BRIDGEWEALTH ADVISORY GROUP, LLC

Filed: 7/27/2026ACC: 0001172661-26-002825

📋 What this filing means

BRIDGEWEALTH ADVISORY GROUP, LLC filed this quarterly 13F‑HR report disclosing 141 equity positions with a total reported market value of $529.86M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

141

Positions

$529.86M

Total AUM (reported)

9.54M

Total Shares

Allocation by class

COM$70.76M13.4%

0 3 MO TR BI ETF$51.94M9.8%

MULTISECTOR BD$31.87M6.0%

SHS CREAT UNIT$31.51M5.9%

SHORT DURATION$29.14M5.5%

TOTAL BD ETF$28.64M5.4%

VALUE ETF$27.93M5.3%

Portfolio Concentration

Top 3$112.96M21.3%

4–10$158.97M30.0%

11–25$152.30M28.7%

Rest$105.64M19.9%

Top 3 weight

21.3%

Top 10 weight

51.3%

Voting Authority Distribution

Total shares with voting rights: 9.54M

Sole

Full voting authority

9.54M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole141

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings141

Rows:

VANGUARD INSTL INDEX FD

SOLE

0 3 MO TR BI ETF

Shares686.35K

TypeSH

Market value$51.94M

9.80%

Sole

686.35K

Shared

0.00

None

0.00

PIMCO ETF TR

SOLE

MULTISECTOR BD

Shares1.20M

TypeSH

Market value$31.87M

6.02%

Sole

1.20M

Shared

0.00

None

0.00

CAPITAL GRP FIXED INCM ETF T

SOLE

SHORT DURATION

Shares1.13M

TypeSH

Market value$29.14M

5.50%

Sole

1.13M

Shared

0.00

None

0.00

FIDELITY MERRIMACK STR TR

SOLE

TOTAL BD ETF

Shares629.62K

TypeSH

Market value$28.64M

5.41%

Sole

629.62K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares128.15K

TypeSH

Market value$27.93M

5.27%

Sole

128.15K

Shared

0.00

None

0.00

SPDR SERIES TRUST

SOLE

ST STR PR SP1500

Shares301.76K

TypeSH

Market value$27.40M

5.17%

Sole

301.76K

Shared

0.00

None

0.00

JANUS DETROIT STR TR

SOLE

HENDRSON AAA CL

Shares468.65K

TypeSH

Market value$23.66M

4.47%

Sole

468.65K

Shared

0.00

None

0.00

J P MORGAN EXCHANGE TRADED F

SOLE

SHORT DURA CORE

Shares387.80K

TypeSH

Market value$18.28M

3.45%

Sole

387.80K

Shared

0.00

None

0.00

SPDR SERIES TRUST

SOLE

ST STR P500GRW

Shares144.59K

TypeSH

Market value$17.20M

3.25%

Sole

144.59K

Shared

0.00

None

0.00

CAPITAL GROUP CORE EQUITY ET

SOLE

SHS CREAT UNIT

Shares356.38K

TypeSH

Market value$15.85M

2.99%

Sole

356.38K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares19.95K

TypeSH

Market value$13.70M

2.59%

Sole

19.95K

Shared

0.00

None

0.00

CAPITAL GRP FIXED INCM ETF T

SOLE

CORE PLUS INCM

Shares599.09K

TypeSH

Market value$13.35M

2.52%

Sole

599.09K

Shared

0.00

None

0.00

GOLDMAN SACHS ETF TR

SOLE

ACTIVEBETA INT

Shares291.73K

TypeSH

Market value$13.33M

2.52%

Sole

291.73K

Shared

0.00

None

0.00

COMMUNITY WEST BANCSHARES NE

SOLE

COM

Shares494.69K

TypeSH

Market value$13.29M

2.51%

Sole

494.69K

Shared

0.00

None

0.00

CAPITAL GROUP GROWTH ETF

SOLE

SHS CREAT UNIT

Shares267.94K

TypeSH

Market value$12.65M

2.39%

Sole

267.94K

Shared

0.00

None

0.00

J P MORGAN EXCHANGE TRADED F

SOLE

INCOME ETF

Shares265.24K

TypeSH

Market value$12.21M

2.31%

Sole

265.24K

Shared

0.00

None

0.00

AMERICAN CENTY ETF TR

SOLE

US SML CP VALU

Shares89.99K

TypeSH

Market value$11.23M

2.12%

Sole

89.99K

Shared

0.00

None

0.00

AMERICAN CENTY ETF TR

SOLE

US LARGE CAP VLU

Shares114.28K

TypeSH

Market value$10.42M

1.97%

Sole

114.28K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares125.14K

TypeSH

Market value$10.08M

1.90%

Sole

125.14K

Shared

0.00

None

0.00

GOLDMAN SACHS ETF TR

SOLE

S&P 500 PREMIUM

Shares130.86K

TypeSH

Market value$7.27M

1.37%

Sole

130.86K

Shared

0.00

None

0.00

MICROSOFT CORP

SOLE

COM

Shares19.48K

TypeSH

Market value$7.27M

1.37%

Sole

19.48K

Shared

0.00

None

0.00

APPLE INC

SOLE

COM

Shares24.52K

TypeSH

Market value$7.10M

1.34%

Sole

24.52K

Shared

0.00

None

0.00

TESLA INC

SOLE

COM

Shares16.75K

TypeSH

Market value$7.04M

1.33%

Sole

16.75K

Shared

0.00

None

0.00

PIMCO ETF TR

SOLE

ULTR SH GO AC FD

Shares69.67K

TypeSH

Market value$7.03M

1.33%

Sole

69.67K

Shared

0.00

None

0.00

NVIDIA CORPORATION

SOLE

COM

Shares31.60K

TypeSH

Market value$6.32M

1.19%

Sole

31.60K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
VANGUARD INSTL INDEX FDSOLE	0 3 MO TR BI ETF	686.35K	SH	$51.94M 9.80%	686.35K
PIMCO ETF TRSOLE	MULTISECTOR BD	1.20M	SH	$31.87M 6.02%	1.20M
CAPITAL GRP FIXED INCM ETF TSOLE	SHORT DURATION	1.13M	SH	$29.14M 5.50%	1.13M
FIDELITY MERRIMACK STR TRSOLE	TOTAL BD ETF	629.62K	SH	$28.64M 5.41%	629.62K
VANGUARD INDEX FDSSOLE	VALUE ETF	128.15K	SH	$27.93M 5.27%	128.15K
SPDR SERIES TRUSTSOLE	ST STR PR SP1500	301.76K	SH	$27.40M 5.17%	301.76K
JANUS DETROIT STR TRSOLE	HENDRSON AAA CL	468.65K	SH	$23.66M 4.47%	468.65K
J P MORGAN EXCHANGE TRADED FSOLE	SHORT DURA CORE	387.80K	SH	$18.28M 3.45%	387.80K
SPDR SERIES TRUSTSOLE	ST STR P500GRW	144.59K	SH	$17.20M 3.25%	144.59K
CAPITAL GROUP CORE EQUITY ETSOLE	SHS CREAT UNIT	356.38K	SH	$15.85M 2.99%	356.38K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	19.95K	SH	$13.70M 2.59%	19.95K
CAPITAL GRP FIXED INCM ETF TSOLE	CORE PLUS INCM	599.09K	SH	$13.35M 2.52%	599.09K
GOLDMAN SACHS ETF TRSOLE	ACTIVEBETA INT	291.73K	SH	$13.33M 2.52%	291.73K
COMMUNITY WEST BANCSHARES NESOLE	COM	494.69K	SH	$13.29M 2.51%	494.69K
CAPITAL GROUP GROWTH ETFSOLE	SHS CREAT UNIT	267.94K	SH	$12.65M 2.39%	267.94K
J P MORGAN EXCHANGE TRADED FSOLE	INCOME ETF	265.24K	SH	$12.21M 2.31%	265.24K
AMERICAN CENTY ETF TRSOLE	US SML CP VALU	89.99K	SH	$11.23M 2.12%	89.99K
AMERICAN CENTY ETF TRSOLE	US LARGE CAP VLU	114.28K	SH	$10.42M 1.97%	114.28K
VANGUARD INDEX FDSSOLE	MID CAP ETF	125.14K	SH	$10.08M 1.90%	125.14K
GOLDMAN SACHS ETF TRSOLE	S&P 500 PREMIUM	130.86K	SH	$7.27M 1.37%	130.86K
MICROSOFT CORPSOLE	COM	19.48K	SH	$7.27M 1.37%	19.48K
APPLE INCSOLE	COM	24.52K	SH	$7.10M 1.34%	24.52K
TESLA INCSOLE	COM	16.75K	SH	$7.04M 1.33%	16.75K
PIMCO ETF TRSOLE	ULTR SH GO AC FD	69.67K	SH	$7.03M 1.33%	69.67K
NVIDIA CORPORATIONSOLE	COM	31.60K	SH	$6.32M 1.19%	31.60K

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