Bridgewealth Advisory Group, LLC

CIK

1801982

Location

Fresno, CA

Portfolio Value

Small $528,478,892

Diversification

Diversified

Filing Date

Global Rank

#3,697 / 8,793 ▼ 227 · as of Jun 2026

Top Industry

Banks - Regional 17.5%

Period ended 3 months ago

Filed Jul 27, 2026 · 2mo

15 quarters · since Dec 2022

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

104 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.4%

−1.7 pts

Top 5

46.8%

−1.9 pts

Top 10

72.5%

−2.6 pts

HHI

614

Diversified−47

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	85.3%	$450,903,609	39
Technology	4.8%	$25,391,820	11
Financial Services	4.7%	$24,770,862	17
Consumer Cyclical	1.8%	$9,531,438	5
Consumer Defensive	0.8%	$4,262,220	6
Industrials	0.6%	$3,429,768	7
Communication Services	0.6%	$3,416,892	5
Energy	0.6%	$3,003,004	4
Healthcare	0.4%	$2,173,958	5
Utilities	0.2%	$898,091	4
Basic Materials	0.1%	$697,230	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CWBC	Community West Bancshares	+468,890	494,690	$13,287,373
CGCB	Capital Group Core Bond ETF	+128,166	1,752,224	$43,056,603
VB	Vanguard Morningstar Small-Cap ETF	+122,688	309,264	$60,378,370
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	+65,406	476,042	$23,774,211
BILZ	PIMCO Ultra Short Government Active ETF	+52,828	1,407,264	$45,115,317
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+49,997	695,548	$33,071,463
FAAA	Fidelity AAA CLO ETF	+49,329	629,621	$28,641,459
CGGR	Capital Group Growth ETF	+35,899	267,941	$12,646,815
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+21,698	476,915	$46,605,653
ACSG	American Century Small Cap Growth Insights ETF	+13,974	221,960	$23,228,506
JA	Janus Henderson AA-A CLO ETF	+10,828	541,727	$27,254,393
VEU	Vanguard FTSE All-World Ex-US ETF	+5,713	84,090	$5,019,332
ACLO	TCW AAA CLO ETF	+3,892	56,582	$5,236,846
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	+3,875	7,754	$601,524
TSLA	Tesla, Inc.	+2,364	16,745	$7,042,947
PFE	Pfizer Inc	+2,363	18,158	$437,244
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+2,053	20,794	$2,451,356
MO	Altria Group, Inc.	+845	8,024	$577,326
BAC	Bank Of America Corp /De/	+546	36,346	$2,070,995
GOOGL	Alphabet Inc.	+536	4,334	$1,540,050
CSX	Csx Corp	+508	8,752	$415,982
AMZN	Amazon Com Inc	+500	6,320	$1,506,308
NVDA	Nvidia Corp	+383	31,598	$6,322,443
EPD	Enterprise Products Partners L.P.	+358	6,324	$232,470
IAF	Abrdn Australia Equity Fund, Inc.	+328	11,745	$145,403
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VBIL	Vanguard 0-3 Month Treasury Bill ETF	−107,858	690,600	$52,264,522
CGXU	Capital Group International Focus Equity ETF	−8,311	28,679	$992,866
ARCC	Ares Capital Corp	−7,658	11,530	$213,650
VCRM	Vanguard Core Tax-Exempt Bond ETF	−1,566	11,854	$778,766
CGDV	Capital Group Dividend Value ETF	−1,369	41,058	$2,023,338
IAU	Ishares Gold Trust	−1,191	25,759	$1,945,062
INTC	Intel Corp	−917	13,158	$1,837,251
—		−807	12,804	$1,173,358
SPY	Spdr S&P 500 ETF Trust	−505	2,330	$1,739,974
VFMF	Vanguard U.S. Multifactor ETF	−413	8,722	$883,625
—		−359	2,040	$269,728
VIG	Vanguard Dividend Appreciation ETF	−339	8,200	$1,940,284
FNDA	Schwab Fundamental U.S. Small Company ETF	−284	16,331	$517,856
NEE	Nextera Energy Inc	−280	2,591	$227,412
CVX	Chevron Corp	−207	12,699	$2,104,986
WMT	Walmart Inc.	−157	14,810	$1,677,380
BRK-B	Berkshire Hathaway Inc	−143	3,680	$1,841,435
SLV	iShares Silver Trust	−125	20,306	$1,085,761
QQQ	Invesco Qqq Trust, Series 1	−92	2,684	$1,976,497
VIGI	Vanguard International Dividend Appreciation ETF	−68	38,100	$6,020,943
CAT	Caterpillar Inc	−67	1,208	$1,286,399
ABBV	AbbVie Inc.	−42	1,176	$295,928
COST	Costco Wholesale Corp /New	−15	906	$847,535
JPM	Jpmorgan Chase & Co	−11	5,703	$1,866,762
AMGN	Amgen Inc	−4	1,321	$478,360
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	724	$420,578
PANW	Palo Alto Networks Inc	908	$309,646
AMAT	Applied Materials Inc /De	382	$276,186
PG	PROCTER & GAMBLE Co	1,873	$274,656
DIA	Spdr Dow Jones Industrial Average ETF Trust	525	$274,254
AFK	VanEck Africa Index ETF	21,277	$269,366
BAI	iShares A.I. Innovation and Tech Active ETF	3,955	$268,979
GS	Goldman Sachs Group Inc	221	$223,512
QCOM	Qualcomm Inc/De	1,167	$215,649
PII	Polaris Inc.	3,132	$214,354
SYY	Sysco Corp	2,452	$204,938
ROK	Rockwell Automation, Inc	408	$201,992
PCG	PG&E Corp	10,005	$168,284
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	6,905	$1,171,502
KRP	Kimbell Royalty Partners, LP	22,247	$321,914
CEG	Constellation Energy Corp	736	$205,528
GSBD	Goldman Sachs BDC, Inc.	20,483	$181,889
PFLT	PennantPark Floating Rate Capital Ltd.	13,042	$104,857
BBDC	Barings BDC, Inc.	10,700	$88,061
—		1,203,437	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

104 tracked positions · $528,478,892 total · filing declares 141 positions · $529,863,301 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 104 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	309,264	+122,688	$60,378,370	+45.2%	11.42%
VBIL	Vanguard 0-3 Month Treasury Bill ETF	Reduced	690,600	-107,858	$52,264,522	−13.5%	9.89%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	476,915	+21,698	$46,605,653	+22.7%	8.82%
BILZ	PIMCO Ultra Short Government Active ETF	Added	1,407,264	+52,828	$45,115,317	+4.0%	8.54%
CGCB	Capital Group Core Bond ETF	Added	1,752,224	+128,166	$43,056,603	+7.8%	8.15%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	695,548	+49,997	$33,071,463	+8.5%	6.26%
FAAA	Fidelity AAA CLO ETF	Added	629,621	+49,329	$28,641,459	+8.2%	5.42%
JA	Janus Henderson AA-A CLO ETF	Added	541,727	+10,828	$27,254,393	+2.2%	5.16%
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	Added	476,042	+65,406	$23,774,211	+27.1%	4.50%
ACSG	American Century Small Cap Growth Insights ETF	Added	221,960	+13,974	$23,228,506	+20.4%	4.40%
CGUS	Capital Group Core Equity ETF	Added	356,375	+219	$15,851,560	+15.8%	3.00%
CWBC	Community West Bancshares Financial Services	Added	494,690	+468,890	$13,287,373	+2110.4%	2.51%
CGGR	Capital Group Growth ETF	Added	267,941	+35,899	$12,646,815	+35.6%	2.39%
MSFT	Microsoft Corp Technology	Added	19,476	+18	$7,264,937	+0.9%	1.37%
AAPL	Apple Inc. Technology	Added	24,520	+172	$7,095,107	+14.8%	1.34%
TSLA	Tesla, Inc. Consumer Cyclical	Added	16,745	+2,364	$7,042,947	+31.7%	1.33%
NVDA	Nvidia Corp Technology	Added	31,598	+383	$6,322,443	+16.1%	1.20%
VIGI	Vanguard International Dividend Appreciation ETF	Reduced	38,100	-68	$6,020,943	+6.5%	1.14%
ACLO	TCW AAA CLO ETF	Added	56,582	+3,892	$5,236,846	+34.7%	0.99%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	84,090	+5,713	$5,019,332	+18.5%	0.95%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	20,794	+2,053	$2,451,356	—	0.46%
CVX	Chevron Corp Energy	Reduced	12,699	-207	$2,104,986	−21.2%	0.40%
BAC	Bank Of America Corp /De/ Financial Services	Added	36,346	+546	$2,070,995	+18.7%	0.39%
CGDV	Capital Group Dividend Value ETF	Reduced	41,058	-1,369	$2,023,338	+12.1%	0.38%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,684	-92	$1,976,497	+23.4%	0.37%
IAU	Ishares Gold Trust	Reduced	25,759	-1,191	$1,945,062	−18.1%	0.37%
VIG	Vanguard Dividend Appreciation ETF	Reduced	8,200	-339	$1,940,284	+5.7%	0.37%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	5,703	-11	$1,866,762	+11.1%	0.35%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,680	-143	$1,841,435	+0.5%	0.35%
INTC	Intel Corp Technology	Reduced	13,158	-917	$1,837,251	+195.8%	0.35%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,330	-505	$1,739,974	−5.6%	0.33%
WMT	Walmart Inc. Consumer Defensive	Reduced	14,810	-157	$1,677,380	−9.8%	0.32%
GOOGL	Alphabet Inc. Communication Services	Added	4,334	+536	$1,540,050	+41.2%	0.29%
AMZN	Amazon Com Inc Consumer Cyclical	Added	6,320	+500	$1,506,308	+24.3%	0.29%
IVZ	Invesco Ltd. Financial Services	Added	11,593	+104	$1,318,552	+20.2%	0.25%
CAT	Caterpillar Inc Industrials	Reduced	1,208	-67	$1,286,399	+42.4%	0.24%
		Reduced	12,804	-807	$1,173,358	−5.9%	0.22%
WFC	Wells Fargo & Company/Mn Financial Services	Added	13,393	+2	$1,106,797	+3.8%	0.21%
SLV	iShares Silver Trust	Reduced	20,306	-125	$1,085,761	−22.0%	0.21%
CGXU	Capital Group International Focus Equity ETF	Reduced	28,679	-8,311	$992,866	−9.0%	0.19%
VFMF	Vanguard U.S. Multifactor ETF	Reduced	8,722	-413	$883,625	−4.4%	0.17%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	906	-15	$847,535	−7.6%	0.16%
UPS	United Parcel Service Inc Industrials	Reduced	7,700	-2	$827,750	+9.2%	0.16%
CGBL	Capital Group Core Balanced ETF	Added	21,705	+7	$823,921	+10.4%	0.16%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Reduced	11,854	-1,566	$778,766	−11.9%	0.15%
CSCO	Cisco Systems, Inc. Technology	Added	6,402	+3	$751,978	+51.5%	0.14%
MLM	Martin Marietta Materials Inc Basic Materials	Added	1,209	+1	$697,230	−2.0%	0.13%
PEP	Pepsico Inc Consumer Defensive	Added	5,025	+209	$680,385	−9.0%	0.13%
NKX	Nuveen California Amt-Free Quality Municipal Income Fund Financial Services	Added	53,261	+202	$667,360	+5.7%	0.13%
T	At&T Inc. Communication Services	Added	30,478	+309	$630,894	−27.9%	0.12%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.