Bridgewealth Advisory Group, LLC holds a focused book of 141 stocks worth $529.9M as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Vanguard 0-3M T-Bill ETF. Their largest long position is Vanguard 0-3M T-Bill ETF at 10% of the equity book. Cloning the disclosed picks since 2023 would be +49% (+12.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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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.
The reported book (valued from quarter-end) returned +53.7%, a 4.3-point gap that is the cost of the ~27-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Bridgewealth Advisory Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~27 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
15% 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 TR BI ETF | $51.9M | 686.3K | 9.8% | ▼−13% Reduced · −107K sh | |
| 2 | Pimco ETF TR MULTISECTOR BD | $31.9M | 1.20M | 6.0% | ▲+4.3% Added · +50K sh | |
| 3 | Capital Grp Fixed Incm ETF T SHORT DURATION | $29.1M | 1.13M | 5.5% | ▲+9.5% Added · +98K sh | |
| 4 | Fidelity Merrimack STR TR TOTAL BD ETF | $28.6M | 629.6K | 5.4% | ▲+8.5% Added · +49K sh | |
| 5 | Vanguard Index FDS VALUE ETF | $27.9M | 128.2K | 5.3% | ▲+11% Added · +12K sh | |
| 6 | SPDR Series Trust ST STR PR SP1500 | $27.4M | 301.8K | 5.2% | ▲+4.6% Added · +13K sh | |
| 7 | Janus Detroit STR TR HENDRSON AAA CL | $23.7M | 468.6K | 4.5% | ▲+2.0% Added · +9K sh | |
| 8 | J P Morgan Exchange Traded F SHORT DURA CORE | $18.3M | 387.8K | 3.5% | ▲+4.1% Added · +15K sh | |
| 9 | SPDR Series Trust ST STR P500GRW | $17.2M | 144.6K | 3.2% | ▲+6.6% Added · +9K sh | |
| 10 | Capital Group Core Equity Et SHS CREAT UNIT | $15.9M | 356.4K | 3.0% | ▲+0.1% Added · +219 sh | |
| 11 | Vanguard Index FDS S&P 500 ETF SHS | $13.7M | 20.0K | 2.6% | ▲+18% Added · +3K sh | |
| 12 | Capital Grp Fixed Incm ETF T CORE PLUS INCM | $13.4M | 599.1K | 2.5% | ▲+5.3% Added · +30K sh | |
| 13 | Goldman Sachs ETF TR ACTIVEBETA INT | $13.3M | 291.7K | 2.5% | ▲+11% Added · +28K sh | |
| 14 | Community West Bancshares Ne COM | $13.3M | 494.7K | 2.5% | ▲19× Added · +469K sh | |
| 15 | Capital Group Growth ETF SHS CREAT UNIT | $12.6M | 267.9K | 2.4% | ▲+15% Added · +36K sh | |
| 16 | J P Morgan Exchange Traded F INCOME ETF | $12.2M | 265.2K | 2.3% | ▲+7.9% Added · +19K sh | |
| 17 | American Centy ETF TR US SML CP VALU | $11.2M | 90.0K | 2.1% | ▲+9.0% Added · +7K sh | |
| 18 | American Centy ETF TR US LARGE CAP VLU | $10.4M | 114.3K | 2.0% | ▲+3.9% Added · +4K sh | |
| 19 | Vanguard Index FDS MID CAP ETF | $10.1M | 125.1K | 1.9% | ▲+324% Added · +96K sh | |
| 20 | Goldman Sachs ETF TR S&P 500 PREMIUM | $7.3M | 130.9K | 1.4% | ▲+28% Added · +29K sh | |
| 21 | Microsoft Corp COM | $7.3M | 19.5K | 1.4% | ▲+0.1% Added · +18 sh | |
| 22 | Apple Inc COM | $7.1M | 24.5K | 1.3% | ▲+0.7% Added · +172 sh | |
| 23 | Tesla Inc COM | $7.0M | 16.7K | 1.3% | ▲+16% Added · +2K sh | |
| 24 | Pimco ETF TR ULTR SH GO AC FD | $7.0M | 69.7K | 1.3% | ▼−3.7% Reduced · −3K sh | |
| 25 | Nvidia Corporation COM | $6.3M | 31.6K | 1.2% | ▲+1.2% Added · +383 sh | |
| 26 | Pimco ETF TR MUNI INCOME OPP | $6.2M | 135.7K | 1.2% | ▲+4.1% Added · +5K sh | |
| 27 | Vanguard Whitehall FDS HIGH DIV YLD | $6.0M | 38.1K | 1.1% | ▼−0.2% Reduced · −68 sh | |
| 28 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $5.0M | 84.1K | 0.9% | ▲+7.3% Added · +6K sh | |
| 29 | Vanguard Index FDS TOTAL STK MKT | $4.6M | 12.4K | 0.9% | ▲+0.6% Added · +78 sh | |
| 30 | TCW ETF Trust TRANS SYSTE ETF | $4.4M | 36.0K | 0.8% | ▲+16% Added · +5K sh | |
| 31 | Goldman Sachs ETF TR NASDA 100 ETF | $3.2M | 53.5K | 0.6% | ▲+19% Added · +8K sh | |
| 32 | Janus Detroit STR TR HENDRSN SHRT ETF | $3.1M | 64.0K | 0.6% | ▲+16% Added · +9K sh | |
| 33 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $2.1M | 34.8K | 0.4% | ▲+104% Added · +18K sh | |
| 34 | Chevron Corporation COM | $2.1M | 12.7K | 0.4% | ▼−1.6% Reduced · −207 sh | |
| 35 | Vanguard Index FDS SMALL CP ETF | $2.1M | 6.9K | 0.4% | ▼−0.4% Reduced · −31 sh | |
| 36 | Bank Of Amer Corp COM | $2.1M | 36.3K | 0.4% | ▲+1.5% Added · +546 sh | |
| 37 | Capital Group Dividend Value SHS CREAT UNIT | $2.0M | 41.1K | 0.4% | ▼−3.2% Reduced · −1K sh | |
| 38 | Invesco QQQ TR UNIT SER 1 | $2.0M | 2.7K | 0.4% | ▼−3.3% Reduced · −92 sh | |
| 39 | Ishares Gold TR ISHARES NEW | $1.9M | 25.8K | 0.4% | ▼−4.4% Reduced · −1K sh | |
| 40 | Vanguard Specialized Funds DIV APP ETF | $1.9M | 8.2K | 0.4% | ▼−4.0% Reduced · −339 sh | |
| 41 | JPMorgan Chase & Co COM | $1.9M | 5.7K | 0.4% | ▼−0.2% Reduced · −11 sh | |
| 42 | Berkshire Hathaway Inc Del CL B NEW | $1.8M | 3.7K | 0.3% | ▼−3.7% Reduced · −143 sh | |
| 43 | Intel Corp COM | $1.8M | 13.2K | 0.3% | ▼−6.5% Reduced · −917 sh | |
| 44 | SPDR Series Trust ST STR P500VAL | $1.8M | 29.0K | 0.3% | ▼−2.2% Reduced · −659 sh | |
| 45 | State STR SPDR S&P 500 ETF T TR UNIT | $1.7M | 2.3K | 0.3% | ▼−18% Reduced · −505 sh | |
| 46 | Walmart Inc COM | $1.7M | 14.8K | 0.3% | ▼−1.0% Reduced · −157 sh | |
| 47 | American Centy ETF TR INTL EQT ETF | $1.6M | 17.7K | 0.3% | ▲+15% Added · +2K sh | |
| 48 | Amazon Com Inc COM | $1.5M | 6.3K | 0.3% | ▲+8.6% Added · +500 sh | |
| 49 | Putnam ETF Trust FRANKLIN CALIF | $1.4M | 186.6K | 0.3% | —Held | |
| 50 | Caterpillar Inc COM | $1.3M | 1.2K | 0.2% | ▼−5.3% Reduced · −67 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 141 | $529.9M | 13F-HR |
| 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, filed up to 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.