Bridgewealth Advisory Group
Bridgewealth Advisory Group reported 141 stocks worth $530M in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are VBIL (9.8%), PYLD (6.0%) and CGSD (5.5%). Compared with Q1 2026, the fund opened new positions in AMD and PANW, added to PYLD, CGSD and FBND, trimmed VBIL, BILZ and VYM and sold out of UBFO, XOM and KRP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VBIL Vanguard 0-3 Month | $51.9M | 9.8% | 686K | −107K (−13%) | 6 of 8 | |
| 2 |  PYLD Pimco ETF TR | $31.9M | 6.0% | 1.2M | +50K (+4%) | 8 of 8 | |
| 3 |  CGSD Capital Group Short Duration Income ETF | $29.1M | 5.5% | 1.1M | +98K (+9%) | 8 of 8 | |
| 4 |  FBND Fidelity Total Bond ETF | $28.6M | 5.4% | 630K | +49K (+9%) | 8 of 8 | |
| 5 |  VTV Vanguard Index Fds | $27.9M | 5.3% | 128K | +12K (+11%) | 8 of 8 | |
| 6 |  SPTM Spdr Series Trust | $27.4M | 5.2% | 302K | +13K (+5%) | 8 of 8 | |
| 7 |  JAAA Janus Detroit Str TR | $23.7M | 4.5% | 469K | +9,166 (+2%) | 8 of 8 | |
| 8 |  JSCP J P Morgan Exchange Traded F | $18.3M | 3.5% | 388K | +15K (+4%) | 8 of 8 | |
| 9 |  SPYG Spdr Series Trust | $17.2M | 3.3% | 145K | +8,978 (+7%) | 8 of 8 | |
| 10 |  CGUS Capital Group Core Equity ET | $15.9M | 3.0% | 356K | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 UBFO United Sec Bancshares Calif | $12.6M | 1.2M |
 XOM Exxon Mobil Corp | $1.2M | 6,905 |
 KRP Kimbell Rty Partners LP | $322K | 22K |
 CEG Constellation Energy Cor | $206K | 736 |
 GSBD Goldman Sachs Bdc Inc Shs | $182K | 20K |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 27, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Bridgewealth Advisory Group 13F FAQ
What does Bridgewealth Advisory Group own?
Bridgewealth Advisory Group reported 141 stocks worth $530M in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are VBIL (9.8%), PYLD (6.0%) and CGSD (5.5%). The table above lists every position in the filing (the top 10 without an account).
What did Bridgewealth Advisory Group buy and sell in Q2 2026?
Compared with Q1 2026: 13 new positions, 73 added to, 35 trimmed and 7 sold out. New positions include AMD and PANW. It sold all of UBFO, XOM and KRP.
When will Bridgewealth Advisory Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Bridgewealth Advisory Group's portfolio worth?
The Q2 2026 filing reports $530M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.