Bridgewealth Advisory Group, LLC
13F Portfolio Filings
Most recent 13F Q4 2025Location fresno, CACIK 0001801982All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
130 | $452.9M | VANGUARD INSTL INDEX FD, PYLD, CGSD, JAAA | 13F-HR | Feb 4, 2026 | 000117266126000475 | ||
126 | $431.43M | VANGUARD INSTL INDEX FD, JAAA, PYLD, CGSD | 13F-HR | Oct 23, 2025 | 000117266125004388 | ||
125 | $394.08M | VANGUARD INSTL INDEX FD, JAAA, PYLD, CGSD | 13F-HR | Aug 4, 2025 | 000117266125002862 | ||
50 | $76.08M | JAAA, CGUS, PYLD, CGGR | 13F-HR | May 13, 2025 | 000117266125001724 | ||
116 | $353.9M | KRE, JAAA, PYLD, CGSD | 13F-HR | Feb 14, 2025 | 000117266125001257 | ||
92 | $275.12M | KRE, PYLD, CGSD, FBND | 13F-HR | Nov 13, 2024 | 000117266124004645 | ||
72 | $225.79M | KRE, PYLD, CGSD, FBND | 13F-HR | Aug 13, 2024 | 000117266124003325 | ||
80 | $204.34M | KRE, PYLD, SPDR SER TR, CGSD | 13F-HR | Apr 18, 2024 | 000117266124001899 | ||
81 | $130.51M | KRE, SPDR SER TR, UBFO, PYLD | 13F-HR | Feb 5, 2024 | 000117266124000443 | ||
63 | $81.41M | KRE, SPDR SER TR, UBFO, VOO | 13F-HR | Nov 9, 2023 | 000117266123003693 | ||
58 | $61.54M | SPDR SER TR, UBFO, VYM, VOO | 13F-HR | Aug 14, 2023 | 000117266123003000 | ||
55 | $54.26M | UBFO, SPDR SER TR, VYM, VOO | 13F-HR | May 15, 2023 | 000117266123002259 | ||
55 | $50.99M | UBFO, SPDR SER TR, VYM, VOO | 13F-HR | Feb 24, 2023 | 000117266123001511 |