Bridgewealth Advisory Group, LLC

CIK

1801982

Location

Fresno, CA

Portfolio Value

Micro $76,675,855

Diversification

Diversified

Filing Date

Global Rank

#6,206 / 8,605 ▲ 70 · as of Mar 2026

Top Industry

Banks - Regional 19.6%

3Y Alpha vs SPY

-2.1%

Period ended 3 months ago

Filed May 15, 2026 · 55d

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+65.9%

SPY

+76.5%

Annualised alpha

-2.5%

Max drawdown

−19.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

66 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

16.5%

+1.3 pts

Top 5

48.0%

−2.5 pts

Top 10

61.8%

−1.8 pts

HHI

605

Diversified−26

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	29.8%	$22,857,650	19
Technology	27.0%	$20,691,182	7
Unclassified	10.3%	$7,878,411	5
Consumer Cyclical	9.4%	$7,241,105	4
Energy	6.6%	$5,073,068	6
Consumer Defensive	5.2%	$3,999,428	4
Communication Services	3.6%	$2,786,405	5
Industrials	3.2%	$2,487,322	6
Healthcare	2.6%	$1,970,923	5
Utilities	1.3%	$979,236	4
Basic Materials	0.9%	$711,125	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
KRP	Kimbell Royalty Partners, LP	+7,313	22,247	$321,914
NVDA	Nvidia Corp	+1,212	31,215	$5,443,896
PFLT	PennantPark Floating Rate Capital Ltd.	+1,007	13,042	$104,857
ARCC	Ares Capital Corp	+698	19,188	$345,767
IAF	Abrdn Australia Equity Fund, Inc.	+637	11,417	$138,374
AAPL	Apple Inc.	+538	24,348	$6,179,278
HD	Home Depot, Inc.	+538	1,561	$513,397
INTC	Intel Corp	+249	14,075	$621,129
QQQ	Invesco Qqq Trust, Series 1	+201	2,776	$1,602,251
ET	Energy Transfer LP	+201	11,609	$224,053
SPY	Spdr S&P 500 ETF Trust	+190	2,835	$1,843,713
NFLX	Netflix Inc	+161	3,561	$342,390
WMT	Walmart Inc.	+156	14,967	$1,860,098
AMZN	Amazon Com Inc	+153	5,820	$1,212,131
T	At&T Inc.	+142	30,169	$874,599
NKX	Nuveen California Amt-Free Quality Municipal Income Fund	+127	53,059	$631,402
NAC	Nuveen California Quality Municipal Income Fund	+114	36,378	$423,803
MSFT	Microsoft Corp	+90	19,458	$7,202,767
KMI	Kinder Morgan, Inc.	+80	13,707	$459,595
BAC	Bank Of America Corp /De/	+74	35,800	$1,745,250
MO	Altria Group, Inc.	+74	7,179	$473,742
F	Ford Motor Co	+61	14,683	$169,441
GOOGL	Alphabet Inc.	+30	1,892	$544,063
META	Meta Platforms, Inc.	+23	1,079	$617,328
PRU	Prudential Financial Inc	+16	2,066	$201,827
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
UBFO	UNITED SECURITY BANCSHARES	−14,983	1,203,437	$12,648,122
IAU	Ishares Gold Trust	−8,347	26,950	$2,375,912
SLV	iShares Silver Trust	−6,590	20,431	$1,392,168
XOM	Exxon Mobil Corp	−6,437	6,905	$1,171,502
TSLA	Tesla, Inc.	−1,690	14,381	$5,346,136
VZ	Verizon Communications Inc	−1,520	8,128	$408,025
GLD	Spdr Gold Trust	−666	1,544	$664,367
UPS	United Parcel Service Inc	−298	7,702	$757,722
PEP	Pepsico Inc	−209	4,816	$747,876
AVGO	Broadcom Inc.	−164	1,518	$469,836
V	Visa Inc.	−115	754	$227,888
PFE	Pfizer Inc	−97	15,795	$443,523
ABBV	AbbVie Inc.	−87	1,218	$264,902
BRK-B	Berkshire Hathaway Inc	−65	3,823	$1,831,981
CVX	Chevron Corp	−22	12,906	$2,670,251
COST	Costco Wholesale Corp /New	−14	921	$917,712
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
EIX	Edison International	3,191	$233,517
GEV	GE Vernova Inc.	260	$226,954
EPD	Enterprise Products Partners L.P.	5,966	$225,753
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
DIS	Walt Disney Co	2,155	$245,174
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

66 positions · $76,675,855 total · as of Mar 31, 2026

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

Showing 1–50 of 66 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
UBFO	UNITED SECURITY BANCSHARES Financial Services	Reduced	1,203,437	-14,983	$12,648,122	+3.1%	16.50%
MSFT	Microsoft Corp Technology	Added	19,458	+90	$7,202,767	−23.1%	9.39%
AAPL	Apple Inc. Technology	Added	24,348	+538	$6,179,278	−4.5%	8.06%
NVDA	Nvidia Corp Technology	Added	31,215	+1,212	$5,443,896	−2.7%	7.10%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	14,381	-1,690	$5,346,136	−26.0%	6.97%
CVX	Chevron Corp Energy	Reduced	12,906	-22	$2,670,251	+35.5%	3.48%
IAU	Ishares Gold Trust	Reduced	26,950	-8,347	$2,375,912	−17.1%	3.10%
WMT	Walmart Inc. Consumer Defensive	Added	14,967	+156	$1,860,098	+12.7%	2.43%
SPY	Spdr S&P 500 ETF Trust	Added	2,835	+190	$1,843,713	+2.2%	2.40%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,823	-65	$1,831,981	−6.3%	2.39%
BAC	Bank Of America Corp /De/ Financial Services	Added	35,800	+74	$1,745,250	−11.2%	2.28%
JPM	Jpmorgan Chase & Co Financial Services	Added	5,714	+12	$1,680,830	−8.5%	2.19%
QQQ	Invesco Qqq Trust, Series 1	Added	2,776	+201	$1,602,251	+1.3%	2.09%
SLV	iShares Silver Trust	Reduced	20,431	-6,590	$1,392,168	−20.0%	1.82%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,820	+153	$1,212,131	−7.3%	1.58%
XOM	Exxon Mobil Corp Energy	Reduced	6,905	-6,437	$1,171,502	−27.0%	1.53%
WFC	Wells Fargo & Company/Mn Financial Services	Added	13,391	+14	$1,066,057	−14.5%	1.39%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	921	-14	$917,712	+13.8%	1.20%
CAT	Caterpillar Inc Industrials	Added	1,275	+13	$903,286	+24.9%	1.18%
T	At&T Inc. Communication Services	Added	30,169	+142	$874,599	+17.3%	1.14%
UPS	United Parcel Service Inc Industrials	Reduced	7,702	-298	$757,722	−4.5%	0.99%
PEP	Pepsico Inc Consumer Defensive	Reduced	4,816	-209	$747,876	+3.7%	0.98%
MLM	Martin Marietta Materials Inc Basic Materials	Held	1,208	0	$711,125	−5.5%	0.93%
GLD	Spdr Gold Trust	Reduced	1,544	-666	$664,367	−24.1%	0.87%
NKX	Nuveen California Amt-Free Quality Municipal Income Fund Financial Services	Added	53,059	+127	$631,402	−4.1%	0.82%
INTC	Intel Corp Technology	Added	14,075	+249	$621,129	+21.7%	0.81%
META	Meta Platforms, Inc. Communication Services	Added	1,079	+23	$617,328	−11.4%	0.81%
CWBC	Community West Bancshares Financial Services	Held	25,800	0	$601,140	+3.6%	0.78%
JNJ	Johnson & Johnson Healthcare	Added	2,332	+11	$570,034	+18.7%	0.74%
GOOGL	Alphabet Inc. Communication Services	Added	1,892	+30	$544,063	−6.6%	0.71%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,561	+538	$513,397	+45.8%	0.67%
CSCO	Cisco Systems, Inc. Technology	Added	6,399	+6	$496,498	+0.8%	0.65%
MO	Altria Group, Inc. Consumer Defensive	Added	7,179	+74	$473,742	+15.6%	0.62%
AVGO	Broadcom Inc. Technology	Reduced	1,518	-164	$469,836	−19.3%	0.61%
AMGN	Amgen Inc Healthcare	Added	1,325	+6	$466,201	+8.0%	0.61%
KMI	Kinder Morgan, Inc. Energy	Added	13,707	+80	$459,595	+22.7%	0.60%
PFE	Pfizer Inc Healthcare	Reduced	15,795	-97	$443,523	+12.1%	0.58%
NAC	Nuveen California Quality Municipal Income Fund Financial Services	Added	36,378	+114	$423,803	−1.0%	0.55%
VZ	Verizon Communications Inc Communication Services	Reduced	8,128	-1,520	$408,025	+3.8%	0.53%
TRV	Travelers Companies, Inc. Financial Services	Added	1,187	+2	$346,224	+0.7%	0.45%
ARCC	Ares Capital Corp Financial Services	Added	19,188	+698	$345,767	−7.6%	0.45%
NFLX	Netflix Inc Communication Services	Added	3,561	+161	$342,390	+7.4%	0.45%
CSX	Csx Corp Industrials	Added	8,244	+13	$338,416	+13.4%	0.44%
KRP	Kimbell Royalty Partners, LP Energy	Added	22,247	+7,313	$321,914	+83.3%	0.42%
PFD	Flaherty & Crumrine Preferred & Income Fund Inc Financial Services	Held	25,590	0	$286,096	−5.8%	0.37%
IBM	International Business Machines Corp Technology	Added	1,146	+6	$277,778	−17.7%	0.36%
SRE	Sempra Utilities	Added	2,815	+14	$273,533	+10.6%	0.36%
NEE	Nextera Energy Inc Utilities	Held	2,871	0	$266,658	+15.7%	0.35%
ABBV	AbbVie Inc. Healthcare	Reduced	1,218	-87	$264,902	−11.2%	0.35%
EIX	Edison International Utilities	NEW	3,191	NEW	$233,517	NEW	0.30%