Bridgewealth Advisory Group, LLC
•CIK: 1801982•Filing: Q4 2025
**Bridgewealth Advisory Group, LLC** manages $453M across a diversified portfolio of 130 positions. The strategy exhibits significant concentration in income-generating and fixed-income assets, highlighted by the top holdings including VBIL at $47.7M and PYLD at $28.0M. Further notable allocations include CGSD ($25.1M) and JAAA ($24.7M), suggesting a tactical focus on yield enhancement and defensive positioning. This structure indicates a mandate prioritizing stable cash flow generation within the current market cycle.
Total AUM
$452.9M
QoQ Performance
+5.0%
Positions
94
Top 10 Concentration
51.5%
Latest Filing
Q4 2025
Top Holdings Allocation
VBIL
PYLD
CGSD
JAAA
FBND
VBIL10.5%
PYLD6.2%
CGSD5.5%
JAAA5.4%
FBND5.3%
SPTM4.8%
VTV4.3%
JSCP3.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other85.8%
Technology5.6%
ETF2.7%
Consumer2.5%
Financial1.8%
Healthcare0.4%
Energy0.4%
Industrial0.3%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW14 new positions
↑66 increased
↓38 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023