BRIDGEWEALTH ADVISORY GROUP, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BAC | 36K | $1.75M |
 | NVDA | 31K | $5.44M |
 | T | 30K | $874.60K |
 | CWBC | 26K | $601.14K |
 | AAPL | 24K | $6.18M |
 | KRP | 22K | $321.92K |
 | GSBD | 20K | $181.89K |
 | MSFT | 19K | $7.20M |
 | ARCC | 19K | $345.77K |
 | PFE | 16K | $443.54K |
 | PLUG | 15K | $33.90K |
 | WMT | 15K | $1.86M |
 | F | 15K | $169.45K |
 | TSLA | 14K | $5.35M |
 | INTC | 14K | $621.16K |
 | KMI | 14K | $459.62K |
 | WFC | 13K | $1.07M |
 | PFLT | 13K | $104.86K |
 | CVX | 13K | $2.67M |
 | ET | 12K | $224.07K |
Bank of America Corporation
BAC
Shares Held
36K
Value
$1.75M
NVIDIA Corporation
NVDA
Shares Held
31K
Value
$5.44M
AT&T Inc.
T
Shares Held
30K
Value
$874.60K
Community West Bancshares
CWBC
Shares Held
26K
Value
$601.14K
Apple Inc.
AAPL
Shares Held
24K
Value
$6.18M
Kimbell Royalty Partners, LP
KRP
Shares Held
22K
Value
$321.92K
Goldman Sachs BDC, Inc.
GSBD
Shares Held
20K
Value
$181.89K
Microsoft Corporation
MSFT
Shares Held
19K
Value
$7.20M
Ares Capital Corporation
ARCC
Shares Held
19K
Value
$345.77K
Pfizer Inc.
PFE
Shares Held
16K
Value
$443.54K
Plug Power Inc.
PLUG
Shares Held
15K
Value
$33.90K
Walmart Inc.
WMT
Shares Held
15K
Value
$1.86M
Ford Motor Company
F
Shares Held
15K
Value
$169.45K
Tesla, Inc.
TSLA
Shares Held
14K
Value
$5.35M
Intel Corp.
INTC
Shares Held
14K
Value
$621.16K
Kinder Morgan, Inc.
KMI
Shares Held
14K
Value
$459.62K
Wells Fargo & Company
WFC
Shares Held
13K
Value
$1.07M
PennantPark Floating Rate Capital Ltd.
PFLT
Shares Held
13K
Value
$104.86K
Chevron Corporation
CVX
Shares Held
13K
Value
$2.67M
Energy Transfer LP
ET
Shares Held
12K
Value
$224.07K