Institutional Fund
Bridgewealth Advisory Group, LLC
Fresno, CACIK 18019825 filings on record
Portfolio Value
$482.15M
Q1 2026
Holdings
135
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+6.5%
from $452.90M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Instl Index Fd12.4%
- Pimco ETF Tr6.3%
- Capital Grp Fixed Incm ETF T5.5%
- Fidelity Merrimack Str Tr5.5%
- Janus Detroit Str Tr4.8%
- Spdr Series Trust4.7%
- Other60.7%
Portfolio Holdings
135 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Instl Index Fd | 793.2K | $60.01M | 12.4% | +160.2K | Added |
| 2 | Pimco ETF Tr | 1.15M | $30.18M | 6.3% | +102.0K | Added |
| 3 | Capital Grp Fixed Incm ETF T | 1.03M | $26.69M | 5.5% | +70.2K | Added |
| 4 | Fidelity Merrimack Str Tr | 580.3K | $26.47M | 5.5% | +61.2K | Added |
| 5 | Janus Detroit Str Tr | 459.5K | $23.14M | 4.8% | −28.4K | Reduced |
| 6 | Spdr Series Trust | 288.4K | $22.80M | 4.7% | +23.7K | Added |
| 7 | Vanguard Index Fds | 115.9K | $22.74M | 4.7% | +14.9K | Added |
| 8 | J P Morgan Exchange Traded F | 372.5K | $17.62M | 3.7% | +18.1K | Added |
| 9 | Capital Group Core Equity Et | 356.2K | $13.68M | 2.8% | +26.2K | Added |
| 10 | Spdr Series Trust | 135.6K | $13.28M | 2.8% | +18.1K | Added |
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