Bridgewealth Advisory Group, LLC
Bridgewealth Advisory Group, LLC reported 141 holdings worth US$530M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 27, 2026
Bridgewealth Advisory Group, LLC reported 141 holdings worth US$530M as of Jun 30, 2026. Largest: Community West Bancshares, Microsoft Corp. and Apple Inc. Filed Jul 27, 2026 (Form 13F).
- Holdings
- 141
- Value as reported
- US$530M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Community West Bancshares | 495K | US$13.3M | 2.5% |
| Microsoft Corp. | 19,476 | US$7.27M | 1.4% |
| Apple Inc | 24,520 | US$7.1M | 1.3% |
| Tesla, Inc. | 16,745 | US$7.04M | 1.3% |
| Nvidia Corporation | 31,598 | US$6.32M | 1.2% |
| Chevron Corporation | 12,699 | US$2.1M | 0.40% |
| Bank Of America Corporation | 36,346 | US$2.07M | 0.39% |
| Jp Morgan Chase & Co. | 5,703 | US$1.87M | 0.35% |
| Berkshire Hathaway Inc. | 3,680 | US$1.84M | 0.35% |
| Intel Corporation | 13,158 | US$1.84M | 0.35% |
| Walmart Inc. | 14,810 | US$1.68M | 0.32% |
| Alphabet Inc (google) Class C | 4,309 | US$1.54M | 0.29% |
| Amazon.com, Inc. | 6,320 | US$1.51M | 0.28% |
| Caterpillar, Inc. | 1,208 | US$1.29M | 0.24% |
| Wells Fargo & Company | 13,393 | US$1.11M | 0.21% |
| Costco Wholesale Corporation | 906 | US$848K | 0.16% |
| United Parcel Service, Inc. | 7,700 | US$828K | 0.16% |
| Cisco Systems, Inc. | 6,402 | US$752K | 0.14% |
| Martin Marietta Materials, Inc. | 1,209 | US$697K | 0.13% |
| Pepsico, Inc. | 5,025 | US$680K | 0.13% |
| At&t Inc. | 30,478 | US$631K | 0.12% |
| Meta Platforms, Inc. | 1,117 | US$629K | 0.12% |
| Johnson & Johnson | 2,453 | US$623K | 0.12% |
| Altria Group, Inc. | 8,024 | US$577K | 0.11% |
| Broadcom Inc. | 1,522 | US$575K | 0.11% |
| Home Depot, Inc. (the) | 1,590 | US$561K | 0.11% |
| Amgen Inc. | 1,321 | US$478K | 0.09% |
| Kinder Morgan, Inc. | 13,759 | US$440K | 0.08% |
| Pfizer, Inc. | 18,158 | US$437K | 0.08% |
| Advanced Micro Devices Inc | 724 | US$421K | 0.08% |
| Csx Corporation | 8,752 | US$416K | 0.08% |
| The Travelers Companies, Inc. | 1,190 | US$393K | 0.07% |
| Verizon Communications Inc. | 8,393 | US$355K | 0.07% |
| Eli Lilly And Company | 283 | US$339K | 0.06% |
| Ge Vernova Inc. | 283 | US$333K | 0.06% |
| Cummins Inc. | 455 | US$324K | 0.06% |
| International Business Machines Corporation | 1,149 | US$323K | 0.06% |
| Palo Alto Networks, Inc. | 908 | US$310K | 0.06% |
| Visa Inc. | 875 | US$300K | 0.06% |
| Abbvie Inc. | 1,176 | US$296K | 0.06% |
| Umb Financial Corporation | 1,938 | US$277K | 0.05% |
| Applied Materials, Inc. | 382 | US$276K | 0.05% |
| Procter & Gamble Company (the) | 1,873 | US$275K | 0.05% |
| Dba Sempra | 2,830 | US$262K | 0.05% |
| Netflix, Inc. | 3,661 | US$261K | 0.05% |
| Edison International | 3,224 | US$240K | 0.05% |
| Enterprise Products Partners L.p. | 6,324 | US$232K | 0.04% |
| Prudential Financial, Inc. | 2,117 | US$228K | 0.04% |
| Nextera Energy, Inc. | 2,591 | US$227K | 0.04% |
| Energy Transfer Lp | 11,803 | US$226K | 0.04% |
| Goldman Sachs Group, Inc. (the) | 221 | US$224K | 0.04% |
| Qualcomm Incorporated | 1,167 | US$216K | 0.04% |
| Polaris Inc. | 3,132 | US$214K | 0.04% |
| Ares Capital Corporation | 11,530 | US$214K | 0.04% |
| Ford Mtr Co Del | 14,897 | US$207K | 0.04% |
| Sysco Corporation | 2,452 | US$205K | 0.04% |
| Rockwell Automation, Inc. | 408 | US$202K | 0.04% |
| Pacific Gas & Electric Co. | 10,005 | US$168K | 0.03% |
| Plug Power, Inc. | 15,000 | US$40,650 | <0.01% |
| Constellation Energy Corporation | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Goldman Sachs Bdc, Inc. | 0 | US$0 | 0.00% |
| Kimbell Royalty Partners | 0 | US$0 | 0.00% |
| Pennantpark Floating Rate Capital Ltd. | 0 | US$0 | 0.00% |
| Barings Bdc, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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