Bridgewealth Advisory Group, LLC
CIK
1801982
City
Fresno
State / Country
CA
Top Portfolio Positions
65 positions ·
$74,843,874 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| UBFO |
UNITED SECURITY BANCSHARES
Financial Services
|
1,203,437 | $12,648,122 | 16.90% | |
| MSFT |
Microsoft Corp
Technology
|
19,458 | $7,202,767 | 9.62% | |
| AAPL |
Apple Inc.
Technology
|
24,348 | $6,179,278 | 8.26% | |
| NVDA |
Nvidia Corp
Technology
|
31,215 | $5,443,896 | 7.27% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
14,381 | $5,346,136 | 7.14% | |
| CVX |
Chevron Corp
Energy
|
12,906 | $2,670,251 | 3.57% | |
| IAU |
Ishares Gold Trust
|
26,950 | $2,375,912 | 3.17% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
14,967 | $1,860,098 | 2.49% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,835 | $1,843,713 | 2.46% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
35,800 | $1,745,250 | 2.33% |
Portfolio Trend
Holdings in PFD
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $286,096 | 25,590 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $303,753 | 25,590 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $333,350 | 27,733 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $313,660 | 27,733 | Shares | Sole | 2025-08-04 | |
| 2024-12-31 | $311,718 | 27,733 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $155,887 | 13,045 | Shares | Sole | 2024-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||