Bridgewealth Advisory Group, LLC

CIK

1801982

Location

Fresno, CA

Portfolio Value

Micro $83,095,101

Diversification

Diversified

Filing Date

Global Rank

#2,040 / 3,203 ▲ 4174

Top Industry

Banks - Regional 18.0%

3Y Alpha vs SPY

-2.6%

Period ended 30 days ago

Filed Jul 27, 2026 · 3d

15 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+59.5%

SPY

+67.9%

Annualised alpha

-2.0%

Max drawdown

−19.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

16.0%

−0.5 pts

Top 5

49.4%

+1.3 pts

Top 10

61.3%

−0.5 pts

HHI

605

Diversified+0

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	30.6%	$25,391,820	11
Financial Services	28.2%	$23,452,254	16
Consumer Cyclical	11.5%	$9,531,438	5
Unclassified	9.2%	$7,607,272	6
Consumer Defensive	5.1%	$4,262,220	6
Industrials	4.1%	$3,429,768	7
Energy	3.6%	$3,003,004	4
Communication Services	3.2%	$2,648,046	5
Healthcare	2.6%	$2,173,958	5
Utilities	1.1%	$898,091	4
Basic Materials	0.8%	$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
TSLA	Tesla, Inc.	+2,364	16,745	$7,042,947
PFE	Pfizer Inc	+2,363	18,158	$437,244
MO	Altria Group, Inc.	+845	8,024	$577,326
BAC	Bank Of America Corp /De/	+546	36,346	$2,070,995
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
T	At&T Inc.	+309	30,478	$630,894
GOOGL	Alphabet Inc.	+266	2,158	$771,204
VZ	Verizon Communications Inc	+265	8,393	$355,359
F	Ford Motor Co	+214	14,897	$207,068
PEP	Pepsico Inc	+209	5,025	$680,385
NKX	Nuveen California Amt-Free Quality Municipal Income Fund	+202	53,261	$667,360
ET	Energy Transfer LP	+194	11,803	$225,673
NAC	Nuveen California Quality Municipal Income Fund	+177	36,555	$443,046
AAPL	Apple Inc.	+172	24,520	$7,095,107
V	Visa Inc.	+121	875	$300,203
JNJ	Johnson & Johnson	+121	2,453	$622,988
NFLX	Netflix Inc	+100	3,661	$261,395
KMI	Kinder Morgan, Inc.	+52	13,759	$439,875
PRU	Prudential Financial Inc	+51	2,117	$228,487
GLD	Spdr Gold Trust	+46	1,590	$585,724
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
ARCC	Ares Capital Corp	−7,658	11,530	$213,650
IAU	Ishares Gold Trust	−1,191	25,759	$1,945,062
INTC	Intel Corp	−917	13,158	$1,837,251
SPY	Spdr S&P 500 ETF Trust	−505	2,330	$1,739,974
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
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
UPS	United Parcel Service Inc	−2	7,700	$827,750
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 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
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
UBFO	UNITED SECURITY BANCSHARES	1,203,437	$12,648,122
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
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

70 tracked positions · $83,095,101 total · 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 70 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CWBC	Community West Bancshares Financial Services	Added	494,690	+468,890	$13,287,373	+2110.4%	15.99%
MSFT	Microsoft Corp Technology	Added	19,476	+18	$7,264,937	+0.9%	8.74%
AAPL	Apple Inc. Technology	Added	24,520	+172	$7,095,107	+14.8%	8.54%
TSLA	Tesla, Inc. Consumer Cyclical	Added	16,745	+2,364	$7,042,947	+31.7%	8.48%
NVDA	Nvidia Corp Technology	Added	31,598	+383	$6,322,443	+16.1%	7.61%
CVX	Chevron Corp Energy	Reduced	12,699	-207	$2,104,986	−21.2%	2.53%
BAC	Bank Of America Corp /De/ Financial Services	Added	36,346	+546	$2,070,995	+18.7%	2.49%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,684	-92	$1,976,497	+23.4%	2.38%
IAU	Ishares Gold Trust	Reduced	25,759	-1,191	$1,945,062	−18.1%	2.34%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	5,703	-11	$1,866,762	+11.1%	2.25%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,680	-143	$1,841,435	+0.5%	2.22%
INTC	Intel Corp Technology	Reduced	13,158	-917	$1,837,251	+195.8%	2.21%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,330	-505	$1,739,974	−5.6%	2.09%
WMT	Walmart Inc. Consumer Defensive	Reduced	14,810	-157	$1,677,380	−9.8%	2.02%
AMZN	Amazon Com Inc Consumer Cyclical	Added	6,320	+500	$1,506,308	+24.3%	1.81%
CAT	Caterpillar Inc Industrials	Reduced	1,208	-67	$1,286,399	+42.4%	1.55%
WFC	Wells Fargo & Company/Mn Financial Services	Added	13,393	+2	$1,106,797	+3.8%	1.33%
SLV	iShares Silver Trust	Reduced	20,306	-125	$1,085,761	−22.0%	1.31%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	906	-15	$847,535	−7.6%	1.02%
UPS	United Parcel Service Inc Industrials	Reduced	7,700	-2	$827,750	+9.2%	1.00%
GOOGL	Alphabet Inc. Communication Services	Added	2,158	+266	$771,204	+41.7%	0.93%
CSCO	Cisco Systems, Inc. Technology	Added	6,402	+3	$751,978	+51.5%	0.90%
MLM	Martin Marietta Materials Inc Basic Materials	Added	1,209	+1	$697,230	−2.0%	0.84%
PEP	Pepsico Inc Consumer Defensive	Added	5,025	+209	$680,385	−9.0%	0.82%
NKX	Nuveen California Amt-Free Quality Municipal Income Fund Financial Services	Added	53,261	+202	$667,360	+5.7%	0.80%
T	At&T Inc. Communication Services	Added	30,478	+309	$630,894	−27.9%	0.76%
META	Meta Platforms, Inc. Communication Services	Added	1,117	+38	$629,194	+1.9%	0.76%
JNJ	Johnson & Johnson Healthcare	Added	2,453	+121	$622,988	+9.3%	0.75%
GLD	Spdr Gold Trust	Added	1,590	+46	$585,724	−11.8%	0.70%
MO	Altria Group, Inc. Consumer Defensive	Added	8,024	+845	$577,326	+21.9%	0.69%
AVGO	Broadcom Inc. Technology	Added	1,522	+4	$574,935	+22.4%	0.69%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,590	+29	$560,761	+9.2%	0.67%
AMGN	Amgen Inc Healthcare	Reduced	1,321	-4	$478,360	+2.6%	0.58%
NAC	Nuveen California Quality Municipal Income Fund Financial Services	Added	36,555	+177	$443,046	+4.5%	0.53%
KMI	Kinder Morgan, Inc. Energy	Added	13,759	+52	$439,875	−4.3%	0.53%
PFE	Pfizer Inc Healthcare	Added	18,158	+2,363	$437,244	−1.4%	0.53%
AMD	Advanced Micro Devices Inc Technology	NEW	724	NEW	$420,578	NEW	0.51%
CSX	Csx Corp Industrials	Added	8,752	+508	$415,982	+22.9%	0.50%
TRV	Travelers Companies, Inc. Financial Services	Added	1,190	+3	$392,842	+13.5%	0.47%
VZ	Verizon Communications Inc Communication Services	Added	8,393	+265	$355,359	−12.9%	0.43%
LLY	ELI LILLY & Co Healthcare	Added	283	+37	$339,438	+50.0%	0.41%
GEV	GE Vernova Inc. Industrials	Added	283	+23	$332,485	+46.5%	0.40%
CMI	Cummins Inc Industrials	Added	455	+33	$324,510	+42.9%	0.39%
IBM	International Business Machines Corp Technology	Added	1,149	+3	$323,110	+16.3%	0.39%
PANW	Palo Alto Networks Inc Technology	NEW	908	NEW	$309,646	NEW	0.37%
V	Visa Inc. Financial Services	Added	875	+121	$300,203	+31.7%	0.36%
PFD	Flaherty & Crumrine Preferred & Income Fund Inc Financial Services	Held	25,590	0	$297,611	+4.0%	0.36%
ABBV	AbbVie Inc. Healthcare	Reduced	1,176	-42	$295,928	+11.7%	0.36%
UMBF	Umb Financial Corp Financial Services	Held	1,938	0	$276,668	+26.6%	0.33%
AMAT	Applied Materials Inc /De Technology	NEW	382	NEW	$276,186	NEW	0.33%

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.