CWBCCommunity West Bancshares
What Bridgewealth Advisory Group, LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1801982 · Filed Jul 27, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
VANGUARD INSTL INDEX FD0 3 MO TR BI ETF | 686.3K | New | $51.9M | 9.8% |
PIMCO ETF TRMULTISECTOR BD | 1.2M | +4.3% | $31.9M | 6% |
CAPITAL GRP FIXED INCM ETF TSHORT DURATION | 1.1M | +9.5% | $29.1M | 5.5% |
FIDELITY MERRIMACK STR TRTOTAL BD ETF |
| 629.6K |
| +8.5% |
| $28.6M |
| 5.4% |
VANGUARD INDEX FDSVALUE ETF | 128.2K | +10.6% | $27.9M | 5.3% |
SPDR SERIES TRUSTST STR PR SP1500 | 301.8K | New | $27.4M | 5.2% |
JANUS DETROIT STR TRHENDRSON AAA CL | 468.6K | +2.0% | $23.7M | 4.5% |
J P MORGAN EXCHANGE TRADED FSHORT DURA CORE | 387.8K | +4.1% | $18.3M | 3.5% |
SPDR SERIES TRUSTST STR P500GRW | 144.6K | New | $17.2M | 3.2% |
CAPITAL GROUP CORE EQUITY ETSHS CREAT UNIT | 356.4K | New | $15.9M | 3% |
VANGUARD INDEX FDSS&P 500 ETF SHS | 20K | +17.6% | $13.7M | 2.6% |
CAPITAL GRP FIXED INCM ETF TCORE PLUS INCM | 599.1K | +5.3% | $13.4M | 2.5% |
GOLDMAN SACHS ETF TRACTIVEBETA INT | 291.7K | +10.7% | $13.3M | 2.5% |
CWBCCommunity West Bancshares | 494.7K | +1,817.4% | $13.3M | 2.5% |
CAPITAL GROUP GROWTH ETFSHS CREAT UNIT | 267.9K | New | $12.6M | 2.4% |
J P MORGAN EXCHANGE TRADED FINCOME ETF | 265.2K | +7.9% | $12.2M | 2.3% |
AMERICAN CENTY ETF TRUS SML CP VALU | 90K | +9.0% | $11.2M | 2.1% |
AMERICAN CENTY ETF TRUS LARGE CAP VLU | 114.3K | +3.9% | $10.4M | 2% |
VANGUARD INDEX FDSMID CAP ETF | 125.1K | +323.9% | $10.1M | 1.9% |
GOLDMAN SACHS ETF TRS&P 500 PREMIUM | 130.9K | +28.2% | $7.3M | 1.4% |
MSFTMicrosoft Corp | 19.5K | +0.1% | $7.3M | 1.4% |
AAPLApple Inc. | 24.5K | +0.7% | $7.1M | 1.3% |
TSLATesla, Inc. | 16.7K | +16.4% | $7M | 1.3% |
PIMCO ETF TRULTR SH GO AC FD | 69.7K | New | $7M | 1.3% |
NVDANVIDIA Corp | 31.6K | +1.2% | $6.3M | 1.2% |
PIMCO ETF TRMUNI INCOME OPP | 135.7K | +4.1% | $6.2M | 1.2% |
VANGUARD WHITEHALL FDSHIGH DIV YLD | 38.1K | −0.2% | $6M | 1.1% |
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | 84.1K | +7.3% | $5M | 0.9% |
VANGUARD INDEX FDSTOTAL STK MKT | 12.4K | +0.6% | $4.6M | 0.9% |
TCW ETF TRUSTTRANS SYSTE ETF | 36K | New | $4.4M | 0.8% |
GOLDMAN SACHS ETF TRNASDA 100 ETF | 53.5K | New | $3.2M | 0.6% |
JANUS DETROIT STR TRHENDRSN SHRT ETF | 64K | +16.1% | $3.1M | 0.6% |
J P MORGAN EXCHANGE TRADED FNASDAQ EQT PREM | 34.8K | +103.5% | $2.1M | 0.4% |
CVXChevron Corp | 12.7K | −1.6% | $2.1M | 0.4% |
VANGUARD INDEX FDSSMALL CP ETF | 6.9K | −0.4% | $2.1M | 0.4% |
BACBank of America Corp | 36.3K | +1.5% | $2.1M | 0.4% |
CAPITAL GROUP DIVIDEND VALUESHS CREAT UNIT | 41.1K | New | $2M | 0.4% |
QQQInvesco QQQ Trust, Series 1 | 2.7K | −3.3% | $2M | 0.4% |
IAUiShares Gold Trust | 25.8K | −4.4% | $1.9M | 0.4% |
VANGUARD SPECIALIZED FUNDSDIV APP ETF | 8.2K | −4.0% | $1.9M | 0.4% |
JPMJPMorgan Chase & Co | 5.7K | −0.2% | $1.9M | 0.4% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 3.7K | −3.7% | $1.8M | 0.3% |
INTCIntel Corp | 13.2K | −6.5% | $1.8M | 0.3% |
SPDR SERIES TRUSTST STR P500VAL | 29K | New | $1.8M | 0.3% |
SPYSPDR S&P 500 ETF Trust | 2.3K | −17.8% | $1.7M | 0.3% |
WMTWalmart Inc. | 14.8K | −1.0% | $1.7M | 0.3% |
AMERICAN CENTY ETF TRINTL EQT ETF | 17.7K | +14.6% | $1.6M | 0.3% |
AMZNAmazon Com Inc | 6.3K | +8.6% | $1.5M | 0.3% |
PUTNAM ETF TRUSTFRANKLIN CALIF | 186.6K | ±0% | $1.4M | 0.3% |
CATCaterpillar Inc | 1.2K | −5.3% | $1.3M | 0.2% |
VANGUARD INDEX FDSGROWTH ETF | 14.2K | +484.8% | $1.2M | 0.2% |
SPDR SERIES TRUSTST STR BLO 1 ETF | 12.8K | New | $1.2M | 0.2% |
WFCWells Fargo & Company | 13.4K | +0.0% | $1.1M | 0.2% |
SLViShares Silver Trust | 20.3K | −0.6% | $1.1M | 0.2% |
CAPITAL GROUP INTL FOCUS EQTSHS CREAT UNIT | 28.7K | New | $992.9K | 0.2% |
VANGUARD WELLINGTON FDSHORT TRM TAX EX | 8.7K | −4.5% | $883.6K | 0.2% |
COSTCostco Wholesale Corp | 906 | −1.6% | $847.6K | 0.2% |
INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF | 2.8K | +3.9% | $841.7K | 0.2% |
UPSUnited Parcel Service Inc | 7.7K | −0.0% | $827.8K | 0.2% |
CAPITAL GROUP CORE BALANCEDSHS | 21.7K | +0.0% | $823.9K | 0.2% |
TCW ETF TRUSTFLEXIBLE INCOME | 20.5K | −5.0% | $805.5K | 0.2% |
GOOGLAlphabet Inc. | 2.2K | +14.1% | $771.4K | 0.1% |
GOOGAlphabet Inc. | 2.2K | +14.2% | $769K | 0.1% |
VANGUARD INDEX FDSMCAP GR IDXVIP | 2.5K | +0.0% | $755.9K | 0.1% |
CSCOCisco Systems, Inc. | 6.4K | +0.0% | $752K | 0.1% |
MLMMartin Marietta Materials Inc | 1.2K | +0.1% | $697.2K | 0.1% |
PEPPepsiCo Inc | 5K | +4.3% | $680.3K | 0.1% |
NKXNuveen California Amt-Free Quality Municipal Income Fund | 53.3K | +0.4% | $667.4K | 0.1% |
TAT&T Inc. | 30.5K | +1.0% | $630.9K | 0.1% |
METAMeta Platforms, Inc. | 1.1K | +3.5% | $629.2K | 0.1% |
JNJJohnson & Johnson | 2.5K | +5.2% | $623K | 0.1% |
ETF SER SOLUTIONSDEFIA QUANT ETF | 3.8K | New | $620.8K | 0.1% |
VANGUARD MALVERN FDSCORE-PLUS BD ETF | 7.8K | +99.9% | $601.5K | 0.1% |
GLDSPDR Gold Trust | 1.6K | +3.0% | $585.7K | 0.1% |
MOAltria Group, Inc. | 8K | +11.8% | $577.3K | 0.1% |
AVGOBroadcom Inc. | 1.5K | +0.3% | $574.9K | 0.1% |
HDHome Depot, Inc. | 1.6K | +1.9% | $560.7K | 0.1% |
CAPITAL GRP FIXED INCM ETF TUS MULTI-SECTOR | 20.5K | −0.2% | $559.4K | 0.1% |
VANGUARD MUN BD FDSCORE TAX EXEMPT | 6.9K | −18.4% | $530.2K | 0.1% |
VANGUARD BD INDEX FDSSHORT TRM BOND | 6.7K | +1.5% | $521.2K | 0.1% |
SCHWAB STRATEGIC TRUS DIVIDEND EQ | 16.3K | −1.7% | $517.9K | 0.1% |
AMGNAmgen Inc | 1.3K | −0.3% | $478.4K | 0.1% |
JANUS DETROIT STR TRHEND SECU IN ETF | 9.1K | New | $466.3K | 0.1% |
ISHARES TRCORE S&P500 ETF | 594 | +62.3% | $444.8K | 0.1% |
NACNuveen California Quality Municipal Income Fund | 36.6K | +0.5% | $443K | 0.1% |
KMIKinder Morgan, Inc. | 13.8K | +0.4% | $439.9K | 0.1% |
PFEPfizer Inc | 18.2K | +15.0% | $437.3K | 0.1% |
J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM | 7.7K | −23.8% | $433.3K | 0.1% |
AMDAdvanced Micro Devices Inc | 724 | New | $420.8K | 0.1% |
INVESCO EXCHANGE TRADED FD TS&P500 PUR VAL | 3.7K | +0.6% | $417K | 0.1% |
CSXCSX Corp | 8.8K | +6.2% | $416K | 0.1% |
TRVTravelers Companies, Inc. | 1.2K | +0.3% | $392.9K | 0.1% |
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | 5.1K | +4.1% | $360.5K | 0.1% |
VZVerizon Communications Inc | 8.4K | +3.3% | $355.4K | 0.1% |
LLYELI LILLY & Co | 283 | +15.0% | $339.4K | 0.1% |
GEVGE Vernova Inc. | 283 | +8.8% | $332.6K | 0.1% |
CMICummins Inc | 455 | +7.8% | $324.4K | 0.1% |
IBMInternational Business Machines Corp | 1.1K | +0.3% | $323K | 0.1% |
VANGUARD INSTL INDEX FDULTR SHOR TR ETF | 4.3K | New | $321.9K | 0.1% |
PANWPalo Alto Networks Inc | 908 | New | $309.6K | 0.1% |
VVisa Inc. | 875 | +16.0% | $300.2K | 0.1% |
PFDFlaherty & Crumrine Preferred & Income Fund Inc | 25.6K | ±0% | $297.6K | 0.1% |
ABBVAbbVie Inc. | 1.2K | −3.4% | $295.9K | 0.1% |
ISHARES TRRUS 1000 GRW ETF | 2.3K | +300.5% | $291K | 0.1% |
ISHARES TREAFE VALUE ETF | 3.7K | +3.0% | $281.5K | 0.1% |
UMBFUMB Financial Corp | 1.9K | ±0% | $276.7K | 0.1% |
AMATApplied Materials Inc | 382 | New | $275.9K | 0.1% |
PGPROCTER & GAMBLE Co | 1.9K | New | $274.7K | 0.1% |
DIASPDR DOW Jones Industrial Average ETF Trust | 525 | New | $274.3K | 0.1% |
ARK ETF TRAUTNMUS TECHNLGY | 2K | −15.0% | $269.7K | 0.1% |
VANECK ETF TRUSTBDC INCOME ETF | 21.3K | New | $269.4K | 0.1% |
BLACKROCK ETF TRUSTISHARES US EQUIT | 4K | New | $269K | 0.1% |
ISHARES TRMSCI USA QLT FCT | 1.2K | −3.3% | $267.9K | 0.1% |
ISHARES TRMBS ETF | 2.8K | +21.8% | $264.4K | 0.1% |
SRESempra | 2.8K | +0.5% | $262.4K | 0.1% |
NFLXNetflix Inc | 3.7K | +2.8% | $261.4K | 0.1% |
VANGUARD MUN BD FDSTAX EXEMPT BD | 4.9K | ±0% | $248.6K | 0.1% |
ISHARES TRCORE S&P MCP ETF | 3.2K | −13.6% | $245.4K | 0.1% |
INVESCO EXCH TRADED FD TR IIS&P500 HDL VOL | 4.8K | ±0% | $244K | 0.1% |
SPDR SERIES TRUSTST STR SP DIV | 1.6K | New | $243.5K | 0.1% |
EIXEdison International | 3.2K | +1.0% | $240K | 0.1% |
INVESCO EXCH TRADED FD TR IIS&P ULTRA DIVIDE | 4K | ±0% | $232.9K | 0.1% |
EPDEnterprise Products Partners L.P. | 6.3K | +6.0% | $232.5K | 0.1% |
PRUPrudential Financial Inc | 2.1K | +2.5% | $228.5K | 0.1% |
NEENextEra Energy Inc | 2.6K | −9.8% | $227.4K | 0.1% |
ISHARES TRSELECT DIVID ETF | 1.5K | ±0% | $226.6K | 0.1% |
ETEnergy Transfer LP | 11.8K | +1.7% | $225.7K | 0.1% |
GSGoldman Sachs Group Inc | 221 | New | $223.5K | 0.1% |
ISHARES TRS&P 500 VAL ETF | 965 | +0.4% | $219K | 0.1% |
SPDR INDEX SHS FDSST STR MSCI EAFE | 2.2K | New | $215.8K | 0.1% |
QCOMQualcomm Inc | 1.2K | New | $215.6K | 0.1% |
PIIPolaris Inc. | 3.1K | New | $214.4K | 0.1% |
ARCCAres Capital Corp | 11.5K | −39.9% | $213.7K | 0.1% |
ISHARES TRCORE UNIVRSL USD | 4.6K | ±0% | $210.6K | 0.1% |
FFord Motor Co | 14.9K | +1.5% | $207.1K | 0.1% |
SYYSysco Corp | 2.5K | New | $204.9K | 0.1% |
ROKRockwell Automation, Inc | 408 | New | $202K | 0.1% |
PCGPG&E Corp | 10K | New | $168.3K | 0.1% |
IAFAbrdn Australia Equity Fund, Inc. | 11.7K | +2.9% | $145.4K | 0.1% |
FTFranklin Universal Trust | 11.2K | ±0% | $90.1K | 0.1% |
PLUGPlug Power Inc | 15K | ±0% | $40.7K | 0.1% |
