Bridgewealth Advisory Group, LLC

Q4 2025 13F-HR Holdings

Location
Fresno, CA
Holdings as of
12/31/2025
Date filed
2/4/2026
Form type
13F-HR
Num holdings
130
Total value ($000)
$452,903
Net value change ($000)
+21,473 (5.0%)
New positions
14
Sold out positions
9
Turnover %
4.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/23/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GSIE 8,425 NEW
FBND 4,552 23.5%
CGSD 3,942 18.6%
PYLD 3,933 16.3%
VTV 3,854 25.0%
JPIE 3,795 61.4%
MINO 3,761 166.7%
GPIX 3,398 NEW
CGCP 2,483 28.9%
JSCP 2,364 16.3%
Top Reduces (Value $000, Stocks/ETFs)
JAAA -8,987 -26.7%
CGXU -7,620 -78.2%
VBIL -6,629 -12.2%
JEPI -4,658 -73.2%
BIL -2,234 -42.9%
BILZ -2,006 -20.3%
VB -1,152 -37.9%
JEPQ -1,106 -50.5%
VO -850 -9.8%
QQQM -727 -51.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type