Bridgewealth Advisory Group, LLC
All 13F Filings
- Location
- Fresno, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 482,145
- 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 |
|---|---|---|---|---|---|
| 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 | 110.7 K | 23.0% | 0 | 251.9 K | -251.9 K |
| ETFs | 371 K | 76.9% | 281 K | 0 | 281 K |
| Debt | 517 | 0.1% | 517 | 0 | 517 |
| Other | 0 | 0.0% | 0 | 353 | -353 |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
482,145
Holdings
135
QoQ value change ($000)
29,242
(6.5%)
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.