Bridgewealth Advisory Group, LLC
CIK 1801982
13F filing for Q2 2026・No. 3,762
- Holdings
- US$529.86M
- Quarter change
- +US$47.72M
- Entries
- 141
- Net bought (estimate)
- +US$18.6M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 13
- Sold out 7
- Cut 37
- Added 79
- Corporate actions 0
- Unchanged 12
Largest holdings
141 stocks worth US$529.86M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INSTL INDEX FD0 3 MO TR BI ETF | Cut | 686,345 | US$51.94M | 9.80% |
| PIMCO ETF TRMULTISECTOR BD | Added | 1,201,920 | US$31.87M | 6.02% |
| CAPITAL GRP FIXED INCM ETF TSHORT DURATION | Added | 1,132,665 | US$29.14M | 5.50% |
| FIDELITY MERRIMACK STR TRTOTAL BD ETF | Added | 629,621 | US$28.64M | 5.41% |
| VANGUARD INDEX FDSVALUE ETF | Added | 128,153 | US$27.93M | 5.27% |
| SPDR SERIES TRUSTST STR PR SP1500 | Added | 301,764 | US$27.4M | 5.17% |
| JANUS DETROIT STR TRHENDRSON AAA CL | Added | 468,648 | US$23.66M | 4.47% |
| J P MORGAN EXCHANGE TRADED FSHORT DURA CORE | Added | 387,797 | US$18.28M | 3.45% |
| SPDR SERIES TRUSTST STR P500GRW | Added | 144,585 | US$17.2M | 3.25% |
| CAPITAL GROUP CORE EQUITY ETSHS CREAT UNIT | Added | 356,375 | US$15.85M | 2.99% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 27, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.