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 101–130 of 130
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EFV | ISHARES TR | 4K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 246 | $100K–$500K | SH |
| ARKQ | ARK ETF TR | 2K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 736 | $100K–$500K | SH |
| VTEB | VANGUARD MUN BD FDS | 5K | $100K–$500K | SH |
| IWF | ISHARES TR | 528 | $100K–$500K | SH |
| SRE | SEMPRA | 3K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 2K | $100K–$500K | SH |
| IJH | ISHARES TR | 4K | $100K–$500K | SH |
| QUAL | ISHARES TR | 1K | $100K–$500K | SH |
| IVV | ISHARES TR | 343 | $100K–$500K | SH |
| PRU | PRUDENTIAL FINL INC | 2K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 3K | $100K–$500K | SH |
| SPHD | INVESCO EXCH TRADED FD TR II | 5K | $100K–$500K | SH |
| UMBF | UMB FINL CORP | 2K | $100K–$500K | SH |
| SDY | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| CMI | CUMMINS INC | 421 | $100K–$500K | SH |
| RDIV | INVESCO EXCH TRADED FD TR II | 4K | $100K–$500K | SH |
| DVY | ISHARES TR | 1K | $100K–$500K | SH |
| QEFA | SPDR INDEX SHS FDS | 2K | $100K–$500K | SH |
| IVE | ISHARES TR | 958 | $100K–$500K | SH |
| F | FORD MTR CO | 15K | $100K–$500K | SH |
| GSBD | GOLDMAN SACHS BDC INC | 20K | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 11K | $100K–$500K | SH |
| KRP | KIMBELL RTY PARTNERS LP | 15K | $100K–$500K | SH |
| IAF | ABRDN AUSTRALIA EQUITY FD IN | 11K | $100K–$500K | SH |
| PFLT | PENNANTPARK FLOATING RATE CA | 12K | $100K–$500K | SH |
| BBDC | BARINGS BDC INC | 11K | $50K–$100K | SH |
| FT | FRANKLIN UNVL TR | 11K | $50K–$100K | SH |
| PLUG | PLUG POWER INC | 15K | $15K–$50K | SH |