Bridgewealth Advisory Group

Fresno, CAfiles as Bridgewealth Advisory Group, LLC

$530m in 141 US stocks at the end of 30 June 2026. The top 10 are 51.3% of the money. It changed about 8.4% of the portfolio this quarter.

Value

$530m

Stocks

141

Top 10 share

51.3%

Turnover

8.4%

What changed this quarter

New

Bought for the first time this quarter.

Advanced Micro DevicesAMD
<0.1% of the fund
Palo Alto NetworksPANW
<0.1% of the fund
Applied MaterialsAMAT
<0.1% of the fund
Procter & GamblePG
<0.1% of the fund
State STR Spdr DOW Jones INDDIA
<0.1% of the fund
Vaneck ETF TrustBIZD
<0.1% of the fund
Blackrock ETF TrustDYNF
<0.1% of the fund
Goldman Sachs GroupGS
<0.1% of the fund
QualcommQCOM
<0.1% of the fund
PolarisPII
<0.1% of the fund
SyscoSYY
<0.1% of the fund
Rockwell AutomationROK
<0.1% of the fund
Pg&ePCG
<0.1% of the fund

Added

Bought more of a stock they already held.

Pimco ETF TRPYLD
6.0% of the fund
+4%
Capital GRP Fixed Incm ETF TCGSD
5.5% of the fund
+9%
Fidelity Merrimack STR TRFBND
5.4% of the fund
+9%
Vanguard Index FDSVTV
5.3% of the fund
+11%
Spdr Series TrustSPTM
5.2% of the fund
+5%
J P Morgan Exchange Traded FJSCP
3.5% of the fund
+4%
Spdr Series TrustSPYG
3.2% of the fund
+7%
Vanguard Index FDSVOO
2.6% of the fund
+18%
Capital GRP Fixed Incm ETF TCGCP
2.5% of the fund
+5%
Goldman Sachs ETF TRGSIE
2.5% of the fund
+11%
Community West BancsharesCWBC
2.5% of the fund
+1817%
Capital Group Growth ETFCGGR
2.4% of the fund
+15%
J P Morgan Exchange Traded FJPIE
2.3% of the fund
+8%
American Centy ETF TRAVUV
2.1% of the fund
+9%
American Centy ETF TRAVLV
2.0% of the fund
+4%
Vanguard Index FDSVO
1.9% of the fund
+6%
Goldman Sachs ETF TRGPIX
1.4% of the fund
+28%
TeslaTSLA
1.3% of the fund
+16%
Pimco ETF TRMINO
1.2% of the fund
+4%
Vanguard Intl Equity Index FVWO
0.9% of the fund
+7%
TCW ETF TrustPWRD
0.8% of the fund
+16%
Goldman Sachs ETF TRGPIQ
0.6% of the fund
+19%
Janus Detroit STR TRVNLA
0.6% of the fund
+16%
J P Morgan Exchange Traded FJEPQ
0.4% of the fund
+104%
American Centy ETF TRAVDE
0.3% of the fund
+15%

Cut

Sold some of their stake.

Vanguard Instl Index FDVBIL
9.8% of the fund
-13%
Pimco ETF TRBILZ
1.3% of the fund
-4%
Capital Group Dividend ValueCGDV
0.4% of the fund
-3%
Invesco QQQ TRQQQ
0.4% of the fund
-3%
Ishares Gold TRIAU
0.4% of the fund
-4%
Vanguard Specialized FundsVIG
0.4% of the fund
-4%
Berkshire HathawayBRK-B
0.3% of the fund
-4%
IntelINTC
0.3% of the fund
-7%
Spdr Series TrustSPYV
0.3% of the fund
-2%
State STR Spdr S&P 500 ETF TSPY
0.3% of the fund
-18%
CaterpillarCAT
0.2% of the fund
-5%
Vanguard Index FDSVUG
0.2% of the fund
-3%
Spdr Series TrustBIL
0.2% of the fund
-6%
Capital Group Intl Focus EQTCGXU
0.2% of the fund
-22%
Vanguard Wellington FDVTES
0.2% of the fund
-5%
TCW ETF TrustFLXR
0.2% of the fund
-5%
Vanguard MUN BD FDSVCRM
0.1% of the fund
-18%
Janus Detroit STR TRJSI
<0.1% of the fund
-44%
J P Morgan Exchange Traded FJEPI
<0.1% of the fund
-24%
Vanguard Ultra-ShortVGUS
<0.1% of the fund
-19%
AbbVieABBV
<0.1% of the fund
-3%
ARK ETF TRARKQ
<0.1% of the fund
-15%
Ishares TRQUAL
<0.1% of the fund
-3%
Ishares TRIJH
<0.1% of the fund
-14%
NextEra EnergyNEE
<0.1% of the fund
-10%

Sold out

Sold their entire stake.

United SEC Bancshares CalifUBFO
-100%
ExxonMobil HoldingsXOM
-100%
Kimbell RTY Partners LPKRP
-100%
Constellation EnergyCEG
-100%
Goldman Sachs BDCGSBD
-100%
PennantPark Floating Rate CapitalPFLT
-100%
Barings BDCBBDC
-100%

Holdings

Vanguard Instl Index FDVBIL
Share
9.8%
Value
$52m
Shares
686,345
-13%
Pimco ETF TRPYLD
Share
6.0%
Value
$32m
Shares
1,201,920
+4%
Capital GRP Fixed Incm ETF TCGSD
Share
5.5%
Value
$29m
Shares
1,132,665
+9%
Fidelity Merrimack STR TRFBND
Share
5.4%
Value
$29m
Shares
629,621
+9%
Vanguard Index FDSVTV
Share
5.3%
Value
$28m
Shares
128,153
+11%
Spdr Series TrustSPTM
Share
5.2%
Value
$27m
Shares
301,764
+5%
Janus Detroit STR TRJAAA
Share
4.5%
Value
$24m
Shares
468,648
Held
J P Morgan Exchange Traded FJSCP
Share
3.5%
Value
$18m
Shares
387,797
+4%
Spdr Series TrustSPYG
Share
3.2%
Value
$17m
Shares
144,585
+7%
Capital Group Core Equity ETCGUS
Share
3.0%
Value
$16m
Shares
356,375
Held
Vanguard Index FDSVOO
Share
2.6%
Value
$14m
Shares
19,952
+18%
Capital GRP Fixed Incm ETF TCGCP
Share
2.5%
Value
$13m
Shares
599,090
+5%
Goldman Sachs ETF TRGSIE
Share
2.5%
Value
$13m
Shares
291,728
+11%
Community West BancsharesCWBC
Share
2.5%
Value
$13m
Shares
494,690
+1817%
Capital Group Growth ETFCGGR
Share
2.4%
Value
$13m
Shares
267,941
+15%
J P Morgan Exchange Traded FJPIE
Share
2.3%
Value
$12m
Shares
265,243
+8%
American Centy ETF TRAVUV
Share
2.1%
Value
$11m
Shares
89,988
+9%
American Centy ETF TRAVLV
Share
2.0%
Value
$10m
Shares
114,280
+4%
Vanguard Index FDSVO
Share
1.9%
Value
$10m
Shares
125,138
+6%
Goldman Sachs ETF TRGPIX
Share
1.4%
Value
$7m
Shares
130,861
+28%
MicrosoftMSFT
Share
1.4%
Value
$7m
Shares
19,476
Held
AppleAAPL
Share
1.3%
Value
$7m
Shares
24,520
Held
TeslaTSLA
Share
1.3%
Value
$7m
Shares
16,745
+16%
Pimco ETF TRBILZ
Share
1.3%
Value
$7m
Shares
69,673
-4%
NvidiaNVDA
Share
1.2%
Value
$6m
Shares
31,598
Held
Pimco ETF TRMINO
Share
1.2%
Value
$6m
Shares
135,671
+4%
Vanguard Whitehall FDSVYM
Share
1.1%
Value
$6m
Shares
38,100
Held
Vanguard Intl Equity Index FVWO
Share
0.9%
Value
$5m
Shares
84,090
+7%
Vanguard Index FDSVTI
Share
0.9%
Value
$5m
Shares
12,371
Held
TCW ETF TrustPWRD
Share
0.8%
Value
$4m
Shares
36,039
+16%
Goldman Sachs ETF TRGPIQ
Share
0.6%
Value
$3m
Shares
53,453
+19%
Janus Detroit STR TRVNLA
Share
0.6%
Value
$3m
Shares
63,974
+16%
J P Morgan Exchange Traded FJEPQ
Share
0.4%
Value
$2m
Shares
34,836
+104%
ChevronCVX
Share
0.4%
Value
$2m
Shares
12,699
Held
Vanguard Index FDSVB
Share
0.4%
Value
$2m
Shares
6,941
Held
Bank of AmericaBAC
Share
0.4%
Value
$2m
Shares
36,346
Held
Capital Group Dividend ValueCGDV
Share
0.4%
Value
$2m
Shares
41,058
-3%
Invesco QQQ TRQQQ
Share
0.4%
Value
$2m
Shares
2,684
-3%
Ishares Gold TRIAU
Share
0.4%
Value
$2m
Shares
25,759
-4%
Vanguard Specialized FundsVIG
Share
0.4%
Value
$2m
Shares
8,200
-4%
JPMorgan ChaseJPM
Share
0.4%
Value
$2m
Shares
5,703
Held
Berkshire HathawayBRK-B
Share
0.3%
Value
$2m
Shares
3,680
-4%
IntelINTC
Share
0.3%
Value
$2m
Shares
13,158
-7%
Spdr Series TrustSPYV
Share
0.3%
Value
$2m
Shares
28,966
-2%
State STR Spdr S&P 500 ETF TSPY
Share
0.3%
Value
$2m
Shares
2,330
-18%
WalmartWMT
Share
0.3%
Value
$2m
Shares
14,810
Held
American Centy ETF TRAVDE
Share
0.3%
Value
$2m
Shares
17,692
+15%
Amazon.comAMZN
Share
0.3%
Value
$2m
Shares
6,320
+9%
Putnam ETF TrustFTCA
Share
0.3%
Value
$1m
Shares
186,566
Held
CaterpillarCAT
Share
0.2%
Value
$1m
Shares
1,208
-5%
Vanguard Index FDSVUG
Share
0.2%
Value
$1m
Shares
14,241
-3%
Spdr Series TrustBIL
Share
0.2%
Value
$1m
Shares
12,804
-6%
Wells Fargo & CompanyWFC
Share
0.2%
Value
$1m
Shares
13,393
Held
Ishares Silver TRSLV
Share
0.2%
Value
$1m
Shares
20,306
Held
Capital Group Intl Focus EQTCGXU
Share
0.2%
Value
$992,867
Shares
28,679
-22%
Vanguard Wellington FDVTES
Share
0.2%
Value
$883,626
Shares
8,722
-5%
Costco WholesaleCOST
Share
0.2%
Value
$847,586
Shares
906
Held
Invesco Exch Traded FD TR IIQQQM
Share
0.2%
Value
$841,651
Shares
2,778
+4%
United Parcel ServiceUPS
Share
0.2%
Value
$827,750
Shares
7,700
Held
Capital Group Core BalancedCGBL
Share
0.2%
Value
$823,922
Shares
21,705
Held
TCW ETF TrustFLXR
Share
0.2%
Value
$805,491
Shares
20,543
-5%
AlphabetGOOGL
Share
0.1%
Value
$771,357
Shares
2,158
+14%
AlphabetGOOG
Share
0.1%
Value
$769,002
Shares
2,176
+14%
Vanguard Index FDSVOT
Share
0.1%
Value
$755,926
Shares
2,468
Held
Cisco SystemsCSCO
Share
0.1%
Value
$751,999
Shares
6,402
Held
Martin Marietta MaterialsMLM
Share
0.1%
Value
$697,189
Shares
1,209
Held
PepsiCoPEP
Share
0.1%
Value
$680,325
Shares
5,025
+4%
Nuveen Calif AMT Free Muni IXNCMX
Share
0.1%
Value
$667,358
Shares
53,261
Held
AT&TT
Share
0.1%
Value
$630,902
Shares
30,478
Held
Meta PlatformsMETA
Share
0.1%
Value
$629,195
Shares
1,117
+4%
Johnson & JohnsonJNJ
Share
0.1%
Value
$622,962
Shares
2,453
+5%
ETF SER SolutionsQTUM
Share
0.1%
Value
$620,837
Shares
3,754
+5%
Vanguard Malvern FDSVPLS
Share
0.1%
Value
$601,523
Shares
7,754
+100%
Spdr Gold TRGLD
Share
0.1%
Value
$585,724
Shares
1,590
+3%
Altria GroupMO
Share
0.1%
Value
$577,292
Shares
8,024
+12%
BroadcomAVGO
Share
0.1%
Value
$574,936
Shares
1,522
Held
Home DepotHD
Share
0.1%
Value
$560,708
Shares
1,590
Held
Capital GRP Fixed Incm ETF TCGMS
Share
0.1%
Value
$559,418
Shares
20,469
Held
Vanguard MUN BD FDSVCRM
Share
0.1%
Value
$530,216
Shares
6,940
-18%
Vanguard BD Index FDSBSV
Share
<0.1%
Value
$521,162
Shares
6,689
Held
Schwab Strategic TRSCHD
Share
<0.1%
Value
$517,856
Shares
16,331
Held
AmgenAMGN
Share
<0.1%
Value
$478,355
Shares
1,321
Held
Janus Detroit STR TRJSI
Share
<0.1%
Value
$466,267
Shares
9,105
-44%
Ishares TRIVV
Share
<0.1%
Value
$444,841
Shares
594
+62%
Nuveen California Quality Municipal Income FundNAC
Share
<0.1%
Value
$443,048
Shares
36,555
Held
Kinder MorganKMI
Share
<0.1%
Value
$439,865
Shares
13,759
Held
PfizerPFE
Share
<0.1%
Value
$437,254
Shares
18,158
+15%
J P Morgan Exchange Traded FJEPI
Share
<0.1%
Value
$433,342
Shares
7,672
-24%
Advanced Micro DevicesAMD
Share
<0.1%
Value
$420,773
Shares
724
New
Invesco Exchange Traded FD TRPV
Share
<0.1%
Value
$416,987
Shares
3,664
Held
CSXCSX
Share
<0.1%
Value
$416,004
Shares
8,752
+6%
Travelers CompaniesTRV
Share
<0.1%
Value
$392,858
Shares
1,190
Held
Vanguard Tax-Managed FDSVEA
Share
<0.1%
Value
$360,525
Shares
5,060
+4%
Verizon CommunicationsVZ
Share
<0.1%
Value
$355,352
Shares
8,393
+3%
Eli LillyLLY
Share
<0.1%
Value
$339,439
Shares
283
+15%
GE VernovaGEV
Share
<0.1%
Value
$332,646
Shares
283
+9%
CumminsCMI
Share
<0.1%
Value
$324,397
Shares
455
+8%
International Business MachinesIBM
Share
<0.1%
Value
$323,033
Shares
1,149
Held
Vanguard Ultra-ShortVGUS
Share
<0.1%
Value
$321,933
Shares
4,255
-19%
Palo Alto NetworksPANW
Share
<0.1%
Value
$309,646
Shares
908
New

Company	Share of fund	Value	Shares	Change
Vanguard Instl Index FDVBIL	9.8%	$52m	686,345	-13%
Pimco ETF TRPYLD	6.0%	$32m	1,201,920	+4%
Capital GRP Fixed Incm ETF TCGSD	5.5%	$29m	1,132,665	+9%
Fidelity Merrimack STR TRFBND	5.4%	$29m	629,621	+9%
Vanguard Index FDSVTV	5.3%	$28m	128,153	+11%
Spdr Series TrustSPTM	5.2%	$27m	301,764	+5%
Janus Detroit STR TRJAAA	4.5%	$24m	468,648	Held
J P Morgan Exchange Traded FJSCP	3.5%	$18m	387,797	+4%
Spdr Series TrustSPYG	3.2%	$17m	144,585	+7%
Capital Group Core Equity ETCGUS	3.0%	$16m	356,375	Held
Vanguard Index FDSVOO	2.6%	$14m	19,952	+18%
Capital GRP Fixed Incm ETF TCGCP	2.5%	$13m	599,090	+5%
Goldman Sachs ETF TRGSIE	2.5%	$13m	291,728	+11%
Community West BancsharesCWBC	2.5%	$13m	494,690	+1817%
Capital Group Growth ETFCGGR	2.4%	$13m	267,941	+15%
J P Morgan Exchange Traded FJPIE	2.3%	$12m	265,243	+8%
American Centy ETF TRAVUV	2.1%	$11m	89,988	+9%
American Centy ETF TRAVLV	2.0%	$10m	114,280	+4%
Vanguard Index FDSVO	1.9%	$10m	125,138	+6%
Goldman Sachs ETF TRGPIX	1.4%	$7m	130,861	+28%
MicrosoftMSFT	1.4%	$7m	19,476	Held
AppleAAPL	1.3%	$7m	24,520	Held
TeslaTSLA	1.3%	$7m	16,745	+16%
Pimco ETF TRBILZ	1.3%	$7m	69,673	-4%
NvidiaNVDA	1.2%	$6m	31,598	Held
Pimco ETF TRMINO	1.2%	$6m	135,671	+4%
Vanguard Whitehall FDSVYM	1.1%	$6m	38,100	Held
Vanguard Intl Equity Index FVWO	0.9%	$5m	84,090	+7%
Vanguard Index FDSVTI	0.9%	$5m	12,371	Held
TCW ETF TrustPWRD	0.8%	$4m	36,039	+16%
Goldman Sachs ETF TRGPIQ	0.6%	$3m	53,453	+19%
Janus Detroit STR TRVNLA	0.6%	$3m	63,974	+16%
J P Morgan Exchange Traded FJEPQ	0.4%	$2m	34,836	+104%
ChevronCVX	0.4%	$2m	12,699	Held
Vanguard Index FDSVB	0.4%	$2m	6,941	Held
Bank of AmericaBAC	0.4%	$2m	36,346	Held
Capital Group Dividend ValueCGDV	0.4%	$2m	41,058	-3%
Invesco QQQ TRQQQ	0.4%	$2m	2,684	-3%
Ishares Gold TRIAU	0.4%	$2m	25,759	-4%
Vanguard Specialized FundsVIG	0.4%	$2m	8,200	-4%
JPMorgan ChaseJPM	0.4%	$2m	5,703	Held
Berkshire HathawayBRK-B	0.3%	$2m	3,680	-4%
IntelINTC	0.3%	$2m	13,158	-7%
Spdr Series TrustSPYV	0.3%	$2m	28,966	-2%
State STR Spdr S&P 500 ETF TSPY	0.3%	$2m	2,330	-18%
WalmartWMT	0.3%	$2m	14,810	Held
American Centy ETF TRAVDE	0.3%	$2m	17,692	+15%
Amazon.comAMZN	0.3%	$2m	6,320	+9%
Putnam ETF TrustFTCA	0.3%	$1m	186,566	Held
CaterpillarCAT	0.2%	$1m	1,208	-5%
Vanguard Index FDSVUG	0.2%	$1m	14,241	-3%
Spdr Series TrustBIL	0.2%	$1m	12,804	-6%
Wells Fargo & CompanyWFC	0.2%	$1m	13,393	Held
Ishares Silver TRSLV	0.2%	$1m	20,306	Held
Capital Group Intl Focus EQTCGXU	0.2%	$992,867	28,679	-22%
Vanguard Wellington FDVTES	0.2%	$883,626	8,722	-5%
Costco WholesaleCOST	0.2%	$847,586	906	Held
Invesco Exch Traded FD TR IIQQQM	0.2%	$841,651	2,778	+4%
United Parcel ServiceUPS	0.2%	$827,750	7,700	Held
Capital Group Core BalancedCGBL	0.2%	$823,922	21,705	Held
TCW ETF TrustFLXR	0.2%	$805,491	20,543	-5%
AlphabetGOOGL	0.1%	$771,357	2,158	+14%
AlphabetGOOG	0.1%	$769,002	2,176	+14%
Vanguard Index FDSVOT	0.1%	$755,926	2,468	Held
Cisco SystemsCSCO	0.1%	$751,999	6,402	Held
Martin Marietta MaterialsMLM	0.1%	$697,189	1,209	Held
PepsiCoPEP	0.1%	$680,325	5,025	+4%
Nuveen Calif AMT Free Muni IXNCMX	0.1%	$667,358	53,261	Held
AT&TT	0.1%	$630,902	30,478	Held
Meta PlatformsMETA	0.1%	$629,195	1,117	+4%
Johnson & JohnsonJNJ	0.1%	$622,962	2,453	+5%
ETF SER SolutionsQTUM	0.1%	$620,837	3,754	+5%
Vanguard Malvern FDSVPLS	0.1%	$601,523	7,754	+100%
Spdr Gold TRGLD	0.1%	$585,724	1,590	+3%
Altria GroupMO	0.1%	$577,292	8,024	+12%
BroadcomAVGO	0.1%	$574,936	1,522	Held
Home DepotHD	0.1%	$560,708	1,590	Held
Capital GRP Fixed Incm ETF TCGMS	0.1%	$559,418	20,469	Held
Vanguard MUN BD FDSVCRM	0.1%	$530,216	6,940	-18%
Vanguard BD Index FDSBSV	<0.1%	$521,162	6,689	Held
Schwab Strategic TRSCHD	<0.1%	$517,856	16,331	Held
AmgenAMGN	<0.1%	$478,355	1,321	Held
Janus Detroit STR TRJSI	<0.1%	$466,267	9,105	-44%
Ishares TRIVV	<0.1%	$444,841	594	+62%
Nuveen California Quality Municipal Income FundNAC	<0.1%	$443,048	36,555	Held
Kinder MorganKMI	<0.1%	$439,865	13,759	Held
PfizerPFE	<0.1%	$437,254	18,158	+15%
J P Morgan Exchange Traded FJEPI	<0.1%	$433,342	7,672	-24%
Advanced Micro DevicesAMD	<0.1%	$420,773	724	New
Invesco Exchange Traded FD TRPV	<0.1%	$416,987	3,664	Held
CSXCSX	<0.1%	$416,004	8,752	+6%
Travelers CompaniesTRV	<0.1%	$392,858	1,190	Held
Vanguard Tax-Managed FDSVEA	<0.1%	$360,525	5,060	+4%
Verizon CommunicationsVZ	<0.1%	$355,352	8,393	+3%
Eli LillyLLY	<0.1%	$339,439	283	+15%
GE VernovaGEV	<0.1%	$332,646	283	+9%
CumminsCMI	<0.1%	$324,397	455	+8%
International Business MachinesIBM	<0.1%	$323,033	1,149	Held
Vanguard Ultra-ShortVGUS	<0.1%	$321,933	4,255	-19%
Palo Alto NetworksPANW	<0.1%	$309,646	908	New

Showing the largest 100 of 141.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 34.5% since 30 June 2025.

Where the money is

Technology4.8%

Financial services4.1%

Retail & consumer1.8%

Everyday goods0.8%

Media & telecom0.6%

Industrials0.6%

Energy0.5%

Health care0.4%

Utilities0.2%

Materials0.1%

Other86.0%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.