	Increased+575 SH
VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$977K	0.2%Prev: 0.2%	9,682 SH	Increased+547 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$5.1M	1.3%Prev: 1.2%	38,316 SH	Decreased+148 SH
VERIZON COMMUNICATIONS INC	COM	$372K	0.1%Prev: 0.1%	8,590 SH	Decreased+462 SH
VISA INC	COM CL A	$384K	0.1%Prev: 0.0%	1,081 SH	Increased+327 SH
WALMART INC	COM	$1.5M	0.4%Prev: 0.4%	15,564 SH	Decreased+597 SH
WELLS FARGO CO NEW	COM	$1.3M	0.3%	16,548 SH	New
WELLS FARGO CO NEW	PERP PFD CNV A	$217K	0.1%	185 SH	New

Sold (vs prior filing)

ARK ETF TR — $270K
BARINGS BDC INC — $88K
CHEVRON CORPORATION — $2.7M
COSTCO WHOLESALE CORPORATION — $918K
CUMMINS INC — $227K
EDISON INTL — $234K
ELI LILLY & CO — $226K
ETF SER SOLUTIONS — $385K
GE VERNOVA INC — $227K
GOLDMAN SACHS ETF TR — $11.4M
GOLDMAN SACHS ETF TR — $2.2M
GOLDMAN SACHS ETF TR — $5.1M
INVESCO EXCH TRADED FD TR II — $223K
ISHARES TR — $211K
ISHARES TR — $218K
ISHARES TR — $203K
ISHARES TR — $220K
JPMORGAN CHASE & CO — $1.7M
NETFLIX INC. — $342K
NUVEEN CA DIVI ADV MUN — $424K
… and 13 more

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