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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Wells Fargo CO New
-
$217 Million 0.06% of portfolio
-
Q2 2025 New
$0
$228 Million 0.06% of portfolio
4,800
Q2 2025 New
$39.1B
$225 Million 0.06% of portfolio
2,096
Q2 2025 New
$0
$234 Million 0.06% of portfolio
1,725
Q2 2025 New
$0
$227 Million 0.06% of portfolio
4,527
Q2 2025 Reduced 13.94%
$68.2B
$218 Million 0.06% of portfolio
7,041
Q2 2025 New
$5.53B
$204 Million 0.05% of portfolio
1,938
Q2 2025 New
$351B
$209 Million 0.05% of portfolio
1,128
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
$53.7B
$193 Million 0.05% of portfolio
10,634
Q2 2025 New
$141B
$206 Million 0.05% of portfolio
2,971
Q2 2025 New
$828M
$186 Million 0.05% of portfolio
13,310
Q2 2025 Added 21.9%
$684B
$207 Million 0.05% of portfolio
948
Q2 2025 New
$0
$204 Million 0.05% of portfolio
328
Q2 2025 New
$30.7B
$141 Million 0.04% of portfolio
10,118
Q2 2025 New
$0
$141 Million 0.04% of portfolio
31,527
Q2 2025 New
$0
$158 Million 0.04% of portfolio
14,039
Q2 2025 New
$5.08B
$113 Million 0.03% of portfolio
10,000
Q2 2025 New
$0
$117 Million 0.03% of portfolio
13,149
Q2 2025 New
$0
$114 Million 0.03% of portfolio
14,910
Q2 2025 New
$3.33B
$68.5 Million 0.02% of portfolio
10,200
Q2 2025 New
$892M
$22.4 Million 0.01% of portfolio
15,000
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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