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Bridgewealth Advisory Group, LLC
Bridgewealth Advisory Group, LLC is a registered investment adviser headquartered in Fresno, California. Founded in 2019, the firm specializes in providing comprehensive wealth management and investment advisory services to individuals (including high-net-worth individuals), pension and profit-sharing plans, charitable organizations, and corporate clients. As of 2025, it manages over $740 million in assets with approximately 9 employees, offering expertise in portfolio management, retirement planning, and financial strategies tailored to diverse client segments.
Investment Strategy
Bridgewealth Advisory Group, LLC emphasizes diversified, client-centric investment management, tailoring portfolios to the unique needs and goals of each client. The firm primarily serves individuals—including high-net-worth investors—as well as pension and profit-sharing plans and charitable organizations. Bridgewealth employs a combination of individual security selection, asset allocation, and periodic rebalancing, with active management of equity and fixed-income exposures based on market conditions. Their philosophy centers on risk management, long-term growth, and the pursuit of consistent, risk-adjusted returns through a mix of both discretionary and non-discretionary accounts.
Latest 13F Filing Activity
Bridgewealth Advisory Group, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 124 equity positions and 1 options positions with a total 13F market value of $431M. The fund increased holdings in Vanguard Instl Index FD, SPDR Series Trust, PIMCO Etf TR among other positions. Bridgewealth Advisory Group, LLC reduced exposure to Janus Detroit STR TR, SPDR Series Trust, Ishares TR among others.
Top Holdings
Equity Positions (124)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VBIL | VANGUARD INSTL INDEX FD | 12.60% | $54.4M | 719,107 | $75.56 | $75.61 | +$7.1M |
J JAAA | JANUS DETROIT STR TR | 7.80% | $33.7M | 662,978 | $50.74 | $50.78 | -$770.6K |
P PYLD | PIMCO ETF TR | 5.58% | $24.1M | 897,031 | $26.38 | $26.84 | +$2.2M |
C CGSD | CAPITAL GRP FIXED INCM ETF T | 4.90% | $21.1M | 813,953 | $25.89 | $25.98 | +$710.2K |
S SPTM | SPDR SERIES TRUST | 4.85% | $20.9M | 259,333 | $72.70 | $80.65 | +$2.3M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | Sold | Call | $37.3K | 2 | $186.58 | $157.99 | -8 | -$120.7K |
Industry Allocation
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