Bridgewealth Advisory Group, LLC Portfolio Holdings

Bridgewealth Advisory Group, LLC

  • $76.1 Billion
  • Q1 2025

Bridgewealth Advisory Group, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $76.1 Billion distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Janus Detroit Str Tr Janus Hen with a value of $10.2B, Capital Group Core Equity ETF with a value of $6.2B, Pimco ETF Tr with a value of $5.33B, Capital Group Growth ETF Shs C with a value of $4.36B, and Vanguard Value ETF with a value of $3.53B.

Examining the 13F form we can see an decrease of $278B in the current position value, from $354B to 76.1B.

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 $76.1 Billion
ETFs: $49.1 Billion
Technology: $1.65 Billion
Energy: $1.38 Billion
Financial Services: $974 Million
Consumer Defensive: $297 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.2 Billion 13.43% of portfolio
201,552
Q1 2025 Reduced 62.33%
$0
$6.2 Billion 8.15% of portfolio
185,531
Q1 2025 Reduced 27.41%
Pimco ETF Tr
-
$5.33 Billion 7.01% of portfolio
-
Q1 2025 Reduced 74.08%
$0
$4.36 Billion 5.73% of portfolio
127,274
Q1 2025 Reduced 27.88%
$0
$3.53 Billion 4.63% of portfolio
20,408
Q1 2025 Reduced 58.51%
Pimco ETF Tr
-
$2.97 Billion 3.9% of portfolio
-
Q1 2025 Reduced 64.08%
-
$2.41 Billion 3.16% of portfolio
-
Q1 2025 Reduced 87.65%
$0
$2.39 Billion 3.14% of portfolio
4,644
Q1 2025 Reduced 67.43%
$0
$2.36 Billion 3.11% of portfolio
36,243
Q1 2025 Added 5.83%
$0
$2.29 Billion 3.02% of portfolio
26,315
Q1 2025 Reduced 24.05%
$0
$2.15 Billion 2.82% of portfolio
31,571
Q1 2025 Reduced 86.05%
$0
$1.97 Billion 2.59% of portfolio
43,229
Q1 2025 Reduced 89.31%
$0
$1.78 Billion 2.35% of portfolio
31,235
Q1 2025 Reduced 74.56%
$0
$1.66 Billion 2.18% of portfolio
6,046
Q1 2025 Reduced 49.09%
$0
$1.61 Billion 2.12% of portfolio
31,539
Q1 2025 Reduced 5.15%
$0
$1.51 Billion 1.99% of portfolio
18,797
Q1 2025 Reduced 82.02%
$0
$1.43 Billion 1.89% of portfolio
5,548
Q1 2025 Reduced 78.83%
$0
$1.26 Billion 1.66% of portfolio
51,457
Q1 2025 Reduced 81.82%
$0
$1.25 Billion 1.65% of portfolio
55,901
Q1 2025 Reduced 85.77%
$447B
$1.23 Billion 1.61% of portfolio
10,305
Q1 2025 Reduced 23.98%
$3.26T
$1.16 Billion 1.52% of portfolio
5,205
Q1 2025 Reduced 79.69%
$0
$1.08 Billion 1.42% of portfolio
23,442
Q1 2025 Reduced 81.23%
$0
$1.07 Billion 1.41% of portfolio
21,754
Q1 2025 Added 19.77%
$648B
$974 Million 1.28% of portfolio
1,828
Q1 2025 Reduced 54.0%
$0
$920 Million 1.21% of portfolio
19,482
Q1 2025 Reduced 93.46%
$0
$901 Million 1.18% of portfolio
20,151
Q1 2025 Reduced 78.72%
$53.2B
$872 Million 1.15% of portfolio
14,795
Q1 2025 Reduced 55.27%
$0
$845 Million 1.11% of portfolio
1,803
Q1 2025 Reduced 24.43%
$0
$807 Million 1.06% of portfolio
22,656
Q1 2025 Added 7.73%
$0
$723 Million 0.95% of portfolio
1,951
Q1 2025 Reduced 21.87%
$0
$682 Million 0.9% of portfolio
24,379
Q1 2025 Reduced 91.67%
Vanguard Instl Index Fd
-
$650 Million 0.85% of portfolio
-
Q1 2025 New
Vanguard Instl Index Fd
-
$492 Million 0.65% of portfolio
-
Q1 2025 New
$0
$498 Million 0.65% of portfolio
3,863
Q1 2025 Reduced 87.17%
$3.51T
$498 Million 0.65% of portfolio
1,325
Q1 2025 Reduced 93.1%
$0
$487 Million 0.64% of portfolio
5,310
Q1 2025 Reduced 98.6%
Capital Group Core Balanced
-
$486 Million 0.64% of portfolio
-
Q1 2025 Reduced 1.94%
Tcw ETF Trust
-
$428 Million 0.56% of portfolio
-
Q1 2025 Added 53.98%
$0
$415 Million 0.55% of portfolio
9,179
Q1 2025 Reduced 84.24%
$0
$383 Million 0.5% of portfolio
7,397
Q1 2025 Reduced 76.62%
$0
$329 Million 0.43% of portfolio
1,482
Q1 2025 Reduced 91.71%
$0
$329 Million 0.43% of portfolio
3,561
Q1 2025 Added 0.74%
$106B
$330 Million 0.43% of portfolio
1,145
Q1 2025 Reduced 55.57%
$446B
$297 Million 0.39% of portfolio
314
Q1 2025 Reduced 65.68%
$0
$263 Million 0.35% of portfolio
5,260
Q1 2025 Reduced 35.9%
Community West Bancshares Ne
-
$226 Million 0.3% of portfolio
-
Q2 2024 New
$0
$213 Million 0.28% of portfolio
3,611
Q1 2025 Reduced 6.69%
$0
$207 Million 0.27% of portfolio
3,540
Q1 2025 Reduced 2.48%
$752M
$153 Million 0.2% of portfolio
10,919
Q1 2025 Added 2.83%

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $76.1 Billion
  • Prior Value $354 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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