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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 on July 27, 2026.

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, 2026

No. of Stocks:

147

Est. Stock Holding Value:

$529,863,217

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Bridgewealth Advisory Group, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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