Bridgewealth Advisory Group, LLC holds a focused book of 105 stocks worth $482.1M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened VANGUARD SHORT-TERM BOND ETF and trimmed JH SECURITIZED INCOME ETF. Their largest long position is VANGUARD ULTRA SHRT TREASURY at 13% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1801982/holdings"
Use Arkolith to show Bridgewealth Advisory Group, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
3% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Instl Index FD 0-3 MO TREAS BIL | $60.0M | 793.2K | 12.4% | ▲+25% Added · +160K sh | |
| 2 | Pimco ETF TR MULTISECTOR BD | $30.2M | 1.15M | 6.3% | ▲+9.7% Added · +102K sh | |
| 3 | Capital Grp Fixed Incm ETF T SHORT DURATION | $26.7M | 1.03M | 5.5% | ▲+7.3% Added · +70K sh | |
| 4 | Fidelity Merrimack STR TR TOTAL BD ETF | $26.5M | 580.3K | 5.5% | ▲+12% Added · +61K sh | |
| 5 | Janus Detroit STR TR HENDRSON AAA CL | $23.1M | 459.5K | 4.8% | ▼−5.8% Reduced · −28K sh | |
| 6 | SPDR Series Trust STATE STREET SPD | $22.8M | 288.4K | 4.7% | ▲+8.9% Added · +24K sh | |
| 7 | Vanguard Index FDS VALUE ETF | $22.7M | 115.9K | 4.7% | ▲+15% Added · +15K sh | |
| 8 | J P Morgan Exchange Traded F SHORT DURA CORE | $17.6M | 372.5K | 3.7% | ▲+5.1% Added · +18K sh | |
| 9 | Capital Group Core Equity Et SHS CREATION UNI | $13.7M | 356.2K | 2.8% | ▲+8.0% Added · +26K sh | |
| 10 | SPDR Series Trust STATE STREET SPD | $13.3M | 135.6K | 2.8% | ▲+15% Added · +18K sh | |
| 11 | Capital Grp Fixed Incm ETF T CORE PLUS INCM | $12.7M | 568.8K | 2.6% | ▲+16% Added · +80K sh | |
| 12 | United Sec Bancshares Calif COM | $12.6M | 1.20M | 2.6% | ▼−1.2% Reduced · −15K sh | |
| 13 | Goldman Sachs ETF TR ACTIVEBETA INT | $11.4M | 263.5K | 2.4% | ▲+34% Added · +67K sh | |
| 14 | J P Morgan Exchange Traded F INCOME ETF | $11.3M | 245.9K | 2.3% | ▲+14% Added · +30K sh | |
| 15 | Vanguard Index FDS S&P 500 ETF SHS | $10.1M | 17.0K | 2.1% | ▲+3.5% Added · +567 sh | |
| 16 | Capital Group Growth ETF SHS CREATION UNI | $9.3M | 232.0K | 1.9% | ▲+9.9% Added · +21K sh | |
| 17 | American Centy ETF TR US SML CP VALU | $9.1M | 82.6K | 1.9% | ▲+8.8% Added · +7K sh | |
| 18 | American Centy ETF TR US LARGE CAP VLU | $8.9M | 110.0K | 1.8% | ▲+14% Added · +13K sh | |
| 19 | Vanguard Index FDS MID CAP ETF | $8.5M | 29.5K | 1.8% | ▲+9.6% Added · +3K sh | |
| 20 | Pimco ETF TR ULTRA SHORT GOVT | $7.3M | 72.3K | 1.5% | ▼−7.7% Reduced · −6K sh | |
| 21 | Microsoft Corp COM | $7.2M | 19.5K | 1.5% | ▲+0.5% Added · +90 sh | |
| 22 | Apple Inc COM | $6.2M | 24.3K | 1.3% | ▲+2.3% Added · +538 sh | |
| 23 | Pimco ETF TR MUNI INCOME OPP | $5.9M | 130.3K | 1.2% | ▼−1.9% Reduced · −3K sh | |
| 24 | Vanguard Whitehall FDS HIGH DIV YLD | $5.7M | 38.2K | 1.2% | ▼−0.7% Reduced · −263 sh | |
| 25 | Nvidia Corporation COM | $5.4M | 31.2K | 1.1% | ▲+4.0% Added · +1K sh | |
| 26 | Tesla Inc COM | $5.3M | 14.4K | 1.1% | ▼−11% Reduced · −2K sh | |
| 27 | Goldman Sachs ETF TR S&P 500 PREMIUM | $5.1M | 102.1K | 1.1% | ▲+59% Added · +38K sh | |
| 28 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $4.2M | 78.4K | 0.9% | ▲+13% Added · +9K sh | |
| 29 | Vanguard Index FDS TOTAL STK MKT | $3.9M | 12.3K | 0.8% | ▲+1.3% Added · +158 sh | |
| 30 | TCW ETF Trust TRANSFORM SYSTEM | $3.0M | 31.1K | 0.6% | ▲+59% Added · +11K sh | |
| 31 | Janus Detroit STR TR HENDRSN SHRT ETF | $2.7M | 55.1K | 0.6% | ▲+29% Added · +12K sh | |
| 32 | Chevron Corporation COM | $2.7M | 12.9K | 0.6% | ▼−0.2% Reduced · −22 sh | |
| 33 | Ishares Gold TR ISHARES NEW | $2.4M | 26.9K | 0.5% | ▼−24% Reduced · −8K sh | |
| 34 | Goldman Sachs ETF TR NASDAQ-100 PREMI | $2.2M | 45.1K | 0.5% | ▲+17% Added · +6K sh | |
| 35 | Walmart Inc COM | $1.9M | 15.0K | 0.4% | ▲+1.1% Added · +156 sh | |
| 36 | State STR SPDR S&P 500 ETF T TR UNIT | $1.8M | 2.8K | 0.4% | ▲+7.2% Added · +190 sh | |
| 37 | Vanguard Specialized Funds DIV APP ETF | $1.8M | 8.5K | 0.4% | ▲+0.1% Added · +11 sh | |
| 38 | Berkshire Hathaway Inc Del CL B NEW | $1.8M | 3.8K | 0.4% | ▼−1.7% Reduced · −65 sh | |
| 39 | Vanguard Index FDS SMALL CP ETF | $1.8M | 7.0K | 0.4% | ▼−4.8% Reduced · −356 sh | |
| 40 | Capital Group Dividend Value SHS CREATION UNI | $1.8M | 42.4K | 0.4% | ▲+12% Added · +5K sh | |
| 41 | Bank America Corp COM | $1.7M | 35.8K | 0.4% | ▲+0.2% Added · +74 sh | |
| 42 | JPMorgan Chase & Co COM | $1.7M | 5.7K | 0.3% | ▲+0.2% Added · +12 sh | |
| 43 | SPDR Series Trust STATE STREET SPD | $1.7M | 29.6K | 0.3% | ▲+6.5% Added · +2K sh | |
| 44 | Invesco QQQ TR UNIT SER 1 | $1.6M | 2.8K | 0.3% | ▲+7.8% Added · +201 sh | |
| 45 | Ishares Silver TR ISHARES | $1.4M | 20.4K | 0.3% | ▼−24% Reduced · −7K sh | |
| 46 | Putnam ETF Trust FRANKLIN CALIF | $1.4M | 186.6K | 0.3% | ▼−0.9% Reduced · −2K sh | |
| 47 | American Centy ETF TR INTL EQT ETF | $1.3M | 15.4K | 0.3% | ▲+11% Added · +2K sh | |
| 48 | SPDR Series Trust STATE STREET SPD | $1.2M | 13.6K | 0.3% | ▼−58% Reduced · −19K sh | |
| 49 | Amazon Com Inc COM | $1.2M | 5.8K | 0.3% | ▲+2.7% Added · +153 sh | |
| 50 | Exxon Mobil Corp COM | $1.2M | 6.9K | 0.2% | ▼−48% Reduced · −6K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 135 | $482.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 4, 2026 | 130 | $452.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 126 | $431.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 4, 2025 | 125 | $394.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 50 | $76.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 116 | $353.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 92 | $275.1M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 72 | $225.8M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 18, 2024 | 80 | $204.3M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 5, 2024 | 81 | $130.5M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 9, 2023 | 63 | $81.4M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 58 | $61.5M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 55 | $54.3M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 24, 2023 | 55 | $51.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.