Bridgewealth Advisory Group

Bridgewealth Advisory Group as of June 30, 2026

Portfolio Holdings for Bridgewealth Advisory Group

Bridgewealth Advisory Group holds 141 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL) 9.8 $52M 686k 75.68
Pimco Etf Tr Multisector Bd (PYLD) 6.0 $32M 1.2M 26.52
Capital Grp Fixed Incm Etf T Short Duration (CGSD) 5.5 $29M 1.1M 25.73
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 5.4 $29M 630k 45.49
Vanguard Index Fds Value Etf (VTV) 5.3 $28M 128k 217.93
Spdr Series Trust ST STR PR SP1500 (SPTM) 5.2 $27M 302k 90.79
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 4.5 $24M 469k 50.49
J P Morgan Exchange Traded F Short Dura Core (JSCP) 3.5 $18M 388k 47.15
Spdr Series Trust ST STR P500GRW (SPYG) 3.2 $17M 145k 118.99
Capital Group Core Equity Et Shs Creat Unit (CGUS) 3.0 $16M 356k 44.48
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.6 $14M 20k 686.81
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 2.5 $13M 599k 22.29
Goldman Sachs Etf Tr Activebeta Int (GSIE) 2.5 $13M 292k 45.70
Community West Bancshares (CWBC) 2.5 $13M 495k 26.86
Capital Group Growth Etf Shs Creat Unit (CGGR) 2.4 $13M 268k 47.20
J P Morgan Exchange Traded F Income Etf (JPIE) 2.3 $12M 265k 46.05
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.1 $11M 90k 124.76
American Centy Etf Tr Us Large Cap Vlu (AVLV) 2.0 $10M 114k 91.21
Vanguard Index Fds Mid Cap Etf (VO) 1.9 $10M 125k 80.57
Goldman Sachs Etf Tr S&p 500 Premium (GPIX) 1.4 $7.3M 131k 55.57
Microsoft Corporation (MSFT) 1.4 $7.3M 20k 373.03
Apple (AAPL) 1.3 $7.1M 25k 289.36
Tesla Motors (TSLA) 1.3 $7.0M 17k 420.60
Pimco Etf Tr Ultr Sh Go Ac Fd (BILZ) 1.3 $7.0M 70k 100.93
NVIDIA Corporation (NVDA) 1.2 $6.3M 32k 200.09
Pimco Etf Tr Muni Income Opp (MINO) 1.2 $6.2M 136k 45.76
Vanguard Whitehall Fds High Div Yld (VYM) 1.1 $6.0M 38k 158.03
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $5.0M 84k 59.69
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $4.6M 12k 370.04
Tcw Etf Trust Trans Syste Etf (PWRD) 0.8 $4.4M 36k 122.96
Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ) 0.6 $3.2M 54k 59.31
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.6 $3.1M 64k 48.86
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.4 $2.1M 35k 61.46
Chevron Corporation (CVX) 0.4 $2.1M 13k 165.75
Vanguard Index Fds Small Cp Etf (VB) 0.4 $2.1M 6.9k 303.13
Bank of America Corporation (BAC) 0.4 $2.1M 36k 56.98
Capital Group Dividend Value Shs Creat Unit (CGDV) 0.4 $2.0M 41k 49.28
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $2.0M 2.7k 736.50
Ishares Gold Tr Ishares New (IAU) 0.4 $1.9M 26k 75.51
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $1.9M 8.2k 236.63
JPMorgan Chase & Co. (JPM) 0.4 $1.9M 5.7k 327.30
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.8M 3.7k 500.39
Intel Corporation (INTC) 0.3 $1.8M 13k 139.63
Spdr Series Trust St Str P500val (SPYV) 0.3 $1.8M 29k 60.79
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $1.7M 2.3k 746.62
Wal-Mart Stores (WMT) 0.3 $1.7M 15k 113.26
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.3 $1.6M 18k 89.20
Amazon (AMZN) 0.3 $1.5M 6.3k 238.34
Putnam Etf Trust Franklin Calif (FTCA) 0.3 $1.4M 187k 7.42
Caterpillar (CAT) 0.2 $1.3M 1.2k 1065.18
Vanguard Index Fds Growth Etf (VUG) 0.2 $1.2M 14k 86.14
Spdr Series Trust St Str Blo 1 Etf (BIL) 0.2 $1.2M 13k 91.64
Wells Fargo & Company (WFC) 0.2 $1.1M 13k 82.64
Ishares Silver Tr Ishares (SLV) 0.2 $1.1M 20k 53.47
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU) 0.2 $993k 29k 34.62
Vanguard Wellington Short Trm Tax Ex (VTES) 0.2 $884k 8.7k 101.31
Costco Wholesale Corporation (COST) 0.2 $848k 906.00 935.53
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $842k 2.8k 302.97
United Parcel Svcs CL B (UPS) 0.2 $828k 7.7k 107.50
Capital Group Core Balanced SHS (CGBL) 0.2 $824k 22k 37.96
Tcw Etf Trust Flexible Income (FLXR) 0.2 $806k 21k 39.21
Alphabet Cap Stk Cl A (GOOGL) 0.1 $771k 2.2k 357.44
Alphabet Cap Stk Cl C (GOOG) 0.1 $769k 2.2k 353.40
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $756k 2.5k 306.29
Cisco Systems (CSCO) 0.1 $752k 6.4k 117.46
Martin Marietta Materials (MLM) 0.1 $697k 1.2k 576.67
Pepsi (PEP) 0.1 $680k 5.0k 135.39
Nuveen Ins Ca Tx Fr Adv Mun (NKX) 0.1 $667k 53k 12.53
At&t (T) 0.1 $631k 31k 20.70
Meta Platforms Cl A (META) 0.1 $629k 1.1k 563.29
Johnson & Johnson (JNJ) 0.1 $623k 2.5k 253.96
Etf Ser Solutions Defia Quant Etf (QTUM) 0.1 $621k 3.8k 165.38
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 0.1 $602k 7.8k 77.58
Spdr Gold Tr Gold Shs (GLD) 0.1 $586k 1.6k 368.38
Altria (MO) 0.1 $577k 8.0k 71.95
Broadcom (AVGO) 0.1 $575k 1.5k 377.75
Home Depot (HD) 0.1 $561k 1.6k 352.65
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.1 $559k 21k 27.33
Vanguard Mun Bd Fds Core Tax Exempt (VCRM) 0.1 $530k 6.9k 76.40
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $521k 6.7k 77.91
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $518k 16k 31.71
Amgen (AMGN) 0.1 $478k 1.3k 362.12
Janus Detroit Str Tr Hend Secu In Etf (JSI) 0.1 $466k 9.1k 51.21
Ishares Tr Core S&p500 Etf (IVV) 0.1 $445k 594.00 748.89
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.1 $443k 37k 12.12
Kinder Morgan (KMI) 0.1 $440k 14k 31.97
Pfizer (PFE) 0.1 $437k 18k 24.08
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $433k 7.7k 56.48
Advanced Micro Devices (AMD) 0.1 $421k 724.00 581.18
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.1 $417k 3.7k 113.81
CSX Corporation (CSX) 0.1 $416k 8.8k 47.53
Travelers Companies (TRV) 0.1 $393k 1.2k 330.13
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $361k 5.1k 71.25
Verizon Communications (VZ) 0.1 $355k 8.4k 42.34
Eli Lilly & Co. (LLY) 0.1 $339k 283.00 1199.43
Ge Vernova (GEV) 0.1 $333k 283.00 1175.43
Cummins (CMI) 0.1 $324k 455.00 712.96
International Business Machines (IBM) 0.1 $323k 1.1k 281.14
Vanguard Instl Index Ultr Shor Tr Etf (VGUS) 0.1 $322k 4.3k 75.66
Palo Alto Networks (PANW) 0.1 $310k 908.00 341.02
Visa Com Cl A (V) 0.1 $300k 875.00 343.03
Flaherty & Crumrine Pref. Income (PFD) 0.1 $298k 26k 11.63
Abbvie (ABBV) 0.1 $296k 1.2k 251.61
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $291k 2.3k 124.19
Ishares Tr Eafe Value Etf (EFV) 0.1 $282k 3.7k 76.55
UMB Financial Corporation (UMBF) 0.1 $277k 1.9k 142.76
Applied Materials (AMAT) 0.1 $276k 382.00 722.24
Procter & Gamble Company (PG) 0.1 $275k 1.9k 146.64
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $274k 525.00 522.39
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.1 $270k 2.0k 132.22
Vaneck Etf Trust Bdc Income Etf (BIZD) 0.1 $269k 21k 12.66
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.1 $269k 4.0k 68.01
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $268k 1.2k 219.43
Ishares Tr Mbs Etf (MBB) 0.0 $264k 2.8k 94.52
Sempra Energy (SRE) 0.0 $262k 2.8k 92.70
Netflix (NFLX) 0.0 $261k 3.7k 71.40
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $249k 4.9k 50.58
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $245k 3.2k 77.11
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.0 $244k 4.8k 50.84
Spdr Series Trust St Str Sp Div (SDY) 0.0 $244k 1.6k 152.18
Edison International (EIX) 0.0 $240k 3.2k 74.45
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) 0.0 $233k 4.0k 58.00
Enterprise Products Partners (EPD) 0.0 $233k 6.3k 36.76
Prudential Financial (PRU) 0.0 $229k 2.1k 107.93
Nextera Energy (NEE) 0.0 $227k 2.6k 87.78
Ishares Tr Select Divid Etf (DVY) 0.0 $227k 1.5k 156.30
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $226k 12k 19.12
Goldman Sachs (GS) 0.0 $224k 221.00 1011.37
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $219k 965.00 226.95
Spdr Index Shs Fds St Str Msci Eafe (QEFA) 0.0 $216k 2.2k 96.02
Qualcomm (QCOM) 0.0 $216k 1.2k 184.75
Polaris Industries (PII) 0.0 $214k 3.1k 68.45
Ares Capital Corporation (ARCC) 0.0 $214k 12k 18.53
Ishares Tr Core Univrsl Usd (IUSB) 0.0 $211k 4.6k 46.15
Ford Motor Company (F) 0.0 $207k 15k 13.90
SYSCO Corporation (SYY) 0.0 $205k 2.5k 83.58
Rockwell Automation (ROK) 0.0 $202k 408.00 495.08
PG&E Corporation (PCG) 0.0 $168k 10k 16.82
Abrdn Australia Equity Fd In (IAF) 0.0 $145k 12k 12.38
Franklin Unvl Tr Sh Ben Int (FT) 0.0 $90k 11k 8.07
Plug Pwr Com New (PLUG) 0.0 $41k 15k 2.71