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: $431.4M125 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$261K	0.1%Prev: 0.1%	1,129 SH	Decreased-47 SH
ABRDN AUSTRALIA EQUITY FD IN	COM	$148K	0.0%Prev: 0.0%	32,344 SH	Increased+20,599 SH
ALPHABET INC	CAP STK CL A	$449K	0.1%Prev: 0.1%	1,846 SH	Decreased-312 SH
ALPHABET INC	CAP STK CL C	$433K	0.1%Prev: 0.1%	1,777 SH	Decreased-399 SH
ALTRIA GROUP INC	COM	$438K	0.1%Prev: 0.1%	6,629 SH	Decreased-1,395 SH
AMAZON COM INC	COM	$1.2M	0.3%Prev: 0.3%	5,403 SH	Decreased-917 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$910K	0.2%Prev: 0.3%	11,531 SH	Decreased-6,161 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$5.7M	1.3%Prev: 2.0%	78,337 SH	Decreased-35,943 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$6.5M	1.5%Prev: 2.1%	65,073 SH	Decreased-24,915 SH
AMGEN INC	COM	$371K	0.1%Prev: 0.1%	1,314 SH	Decreased-7 SH
APPLE INC	COM	$5.9M	1.4%Prev: 1.3%	23,256 SH	Decreased-1,264 SH
ARES CAPITAL CORP	COM	$274K	0.1%Prev: 0.0%	13,430 SH	Increased+1,900 SH
ARK ETF TR	AUTNMUS TECHNLGY	$254K	0.1%Prev: 0.1%	2,277 SH	Decreased+237 SH
AT&T INC	COM	$899K	0.2%Prev: 0.1%	31,819 SH	Increased+1,341 SH
BANK AMERICA CORP	COM	$2.0M	0.5%	39,191 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.0M	0.5%Prev: 0.3%	3,881 SH	Increased+201 SH
BROADCOM INC	COM	$388K	0.1%Prev: 0.1%	1,176 SH	Decreased-346 SH
CAPITAL GROUP CORE BALANCED	SHS	$598K	0.1%Prev: 0.2%	17,209 SH	Decreased-4,496 SH
CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$11.7M	2.7%	294,656 SH	New
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$1.4M	0.3%	33,006 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$8.7M	2.0%	197,418 SH	New
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$9.7M	2.3%	328,933 SH	New
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$8.6M	2.0%Prev: 2.5%	377,639 SH	Decreased-221,451 SH
CAPITAL GRP FIXED INCM ETF T	SHORT DURATION	$21.1M	4.9%Prev: 5.5%	813,953 SH	Decreased-318,712 SH
CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$445K	0.1%Prev: 0.1%	16,041 SH	Decreased-4,428 SH
CATERPILLAR INC	COM	$601K	0.1%Prev: 0.2%	1,259 SH	Decreased+51 SH
CHEVRON CORP NEW	COM	$2.0M	0.5%	12,848 SH	New
CISCO SYS INC	COM	$437K	0.1%Prev: 0.1%	6,389 SH	Decreased-13 SH
COMMUNITY WEST BANCSHARES NE	COM	$538K	0.1%Prev: 2.5%	25,800 SH	Decreased-468,890 SH
CONSTELLATION ENERGY CORP	COM	$242K	0.1%	735 SH	New
COSTCO WHSL CORP NEW	COM	$888K	0.2%	959 SH	New
CSX CORP	COM	$292K	0.1%Prev: 0.1%	8,228 SH	Decreased-524 SH
DISNEY WALT CO	COM	$248K	0.1%	2,165 SH	New
EATON VANCE CALIF MUN BD FD	COM	$126K	0.0%	13,306 SH	New
ENERGY TRANSFER L P	COM UT LTD PTN	$192K	0.0%Prev: 0.0%	11,190 SH	Decreased-613 SH
ENTERPRISE PRODS PARTNERS L	COM	$220K	0.1%Prev: 0.0%	7,050 SH	Decreased+726 SH
EXXON MOBIL CORP	COM	$1.5M	0.3%	13,227 SH	New
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$19.3M	4.5%Prev: 5.4%	418,367 SH	Decreased-211,254 SH
FLAHERTY & CRUMRINE PFD INCO	COM	$333K	0.1%Prev: 0.1%	27,733 SH	Increased+2,143 SH
FORD MTR CO	COM	$174K	0.0%Prev: 0.0%	14,555 SH	Decreased-342 SH
FRANKLIN UNVL TR	SH BEN INT	$120K	0.0%Prev: 0.0%	14,910 SH	Increased+3,737 SH
GOLDMAN SACHS BDC INC	SHS	$152K	0.0%	14,983 SH	New
HOME DEPOT INC	COM	$427K	0.1%Prev: 0.1%	1,054 SH	Decreased-536 SH
INTEL CORP	COM	$464K	0.1%Prev: 0.3%	13,826 SH	Decreased+668 SH
INTERNATIONAL BUSINESS MACHS	COM	$321K	0.1%Prev: 0.1%	1,136 SH	Decreased-13 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$1.4M	0.3%Prev: 0.2%	5,762 SH	Increased+2,984 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	$237K	0.1%Prev: 0.0%	4,800 SH	Decreased
INVESCO EXCHANGE TRADED FD T	S&P500 PUR VAL	$359K	0.1%Prev: 0.1%	3,611 SH	Decreased-53 SH
INVESCO QQQ TR	UNIT SER 1	$1.5M	0.4%Prev: 0.4%	2,540 SH	Decreased-144 SH
ISHARES GOLD TR	ISHARES NEW	$2.3M	0.5%Prev: 0.4%	31,276 SH	Increased+5,517 SH
ISHARES SILVER TR	ISHARES	$1.1M	0.3%Prev: 0.2%	26,483 SH	Increased+6,177 SH
ISHARES TR	CORE S&P MCP ETF	$257K	0.1%Prev: 0.0%	3,940 SH	Increased+757 SH
ISHARES TR	CORE S&P500 ETF	$220K	0.1%Prev: 0.1%	328 SH	Decreased-266 SH
ISHARES TR	CORE TOTAL USD	$384K	0.1%	8,229 SH	New
ISHARES TR	EAFE VALUE ETF	$260K	0.1%Prev: 0.1%	3,826 SH	Decreased+149 SH
ISHARES TR	MSCI USA QLT FCT	$237K	0.1%Prev: 0.1%	1,221 SH	Decreased
ISHARES TR	RUS 1000 GRW ETF	$247K	0.1%Prev: 0.1%	528 SH	Decreased-1,815 SH
ISHARES TR	SELECT DIVID ETF	$206K	0.0%Prev: 0.0%	1,450 SH	Decreased
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$6.4M	1.5%Prev: 0.1%	111,379 SH	Increased+103,707 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$6.2M	1.4%Prev: 2.3%	133,111 SH	Decreased-132,132 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$2.2M	0.5%Prev: 0.4%	38,104 SH	Increased+3,268 SH
J P MORGAN EXCHANGE TRADED F	SHORT DURA CORE	$14.5M	3.4%Prev: 3.5%	304,345 SH	Decreased-83,452 SH
JANUS DETROIT STR TR	HENDERSON SECURI	$1.2M	0.3%	22,253 SH	New
JANUS DETROIT STR TR	HENDRSN SHRT ETF	$1.9M	0.5%Prev: 0.6%	39,444 SH	Decreased-24,530 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$33.7M	7.8%Prev: 4.5%	662,978 SH	Increased+194,330 SH
JOHNSON & JOHNSON	COM	$410K	0.1%Prev: 0.1%	2,214 SH	Decreased-239 SH
JPMORGAN CHASE & CO.	COM	$1.9M	0.4%	5,920 SH	New
KIMBELL RTY PARTNERS LP	UNIT	$191K	0.0%	14,124 SH	New
KINDER MORGAN INC DEL	COM	$382K	0.1%Prev: 0.1%	13,477 SH	Decreased-282 SH
MARTIN MARIETTA MATLS INC	COM	$760K	0.2%Prev: 0.1%	1,206 SH	Increased-3 SH
META PLATFORMS INC	CL A	$643K	0.1%Prev: 0.1%	876 SH	Increased-241 SH
MICROSOFT CORP	COM	$10.0M	2.3%Prev: 1.4%	19,269 SH	Increased-207 SH
NETFLIX INC	COM	$396K	0.1%	330 SH	New
NEXTERA ENERGY INC	COM	$217K	0.1%Prev: 0.0%	2,871 SH	Decreased+280 SH
NUSCALE PWR CORP	CL A COM	$228K	0.1%	6,347 SH	New
NUVEEN CA QUALTY MUN INCOME	COM	$449K	0.1%	39,042 SH	New
NUVEEN CALIFORNIA AMT QLT MU	COM	$667K	0.2%	52,680 SH	New
NVIDIA CORPORATION	COM	$5.9M	1.4%Prev: 1.2%	31,555 SH	Decreased-43 SH
ORACLE CORP	COM	$267K	0.1%	949 SH	New
PEPSICO INC	COM	$686K	0.2%Prev: 0.1%	4,885 SH	Increased-140 SH
PFIZER INC	COM	$406K	0.1%Prev: 0.1%	15,940 SH	Decreased-2,218 SH
PG&E CORP	COM	$153K	0.0%Prev: 0.0%	10,125 SH	Decreased+120 SH
PIMCO ETF TR	MULTISECTOR BD	$24.1M	5.6%Prev: 6.0%	897,031 SH	Decreased-304,889 SH
PIMCO ETF TR	MUNI INCOME OPP	$2.3M	0.5%Prev: 1.2%	49,783 SH	Decreased-85,888 SH
PIMCO ETF TR	ULTRA SHORT GOVT	$9.9M	2.3%	97,856 SH	New
PLUG POWER INC	COM NEW	$35K	0.0%	15,000 SH	New
PRUDENTIAL FINL INC	COM	$219K	0.1%Prev: 0.0%	2,110 SH	Decreased-7 SH
RITHM CAPITAL CORP	COM NEW	$131K	0.0%	11,500 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$514K	0.1%Prev: 0.1%	18,812 SH	Decreased+2,481 SH
SEMPRA	COM	$251K	0.1%Prev: 0.0%	2,787 SH	Decreased-43 SH
SPDR GOLD TR	GOLD SHS	$785K	0.2%Prev: 0.1%	2,207 SH	Increased+617 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.8M	0.4%	2,655 SH	New
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$5.2M	1.2%	56,715 SH	New
SPDR SERIES TRUST	PORTFOLI S&P1500	$20.9M	4.8%	259,333 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$12.4M	2.9%	118,894 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$1.5M	0.3%	26,231 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$242K	0.1%	1,725 SH	New
STRATEGY INC	CL A NEW	$306K	0.1%	950 SH	New
TCW ETF TRUST	FLEXIBLE INCOME	$491K	0.1%Prev: 0.2%	12,330 SH	Decreased-8,213 SH
TESLA INC	COM	$6.4M	1.5%Prev: 1.3%	14,309 SH	Decreased-2,436 SH
TRAVELERS COMPANIES INC	COM	$330K	0.1%Prev: 0.1%	1,182 SH	Decreased-8 SH
UMB FINL CORP	COM	$229K	0.1%Prev: 0.1%	1,938 SH	Decreased
UNITED PARCEL SERVICE INC	CL B	$668K	0.2%	8,000 SH	New
UNITED SEC BANCSHARES CALIF	COM	$11.4M	2.6%	1,218,400 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$1.3M	0.3%Prev: 0.2%	2,793 SH	Increased-11,448 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$725K	0.2%Prev: 0.1%	2,468 SH	Decreased
VANGUARD INDEX FDS	MID CAP ETF	$8.7M	2.0%Prev: 1.9%	29,509 SH	Decreased-95,629 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$9.6M	2.2%Prev: 2.6%	15,679 SH	Decreased-4,273 SH
VANGUARD INDEX FDS	SMALL CP ETF	$3.0M	0.7%Prev: 0.4%	11,963 SH	Increased+5,022 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3.9M	0.9%Prev: 0.9%	11,915 SH	Decreased-456 SH
VANGUARD INDEX FDS	VALUE ETF	$15.4M	3.6%Prev: 5.3%	82,826 SH	Decreased-45,327 SH
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$54.4M	12.6%	719,107 SH	New
VANGUARD INSTL INDEX FD	ULTRA-SHORT TREA	$483K	0.1%	6,380 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.7M	0.9%Prev: 0.9%	67,782 SH	Decreased-16,308 SH
VANGUARD MUN BD FDS	CORE TAX EXEMPT	$323K	0.1%Prev: 0.1%	4,290 SH	Decreased-2,650 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$246K	0.1%Prev: 0.0%	4,914 SH	Decreased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.9M	0.4%Prev: 0.4%	8,877 SH	Decreased+677 SH
VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$997K	0.2%Prev: 0.2%	9,782 SH	Increased+1,060 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$5.4M	1.3%Prev: 1.1%	38,503 SH	Decreased+403 SH
VERIZON COMMUNICATIONS INC	COM	$403K	0.1%Prev: 0.1%	9,164 SH	Increased+771 SH
VISA INC	COM CL A	$356K	0.1%Prev: 0.1%	1,043 SH	Increased+168 SH
WALMART INC	COM	$1.5M	0.4%Prev: 0.3%	14,911 SH	Decreased+101 SH
WELLS FARGO CO NEW	COM	$1.4M	0.3%	16,549 SH	New
WELLS FARGO CO NEW	PERP PFD CNV A	$228K	0.1%	185 SH	New

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $421K
APPLIED MATLS INC — $276K
BANK OF AMER CORP — $2.1M
BLACKROCK ETF TRUST — $269K
CAPITAL GROUP CORE EQUITY ET — $15.9M
CAPITAL GROUP DIVIDEND VALUE — $2.0M
CAPITAL GROUP GROWTH ETF — $12.6M
CAPITAL GROUP INTL FOCUS EQT — $993K
CHEVRON CORPORATION — $2.1M
COSTCO WHOLESALE CORPORATION — $848K
CUMMINS INC — $324K
EDISON INTL — $240K
ELI LILLY & CO — $339K
ETF SER SOLUTIONS — $621K
GE VERNOVA INC — $333K
GOLDMAN SACHS ETF TR — $13.3M
GOLDMAN SACHS ETF TR — $3.2M
GOLDMAN SACHS ETF TR — $7.3M
GOLDMAN SACHS GROUP INC — $224K
ISHARES TR — $211K
… and 33 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