Bridgewealth Advisory Group, LLC

Q2 2026 13F-HR Holdings

Location
Fresno, CA
Holdings as of
6/30/2026
Date filed
7/27/2026
Form type
13F-HR
Num holdings
141
Total value ($000)
$529,863
Net value change ($000)
+47,718 (9.9%)
New positions
13
Sold out positions
7
Turnover %
3.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
CWBC 12,686 2110.8%
VTV 5,184 22.8%
SPTM 4,597 20.2%
SPYG 3,927 29.6%
VOO 3,567 35.2%
CGGR 3,321 35.6%
CGSD 2,457 9.2%
FBND 2,168 8.2%
CGUS 2,168 15.8%
GPIX 2,164 42.4%
Top Reduces (Value $000, Stocks/ETFs)
UBFO -12,648 -100.0%
VBIL -8,065 -13.4%
XOM -1,172 -100.0%
CVX -565 -21.2%
IAU -431 -18.1%
JSI -375 -44.6%
KRP -322 -100.0%
SLV -306 -22.0%
BILZ -271 -3.7%
T -244 -27.9%
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