§ 13F · FUND PROFILE
Bridgewealth Advisory Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $394.1T (13F)Positions · 125Turnover · — · Q4Filed · Feb 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$19.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VBIL | VANGUARD INSTL INDEX FD | 633K | $47.7T | 10.5% | −12% |
| 2 | PYLD | PIMCO ETF TR | 1.05M | $28.0T | 6.2% | +17% |
| 3 | CGSD | CAPITAL GRP FIXED INCM ETF T | 965K | $25.1T | 5.5% | +19% |
| 4 | JAAA | JANUS DETROIT STR TR | 488K | $24.7T | 5.4% | −26% |
| 5 | FBND | FIDELITY MERRIMACK STR TR | 519K | $23.9T | 5.3% | +24% |
| 6 | SPTM | SPDR SERIES TRUST | 265K | $21.8T | 4.8% | +2% |
| 7 | VTV | VANGUARD INDEX FDS | 101K | $19.3T | 4.3% | +22% |
| 8 | JSCP | J P MORGAN EXCHANGE TRADED F | 354K | $16.9T | 3.7% | +16% |
| 9 | CGUS | CAPITAL GROUP CORE EQUITY ET | 330K | $13.3T | 2.9% | +12% |
| 10 | SPYG | SPDR SERIES TRUST | 118K | $12.5T | 2.8% | −1% |
§ 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 $394074.6 trillion in assets. The fund runs a portfolio of 125 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed