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: $482.1M131 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$265K	0.1%	1,218 SH	New
ABRDN AUSTRALIA EQUITY FD IN	COM	$138K	0.0%	11,417 SH	New
ALPHABET INC	CAP STK CL A	$544K	0.1%	1,892 SH	New
ALPHABET INC	CAP STK CL C	$547K	0.1%	1,906 SH	New
ALTRIA GROUP INC	COM	$474K	0.1%	7,179 SH	New
AMAZON COM INC	COM	$1.2M	0.3%	5,820 SH	New
AMERICAN CENTY ETF TR	INTL EQT ETF	$1.3M	0.3%	15,439 SH	New
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$8.9M	1.8%Prev: 3.1%	109,960 SH	Increased+73,717 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$9.1M	1.9%Prev: 3.0%	82,587 SH	Increased+56,272 SH
AMGEN INC	COM	$466K	0.1%	1,325 SH	New
APPLE INC	COM	$6.2M	1.3%Prev: 1.5%	24,348 SH	Increased+19,143 SH
ARES CAPITAL CORP	COM	$346K	0.1%	19,188 SH	New
ARK ETF TR	AUTNMUS TECHNLGY	$270K	0.1%	2,399 SH	New
AT&T INC	COM	$875K	0.2%	30,169 SH	New
BANK AMERICA CORP	COM	$1.7M	0.4%	35,800 SH	New
BARINGS BDC INC	COM	$88K	0.0%	10,700 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.8M	0.4%Prev: 1.3%	3,823 SH	Increased+1,995 SH
BROADCOM INC	COM	$470K	0.1%	1,518 SH	New
CAPITAL GROUP CORE BALANCED	SHS	$747K	0.2%Prev: 0.6%	21,698 SH	Increased+6,002 SH
CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$13.7M	2.8%Prev: 8.1%	356,156 SH	Increased+170,625 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$1.8M	0.4%Prev: 1.1%	42,427 SH	Increased+19,771 SH
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$9.3M	1.9%Prev: 5.7%	232,042 SH	Increased+104,768 SH
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$1.1M	0.2%Prev: 1.7%	36,990 SH	Decreased-14,467 SH
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$12.7M	2.6%Prev: 1.6%	568,795 SH	Increased+512,894 SH
CAPITAL GRP FIXED INCM ETF T	SHORT DURATION	$26.7M	5.5%Prev: 3.2%	1,034,744 SH	Increased+941,525 SH
CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$559K	0.1%	20,519 SH	New
CATERPILLAR INC	COM	$903K	0.2%	1,275 SH	New
CHEVRON CORPORATION	COM	$2.7M	0.6%	12,906 SH	New
CISCO SYS INC	COM	$497K	0.1%	6,399 SH	New
COMMUNITY WEST BANCSHARES NE	COM	$601K	0.1%Prev: 0.3%	25,800 SH	Increased+13,560 SH
CONSTELLATION ENERGY CORP	COM	$206K	0.0%	736 SH	New
COSTCO WHOLESALE CORPORATION	COM	$918K	0.2%	921 SH	New
CSX CORP	COM	$338K	0.1%	8,244 SH	New
CUMMINS INC	COM	$227K	0.0%	422 SH	New
EDISON INTL	COM	$234K	0.0%	3,191 SH	New
ELI LILLY & CO	COM	$226K	0.0%	246 SH	New
ENERGY TRANSFER L P	COM UT LTD PTN	$224K	0.0%	11,609 SH	New
ENTERPRISE PRODS PARTNERS L	COM	$226K	0.0%	5,966 SH	New
ETF SER SOLUTIONS	DEFIANCE QUANTUM	$385K	0.1%	3,584 SH	New
EXXON MOBIL CORP	COM	$1.2M	0.2%Prev: 1.6%	6,905 SH	Decreased-3,400 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$26.5M	5.5%Prev: 2.6%	580,292 SH	Increased+537,063 SH
FLAHERTY & CRUMRINE PFD INCO	COM	$286K	0.1%	25,590 SH	New
FORD MTR CO	COM	$169K	0.0%	14,683 SH	New
FRANKLIN UNVL TR	SH BEN INT	$89K	0.0%	11,173 SH	New
GE VERNOVA INC	COM	$227K	0.0%	260 SH	New
GOLDMAN SACHS BDC INC	SHS	$182K	0.0%	20,483 SH	New
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$11.4M	2.4%	263,506 SH	New
GOLDMAN SACHS ETF TR	NASDAQ-100 PREMI	$2.2M	0.5%	45,059 SH	New
GOLDMAN SACHS ETF TR	S&P 500 PREMIUM	$5.1M	1.1%	102,071 SH	New
HOME DEPOT INC	COM	$514K	0.1%	1,561 SH	New
INTEL CORP	COM	$621K	0.1%	14,075 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$278K	0.1%	1,146 SH	New
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$635K	0.1%	2,674 SH	New
INVESCO EXCH TRADED FD TR II	S&P ULTRA DIVIDE	$223K	0.0%	4,015 SH	New
INVESCO EXCH TRADED FD TR II	S&P500 HDL VOL	$238K	0.0%	4,800 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 PUR VAL	$391K	0.1%Prev: 0.4%	3,641 SH	Increased+80 SH
INVESCO QQQ TR	UNIT SER 1	$1.6M	0.3%Prev: 1.1%	2,776 SH	Increased+973 SH
ISHARES GOLD TR	ISHARES NEW	$2.4M	0.5%Prev: 1.1%	26,950 SH	Increased+12,155 SH
ISHARES SILVER TR	ISHARES	$1.4M	0.3%	20,431 SH	New
ISHARES TR	CORE S&P MCP ETF	$249K	0.1%Prev: 0.3%	3,686 SH	Increased+146 SH
ISHARES TR	CORE S&P500 ETF	$239K	0.0%	366 SH	New
ISHARES TR	CORE UNIVRSL USD	$211K	0.0%	4,564 SH	New
ISHARES TR	EAFE VALUE ETF	$265K	0.1%Prev: 0.3%	3,569 SH	Increased-42 SH
ISHARES TR	MBS ETF	$218K	0.0%	2,297 SH	New
ISHARES TR	MSCI USA QLT FCT	$242K	0.1%	1,263 SH	New
ISHARES TR	RUS 1000 GRW ETF	$250K	0.1%	585 SH	New
ISHARES TR	S&P 500 VAL ETF	$203K	0.0%	961 SH	New
ISHARES TR	SELECT DIVID ETF	$220K	0.0%	1,450 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$571K	0.1%Prev: 2.3%	10,066 SH	Decreased-21,169 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$11.3M	2.3%Prev: 1.4%	245,878 SH	Increased+222,436 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$950K	0.2%Prev: 0.5%	17,118 SH	Increased+9,721 SH
J P MORGAN EXCHANGE TRADED F	SHORT DURA CORE	$17.6M	3.7%Prev: 1.2%	372,489 SH	Increased+353,007 SH
JANUS DETROIT STR TR	HENDERSON SECURI	$841K	0.2%	16,314 SH	New
JANUS DETROIT STR TR	HENDRSN SHRT ETF	$2.7M	0.6%Prev: 1.4%	55,103 SH	Increased+33,349 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$23.1M	4.8%Prev: 13.4%	459,482 SH	Increased+257,930 SH
JOHNSON & JOHNSON	COM	$570K	0.1%	2,332 SH	New
JPMORGAN CHASE & CO	COM	$1.7M	0.3%	5,714 SH	New
KIMBELL RTY PARTNERS LP	UNIT	$322K	0.1%Prev: 0.2%	22,247 SH	Increased+11,328 SH
KINDER MORGAN INC DEL	COM	$460K	0.1%	13,707 SH	New
MARTIN MARIETTA MATLS INC	COM	$711K	0.1%	1,208 SH	New
META PLATFORMS INC	CL A	$617K	0.1%	1,079 SH	New
MICROSOFT CORP	COM	$7.2M	1.5%Prev: 0.7%	19,458 SH	Increased+18,133 SH
NETFLIX INC.	COM	$342K	0.1%	3,561 SH	New
NEXTERA ENERGY INC	COM	$267K	0.1%	2,871 SH	New
NUVEEN CA DIVI ADV MUN	COM	$424K	0.1%	36,378 SH	New
NUVEEN CALIF AMT FREE MUNI I	COM	$631K	0.1%	53,059 SH	New
NVIDIA CORPORATION	COM	$5.4M	1.1%	31,215 SH	New
PENNANTPARK FLOATING RATE CA	COM	$105K	0.0%	13,042 SH	New
PEPSICO INC	COM	$748K	0.2%	4,816 SH	New
PFIZER INC	COM	$444K	0.1%	15,795 SH	New
PIMCO ETF TR	MULTISECTOR BD	$30.2M	6.3%Prev: 7.0%	1,151,834 SH	Increased+949,415 SH
PIMCO ETF TR	MUNI INCOME OPP	$5.9M	1.2%Prev: 1.2%	130,270 SH	Increased+110,119 SH
PIMCO ETF TR	ULTRA SHORT GOVT	$7.3M	1.5%Prev: 3.9%	72,332 SH	Increased+42,977 SH
PLUG PWR INC	COM NEW	$34K	0.0%	15,000 SH	New
PRUDENTIAL FINL INC	COM	$202K	0.0%	2,066 SH	New
PUTNAM ETF TRUST	FRANKLIN CALIF	$1.4M	0.3%	186,566 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$510K	0.1%Prev: 0.9%	16,615 SH	Decreased-7,764 SH
SEMPRA	COM	$274K	0.1%	2,815 SH	New
SPDR GOLD TR	GOLD SHS	$664K	0.1%Prev: 0.4%	1,544 SH	Increased+399 SH
SPDR INDEX SHS FDS	STATE STREET SPD	$210K	0.0%	2,248 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$39.2M	8.1%	468,828 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.8M	0.4%	2,835 SH	New
TCW ETF TRUST	FLEXIBLE INCOME	$849K	0.2%Prev: 0.6%	21,613 SH	Increased+10,688 SH
TCW ETF TRUST	TRANSFORM SYSTEM	$3.0M	0.6%	31,077 SH	New
TESLA INC	COM	$5.3M	1.1%	14,381 SH	New
TRAVELERS COMPANIES INC	COM	$346K	0.1%	1,187 SH	New
UMB FINL CORP	COM	$219K	0.0%	1,938 SH	New
UNITED PARCEL SVCS INC	CL B	$758K	0.2%	7,702 SH	New
UNITED SEC BANCSHARES CALIF	COM	$12.6M	2.6%	1,203,437 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$517K	0.1%	6,587 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$1.1M	0.2%Prev: 1.0%	2,435 SH	Increased+484 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$635K	0.1%	2,467 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$8.5M	1.8%Prev: 1.9%	29,523 SH	Increased+23,975 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$10.1M	2.1%Prev: 3.1%	16,963 SH	Increased+12,319 SH
VANGUARD INDEX FDS	SMALL CP ETF	$1.8M	0.4%Prev: 0.4%	6,972 SH	Increased+5,490 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3.9M	0.8%Prev: 2.2%	12,293 SH	Increased+6,247 SH
VANGUARD INDEX FDS	VALUE ETF	$22.7M	4.7%Prev: 4.6%	115,923 SH	Increased+95,515 SH
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$60.0M	12.4%Prev: 0.9%	793,228 SH	Increased+784,610 SH
VANGUARD INSTL INDEX FD	ULTRA-SHORT TREA	$396K	0.1%Prev: 0.6%	5,230 SH	Decreased-1,295 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$4.2M	0.9%Prev: 0.5%	78,377 SH	Increased+69,198 SH
VANGUARD MALVERN FDS	CORE-PLUS BD ETF	$301K	0.1%	3,879 SH	New
VANGUARD MUN BD FDS	CORE TAX EXEMPT	$639K	0.1%	8,506 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$245K	0.1%	4,914 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.8M	0.4%Prev: 1.9%	8,539 SH	Increased+1,090 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$311K	0.1%	4,859 SH	New
VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$924K	0.2%	9,135 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$5.7M	1.2%Prev: 0.7%	38,168 SH	Increased+34,305 SH
VERIZON COMMUNICATIONS INC	COM	$408K	0.1%	8,128 SH	New
VISA INC	COM CL A	$228K	0.0%	754 SH	New
WALMART INC	COM	$1.9M	0.4%	14,967 SH	New
WELLS FARGO & CO	COM	$1.1M	0.2%	13,391 SH	New

Sold (vs prior filing)

COSTCO WHSL CORP NEW — $297K
PIMCO ETF TR — $263K
SPDR SER TR — $487K
SPDR SER TR — $2.1M
SPDR SER TR — $1.5M
SPDR SER TR — $1.6M

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