Bridgewealth Advisory Group, LLC

Q1 2026 13F-HR Holdings

Location
Fresno, CA
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
135
Total value ($000)
$482,145
Net value change ($000)
+29,242 (6.5%)
New positions
5
Sold out positions
1
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VBIL 12,262 25.7%
VTV 3,444 17.8%
GSIE 2,940 34.9%
FBND 2,576 10.8%
PYLD 2,169 7.7%
GPIX 1,710 50.3%
CGCP 1,644 14.9%
CGSD 1,598 6.4%
AVLV 1,539 21.0%
AVUV 1,379 17.8%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -2,164 -23.1%
TSLA -1,881 -26.0%
BIL -1,723 -58.0%
JAAA -1,535 -6.2%
JEPI -1,131 -66.5%
CGXU -1,032 -48.6%
BILZ -593 -7.5%
IAU -489 -17.1%
XOM -434 -27.0%
SLV -349 -20.0%
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