Bridgewealth Advisory Group, LLC
Bridgewealth Advisory Group, LLC reported 141 positions worth $529.9M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: VBIL (9.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VBIL | SH | $51.9M | 9.80% | 686,345 | — | — | |
| ▸ 2 | PYLD | SH | $31.9M | 6.02% | 1,201,920 | — | — | |
| ▸ 3 | CGSD | SH | $29.1M | 5.50% | 1,132,665 | — | — | |
| ▸ 4 | FBND | SH | $28.6M | 5.41% | 629,621 | — | — | |
| ▸ 5 | VTV | SH | $27.9M | 5.27% | 128,153 | — | — | |
| ▸ 6 | SPTM | SH | $27.4M | 5.17% | 301,764 | — | — | |
| ▸ 7 | JAAA | SH | $23.7M | 4.47% | 468,648 | — | — | |
| ▸ 8 | JSCP | SH | $18.3M | 3.45% | 387,797 | — | — | |
| ▸ 9 | SPYG | SH | $17.2M | 3.25% | 144,585 | — | — | |
| ▸ 10 | CGUS | SH | $15.9M | 2.99% | 356,375 | — | — |
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Frequently Asked Questions
What stocks does Bridgewealth Advisory Group, LLC hold as of Q2 2026?
Bridgewealth Advisory Group, LLC reported 141 positions worth $529.9M in its Q2 2026 13F filing. Largest positions: VBIL (9.8%), PYLD (6.0%), CGSD (5.5%), FBND (5.4%) and VTV (5.3%).
What did Bridgewealth Advisory Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Bridgewealth Advisory Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.