Bridgewealth Advisory Group, LLC

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

Import this data to Google Sheets with:

=jivedata("bridgewealth-advisory-group-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $529.9M141 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$296K	0.1%Prev: 0.1%	1,176 SH	Increased+48 SH
ABRDN AUSTRALIA EQUITY FD IN	COM	$145K	0.0%Prev: 0.0%	11,745 SH	Increased-19,782 SH
ADVANCED MICRO DEVICES INC	COM	$421K	0.1%	724 SH	New
ALPHABET INC	CAP STK CL A	$771K	0.1%Prev: 0.1%	2,158 SH	Increased+313 SH
ALPHABET INC	CAP STK CL C	$769K	0.1%Prev: 0.1%	2,176 SH	Increased+324 SH
ALTRIA GROUP INC	COM	$577K	0.1%Prev: 0.1%	8,024 SH	Increased+1,133 SH
AMAZON COM INC	COM	$1.5M	0.3%Prev: 0.3%	6,320 SH	Increased+1,139 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$1.6M	0.3%Prev: 0.2%	17,692 SH	Increased+8,601 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$10.4M	2.0%Prev: 1.3%	114,280 SH	Increased+40,501 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$11.2M	2.1%Prev: 1.4%	89,988 SH	Increased+28,866 SH
AMGEN INC	COM	$478K	0.1%Prev: 0.1%	1,321 SH	Increased+2 SH
APPLE INC	COM	$7.1M	1.3%Prev: 1.3%	24,520 SH	Increased-1 SH
APPLIED MATLS INC	COM	$276K	0.1%	382 SH	New
ARES CAPITAL CORP	COM	$214K	0.0%Prev: 0.1%	11,530 SH	Decreased-1,300 SH
ARK ETF TR	AUTNMUS TECHNLGY	$270K	0.1%	2,040 SH	New
AT&T INC	COM	$631K	0.1%Prev: 0.2%	30,478 SH	Decreased-2,492 SH
BANK OF AMER CORP	COM	$2.1M	0.4%	36,346 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.8M	0.3%Prev: 0.5%	3,680 SH	Decreased-384 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$269K	0.1%	3,955 SH	New
BROADCOM INC	COM	$575K	0.1%Prev: 0.1%	1,522 SH	Increased+358 SH
CAPITAL GROUP CORE BALANCED	SHS	$824K	0.2%Prev: 0.1%	21,705 SH	Increased+5,074 SH
CAPITAL GROUP CORE EQUITY ET	SHS CREAT UNIT	$15.9M	3.0%	356,375 SH	New
CAPITAL GROUP DIVIDEND VALUE	SHS CREAT UNIT	$2.0M	0.4%	41,058 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREAT UNIT	$12.6M	2.4%	267,941 SH	New
CAPITAL GROUP INTL FOCUS EQT	SHS CREAT UNIT	$993K	0.2%	28,679 SH	New
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$13.4M	2.5%Prev: 2.1%	599,090 SH	Increased+240,021 SH
CAPITAL GRP FIXED INCM ETF T	SHORT DURATION	$29.1M	5.5%Prev: 5.2%	1,132,665 SH	Increased+344,685 SH
CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$559K	0.1%Prev: 0.1%	20,469 SH	Increased+3,462 SH
CATERPILLAR INC	COM	$1.3M	0.2%Prev: 0.1%	1,208 SH	Increased-49 SH
CHEVRON CORPORATION	COM	$2.1M	0.4%	12,699 SH	New
CISCO SYS INC	COM	$752K	0.1%Prev: 0.1%	6,402 SH	Increased-184 SH
COMMUNITY WEST BANCSHARES NE	COM	$13.3M	2.5%Prev: 0.1%	494,690 SH	Increased+468,890 SH
COSTCO WHOLESALE CORPORATION	COM	$848K	0.2%	906 SH	New
CSX CORP	COM	$416K	0.1%Prev: 0.1%	8,752 SH	Increased+539 SH
CUMMINS INC	COM	$324K	0.1%	455 SH	New
EDISON INTL	COM	$240K	0.0%	3,224 SH	New
ELI LILLY & CO	COM	$339K	0.1%	283 SH	New
ENERGY TRANSFER L P	COM UT LTD PTN	$226K	0.0%Prev: 0.0%	11,803 SH	Increased+1,169 SH
ENTERPRISE PRODS PARTNERS L	COM	$232K	0.0%Prev: 0.1%	6,324 SH	Increased-717 SH
ETF SER SOLUTIONS	DEFIA QUANT ETF	$621K	0.1%	3,754 SH	New
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$28.6M	5.4%Prev: 4.7%	629,621 SH	Increased+228,315 SH
FLAHERTY & CRUMRINE PFD INCO	COM	$298K	0.1%Prev: 0.1%	25,590 SH	Decreased-2,143 SH
FORD MTR CO	COM	$207K	0.0%Prev: 0.0%	14,897 SH	Increased-385 SH
FRANKLIN UNVL TR	SH BEN INT	$90K	0.0%Prev: 0.0%	11,173 SH	Decreased-3,737 SH
GE VERNOVA INC	COM	$333K	0.1%	283 SH	New
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$13.3M	2.5%	291,728 SH	New
GOLDMAN SACHS ETF TR	NASDA 100 ETF	$3.2M	0.6%	53,453 SH	New
GOLDMAN SACHS ETF TR	S&P 500 PREMIUM	$7.3M	1.4%	130,861 SH	New
GOLDMAN SACHS GROUP INC	COM	$224K	0.0%	221 SH	New
HOME DEPOT INC	COM	$561K	0.1%Prev: 0.1%	1,590 SH	Increased+461 SH
INTEL CORP	COM	$1.8M	0.3%Prev: 0.1%	13,158 SH	Increased-1,013 SH
INTERNATIONAL BUSINESS MACHS	COM	$323K	0.1%Prev: 0.1%	1,149 SH	Decreased+17 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$842K	0.2%Prev: 0.3%	2,778 SH	Decreased-2,984 SH
INVESCO EXCH TRADED FD TR II	S&P ULTRA DIVIDE	$233K	0.0%	4,015 SH	New
INVESCO EXCH TRADED FD TR II	S&P500 HDL VOL	$244K	0.0%Prev: 0.1%	4,800 SH	Increased
INVESCO EXCHANGE TRADED FD T	S&P500 PUR VAL	$417K	0.1%Prev: 0.1%	3,664 SH	Increased+82 SH
INVESCO QQQ TR	UNIT SER 1	$2.0M	0.4%Prev: 0.4%	2,684 SH	Increased+182 SH
ISHARES GOLD TR	ISHARES NEW	$1.9M	0.4%Prev: 0.5%	25,759 SH	Decreased-6,172 SH
ISHARES SILVER TR	ISHARES	$1.1M	0.2%Prev: 0.2%	20,306 SH	Increased-5,917 SH
ISHARES TR	CORE S&P MCP ETF	$245K	0.0%Prev: 0.1%	3,183 SH	Increased-737 SH
ISHARES TR	CORE S&P500 ETF	$445K	0.1%Prev: 0.1%	594 SH	Increased+266 SH
ISHARES TR	CORE UNIVRSL USD	$211K	0.0%	4,564 SH	New
ISHARES TR	EAFE VALUE ETF	$281K	0.1%Prev: 0.1%	3,677 SH	Increased-149 SH
ISHARES TR	MBS ETF	$264K	0.0%	2,797 SH	New
ISHARES TR	MSCI USA QLT FCT	$268K	0.1%Prev: 0.1%	1,221 SH	Increased
ISHARES TR	RUS 1000 GRW ETF	$291K	0.1%Prev: 0.1%	2,343 SH	Increased+1,815 SH
ISHARES TR	S&P 500 VAL ETF	$219K	0.0%	965 SH	New
ISHARES TR	SELECT DIVID ETF	$227K	0.0%	1,450 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$433K	0.1%Prev: 1.5%	7,672 SH	Decreased-95,035 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$12.2M	2.3%Prev: 1.5%	265,243 SH	Increased+141,487 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$2.1M	0.4%Prev: 0.5%	34,836 SH	Increased+106 SH
J P MORGAN EXCHANGE TRADED F	SHORT DURA CORE	$18.3M	3.5%Prev: 3.6%	387,797 SH	Increased+90,617 SH
JANUS DETROIT STR TR	HEND SECU IN ETF	$466K	0.1%	9,105 SH	New
JANUS DETROIT STR TR	HENDRSN SHRT ETF	$3.1M	0.6%Prev: 0.4%	63,974 SH	Increased+29,960 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$23.7M	4.5%Prev: 8.7%	468,648 SH	Decreased-209,907 SH
JOHNSON & JOHNSON	COM	$623K	0.1%Prev: 0.1%	2,453 SH	Increased+247 SH
JPMORGAN CHASE & CO	COM	$1.9M	0.4%	5,703 SH	New
KINDER MORGAN INC DEL	COM	$440K	0.1%Prev: 0.1%	13,759 SH	Increased+341 SH
MARTIN MARIETTA MATLS INC	COM	$697K	0.1%Prev: 0.2%	1,209 SH	Increased+4 SH
META PLATFORMS INC	CL A	$629K	0.1%Prev: 0.2%	1,117 SH	Increased+316 SH
MICROSOFT CORP	COM	$7.3M	1.4%Prev: 2.4%	19,476 SH	Decreased+323 SH
NETFLIX INC.	COM	$261K	0.0%	3,661 SH	New
NEXTERA ENERGY INC	COM	$227K	0.0%Prev: 0.1%	2,591 SH	Increased-380 SH
NUVEEN CA DIVI ADV MUN	COM	$443K	0.1%	36,555 SH	New
NUVEEN CALIF AMT FREE MUNI I	COM	$667K	0.1%	53,261 SH	New
NVIDIA CORPORATION	COM	$6.3M	1.2%Prev: 1.3%	31,598 SH	Increased-385 SH
PALO ALTO NETWORKS INC	COM	$310K	0.1%Prev: 0.1%	908 SH	Increased-78 SH
PEPSICO INC	COM	$680K	0.1%Prev: 0.2%	5,025 SH	Increased+240 SH
PFIZER INC	COM	$437K	0.1%Prev: 0.1%	18,158 SH	Increased+259 SH
PG&E CORP	COM	$168K	0.0%Prev: 0.0%	10,005 SH	Increased-113 SH
PIMCO ETF TR	MULTISECTOR BD	$31.9M	6.0%Prev: 5.5%	1,201,920 SH	Increased+378,640 SH
PIMCO ETF TR	MUNI INCOME OPP	$6.2M	1.2%Prev: 0.5%	135,671 SH	Increased+87,151 SH
PIMCO ETF TR	ULTR SH GO AC FD	$7.0M	1.3%	69,673 SH	New
PLUG PWR INC	COM NEW	$41K	0.0%	15,000 SH	New
POLARIS INC	COM	$214K	0.0%	3,132 SH	New
PROCTER & GAMBLE CO	COM	$275K	0.1%	1,873 SH	New
PRUDENTIAL FINL INC	COM	$228K	0.0%Prev: 0.1%	2,117 SH	Increased+21 SH
PUTNAM ETF TRUST	FRANKLIN CALIF	$1.4M	0.3%	186,566 SH	New
QUALCOMM INC	COM	$216K	0.0%	1,167 SH	New
ROCKWELL AUTOMATION INC	COM	$202K	0.0%	408 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$518K	0.1%Prev: 0.1%	16,331 SH	Decreased-4,585 SH
SEMPRA	COM	$262K	0.0%Prev: 0.1%	2,830 SH	Increased+60 SH
SPDR GOLD TR	GOLD SHS	$586K	0.1%Prev: 0.2%	1,590 SH	Decreased-617 SH
SPDR INDEX SHS FDS	ST STR MSCI EAFE	$216K	0.0%	2,248 SH	New
SPDR SERIES TRUST	ST STR BLO 1 ETF	$1.2M	0.2%	12,804 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$17.2M	3.2%	144,585 SH	New
SPDR SERIES TRUST	ST STR P500VAL	$1.8M	0.3%	28,966 SH	New
SPDR SERIES TRUST	ST STR PR SP1500	$27.4M	5.2%	301,764 SH	New
SPDR SERIES TRUST	ST STR SP DIV	$243K	0.0%	1,600 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$274K	0.1%	525 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.7M	0.3%	2,330 SH	New
SYSCO CORP	COM	$205K	0.0%	2,452 SH	New
TCW ETF TRUST	FLEXIBLE INCOME	$805K	0.2%Prev: 0.2%	20,543 SH	Increased+4,370 SH
TCW ETF TRUST	TRANS SYSTE ETF	$4.4M	0.8%	36,039 SH	New
TESLA INC	COM	$7.0M	1.3%Prev: 1.2%	16,745 SH	Increased+2,368 SH
TRAVELERS COMPANIES INC	COM	$393K	0.1%Prev: 0.1%	1,190 SH	Increased+11 SH
UMB FINL CORP	COM	$277K	0.1%Prev: 0.1%	1,938 SH	Increased
UNITED PARCEL SVCS INC	CL B	$828K	0.2%	7,700 SH	New
VANECK ETF TRUST	BDC INCOME ETF	$269K	0.1%	21,277 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$521K	0.1%	6,689 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$1.2M	0.2%Prev: 0.3%	14,241 SH	Decreased+11,210 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$756K	0.1%Prev: 0.2%	2,468 SH	Increased+1 SH
VANGUARD INDEX FDS	MID CAP ETF	$10.1M	1.9%Prev: 2.0%	125,138 SH	Increased+96,924 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$13.7M	2.6%Prev: 2.3%	19,952 SH	Increased+4,145 SH
VANGUARD INDEX FDS	SMALL CP ETF	$2.1M	0.4%Prev: 0.7%	6,941 SH	Decreased-4,237 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$4.6M	0.9%Prev: 0.9%	12,371 SH	Increased+435 SH
VANGUARD INDEX FDS	VALUE ETF	$27.9M	5.3%Prev: 3.4%	128,153 SH	Increased+52,371 SH
VANGUARD INSTL INDEX FD	0 3 MO TR BI ETF	$51.9M	9.8%	686,345 SH	New
VANGUARD INSTL INDEX FD	ULTR SHOR TR ETF	$322K	0.1%	4,255 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$5.0M	0.9%Prev: 0.8%	84,090 SH	Increased+19,520 SH
VANGUARD MALVERN FDS	CORE-PLUS BD ETF	$602K	0.1%	7,754 SH	New
VANGUARD MUN BD FDS	CORE TAX EXEMPT	$530K	0.1%Prev: 0.1%	6,940 SH	Increased+1,845 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$249K	0.0%Prev: 0.1%	4,914 SH	Increased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.9M	0.4%Prev: 0.5%	8,200 SH	Increased-914 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$361K	0.1%	5,060 SH	New
VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$884K	0.2%Prev: 0.2%	8,722 SH	Decreased-960 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$6.0M	1.1%Prev: 1.3%	38,100 SH	Increased-216 SH
VERIZON COMMUNICATIONS INC	COM	$355K	0.1%Prev: 0.1%	8,393 SH	Decreased-197 SH
VISA INC	COM CL A	$300K	0.1%Prev: 0.1%	875 SH	Decreased-206 SH
WALMART INC	COM	$1.7M	0.3%Prev: 0.4%	14,810 SH	Increased-754 SH
WELLS FARGO & CO	COM	$1.1M	0.2%	13,393 SH	New

Sold (vs prior filing)

BANK AMERICA CORP — $1.9M
CAPITAL GROUP CORE EQUITY ET — $9.9M
CAPITAL GROUP DIVIDEND VALUE — $1.0M
CAPITAL GROUP GROWTH ETF — $7.4M
CAPITAL GROUP INTL FOCUS EQT — $8.3M
CHEVRON CORP NEW — $1.8M
CONSTELLATION ENERGY CORP — $237K
COSTCO WHSL CORP NEW — $944K
DISNEY WALT CO — $277K
EATON VANCE CALIF MUN BD FD — $117K
EXXON MOBIL CORP — $1.4M
GOLDMAN SACHS BDC INC — $158K
ISHARES TR — $711K
JANUS DETROIT STR TR — $712K
JPMORGAN CHASE & CO. — $1.7M
KIMBELL RTY PARTNERS LP — $186K
MICROSTRATEGY INC — $410K
NETFLIX INC — $442K
NUVEEN CA QUALTY MUN INCOME — $434K
NUVEEN CALIFORNIA AMT QLT MU — $618K
… and 18 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