Bridgewealth Advisory Group, LLC: 13F holdings
CIK 18019822026Q2
| Positions | 141 |
|---|---|
| Reported value | $529.9m |
| Filed | 2026-07-27 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VANGUARD INSTL INDEX FD | 686,345 | $51.9m | 9.8% |
| PYLD PIMCO ETF TR | 1,201,920 | $31.9m | 6.0% |
| CAPITAL GRP FIXED INCM ETF T | 1,132,665 | $29.1m | 5.5% |
| FBND FIDELITY MERRIMACK STR TR | 629,621 | $28.6m | 5.4% |
| VTV VANGUARD INDEX FDS | 128,153 | $27.9m | 5.3% |
| SPYM SPDR SERIES TRUST | 301,764 | $27.4m | 5.2% |
| JAAA JANUS DETROIT STR TR | 468,648 | $23.7m | 4.5% |
| J P MORGAN EXCHANGE TRADED F | 387,797 | $18.3m | 3.5% |
| SPYG SPDR SERIES TRUST | 144,585 | $17.2m | 3.2% |
| CGUS CAPITAL GROUP CORE EQUITY ET | 356,375 | $15.9m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1801982")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.