§ 13F · FUND PROFILE
Bridgewealth Advisory Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $431M (13F)Positions · 126Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VBIL | VANGUARD INSTL INDEX FD | 793K | $60M | 12.4% | +25% |
| 2 | PYLD | PIMCO ETF TR | 1.15M | $30M | 6.3% | +10% |
| 3 | CGSD | CAPITAL GRP FIXED INCM ETF T | 1.03M | $27M | 5.5% | +7% |
| 4 | FBND | FIDELITY MERRIMACK STR TR | 580K | $26M | 5.5% | +12% |
| 5 | JAAA | JANUS DETROIT STR TR | 459K | $23M | 4.8% | −6% |
| 6 | SPTM | SPDR SERIES TRUST | 288K | $23M | 4.7% | +9% |
| 7 | VTV | VANGUARD INDEX FDS | 116K | $23M | 4.7% | +15% |
| 8 | JSCP | J P MORGAN EXCHANGE TRADED F | 372K | $18M | 3.7% | +5% |
| 9 | CGUS | CAPITAL GROUP CORE EQUITY ET | 356K | $14M | 2.8% | +8% |
| 10 | SPYG | SPDR SERIES TRUST | 136K | $13M | 2.8% | +15% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BRIDGEWEALTH SIGNAL
AC read
Bridgewealth Advisory Group, LLC is a Other fund managing $431 million in assets. The fund runs a portfolio of 126 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed