Bridgewealth Advisory Group, LLC - Portfolio overview

Bridgewealth Advisory Group, LLC has 143 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. VBIL - VANGUARD INSTL INDEX FD, 12.40%
2. PYLD - PIMCO ETF TR, 6.24%
3. CGSD - CAPITAL GRP FIXED INCM ETF T, 5.52%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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