BRIDGEWEALTH ADVISORY GROUP, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UBFO | 1.22M | $12.27M |
 | BAC | 36K | $1.96M |
 | T | 30K | $745.88K |
 | NVDA | 30K | $5.60M |
 | CWBC | 26K | $580.50K |
 | AAPL | 24K | $6.47M |
 | GSBD | 20K | $190.08K |
 | MSFT | 19K | $9.37M |
 | ARCC | 18K | $374.05K |
 | TSLA | 16K | $7.23M |
 | PFE | 16K | $395.71K |
 | PLUG | 15K | $29.55K |
 | KRP | 15K | $175.62K |
 | WMT | 15K | $1.65M |
 | F | 15K | $191.84K |
 | INTC | 14K | $510.19K |
 | KMI | 14K | $374.62K |
 | WFC | 13K | $1.25M |
 | XOM | 13K | $1.61M |
 | CVX | 13K | $1.97M |
United Security Bancshares
UBFO
Shares Held
1.22M
Value
$12.27M
Bank of America Corporation
BAC
Shares Held
36K
Value
$1.96M
AT&T Inc.
T
Shares Held
30K
Value
$745.88K
NVIDIA Corporation
NVDA
Shares Held
30K
Value
$5.60M
Community West Bancshares
CWBC
Shares Held
26K
Value
$580.50K
Apple Inc.
AAPL
Shares Held
24K
Value
$6.47M
Goldman Sachs BDC, Inc.
GSBD
Shares Held
20K
Value
$190.08K
Microsoft Corporation
MSFT
Shares Held
19K
Value
$9.37M
Ares Capital Corporation
ARCC
Shares Held
18K
Value
$374.05K
Tesla, Inc.
TSLA
Shares Held
16K
Value
$7.23M
Pfizer Inc.
PFE
Shares Held
16K
Value
$395.71K
Plug Power Inc.
PLUG
Shares Held
15K
Value
$29.55K
Kimbell Royalty Partners, LP
KRP
Shares Held
15K
Value
$175.62K
Walmart Inc.
WMT
Shares Held
15K
Value
$1.65M
Ford Motor Company
F
Shares Held
15K
Value
$191.84K
Intel Corporation
INTC
Shares Held
14K
Value
$510.19K
Kinder Morgan, Inc.
KMI
Shares Held
14K
Value
$374.62K
Wells Fargo & Company
WFC
Shares Held
13K
Value
$1.25M
Exxon Mobil Corporation
XOM
Shares Held
13K
Value
$1.61M
Chevron Corporation
CVX
Shares Held
13K
Value
$1.97M