1y return+10.1%S&P 500 +20.9%
3y return+32.3%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $141 against $195 in the S&P 500.2
Bridgewealth Advisory Group, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VBILVanguard Instl Index Fd | $51.9M | 9.8% | −13.5% |
| PYLDPimco Etf Tr | $31.9M | 6.0% | +4.3% |
| CGSDCapital Grp Fixed Incm Etf T | $29.1M | 5.5% | +9.5% |
| FBNDFidelity Merrimack Str Tr | $28.6M | 5.4% | +8.5% |
| VTVVanguard Index Fds | $27.9M | 5.3% | +10.6% |
| SPTMSpdr Series Trust | $27.4M | 5.2% | +4.6% |
| JAAAJanus Detroit Str Tr | $23.7M | 4.5% | +2.0% |
| JSCPJ P Morgan Exchange Traded F | $18.3M | 3.5% | +4.1% |
| SPYGSpdr Series Trust | $17.2M | 3.2% | +6.6% |
| CGUSCapital Group Core Equity Et | $15.9M | 3.0% | |
| VOOVanguard Index Fds | $13.7M | 2.6% | +17.6% |
| CGCPCapital Grp Fixed Incm Etf T | $13.4M | 2.5% | +5.3% |
| GSIEGoldman Sachs Etf Tr | $13.3M | 2.5% | +10.7% |
| CWBCCommunity West Bancshares Ne | $13.3M | 2.5% | +1817.4% |
| CGGRCapital Group Growth Etf | $12.6M | 2.4% | +15.5% |
| JPIEJ P Morgan Exchange Traded F | $12.2M | 2.3% | +7.9% |
| AVUVAmerican Centy Etf Tr | $11.2M | 2.1% | +9.0% |
| AVLVAmerican Centy Etf Tr | $10.4M | 2.0% | +3.9% |
| VOVanguard Index Fds | $10.1M | 1.9% | +6.0% |
| GPIXGoldman Sachs Etf Tr | $7.3M | 1.4% | +28.2% |
| MSFTMicrosoft Corp | $7.3M | 1.4% | |
| AAPLApple Inc | $7.1M | 1.3% | |
| TSLATesla Inc | $7.0M | 1.3% | +16.4% |
| BILZPimco Etf Tr | $7.0M | 1.3% | −3.7% |
| NVDANvidia Corporation | $6.3M | 1.2% | +1.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AAPLApple Inc | December 31, 2022 | +122.7% | $7.1M |
| IAUIshares Gold Tr | December 31, 2022 | +118.3% | $1.9M |
| QQQInvesco Qqq Tr | September 30, 2023 | +105.5% | $2.0M |
| VOOVanguard Index Fds | December 31, 2022 | +95.5% | $13.7M |
| VTIVanguard Index Fds | December 31, 2022 | +93.5% | $4.6M |
| SPTMSpdr Series Trust | December 31, 2022 | +92.0% | $27.4M |
| CGGRCapital Group Growth Etf | June 30, 2023 | +87.1% | $12.6M |
| SPYGSpdr Series Trust | December 31, 2023 | +82.9% | $17.2M |
| CGUSCapital Group Core Equity Et | September 30, 2023 | +77.1% | $15.9M |
| AVUVAmerican Centy Etf Tr | December 31, 2022 | +67.4% | $11.2M |
Sold off last quarter
- UBFOUnited Sec Bancshares Calif was $12.6M
- Exxon Mobil CorpCUSIP 30231G102 was $1.2M
- KRPKimbell Rty Partners LP was $322K
- CEGConstellation Energy Corp was $206K
- GSBDGoldman Sachs Bdc Inc was $182K
- PFLTPennantpark Floating Rate Ca was $105K
- BBDCBarings Bdc Inc was $88K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +5.9% | +14.8% |
| March 31, 2026 | −1.4% | −4.6% |
| December 31, 2025 | +0.9% | +2.4% |
| September 30, 2025 | +4.5% | +7.8% |
| June 30, 2025 | +4.7% | +10.5% |
| March 31, 2025 | −1.9% | −4.6% |
| December 31, 2024 | +0.3% | +2.1% |
| September 30, 2024 | +4.6% | +5.4% |
| June 30, 2024 | +0.5% | +4.0% |
| March 31, 2024 | +4.1% | +10.0% |
| December 31, 2023 | +8.2% | +11.2% |
| September 30, 2023 | −1.5% | −3.6% |
| June 30, 2023 | +5.1% | +8.3% |
| March 31, 2023 | +1.5% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Bridgewealth Advisory Group, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1801982&type=13F-HR&dateb=&owner=include&count=40CIK 1801982
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1801982/000117266126002825/Filed July 27, 2026 · accession 0001172661-26-002825