Bridgewealth Advisory Group, LLC - Portfolio Stock Holdings
Bridgewealth Advisory Group, LLC disclosed 147 stock positions in a recent SEC 13F filing. $529,863,217 of stock holdings were filed, with the largest holdings including VBIL, PYLD, and CGSD. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $868,922,370 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
147Est. Stock Holding Value:
$529,863,217Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Bridgewealth Advisory Group, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...