Bridgewealth Advisory Group, LLC Portfolio Holdings

Bridgewealth Advisory Group, LLC

  • $394 Billion
  • Q2 2025

Bridgewealth Advisory Group, LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $394 Billion distributed in 125 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Instl Index Fd with a value of $47.3B, Janus Detroit Str Tr Janus Hen with a value of $34.4B, Pimco ETF Tr with a value of $21.8B, Capital Grp Core Plus Income E with a value of $20.4B, and Spdr Portfolio S&P 1500 Compos with a value of $18.6B.

Examining the 13F form we can see an increase of $318B in the current position value, from $76.1B to 394B.

Bridgewealth Advisory Group, LLC is based out at Fresno, CA

Below you can find more details about Bridgewealth Advisory Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $394 Billion
ETFs: $206 Billion
Technology: $21.9 Billion
Financial Services: $20.7 Billion
Consumer Cyclical: $6.35 Billion
Energy: $4.24 Billion
Consumer Defensive: $3.5 Billion
Communication Services: $3.29 Billion
Healthcare: $1.35 Billion
Other: $2.62 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$38.4B
$662 Million 0.17% of portfolio
1,205
Q2 2025 New
$138B
$434 Million 0.11% of portfolio
17,899
Q2 2025 New
$118B
$404 Million 0.1% of portfolio
6,891
Q2 2025 New
$59.7B
$394 Million 0.1% of portfolio
13,418
Q2 2025 New
$152B
$368 Million 0.09% of portfolio
1,319
Q2 2025 New
$182B
$372 Million 0.09% of portfolio
8,590
Q2 2025 New
$89.6B
$317 Million 0.08% of portfolio
14,171
Q2 2025 New
$127B
$321 Million 0.08% of portfolio
1,164
Q2 2025 New
$61.9B
$315 Million 0.08% of portfolio
1,179
Q2 2025 New
$75.3B
$268 Million 0.07% of portfolio
8,213
Q2 2025 New
$63.8B
$273 Million 0.07% of portfolio
2,700
Q2 2025 New
$111B
$237 Million 0.06% of portfolio
735
Q2 2025 New
$39.1B
$225 Million 0.06% of portfolio
2,096
Q2 2025 New
$68.2B
$218 Million 0.06% of portfolio
7,041
Q2 2025 New
$25.8B
$210 Million 0.05% of portfolio
2,770
Q2 2025 New
$52.5B
$202 Million 0.05% of portfolio
986
Q2 2025 New
$141B
$206 Million 0.05% of portfolio
2,971
Q2 2025 New
$30.7B
$141 Million 0.04% of portfolio
10,118
Q2 2025 New
$44.4B
$166 Million 0.04% of portfolio
15,282
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $394 Billion
  • Prior Value $76.1 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 74 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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