CIK 1801982
Bridgewealth Advisory Group, LLC
Institutional 13F holdings & portfolio
Holdings
130
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 130
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AMZN | AMAZON COM INC | 6K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 13K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 14K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 19K | $1M+ | SH |
| JSI | JANUS DETROIT STR TR | 20K | $1M+ | SH |
| VTES | VANGUARD WELLINGTON FD | 9K | $500K+ | SH |
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 935 | $500K+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 8K | $500K+ | SH |
| MLM | MARTIN MARIETTA MATLS INC | 1K | $500K+ | SH |
| T | AT&T INC | 30K | $500K+ | SH |
| CAT | CATERPILLAR INC | 1K | $500K+ | SH |
| PEP | PEPSICO INC | 5K | $500K+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 3K | $500K+ | SH |
| VOT | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 19K | $500K+ | SH |
| NKX | NUVEEN CALIFORNIA AMT QLT MU | 53K | $500K+ | SH |
| GOOGL | ALPHABET INC | 2K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| CWBC | COMMUNITY WEST BANCSHARES NE | 26K | $500K+ | SH |
| FLXR | TCW ETF TRUST | 14K | $500K+ | SH |
| GOOG | ALPHABET INC | 2K | $500K+ | SH |
| VCRM | VANGUARD MUN BD FDS | 7K | $500K+ | SH |
| INTC | INTEL CORP | 14K | $500K+ | SH |
| CSCO | CISCO SYS INC | 6K | $100K–$500K | SH |
| SCHD | SCHWAB STRATEGIC TR | 18K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 2K | $100K–$500K | SH |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 16K | $100K–$500K | SH |
| AMGN | AMGEN INC | 1K | $100K–$500K | SH |
| NAC | NUVEEN CA QUALTY MUN INCOME | 36K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 7K | $100K–$500K | SH |
| PFE | PFIZER INC | 16K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 10K | $100K–$500K | SH |
| QTUM | ETF SER SOLUTIONS | 4K | $100K–$500K | SH |
| VGUS | VANGUARD INSTL INDEX FD | 5K | $100K–$500K | SH |
| KMI | KINDER MORGAN INC DEL | 14K | $100K–$500K | SH |
| RPV | INVESCO EXCHANGE TRADED FD T | 4K | $100K–$500K | SH |
| ARCC | ARES CAPITAL CORP | 18K | $100K–$500K | SH |
| IUSB | ISHARES TR | 8K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 1K | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC | 1K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 1K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 3K | $100K–$500K | SH |
| V | VISA INC | 869 | $100K–$500K | SH |
| PFD | FLAHERTY & CRUMRINE PFD INCO | 26K | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 5K | $100K–$500K | SH |
| CSX | CSX CORP | 8K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 1K | $100K–$500K | SH |