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Portfolio (Quarterly) Guide ↗

Bridgewealth Advisory Group, LLC

· CIK 0001801982
13F Portfolio $482M AUM 135 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 59 Added 33 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 DIS DISNEY WALT CO Communication Services 2,155 $245K 0.05% SOLD
Sector Allocation
Technology 33.4%
Financial Services 25.0%
Consumer Cyclical 11.7%
Energy 8.2%
Consumer Defensive 6.5%
Communication Services 5.4%
Industrials 3.6%
Healthcare 3.2%
Utilities 1.9%
Basic Materials 1.1%