StockDriftsStockDriftsTop 50 Bridgewealth Advisory Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VBIL | VANGUARD INSTL INDEX FD | 9.8% | 686.3K | $51.9M | -13.47%(-106.88K) | $75.50(+0.14%) | 2026-06-30 | |
| PYLD | PIMCO ETF TR | 6.02% | 1.20M | $31.9M | +4.35%(+50.09K) | $26.34(-0.60%) | 2026-06-30 | |
| CGSD | CAPITAL GRP FIXED INCM ETF T | 5.5% | 1.13M | $29.1M | +9.46%(+97.92K) | $25.85(-0.45%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 5.41% | 629.6K | $28.6M | +8.50%(+49.33K) | $45.72(-1.86%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 5.27% | 128.2K | $27.9M | +10.55%(+12.23K) | $178.46(+27.48%) | 2026-06-30 | |
| SPTM | SPDR SERIES TRUST | 5.17% | 301.8K | $27.4M | +4.64%(+13.38K) | $71.10(+32.61%) | 2026-06-30 | |
| JAAA | JANUS DETROIT STR TR | 4.47% | 468.6K | $23.7M | +1.99%(+9.17K) | $50.72(-0.22%) | 2026-06-30 | |
| JSCP | J P MORGAN EXCHANGE TRADED F | 3.45% | 387.8K | $18.3M | +4.11%(+15.31K) | $47.31(-0.70%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 3.25% | 144.6K | $17.2M | +6.62%(+8.98K) | $89.34(+37.53%) | 2026-06-30 | |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 2.99% | 356.4K | $15.9M | +0.06%(+219) | $33.62(+36.96%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +7.48% | +24.15% | — | — | +33.25% |
| Top 20 Holdings Unweighted | +8.55% | +27.89% | — | — | +34.76% |
Bridgewealth Advisory Group, LLC reports $529.86M in US-listed equity holdings across 141 positions in its most recent 13F filing. Its largest disclosed positions are VBIL (9.8%), PYLD (6.0%) and CGSD (5.5%). The top 20 holdings account for 73.53% of reported assets. Its disclosed equity book has returned +24.15% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bridgewealth Advisory Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1801982). View Bridgewealth Advisory Group, LLC’s 13F filings on SEC