Bridgewealth Advisory Group, LLC

13F filer · CIK 0001801982

Reported Jul 27, 2026

Net buyer this quarter

13F portfolio value$530MU.S. long equity reported on 13F

Positions7711 new · 7 closed

Net flow last quarter+$2.42MBuys minus sells

Top 10 positions weight12.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 27, 202677 positions
CGCPCardiogenesis Corp	$13.4M	2.52%	Not reported	+5.3%	Q4 2023
CWBCCommunity West Bancshares	$13.3M	2.51%	1.82%	+1817.4%	Q2 2024
MSFTMicrosoft Corp	$7.27M	1.37%	0.00%	+0.1%	Q4 2022
AAPLApple Inc.	$7.1M	1.34%	0.00%	+0.7%	Q4 2022
TSLATesla, Inc.	$7.04M	1.33%	0.00%	+16.4%	Q4 2022
NVDANvidia Corp	$6.32M	1.19%	0.00%	+1.2%	Q4 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$6.02M	1.14%	Not reported	-0.2%	Q4 2022
CVXChevron Corp	$2.1M	0.40%	0.00%	-1.6%	Q4 2022
BACBank of America Corp	$2.07M	0.39%	0.00%	+1.5%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$1.98M	0.37%	Not reported	-3.3%	Q3 2023
IAUIshares Gold Trust	$1.95M	0.37%	0.00%	-4.4%	Q4 2022
JPMJPMorgan Chase & Co	$1.87M	0.35%	0.00%	-0.2%	Q4 2022
BRK.BBerkshire Hathaway Inc	$1.84M	0.35%	Not reported	-3.7%	Q4 2022
INTCIntel Corp	$1.84M	0.35%	0.00%	-6.5%	Q3 2024
SPYSPDR S&P 500 ETF Trust	$1.74M	0.33%	Not reported	-17.8%	Q4 2024
WMTWalmart Inc.	$1.68M	0.32%	0.00%	-1.1%	Q3 2024
AMZNAmazon Com Inc	$1.51M	0.28%	0.00%	+8.6%	Q4 2022
CATCaterpillar Inc	$1.29M	0.24%	0.00%	-5.3%	Q3 2024
WFCWells Fargo & Company	$1.11M	0.21%	0.00%	0.0%	Q4 2022
SLViShares Silver Trust	$1.09M	0.20%	0.00%	-0.6%	Q4 2022
COSTCostco Wholesale Corp	$848K	0.16%	0.00%	-1.6%	Q2 2023
UPSUnited Parcel Service Inc	$828K	0.16%	0.00%	0.0%	Q4 2024
FLXRVW Win Century Inc.	$805K	0.15%	0.01%	-5.0%	Q4 2024
GOOGLAlphabet Inc.	$771K	0.15%	0.00%	+14.1%	Q3 2024
GOOGAlphabet Inc.	$769K	0.15%	Not reported	+14.2%	Q1 2024
VOTVan Kampen Municipal Opportunity Trust II	$756K	0.14%	Not reported	0.0%	Q4 2022
CSCOCisco Systems, Inc.	$752K	0.14%	0.00%	+0.1%	Q4 2024
MLMMartin Marietta Materials Inc	$697K	0.13%	0.00%	+0.1%	Q4 2024
PEPPepsico Inc	$680K	0.13%	0.00%	+4.3%	Q3 2024
NKXNuveen California Amt-Free Quality Municipal Income Fund	$667K	0.13%	Not reported	+0.4%	Q3 2024
TAt&T Inc.	$631K	0.12%	0.00%	+1.0%	Q3 2024
METAMeta Platforms, Inc.	$629K	0.12%	Not reported	+3.5%	Q4 2023
JNJJohnson & Johnson	$623K	0.12%	0.00%	+5.2%	Q3 2024
QTUMQuantum Group Inc	$621K	0.12%	Not reported	+4.7%	Q4 2025
GLDSPDR Gold Trust	$586K	0.11%	0.00%	+3.0%	Q4 2022
MOAltria Group, Inc.	$577K	0.11%	0.00%	+11.8%	Q4 2024
AVGOBroadcom Inc.	$575K	0.11%	0.00%	+0.3%	Q4 2024
HDHome Depot, Inc.	$561K	0.11%	0.00%	+1.9%	Q4 2024
BSVNBank7 Corp.	$521K	0.10%	0.07%	+1.6%	Q1 2026
AMGNAmgen Inc	$478K	0.09%	0.00%	-0.3%	Q4 2024
NACNuveen California Quality Municipal Income Fund	$443K	0.08%	Not reported	+0.5%	Q3 2024
KMIKinder Morgan, Inc.	$440K	0.08%	0.00%	+0.4%	Q4 2022
PFEPfizer Inc	$437K	0.08%	0.00%	+15.0%	Q1 2024
AMDAdvanced Micro Devices Inc	$421K	0.08%	0.00%	New	Q2 2026
CSXCSX Corp	$416K	0.08%	0.00%	+6.2%	Q4 2024
TRVTravelers Companies, Inc.	$393K	0.07%	0.00%	+0.3%	Q4 2024
VZVerizon Communications Inc	$355K	0.07%	0.00%	+3.3%	Q4 2022
LLYELI LILLY & Co	$339K	0.06%	0.00%	+15.0%	Q1 2024
GEVGE Vernova Inc.	$333K	0.06%	0.00%	+8.9%	Q1 2026
CMICummins Inc	$324K	0.06%	0.00%	+7.8%	Q4 2025

Q1 2026Reported May 15, 202673 positions
CGCPCardiogenesis Corp	$12.7M	2.64%	Not reported	+16.4%	Q4 2023
UBFOUnited Security Bancshares	$12.6M	2.62%	6.97%	-1.2%	Q4 2022
MSFTMicrosoft Corp	$7.2M	1.49%	0.00%	+0.5%	Q4 2022
AAPLApple Inc.	$6.18M	1.28%	0.00%	+2.3%	Q4 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$5.65M	1.17%	Not reported	-0.7%	Q4 2022
NVDANvidia Corp	$5.44M	1.13%	0.00%	+4.0%	Q4 2022
TSLATesla, Inc.	$5.35M	1.11%	0.00%	-10.5%	Q4 2022
CVXChevron Corp	$2.67M	0.55%	0.00%	-0.2%	Q4 2022
IAUIshares Gold Trust	$2.38M	0.49%	0.00%	-23.7%	Q4 2022
WMTWalmart Inc.	$1.86M	0.39%	0.00%	+1.1%	Q3 2024
SPYSPDR S&P 500 ETF Trust	$1.84M	0.38%	Not reported	+7.2%	Q4 2024
BRK.BBerkshire Hathaway Inc	$1.83M	0.38%	Not reported	-1.7%	Q4 2022
BACBank of America Corp	$1.75M	0.36%	0.00%	+0.2%	Q4 2022
JPMJPMorgan Chase & Co	$1.68M	0.35%	0.00%	+0.2%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$1.6M	0.33%	Not reported	+7.8%	Q3 2023
SLViShares Silver Trust	$1.39M	0.29%	0.00%	-24.4%	Q4 2022
AMZNAmazon Com Inc	$1.21M	0.25%	0.00%	+2.7%	Q4 2022
XOMExxonMobil Holdings Corp	$1.17M	0.24%	0.00%	-48.3%	Q4 2022
WFCWells Fargo & Company	$1.07M	0.22%	0.00%	+0.1%	Q4 2022
COSTCostco Wholesale Corp	$918K	0.19%	0.00%	-1.5%	Q2 2023
CATCaterpillar Inc	$903K	0.19%	0.00%	+1.0%	Q3 2024
TAt&T Inc.	$875K	0.18%	0.00%	+0.5%	Q3 2024
FLXRVW Win Century Inc.	$849K	0.18%	0.01%	+51.3%	Q4 2024
UPSUnited Parcel Service Inc	$758K	0.16%	0.00%	-3.7%	Q4 2024
PEPPepsico Inc	$748K	0.16%	0.00%	-4.2%	Q3 2024
MLMMartin Marietta Materials Inc	$711K	0.15%	0.00%	Not reported	Q4 2024
GLDSPDR Gold Trust	$664K	0.14%	0.00%	-30.1%	Q4 2022
VOTVan Kampen Municipal Opportunity Trust II	$635K	0.13%	Not reported	0.0%	Q4 2022
NKXNuveen California Amt-Free Quality Municipal Income Fund	$631K	0.13%	Not reported	+0.2%	Q3 2024
INTCIntel Corp	$621K	0.13%	0.00%	+1.8%	Q3 2024
METAMeta Platforms, Inc.	$617K	0.13%	Not reported	+2.2%	Q4 2023
CWBCCommunity West Bancshares	$601K	0.12%	0.13%	Not reported	Q2 2024
JNJJohnson & Johnson	$570K	0.12%	0.00%	+0.5%	Q3 2024
GOOGAlphabet Inc.	$547K	0.11%	Not reported	+6.9%	Q1 2024
GOOGLAlphabet Inc.	$544K	0.11%	0.00%	+1.6%	Q3 2024
BSVNBank7 Corp.	$517K	0.11%	0.07%	New	Q1 2026
HDHome Depot, Inc.	$514K	0.11%	0.00%	+52.6%	Q4 2024
CSCOCisco Systems, Inc.	$497K	0.10%	0.00%	+0.1%	Q4 2024
MOAltria Group, Inc.	$474K	0.10%	0.00%	+1.0%	Q4 2024
AVGOBroadcom Inc.	$470K	0.10%	0.00%	-9.8%	Q4 2024
AMGNAmgen Inc	$466K	0.10%	0.00%	+0.5%	Q4 2024
KMIKinder Morgan, Inc.	$460K	0.10%	0.00%	+0.6%	Q4 2022
PFEPfizer Inc	$444K	0.09%	0.00%	-0.6%	Q1 2024
NACNuveen California Quality Municipal Income Fund	$424K	0.09%	Not reported	+0.3%	Q3 2024
VZVerizon Communications Inc	$408K	0.08%	0.00%	-15.8%	Q4 2022
QTUMQuantum Group Inc	$385K	0.08%	Not reported	+0.4%	Q4 2025
TRVTravelers Companies, Inc.	$346K	0.07%	0.00%	+0.2%	Q4 2024
ARCCAres Capital Corp	$346K	0.07%	0.00%	+3.8%	Q4 2022
NFLXNetflix Inc	$342K	0.07%	0.00%	+4.7%	Q4 2024
CSXCSX Corp	$338K	0.07%	0.00%	+0.2%	Q4 2024

Q4 2025Reported Feb 4, 202670 positions
UBFOUnited Security Bancshares	$12.3M	2.71%	6.93%	0.0%	Q4 2022
CGCPCardiogenesis Corp	$11.1M	2.44%	Not reported	+29.4%	Q4 2023
MSFTMicrosoft Corp	$9.37M	2.07%	0.00%	+0.5%	Q4 2022
TSLATesla, Inc.	$7.23M	1.60%	0.00%	+12.3%	Q4 2022
AAPLApple Inc.	$6.47M	1.43%	0.00%	+2.4%	Q4 2022
NVDANvidia Corp	$5.6M	1.24%	0.00%	-4.3%	Q4 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$5.52M	1.22%	Not reported	-0.2%	Q4 2022
IAUIshares Gold Trust	$2.87M	0.63%	0.00%	+12.9%	Q4 2022
CVXChevron Corp	$1.97M	0.44%	0.00%	+0.6%	Q4 2022
BACBank of America Corp	$1.96M	0.43%	0.00%	-8.8%	Q4 2022
BRK.BBerkshire Hathaway Inc	$1.95M	0.43%	Not reported	+0.2%	Q4 2022
JPMJPMorgan Chase & Co	$1.84M	0.41%	0.00%	-3.7%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$1.8M	0.40%	Not reported	-0.4%	Q4 2024
SLViShares Silver Trust	$1.74M	0.38%	0.01%	+2.0%	Q4 2022
WMTWalmart Inc.	$1.65M	0.36%	0.00%	-0.7%	Q3 2024
XOMExxonMobil Holdings Corp	$1.61M	0.35%	0.00%	+0.9%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$1.58M	0.35%	Not reported	+1.4%	Q3 2023
AMZNAmazon Com Inc	$1.31M	0.29%	0.00%	+4.9%	Q4 2022
WFCWells Fargo & Company	$1.25M	0.28%	0.00%	-19.2%	Q4 2022
GLDSPDR Gold Trust	$876K	0.19%	0.00%	+0.1%	Q4 2022
COSTCostco Wholesale Corp	$806K	0.18%	0.00%	-2.5%	Q2 2023
UPSUnited Parcel Service Inc	$794K	0.18%	0.00%	Not reported	Q4 2024
MLMMartin Marietta Materials Inc	$752K	0.17%	0.00%	+0.2%	Q4 2024
TAt&T Inc.	$746K	0.16%	0.00%	-5.6%	Q3 2024
CATCaterpillar Inc	$723K	0.16%	0.00%	+0.2%	Q3 2024
PEPPepsico Inc	$721K	0.16%	0.00%	+2.9%	Q3 2024
METAMeta Platforms, Inc.	$697K	0.15%	Not reported	+20.6%	Q4 2023
VOTVan Kampen Municipal Opportunity Trust II	$689K	0.15%	Not reported	Not reported	Q4 2022
NKXNuveen California Amt-Free Quality Municipal Income Fund	$658K	0.15%	Not reported	+0.5%	Q3 2024
GOOGLAlphabet Inc.	$583K	0.13%	0.00%	+0.9%	Q3 2024
AVGOBroadcom Inc.	$582K	0.13%	0.00%	+43.0%	Q4 2024
CWBCCommunity West Bancshares	$581K	0.13%	0.13%	Not reported	Q2 2024
FLXRVW Win Century Inc.	$566K	0.12%	0.01%	+15.9%	Q4 2024
GOOGAlphabet Inc.	$560K	0.12%	Not reported	+0.3%	Q1 2024
INTCIntel Corp	$510K	0.11%	0.00%	Not reported	Q3 2024
CSCOCisco Systems, Inc.	$492K	0.11%	0.00%	+0.1%	Q4 2024
JNJJohnson & Johnson	$480K	0.11%	0.00%	+4.8%	Q3 2024
AMGNAmgen Inc	$432K	0.10%	0.00%	+0.4%	Q4 2024
NACNuveen California Quality Municipal Income Fund	$428K	0.09%	Not reported	-7.1%	Q3 2024
MOAltria Group, Inc.	$410K	0.09%	0.00%	+7.2%	Q4 2024
PFEPfizer Inc	$396K	0.09%	0.00%	-0.3%	Q1 2024
VZVerizon Communications Inc	$393K	0.09%	0.00%	+5.3%	Q4 2022
QTUMQuantum Group Inc	$392K	0.09%	Not reported	New	Q4 2025
KMIKinder Morgan, Inc.	$375K	0.08%	0.00%	+1.1%	Q4 2022
ARCCAres Capital Corp	$374K	0.08%	0.00%	+37.7%	Q4 2022
HDHome Depot, Inc.	$352K	0.08%	0.00%	-2.9%	Q4 2024
TRVTravelers Companies, Inc.	$344K	0.08%	0.00%	+0.3%	Q4 2024
IBMInternational Business Machines Corp	$338K	0.07%	0.00%	+0.4%	Q3 2024
NFLXNetflix Inc	$319K	0.07%	0.00%	+3.0%	Q4 2024
VVisa Inc.	$305K	0.07%	0.00%	-16.7%	Q4 2024

Q3 2025Reported Oct 23, 202571 positions
UBFOUnited Security Bancshares	$11.4M	2.63%	6.94%	0.0%	Q4 2022
MSFTMicrosoft Corp	$9.98M	2.31%	0.00%	+0.6%	Q4 2022
CGCPCardiogenesis Corp	$8.58M	1.99%	Not reported	+5.2%	Q4 2023
TSLATesla, Inc.	$6.36M	1.47%	0.00%	-0.5%	Q4 2022
AAPLApple Inc.	$5.92M	1.37%	0.00%	-5.2%	Q4 2022
NVDANvidia Corp	$5.85M	1.36%	0.00%	+1.2%	Q4 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$5.43M	1.26%	Not reported	+0.5%	Q4 2022
IAUIshares Gold Trust	$2.28M	0.53%	0.00%	-2.1%	Q4 2022
BACBank of America Corp	$2.02M	0.47%	0.00%	-1.2%	Q4 2022
CVXChevron Corp	$2M	0.46%	0.00%	+0.2%	Q4 2022
BRK.BBerkshire Hathaway Inc	$1.95M	0.45%	Not reported	-4.5%	Q4 2022
JPMJPMorgan Chase & Co	$1.87M	0.43%	0.00%	+0.7%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$1.77M	0.41%	Not reported	+0.3%	Q4 2024
WMTWalmart Inc.	$1.54M	0.36%	0.00%	-4.2%	Q3 2024
QQQInvesco QQQ Trust, Series 1	$1.52M	0.35%	Not reported	+1.5%	Q3 2023
XOMExxonMobil Holdings Corp	$1.49M	0.35%	0.00%	+0.7%	Q4 2022
WFCWells Fargo & Company	$1.39M	0.32%	0.00%	0.0%	Q4 2022
AMZNAmazon Com Inc	$1.19M	0.27%	0.00%	+4.3%	Q4 2022
SLViShares Silver Trust	$1.12M	0.26%	0.01%	+1.0%	Q4 2022
TAt&T Inc.	$899K	0.21%	0.00%	-3.5%	Q3 2024
COSTCostco Wholesale Corp	$888K	0.21%	0.00%	+0.5%	Q2 2023
GLDSPDR Gold Trust	$785K	0.18%	0.00%	Not reported	Q4 2022
MLMMartin Marietta Materials Inc	$760K	0.18%	0.00%	+0.1%	Q4 2024
VOTVan Kampen Municipal Opportunity Trust II	$725K	0.17%	Not reported	0.0%	Q4 2022
PEPPepsico Inc	$686K	0.16%	0.00%	+2.1%	Q3 2024
UPSUnited Parcel Service Inc	$668K	0.15%	0.00%	+196.3%	Q4 2024
NKXNuveen California Amt-Free Quality Municipal Income Fund	$667K	0.15%	Not reported	+0.4%	Q3 2024
METAMeta Platforms, Inc.	$643K	0.15%	Not reported	+9.4%	Q4 2023
CATCaterpillar Inc	$601K	0.14%	0.00%	+0.2%	Q3 2024
CWBCCommunity West Bancshares	$538K	0.12%	0.13%	Not reported	Q2 2024
FLXRVW Win Century Inc.	$491K	0.11%	0.01%	-23.8%	Q4 2024
INTCIntel Corp	$464K	0.11%	0.00%	-2.4%	Q3 2024
NACNuveen California Quality Municipal Income Fund	$449K	0.10%	Not reported	+0.6%	Q3 2024
GOOGLAlphabet Inc.	$449K	0.10%	0.00%	+0.1%	Q3 2024
MOAltria Group, Inc.	$438K	0.10%	0.00%	-3.8%	Q4 2024
CSCOCisco Systems, Inc.	$437K	0.10%	0.00%	-3.0%	Q4 2024
GOOGAlphabet Inc.	$433K	0.10%	Not reported	-4.1%	Q1 2024
HDHome Depot, Inc.	$427K	0.10%	0.00%	-6.6%	Q4 2024
JNJJohnson & Johnson	$410K	0.10%	0.00%	+0.4%	Q3 2024
PFEPfizer Inc	$406K	0.09%	0.00%	-10.9%	Q1 2024
VZVerizon Communications Inc	$403K	0.09%	0.00%	+6.7%	Q4 2022
NFLXNetflix Inc	$396K	0.09%	0.00%	Not reported	Q4 2024
AVGOBroadcom Inc.	$388K	0.09%	0.00%	+1.0%	Q4 2024
KMIKinder Morgan, Inc.	$382K	0.09%	0.00%	+0.4%	Q4 2022
AMGNAmgen Inc	$371K	0.09%	0.00%	-0.4%	Q4 2024
VVisa Inc.	$356K	0.08%	0.00%	-3.5%	Q4 2024
PFDFlaherty & Crumrine Preferred & Income Fund Inc	$333K	0.08%	Not reported	Not reported	Q3 2024
TRVTravelers Companies, Inc.	$330K	0.08%	0.00%	+0.3%	Q4 2024
IBMInternational Business Machines Corp	$321K	0.07%	0.00%	+0.4%	Q3 2024
MSTRStrategy Inc	$306K	0.07%	Not reported	-6.4%	Q2 2025

Premium opens every quarter this fund has filed