Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bridgewealth Advisory Group, LLC (CIK 1801982) reported $482.1M across 135 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VBIL ($60.0M, 12.45%), PYLD ($30.2M, 6.26%), CGSD ($26.7M, 5.53%), FBND ($26.5M, 5.49%), JAAA ($23.1M, 4.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VBIL | VANGUARD INSTL INDEX FD | $60.0M | 12.45% | 793,228 | Added |
| 2 | PYLD | PIMCO ETF TR | $30.2M | 6.26% | 1.2M | Added |
| 3 | CGSD | CAPITAL GRP FIXED INCM ETF T | $26.7M | 5.53% | 1.0M | Added |
| 4 | FBND | FIDELITY MERRIMACK STR TR | $26.5M | 5.49% | 580,292 | Added |
| 5 | JAAA | JANUS DETROIT STR TR | $23.1M | 4.80% | 459,482 | Trimmed |
| 6 | SPTM | SPDR SERIES TRUST | $22.8M | 4.73% | 288,385 | Added |
| 7 | VTV | VANGUARD INDEX FDS | $22.7M | 4.72% | 115,923 | Added |
| 8 | JSCP | J P MORGAN EXCHANGE TRADED F | $17.6M | 3.65% | 372,489 | Added |
| 9 | CGUS | CAPITAL GROUP CORE EQUITY ET | $13.7M | 2.84% | 356,156 | Added |
| 10 | SPYG | SPDR SERIES TRUST | $13.3M | 2.75% | 135,607 | Added |
| 11 | CGCP | CAPITAL GRP FIXED INCM ETF T | $12.7M | 2.64% | 568,795 | Added |
| 12 | UBFO | UNITED SEC BANCSHARES CALIF | $12.6M | 2.62% | 1.2M | Trimmed |
| 13 | GSIE | GOLDMAN SACHS ETF TR | $11.4M | 2.36% | 263,506 | Added |
| 14 | JPIE | J P MORGAN EXCHANGE TRADED F | $11.3M | 2.35% | 245,878 | Added |
| 15 | VOO | VANGUARD INDEX FDS | $10.1M | 2.10% | 16,963 | Added |
| 16 | CGGR | CAPITAL GROUP GROWTH ETF | $9.3M | 1.93% | 232,042 | Added |
| 17 | AVUV | AMERICAN CENTY ETF TR | $9.1M | 1.89% | 82,587 | Added |
| 18 | AVLV | AMERICAN CENTY ETF TR | $8.9M | 1.84% | 109,960 | Added |
| 19 | VO | VANGUARD INDEX FDS | $8.5M | 1.76% | 29,523 | Added |
| 20 | BILZ | PIMCO ETF TR | $7.3M | 1.51% | 72,332 | Trimmed |
| 21 | MSFT | MICROSOFT CORP | $7.2M | 1.49% | 19,458 | Added |
| 22 | AAPL | APPLE INC | $6.2M | 1.28% | 24,348 | Added |
| 23 | MINO | PIMCO ETF TR | $5.9M | 1.22% | 130,270 | Trimmed |
| 24 | VYM | VANGUARD WHITEHALL FDS | $5.7M | 1.17% | 38,168 | Trimmed |
| 25 | NVDA | NVIDIA CORPORATION | $5.4M | 1.13% | 31,215 | Added |
Source: SEC Form 13F filings · as of 2026-03-31