Read this manager's filing book
Disclosed positions
Bridgewealth Advisory Group, LLC: source evidence dated 2026-07-28T03:59:59.999Z.
- Issuer
- VANGUARD INSTL INDEX FD
- Ticker
- VBIL
- Class
- 0 3 MO TR BI ETF
- Reported value
- $51,942,590
- Reported amount
- 686,345
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001172661-26-002825Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| VANGUARD INSTL INDEX FD | VBIL | 0 3 MO TR BI ETF | $51,942,590 | 686,345 | SH | None |
| PIMCO ETF TR | PYLD | MULTISECTOR BD | $31,874,917 | 1,201,920 | SH | None |
| CAPITAL GRP FIXED INCM ETF T | CGSD | SHORT DURATION | $29,143,462 | 1,132,665 | SH | None |
| FIDELITY MERRIMACK STR TR | FBND | TOTAL BD ETF | $28,641,459 | 629,621 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $27,928,387 | 128,153 | SH | None |
| SPDR SERIES TRUST | SPTM | ST STR PR SP1500 | $27,397,184 | 301,764 | SH | None |
| JANUS DETROIT STR TR | JAAA | HENDRSON AAA CL | $23,662,061 | 468,648 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JSCP | SHORT DURA CORE | $18,282,690 | 387,797 | SH | None |
| SPDR SERIES TRUST | SPYG | ST STR P500GRW | $17,204,129 | 144,585 | SH | None |
| CAPITAL GROUP CORE EQUITY ET | CGUS | SHS CREAT UNIT | $15,851,570 | 356,375 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $13,703,214 | 19,952 | SH | None |
| CAPITAL GRP FIXED INCM ETF T | CGCP | CORE PLUS INCM | $13,353,716 | 599,090 | SH | None |
| GOLDMAN SACHS ETF TR | GSIE | ACTIVEBETA INT | $13,331,971 | 291,728 | SH | None |
| COMMUNITY WEST BANCSHARES NE | CWBC | COM | $13,287,373 | 494,690 | SH | None |
| CAPITAL GROUP GROWTH ETF | CGGR | SHS CREAT UNIT | $12,646,792 | 267,941 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JPIE | INCOME ETF | $12,214,440 | 265,243 | SH | None |
| AMERICAN CENTY ETF TR | AVUV | US SML CP VALU | $11,226,844 | 89,988 | SH | None |
| AMERICAN CENTY ETF TR | AVLV | US LARGE CAP VLU | $10,423,479 | 114,280 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $10,082,375 | 125,138 | SH | None |
| GOLDMAN SACHS ETF TR | GPIX | S&P 500 PREMIUM | $7,271,941 | 130,861 | SH | None |
| MICROSOFT CORP | MSFT | COM | $7,265,115 | 19,476 | SH | None |
| APPLE INC | AAPL | COM | $7,095,077 | 24,520 | SH | None |
| TESLA INC | TSLA | COM | $7,042,947 | 16,745 | SH | None |
| PIMCO ETF TR | BILZ | ULTR SH GO AC FD | $7,032,096 | 69,673 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $6,322,373 | 31,598 | SH | None |
| PIMCO ETF TR | MINO | MUNI INCOME OPP | $6,208,305 | 135,671 | SH | None |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $6,020,955 | 38,100 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $5,019,312 | 84,090 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $4,577,785 | 12,371 | SH | None |
| TCW ETF TRUST | PWRD | TRANS SYSTE ETF | $4,431,314 | 36,039 | SH | None |
| GOLDMAN SACHS ETF TR | GPIQ | NASDA 100 ETF | $3,170,297 | 53,453 | SH | None |
| JANUS DETROIT STR TR | VNLA | HENDRSN SHRT ETF | $3,126,065 | 63,974 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JEPQ | NASDAQ EQT PREM | $2,141,033 | 34,836 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $2,104,910 | 12,699 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $2,104,048 | 6,941 | SH | None |
| BANK OF AMER CORP | BAC | COM | $2,071,020 | 36,346 | SH | None |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $2,023,338 | 41,058 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $1,976,773 | 2,684 | SH | None |
| ISHARES GOLD TR | IAU | ISHARES NEW | $1,945,062 | 25,759 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $1,940,369 | 8,200 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $1,866,619 | 5,703 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $1,841,435 | 3,680 | SH | None |
| INTEL CORP | INTC | COM | $1,837,195 | 13,158 | SH | None |
| SPDR SERIES TRUST | SPYV | ST STR P500VAL | $1,760,855 | 28,966 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $1,739,616 | 2,330 | SH | None |
| WALMART INC | WMT | COM | $1,677,404 | 14,810 | SH | None |
| AMERICAN CENTY ETF TR | AVDE | INTL EQT ETF | $1,578,126 | 17,692 | SH | None |
| AMAZON COM INC | AMZN | COM | $1,506,309 | 6,320 | SH | None |
| PUTNAM ETF TRUST | FTCA | FRANKLIN CALIF | $1,384,320 | 186,566 | SH | None |
| CATERPILLAR INC | CAT | COM | $1,286,743 | 1,208 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.