Bridgewealth Advisory Group, LLC
All 13F Filings
- Location
- Fresno, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 529,863
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 141 | 529,863 | 13F-HR | Bridgewealth Advisory Group, LLC |
| Q1 2026 | 5/14/2026 | 135 | 482,145 | 13F-HR | Bridgewealth Advisory Group, LLC |
| 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 | 119.6 K | 22.6% | 8.949 K | 0 | 8.949 K |
| ETFs | 409.7 K | 77.3% | 38.76 K | 0 | 38.76 K |
| Debt | 521 | 0.1% | 4 | 0 | 4 |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
529,863
Holdings
141
QoQ value change ($000)
47,718
(9.9%)
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.