Bridgewealth Advisory Group, LLC has filed a Form 13F-HR disclosing its equity portfolio as of September 30, 2026. The filing lists a total of 139 distinct positions held by the firm.
The portfolio is heavily weighted toward large-cap exchange-traded funds (ETFs) and mutual funds, with significant holdings in major market indices and diversified investment vehicles. Key holdings include Vanguard Index Funds, which comprise a substantial portion of the portfolio, including the Vanguard S&P 500 ETF Shares, the Vanguard Total Stock Market ETF, and various Vanguard institutional index funds. Other major ETF and mutual fund providers represented in the filing include BlackRock, iShares, Invesco, State Street, and PIMCO.
Among individual equities, the filing shows significant stakes in technology and consumer sectors. Apple Inc. is the largest single stock holding, with 24,448 shares. Microsoft Corporation follows with 19,331 shares. Other notable individual stock positions include NVIDIA Corporation (31,768 shares), Tesla Inc. (16,741 shares), Amazon.com Inc. (6,961 shares), and Berkshire Hathaway Inc. Class B (3,686 shares).
The filing also lists a variety of sector-specific ETFs, such as the Invesco Exchange Traded Fund Trust II S&P 500 High Dividend Equity ETF, the Goldman Sachs ETF Trust S&P 500 Premium ETF, and the iShares Gold Trust. Additionally, the portfolio includes positions in financial services, including JPMorgan Chase & Co. and Wells Fargo & Co.
