Bridgewealth Advisory Group Q2 2026: Major Purchases & Portfolio Shifts

As of June 30th, 2026, Bridgewealth Advisory Group has demonstrated significant buying activity across several Exchange-Traded Funds (ETFs) during the second quarter. The firm's portfolio saw notable increases in positions held at the end of Q1, reflecting confidence in certain sectors and specific ETF strategies.

The most pronounced purchase was observed in CWBC, a Community West Bancshares Inc. ETF, where Bridgewealth increased its holdings by an astronomical 1817% quarter-over-quarter. This translates to acquiring approximately 469,000 additional shares during Q2 alone. The substantial share growth occurred despite the stock's overall portfolio allocation percentage being only 2.51%, indicating a focused but significant investment in this particular ETF.

Besides CWBC, Bridgewealth also showed strong buying momentum with other ETFs:

• VO (Vanguard Index Fund) saw a massive increase of over 324% in shares during Q2.
• The firm significantly added to its position in the Capital Group Fixed Income ETF (CGSD), increasing holdings by nearly 9.5%.
• PIMCO Total Return ETF (PYLD) experienced a substantial increase of about 4.35% in shares.
• FIDELITY Merrimack Fund Trust ETF (FBND) also saw significant buying, with share increases around 8.5%.
• Capital Group Core Equity ETF (CGUS) and J P Morgan Exchange Traded Fund (JPIE) also showed substantial share growth, though slightly less pronounced than CWBC or VO.
• Furthermore, Bridgewealth added positions to the Goldman Sachs ETF Trust (GPIX) and another J P Morgan fund (GSIE), both showing significant percentage increases in their portfolio allocations during Q2.

This buying spree continued into other areas of Bridgewealth's investment universe. The firm notably increased its stake in VUG (Vanguard Utilities ETF) and IVV (iShares Core S&P Dow Jones US Total Stock Market Index Fund), though these specific additions are not reflected in the top holdings list but appear as significant buys elsewhere.

In contrast, Bridgewealth did not engage in any large-scale selling activities during Q2. The "has_large_sells" flag is false, indicating no major disposals of positions that would significantly impact the portfolio's allocation percentages or constitute a primary selling theme for this quarter.

The overall portfolio structure remains dominated by holdings classified as "Unknown," accounting for approximately 84.11% of the total value ($475 million). This category encompasses all ETFs except those explicitly identified in the sector allocations list, which include:

• Technology (5.35%)
• Financial Services (4.77%) - primarily through CWBC
• Significant but smaller allocations to Consumer Cyclical, Communication Services, Healthcare, and Energy sectors.

Bridgewealth's Q2 actions suggest a continued focus on broad-based ETF investing, with particular emphasis on fixed income strategies (CGSD) and exposure to specific institutional funds like the Capital Group Growth ETF (CGGR). The substantial share increases in these positions indicate strong conviction behind their investment thesis for this quarter.