§ 13F · FUND PROFILE
Bridgewealth Advisory Group, LLC.
AUM · $530M (13F)Positions · 141Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VBIL | VANGUARD INSTL INDEX FD | 686K | $52M | 9.8% | −13% |
| 2 | PYLD | PIMCO ETF TR | 1.20M | $32M | 6.0% | +4% |
| 3 | CGSD | CAPITAL GRP FIXED INCM ETF T | 1.13M | $29M | 5.5% | +9% |
| 4 | FBND | FIDELITY MERRIMACK STR TR | 630K | $29M | 5.4% | +9% |
| 5 | VTV | VANGUARD INDEX FDS | 128K | $28M | 5.3% | +11% |
| 6 | SPTM | SPDR SERIES TRUST | 302K | $27M | 5.2% | +5% |
| 7 | JAAA | JANUS DETROIT STR TR | 469K | $24M | 4.5% | +2% |
| 8 | JSCP | J P MORGAN EXCHANGE TRADED F | 388K | $18M | 3.5% | +4% |
| 9 | SPYG | SPDR SERIES TRUST | 145K | $17M | 3.2% | +7% |
| 10 | CGUS | CAPITAL GROUP CORE EQUITY ET | 356K | $16M | 3.0% | ±0% |
§ 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 $530 million in assets. The fund runs a portfolio of 141 positions.
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