Bridgewealth Advisory Group, LLC
All 13F Filings
- Location
- Fresno, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 452,903
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/4/2026 | 130 | 452,903 | 13F-HR | Bridgewealth Advisory Group, LLC |
| Q3 2025 | 10/23/2025 | 126 | 431,430 | 13F-HR | Bridgewealth Advisory Group, LLC |
| Q2 2025 | 8/4/2025 | 125 | 394,075 | 13F-HR | Bridgewealth Advisory Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 362.6 K | 80.1% | 9.915 K | 0 | 9.915 K |
| ETFs | 89.95 K | 19.9% | 11.63 K | 0 | 11.63 K |
| Other | 353 | 0.1% | 0 | 31 | -31 |
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Fund Snapshot
Q4 2025
Latest filed
2/4/2026
Total value ($000)
452,903
Holdings
130
QoQ value change ($000)
21,473
(5.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.