Universe · entity
Bridgewealth Advisory Group, LLC
Institutional manager (13F) · CIK 1801982
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $445M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INSTL INDEX FD | $60M | 793,228 |
| 2 | PIMCO ETF TR | $30M | 1,151,834 |
| 3 | CAPITAL GRP FIXED INCM ETF T | $27M | 1,034,744 |
| 4 | FIDELITY MERRIMACK STR TR | $26M | 580,292 |
| 5 | JANUS DETROIT STR TR | $23M | 459,482 |
| 6 | SPDR SERIES TRUST | $23M | 288,385 |
| 7 | VANGUARD INDEX FDS | $23M | 115,923 |
| 8 | J P MORGAN EXCHANGE TRADED F | $18M | 372,489 |
| 9 | CAPITAL GROUP CORE EQUITY ET | $14M | 356,156 |
| 10 | SPDR SERIES TRUST | $13M | 135,607 |
| 11 | CAPITAL GRP FIXED INCM ETF T | $13M | 568,795 |
| 12 | UNITED SEC BANCSHARES CALIF | $13M | 1,203,437 |
| 13 | GOLDMAN SACHS ETF TR | $11M | 263,506 |
| 14 | J P MORGAN EXCHANGE TRADED F | $11M | 245,878 |
| 15 | VANGUARD INDEX FDS | $10M | 16,963 |
| 16 | CAPITAL GROUP GROWTH ETF | $9M | 232,042 |
| 17 | AMERICAN CENTY ETF TR | $9M | 82,587 |
| 18 | AMERICAN CENTY ETF TR | $9M | 109,960 |
| 19 | VANGUARD INDEX FDS | $8M | 29,523 |
| 20 | PIMCO ETF TR | $7M | 72,332 |
| 21 | MICROSOFT CORP | $7M | 19,458 |
| 22 | APPLE INC | $6M | 24,348 |
| 23 | PIMCO ETF TR | $6M | 130,270 |
| 24 | VANGUARD WHITEHALL FDS | $6M | 38,168 |
| 25 | NVIDIA CORPORATION | $5M | 31,215 |
| 26 | TESLA INC | $5M | 14,381 |
| 27 | GOLDMAN SACHS ETF TR | $5M | 102,071 |
| 28 | VANGUARD INTL EQUITY INDEX F | $4M | 78,377 |
| 29 | VANGUARD INDEX FDS | $4M | 12,293 |
| 30 | TCW ETF TRUST | $3M | 31,077 |
| 31 | JANUS DETROIT STR TR | $3M | 55,103 |
| 32 | CHEVRON CORPORATION | $3M | 12,906 |
| 33 | ISHARES GOLD TR | $2M | 26,950 |
| 34 | GOLDMAN SACHS ETF TR | $2M | 45,059 |
| 35 | WALMART INC | $2M | 14,967 |
| 36 | STATE STR SPDR S&P 500 ETF T | $2M | 2,835 |
| 37 | VANGUARD SPECIALIZED FUNDS | $2M | 8,539 |
| 38 | BERKSHIRE HATHAWAY INC DEL | $2M | 3,823 |
| 39 | VANGUARD INDEX FDS | $2M | 6,972 |
| 40 | CAPITAL GROUP DIVIDEND VALUE | $2M | 42,427 |
| 41 | BANK AMERICA CORP | $2M | 35,800 |
| 42 | JPMORGAN CHASE & CO | $2M | 5,714 |
| 43 | SPDR SERIES TRUST | $2M | 29,625 |
| 44 | INVESCO QQQ TR | $2M | 2,776 |
| 45 | ISHARES SILVER TR | $1M | 20,431 |
| 46 | PUTNAM ETF TRUST | $1M | 186,566 |
| 47 | AMERICAN CENTY ETF TR | $1M | 15,439 |
| 48 | SPDR SERIES TRUST | $1M | 13,611 |
| 49 | AMAZON COM INC | $1M | 5,820 |
| 50 | EXXON MOBIL CORP | $1M | 6,905 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.