13F Insight
DOSSIER · 13F-HR · Q2 2026

Bridgewealth Advisory Group, LLC

$530M in tracked AUM across 141 positions as of Q2 2026.

BA
CIK 0001801982 · last filed Jun 30, 2026
Total AUM
$530M
as of Q2 2026
Holdings
141
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Bridgewealth Advisory Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VBIL
VANGUARD INSTL INDEX FD
$52M686K9.8%02
PYLD
PIMCO ETF TR
$32M1.2M6.0%03
CGSD
CAPITAL GRP FIXED INCM ETF T
$29M1.1M5.5%04
FBND
FIDELITY MERRIMACK STR TR
$29M630K5.4%05
VTV
VANGUARD INDEX FDS
$28M128K5.3%06
SPTM
SPDR SERIES TRUST
$27M302K5.2%07
JAAA
JANUS DETROIT STR TR
$24M469K4.5%08
JSCP
J P MORGAN EXCHANGE TRADED F
$18M388K3.5%09
SPYG
SPDR SERIES TRUST
$17M145K3.2%10
CGUS
CAPITAL GROUP CORE EQUITY ET
$16M356K3.0%

Filing history

2026Q2Jun 30
$530M▲ 17.0%
141 positionsView →2025Q4Dec 31
$453M▲ 5.0%
130 positionsView →2025Q3Sep 30
$431M▲ 9.5%
126 positionsView →2025Q2Jun 30
$394M▲ 418.0%
125 positionsLocked2025Q1Mar 31
$76M▼ 78.5%
50 positionsLocked2024Q4Dec 31
$354M▲ 28.6%
116 positionsLocked2024Q3Sep 30
$275M▲ 21.8%
92 positionsLocked2024Q2Jun 30
$226M▲ 10.5%
72 positionsLocked2024Q1Mar 31
$204M▲ 56.6%
80 positionsLocked2023Q4Dec 31
$131M▲ 60.3%
81 positionsLocked2023Q3Sep 30
$81M▲ 32.3%
63 positionsLocked2023Q2Jun 30
$62M▲ 13.4%
58 positionsLocked
Showing 12 of 14