Notify me when Bridgewealth Advisory Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 130 | $452,903,210 | +$56,582,365 | -$39,246,928 | +$17,335,437 | VBIL, PYLD, CGSD, JAAA, FBND | 13F-HR | 04 Feb 2026, 16:19 |
| Q3 2025 | 125 | $431,392,505 | +$23,640,138 | -$3,819,463 | +$19,820,675 | VBIL, JAAA, PYLD, CGSD, SPTM | 13F-HR | 23 Oct 2025, 09:02 |
| Q2 2025 | 124 | $393,916,561 | +$314,534,583 | -$293,576 | +$314,241,007 | VBIL, JAAA, PYLD, CGSD, SPTM | 13F-HR | 04 Aug 2025, 15:28 |
| Q1 2025 | 50 | $76,078,841 | +$1,663,713 | -$270,334,462 | -$268,670,749 | JAAA, CGUS, PYLD, CGGR, VTV | 13F-HR | 13 May 2025, 08:26 |
| Q4 2024 | 116 | $353,665,863 | +$82,275,539 | -$3,086,672 | +$79,188,867 | BIL, JAAA, PYLD, CGSD, FBND | 13F-HR | 14 Feb 2025, 17:14 |
| Q3 2024 | 91 | $275,055,215 | +$40,229,649 | -$1,328,693 | +$38,900,956 | BIL, PYLD, CGSD, FBND, SPTM | 13F-HR | 13 Nov 2024, 16:07 |
| Q2 2024 | 72 | $225,792,967 | +$30,089,972 | -$8,557,295 | +$21,532,677 | BIL, PYLD, CGSD, FBND, SPTM | 13F-HR | 13 Aug 2024, 16:47 |
| Q1 2024 | 80 | $204,342,655 | +$77,339,944 | -$8,660,908 | +$68,679,036 | BIL, PYLD, SPTM, CGSD, UBFO | 13F-HR | 18 Apr 2024, 15:35 |
| Q4 2023 | 81 | $130,506,165 | +$45,342,082 | -$2,855,925 | +$42,486,157 | BIL, SPTM, UBFO, PYLD, VOO | 13F-HR | 05 Feb 2024, 11:07 |
| Q3 2023 | 63 | $81,411,554 | +$22,561,127 | -$1,852,550 | +$20,708,577 | BIL, SPTM, UBFO, VOO, VYM | 13F-HR | 09 Nov 2023, 12:02 |
| Q2 2023 | 58 | $61,541,440 | +$5,355,526 | -$850,952 | +$4,504,574 | SPTM, UBFO, VYM, VOO, AAPL | 13F-HR | 14 Aug 2023, 09:16 |
| Q1 2023 | 55 | $54,263,839 | +$4,550,456 | -$2,081,364 | +$2,469,092 | UBFO, SPTM, VYM, VOO, AAPL | 13F-HR | 15 May 2023, 14:15 |
| Q4 2022 | 55 | $50,990,228 | $0 | $0 | $0 | UBFO, SPTM, VYM, VOO, VTV | 13F-HR | 24 Feb 2023, 09:13 |