Bridgewealth Advisory Group, LLC Top Holdings and 13F Report (2026) About Bridgewealth Advisory Group, LLCInvestment ActivityBridgewealth Advisory Group, LLC has $535.19 million in total holdings as of September 30, 2026.Bridgewealth Advisory Group, LLC owns shares of 139 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 4.55% of the portfolio was purchased this quarter.About 2.86% of the portfolio was sold this quarter.This quarter, Bridgewealth Advisory Group, LLC has purchased 141 new stocks and bought additional shares in 66 stocks.Bridgewealth Advisory Group, LLC sold shares of 40 stocks and completely divested from 12 stocks this quarter.Largest Holdings VANGUARD INSTL INDEX FD $44,820,107PIMCO Multi Sector Bond Active ETF $31,551,980Capital Group Short Duration Income ETF $30,632,913SPDR Portfolio S&P 1500 Composite Stock Market ETF $29,291,262Fidelity Total Bond ETF $29,241,313 Largest New Holdings this Quarter 84615Q103 - SPACE EXPLORATION TECHN CORP $684,301 Holding09661T859 - BNY Mellon Ultra Short Income ETF $556,631 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $437,006 Holding533714101 - LINCOLN INTL INC $427,165 Holding921932505 - Vanguard S&P 500 Growth ETF $337,048 Holding Largest Purchases this Quarter Capital Group Short Duration Income ETF 80,520 shares (about $2.03M)Fidelity Total Bond ETF 45,698 shares (about $1.98M)Vanguard Value ETF 7,161 shares (about $1.55M)SPDR Portfolio S&P 1500 Composite Stock Market ETF 16,446 shares (about $1.51M)GOLDMAN SACHS ETF TR 23,623 shares (about $1.37M) Largest Sales this Quarter VANGUARD INSTL INDEX FD 94,426 shares (about $7.15M)JPMorgan Nasdaq Equity Premium Income ETF 19,390 shares (about $1.19M)PIMCO Ultra Short Government Active ETF 9,966 shares (about $1.01M)Janus Henderson AAA CLO ETF 7,838 shares (about $395.58K)Capital Group Core Equity ETF 5,254 shares (about $233.80K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBridgewealth Advisory Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVANGUARD INSTL INDEX FD$44,820,107$7,149,937 ▼-13.8%591,9198.4%0 3 MO TR BI ETFPYLDPIMCO Multi Sector Bond Active ETF$31,551,980$1,035,227 ▲3.4%1,242,6935.9%ETFCGSDCapital Group Short Duration Income ETF$30,632,913$2,033,129 ▲7.1%1,213,1855.7%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$29,291,262$1,513,856 ▲5.4%318,2105.5%ETFFBNDFidelity Total Bond ETF$29,241,313$1,978,723 ▲7.3%675,3195.5%ETFVTVVanguard Value ETF$29,238,689$1,547,351 ▲5.6%135,3145.5%ETFJAAAJanus Henderson AAA CLO ETF$23,257,085$395,584 ▼-1.7%460,8104.3%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$19,034,280$1,238,797 ▲7.0%154,6503.6%ETFJSCPJPMorgan Short Duration Core Plus ETF$18,589,070$758,164 ▲4.3%404,2863.5%ETFCGUSCapital Group Core Equity ETF$15,624,905$233,803 ▼-1.5%351,1212.9%ETFVOOVanguard S&P 500 ETF$14,673,020$689,638 ▲4.9%20,9362.7%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$14,473,523$1,100,710 ▲8.2%315,7402.7%ETFCGCPCapital Group Core Plus Income ETF$13,440,642$757,907 ▲6.0%634,8912.5%ETFCGGRCapital Group Growth ETF$12,977,424$268,976 ▲2.1%273,6122.4%ETFCOMMUNITY WEST BANCSHARES NE$12,881,7280.0%494,6902.4%COMJPIEJPMorgan Income ETF$12,787,904$881,146 ▲7.4%284,8722.4%ETFAVUVAvantis U.S. Small Cap Value ETF$11,209,599$611,698 ▲5.8%95,1822.1%ETFAVLVAvantis U.S. Large Cap Value ETF$10,865,009$529,526 ▲5.1%120,1352.0%ETFVOVanguard Mid-Cap ETF$10,664,597$851,251 ▲8.7%135,9932.0%ETFMSFTMicrosoft$9,914,793$74,370 ▼-0.7%19,3311.9%TechnologyAAPLApple$8,141,649$23,977 ▼-0.3%24,4481.5%TechnologyGOLDMAN SACHS ETF TR$7,954,689$648,743 ▲8.9%142,4811.5%S&P 500 PREMIUMNVDANVIDIA$7,255,095$38,824 ▲0.5%31,7681.4%TechnologyBILZPIMCO Ultra Short Government Active ETF$6,025,033$1,005,669 ▼-14.3%59,7071.1%ETFTSLATesla$5,939,874$1,419 ▼0.0%16,7411.1%Consumer DiscretionaryVYMVanguard High Dividend Yield ETF$5,869,840$43,301 ▼-0.7%37,8211.1%ETFMINOPIMCO Municipal Income Opportunities Active Exchange-Traded Fund$5,820,775$42,547 ▲0.7%136,6701.1%ETFVWOVanguard FTSE Emerging Markets ETF$5,423,761$436,401 ▲8.8%91,4481.0%ETFVTIVanguard Total Stock Market ETF$5,210,624$580,829 ▲12.5%13,9231.0%ETFGOLDMAN SACHS ETF TR$4,468,886$1,369,668 ▲44.2%77,0760.8%NASDA 100 ETFTCW ETF TRUST$4,096,947$305,901 ▲8.1%38,9470.8%TRANS SYSTE ETFVNLAJanus Henderson Short Duration Income ETF$2,963,398$143,154 ▼-4.6%61,0260.6%ETFCVXChevron$2,621,890$28,590 ▲1.1%12,8390.5%EnergyQQQInvesco QQQ$2,119,050$133,181 ▲6.7%2,8640.4%ETFVBVanguard Small-Cap ETF$2,071,466$96,731 ▲4.9%7,2810.4%ETFIAUiShares Gold Trust$1,957,498$54,279 ▼-2.7%25,0640.4%ETFSPYSPDR S&P 500 ETF Trust$1,924,758$147,941 ▲8.3%2,5240.4%ETFVIGVanguard Dividend Appreciation ETF$1,916,584$3,500 ▲0.2%8,2150.4%ETFJPMJPMorgan Chase & Co.$1,888,478$1,654 ▲0.1%5,7080.4%FinanceBACBank of America$1,848,859$129,433 ▼-6.5%33,9680.3%FinanceBRK.BBerkshire Hathaway$1,835,444$2,988 ▲0.2%3,6860.3%FinanceSPYVSPDR Portfolio S&P 500 Value ETF$1,810,999$40,285 ▲2.3%29,6250.3%ETFCGDVCapital Group Dividend Value ETF$1,781,853$223,831 ▼-11.2%36,4760.3%ETFAMZNAmazon.com$1,734,333$159,705 ▲10.1%6,9610.3%Consumer DiscretionaryWALMART INC$1,571,296$32,216 ▲2.1%15,1200.3%COMINTCIntel$1,568,231$13,706 ▼-0.9%13,0440.3%TechnologyAVDEAvantis International Equity ETF$1,535,925$58,301 ▼-3.7%17,0450.3%ETFPUTNAM ETF TRUST$1,277,9770.0%186,5660.2%FRANKLIN CALIFSLViShares Silver Trust$1,261,852$154,972 ▲14.0%23,1490.2%ETFVUGVanguard Growth ETF$1,235,228$48,029 ▼-3.7%13,7080.2%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$1,008,040$165,319 ▼-14.1%11,0000.2%ETFCATCaterpillar$953,675$25,950 ▼-2.6%1,1760.2%IndustrialsJEPQJPMorgan Nasdaq Equity Premium Income ETF$946,222$1,187,831 ▼-55.7%15,4460.2%ETFWFCWells Fargo & Company$940,125$132,005 ▼-12.3%11,7440.2%FinanceCGXUCapital Group International Focus Equity ETF$932,482$50,921 ▼-5.2%27,1940.2%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$859,9890.0%8,7220.2%ETFCOSTCostco Wholesale$844,197$19,124 ▲2.3%9270.2%Consumer StaplesQQQMInvesco NASDAQ 100 ETF$814,607$31,683 ▼-3.7%2,6740.2%ETFGOOGAlphabet$809,784$68,476 ▲9.2%2,3770.2%Communication ServicesMETAMeta Platforms$797,698$12,328 ▼-1.5%1,1000.1%Communication ServicesTAT&T$747,780$4,124 ▲0.6%30,6470.1%Communication ServicesUPSUnited Parcel Service$738,176$18,688 ▲2.6%7,9000.1%IndustrialsGOOGLAlphabet$723,571$18,924 ▼-2.5%2,1030.1%Communication ServicesVOTVanguard Mid-Cap Growth ETF$720,9050.0%2,4680.1%ETFJNJJohnson & Johnson$698,391$48,977 ▲7.5%2,6380.1%HealthcareCSCOCisco Systems$688,561$538 ▼-0.1%6,3970.1%TechnologyCAPITAL GROUP CORE BALANCED$684,827$112,821 ▼-14.1%18,6350.1%SHSSPACE EXPLORATION TECHN CORP$684,301$684,301 ▲New Holding4,5360.1%CLASS A COM STKPEPPepsiCo$668,698$31,933 ▲5.0%5,2770.1%Consumer StaplesVANGUARD MALVERN FDS$612,359$38,485 ▲6.7%8,2740.1%CORE-PLUS BD ETFBSVVanguard Short-Term Bond ETF$598,698$87,635 ▲17.1%7,8360.1%ETFTCW ETF TRUST$592,732$186,464 ▼-23.9%15,6270.1%FLEXIBLE INCOMEGLDSPDR Gold Shares$588,017$17,519 ▼-2.9%1,5440.1%ETFMLMMartin Marietta Materials$580,429$480 ▲0.1%1,2100.1%MaterialsNUVEEN CALIF AMT FREE MUNI I$562,896$2,053 ▲0.4%53,4560.1%COMAMGNAmgen$558,282$1,265 ▲0.2%1,3240.1%HealthcareETF SER SOLUTIONS$558,113$11,068 ▼-1.9%3,6810.1%DEFIA QUANT ETFBKUIBNY Mellon Ultra Short Income ETF$556,631$556,631 ▲New Holding11,2190.1%ETFMOAltria Group$543,194$2,828 ▲0.5%8,0660.1%Consumer StaplesPFEPfizer$542,446$24,584 ▲4.7%19,0200.1%HealthcareSCHDSchwab US Dividend Equity ETF$531,2470.0%16,3310.1%ETFVANGUARD MUN BD FDS$506,143$9,447 ▲1.9%7,0720.1%CORE TAX EXEMPTAVGOBroadcom$490,964$43,548 ▼-8.1%1,3980.1%TechnologyNACNuveen California Quality Municipal Income Fund$471,538$96,852 ▲25.8%46,0040.1%FinanceHDHome Depot$437,510$14,792 ▼-3.3%1,5380.1%Consumer DiscretionaryEXXONMOBIL HOLDINGS CORP$437,006$437,006 ▲New Holding2,6850.1%COM SHSVANGUARD INSTL INDEX FD$432,395$110,632 ▲34.4%5,7180.1%ULTR SHOR TR ETFLINCOLN INTL INC$427,165$427,165 ▲New Holding18,5000.1%CL ATRVTravelers Companies$425,107$713 ▲0.2%1,1920.1%FinanceRPVInvesco S&P 500 Pure Value ETF$422,575$2,180 ▲0.5%3,6830.1%ETFKMIKinder Morgan$416,406$1,568 ▲0.4%13,8110.1%EnergyCSXCSX$407,658$605 ▲0.1%8,7650.1%IndustrialsJEPIJPMorgan Equity Premium Income ETF$402,535$28,785 ▼-6.7%7,1600.1%ETFVEAVanguard FTSE Developed Markets ETF$400,076$42,790 ▲12.0%5,6660.1%ETFDIASPDR Dow Jones Industrial Average ETF Trust$383,955$116,966 ▲43.8%7550.1%ETFAMDAdvanced Micro Devices$381,942$61,209 ▼-13.8%6240.1%TechnologyVZVerizon Communications$378,952$6,055 ▼-1.6%8,2610.1%Communication ServicesPANWPalo Alto Networks$360,7570.0%9080.1%TechnologyCGMSCapital Group U.S. Multi-Sector Income ETF$342,249$194,653 ▼-36.3%13,0480.1%ETFVOOGVanguard S&P 500 Growth ETF$337,048$337,048 ▲New Holding3,9430.1%ETFShowing largest 100 holdings. 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