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.
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 |