Bridgewealth Advisory Group, LLC Q4 2025 Filing
Filed February 4, 2026
Portfolio Value
$452.9M
Holdings
130
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (130 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | EFVISHARES TR | 3,717 | $265K | 0.06% | |
| 102 | LLYELI LILLY & CO | 246 | $264K | 0.06% | |
| 103 | ARKQARK ETF TR | 2,286 | $262K | 0.06% | |
| 104 | CEGCONSTELLATION ENERGY CORP | 736 | $259K | 0.06% | |
| 105 | VTEBVANGUARD MUN BD FDS | 5,114 | $257K | 0.06% | |
| 106 | IWFISHARES TR | 528 | $249K | 0.05% | |
| 107 | SRESEMPRA | 2,801 | $247K | 0.05% | |
| 108 | DISDISNEY WALT CO | 2,155 | $245K | 0.05% | |
| 109 | IJHISHARES TR | 3,686 | $243K | 0.05% | |
| 110 | QUALISHARES TR | 1,221 | $242K | 0.05% | |
| 111 | IVVISHARES TR | 343 | $234K | 0.05% | |
| 112 | PRUPRUDENTIAL FINL INC | 2,050 | $231K | 0.05% | |
| 113 | NEENEXTERA ENERGY INC | 2,871 | $230K | 0.05% | |
| 114 | SPHDINVESCO EXCH TRADED FD TR II | 4,800 | $230K | 0.05% | |
| 115 | UMBFUMB FINL CORP | 1,938 | $222K | 0.05% | |
| 116 | SDYSPDR SERIES TRUST | 1,600 | $222K | 0.05% | |
| 117 | CMICUMMINS INC | 421 | $214K | 0.05% | |
| 118 | RDIVINVESCO EXCH TRADED FD TR II | 4,015 | $208K | 0.05% | |
| 119 | AQLTISHARES TR | 1,450 | $204K | 0.05% | |
| 120 | IVEISHARES TR | 958 | $203K | 0.04% | |
| 121 | QEFASPDR INDEX SHS FDS | 2,248 | $203K | 0.04% | |
| 122 | FFORD MTR CO | 14,622 | $191K | 0.04% | |
| 123 | GSBDGOLDMAN SACHS BDC INC | 20,483 | $190K | 0.04% | |
| 124 | ETENERGY TRANSFER L P | 11,408 | $188K | 0.04% | |
| 125 | KRPKIMBELL RTY PARTNERS LP | 14,934 | $175K | 0.04% | |
| 126 | IAFABRDN AUSTRALIA EQUITY FD IN | 10,780 | $139K | 0.03% | |
| 127 | PFLTPENNANTPARK FLOATING RATE CA | 12,035 | $111K | 0.02% | |
| 128 | TRYBARINGS BDC INC | 10,700 | $98K | 0.02% | |
| 129 | FTFRANKLIN UNVL TR | 11,173 | $89K | 0.02% | |
| 130 | PLUNPLUG POWER INC | 15,000 | $29K | 0.01% |
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