13F Insight
DOSSIER · 13F-HR · Q4 2025

Bridgewealth Advisory Group, LLC

$453M in tracked AUM across 130 positions as of Q4 2025.

BA
CIK 0001801982 · last filed Dec 31, 2025
Total AUM
$453M
as of Q4 2025
Holdings
130
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · Q4 2025

Bridgewealth Advisory Group, LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
VBIL
VANGUARD INSTL INDEX FD
$48M633K10.5%02
PYLD
PIMCO ETF TR
$28M1.0M6.2%03
CGSD
CAPITAL GRP FIXED INCM ETF T
$25M965K5.5%04
JAAA
JANUS DETROIT STR TR
$25M488K5.4%05
FBND
FIDELITY MERRIMACK STR TR
$24M519K5.3%06
SPTM
SPDR SERIES TRUST
$22M265K4.8%07
VTV
VANGUARD INDEX FDS
$19M101K4.3%08
JSCP
J P MORGAN EXCHANGE TRADED F
$17M354K3.7%09
CGUS
CAPITAL GROUP CORE EQUITY ET
$13M330K2.9%10
SPYG
SPDR SERIES TRUST
$13M118K2.8%

Filing history

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 positionsLocked2023Q1Mar 31
$54M▲ 6.4%
55 positionsLocked
Showing 12 of 13