Bridgewealth Advisory Group, LLC
Investment Portfolio & 13F Holdings Analysis
About
Bridgewealth Advisory Group, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 50 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, null, "KRP", null, null, null, "IJH", null, null, null, null, null, null, "MSFT", null, "AAPL", null, null, "GLD", "SPYG", null, "VO", "VWO", null, "VIG", null, "VYM", null, null, null, null, "VUG", "VB", "VOO", "VTV", null, null, "SCHD", null, null, "SPYV", "BRK-B", "CWBC", "COST", "QQQ", "XOM", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-13
- Total Holdings
- 50
- Total Value
- 76078841
- Accession Number
- 0001172661-25-001724
- Form Type
- 13F-HR
- Manager Name
- Bridgewealth-Advisory-Group
Data Enrichment
44% identified22 identified28 unidentified
Holdings
50 positions • $76.1M total value
Manager:
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47103U845
Shares:201.6K
Value:$10.2M
% of Portfolio:13.4% ($10.2M/$76.1M)
14020V108
Shares:185.5K
Value:$6.2M
% of Portfolio:8.1% ($6.2M/$76.1M)
72201R585
Shares:202.4K
Value:$5.3M
% of Portfolio:7.0% ($5.3M/$76.1M)
14020G101
Shares:127.3K
Value:$4.4M
% of Portfolio:5.7% ($4.4M/$76.1M)
72201R577
Shares:29.4K
Value:$3.0M
% of Portfolio:3.9% ($3.0M/$76.1M)
14020Y409
Shares:93.2K
Value:$2.4M
% of Portfolio:3.2% ($2.4M/$76.1M)
025072349
Shares:36.2K
Value:$2.4M
% of Portfolio:3.1% ($2.4M/$76.1M)
025072877
Shares:26.3K
Value:$2.3M
% of Portfolio:3.0% ($2.3M/$76.1M)
78464A805
Shares:31.6K
Value:$2.1M
% of Portfolio:2.8% ($2.1M/$76.1M)
316188309
Shares:43.2K
Value:$2.0M
% of Portfolio:2.6% ($2.0M/$76.1M)
46641Q332
Shares:31.2K
Value:$1.8M
% of Portfolio:2.3% ($1.8M/$76.1M)
14019W109
Shares:51.5K
Value:$1.3M
% of Portfolio:1.7% ($1.3M/$76.1M)
14020Y102
Shares:55.9K
Value:$1.3M
% of Portfolio:1.6% ($1.3M/$76.1M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip47103U845)✕ | 201.6K | All Managers (Combined) | $10.2M | 13.4% ($10.2M/$76.1M) | ||
(cusip14020V108)✕ | 185.5K | All Managers (Combined) | $6.2M | 8.1% ($6.2M/$76.1M) | ||
(cusip72201R585)✕ | 202.4K | All Managers (Combined) | $5.3M | 7.0% ($5.3M/$76.1M) | ||
(cusip14020G101)✕ | 127.3K | All Managers (Combined) | $4.4M | 5.7% ($4.4M/$76.1M) | ||
| 20.4K | All Managers (Combined) | $3.5M | 4.6% ($3.5M/$76.1M) | |||
(cusip72201R577)✕ | 29.4K | All Managers (Combined) | $3.0M | 3.9% ($3.0M/$76.1M) | ||
(cusip14020Y409)✕ | 93.2K | All Managers (Combined) | $2.4M | 3.2% ($2.4M/$76.1M) | ||
| 4.6K | All Managers (Combined) | $2.4M | 3.1% ($2.4M/$76.1M) | |||
(cusip025072349)✕ | 36.2K | All Managers (Combined) | $2.4M | 3.1% ($2.4M/$76.1M) | ||
(cusip025072877)✕ | 26.3K | All Managers (Combined) | $2.3M | 3.0% ($2.3M/$76.1M) | ||
(cusip78464A805)✕ | 31.6K | All Managers (Combined) | $2.1M | 2.8% ($2.1M/$76.1M) | ||
(cusip316188309)✕ | 43.2K | All Managers (Combined) | $2.0M | 2.6% ($2.0M/$76.1M) | ||
(cusip46641Q332)✕ | 31.2K | All Managers (Combined) | $1.8M | 2.3% ($1.8M/$76.1M) | ||
| 6.0K | All Managers (Combined) | $1.7M | 2.2% ($1.7M/$76.1M) | |||
| 31.5K | All Managers (Combined) | $1.6M | 2.1% ($1.6M/$76.1M) | |||
| 18.8K | All Managers (Combined) | $1.5M | 2.0% ($1.5M/$76.1M) | |||
| 7.4K | All Managers (Combined) | $1.4M | 1.9% ($1.4M/$76.1M) | |||
| 5.5K | All Managers (Combined) | $1.4M | 1.9% ($1.4M/$76.1M) | |||
(cusip14019W109)✕ | 51.5K | All Managers (Combined) | $1.3M | 1.7% ($1.3M/$76.1M) | ||
(cusip14020Y102)✕ | 55.9K | All Managers (Combined) | $1.3M | 1.6% ($1.3M/$76.1M) |