Bridgewealth Advisory Group, LLC
Top Portfolio Positions
65 positions ·
$74,843,874 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| 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 UBFO
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,648,122 | 1,203,437 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,269,489 | 1,218,420 | Shares | Sole | 2026-02-04 | |
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