ETF Holders

Bridgewealth Advisory Group, LLC ETF holdings

Fresno, CA

Reported $453.6M in 76 ETFs in its Form 13F for June 30, 2026.

ETF value
$453.6M
ETFs held
76
Change from prior quarter
+9.9%
With price moves
ETFs as a share of its 13F
85.6%
of $529.9M

Top 10 of 76 ETF holdings

TickerFundValueSharesChange
VBILVanguard 0-3 Month Treasury Bill ETF$51.9M686,345−106,883 shares
PYLDPIMCO Multisector Bond Active Exchange-Traded Fund$31.9M1,201,920+50,086 shares
CGSDCapital Group Short Duration Income ETF$29.1M1,132,665+97,921 shares
FBNDFidelity Total Bond ETF$28.6M629,621+49,329 shares
VTVVanguard Morningstar Value ETF$27.9M128,153+12,230 shares
SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF$27.4M301,764+13,379 shares
JAAAJanus Henderson AAA CLO ETF$23.7M468,648+9,166 shares
JSCPJPMorgan Short Duration Core Plus ETF$18.3M387,797+15,308 shares
SPYGState Street SPDR Portfolio S&P 500 Growth ETF$17.2M144,585+8,978 shares
CGUSCapital Group Core Equity ETF$15.9M356,375+219 shares
66 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001801982. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Bridgewealth Advisory Group, LLC own?

Bridgewealth Advisory Group, LLC reported 76 ETF positions worth $453.6M in its Form 13F for June 30, 2026. The largest was VBIL, at $51.9M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.