0001172661-23-001511.txt : 20230224 0001172661-23-001511.hdr.sgml : 20230224 20230224091348 ACCESSION NUMBER: 0001172661-23-001511 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230224 DATE AS OF CHANGE: 20230224 EFFECTIVENESS DATE: 20230224 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Bridgewealth Advisory Group, LLC CENTRAL INDEX KEY: 0001801982 IRS NUMBER: 830769376 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23144 FILM NUMBER: 23662702 BUSINESS ADDRESS: STREET 1: 986 WEST ALLUVIAL AVENUE STREET 2: SUITE 101 CITY: FRESNO STATE: CA ZIP: 93711 BUSINESS PHONE: (559) 432-6100 MAIL ADDRESS: STREET 1: 986 WEST ALLUVIAL AVENUE STREET 2: SUITE 101 CITY: FRESNO STATE: CA ZIP: 93711 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001801982 XXXXXXXX 12-31-2022 12-31-2022 false Bridgewealth Advisory Group, LLC

986 West Alluvial Avenue Suite 101 Fresno CA 93711

13F HOLDINGS REPORT 028-23144 000293514 801-112758 N Kevin C. Hook 559-431-0060 /s/ Kevin C. Hook Fresno CA 02-23-2023 0 55 50990228 INFORMATION TABLE 2 infotable.xml ABRDN AUSTRALIA EQUITY FD IN COM 003011103 101779 23184 SH SOLE 23184 0 0 AMAZON COM INC COM 023135106 314160 3740 SH SOLE 3740 0 0 AMERICAN CENTY ETF TR US SML CP VALU 025072877 424624 5699 SH SOLE 5698 0 0 APPLE INC COM 037833100 2446352 18828 SH SOLE 18828 0 0 ARES CAPITAL CORP COM 04010L103 738930 40007 SH SOLE 40007 0 0 BANK AMERICA CORP COM 060505104 525338 15862 SH SOLE 15861 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1285333 4161 SH SOLE 4161 0 0 BUTTERFLY NETWORK INC COM CL A 124155102 73830 30012 SH SOLE 30012 0 0 CHEVRON CORP NEW COM 166764100 1006580 5608 SH SOLE 5608 0 0 DEERE & CO COM 244199105 205805 480 SH SOLE 480 0 0 DISNEY WALT CO COM 254687106 322914 3717 SH SOLE 3716 0 0 ENBRIDGE INC COM 29250N105 239913 6142 SH SOLE 6142 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 517700 21464 SH SOLE 21463 0 0 EXXON MOBIL CORP COM 30231G102 539729 4893 SH SOLE 4893 0 0 INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 46137V258 773745 9922 SH SOLE 9922 0 0 ISHARES GOLD TR ISHARES NEW 464285204 1038772 30031 SH SOLE 30031 0 0 ISHARES SILVER TR ISHARES 46428Q109 289299 13138 SH SOLE 13138 0 0 ISHARES TR PFD AND INCM SEC 464288687 235197 7704 SH SOLE 7703 0 0 JPMORGAN CHASE & CO COM 46625H100 593234 4424 SH SOLE 4423 0 0 KINDER MORGAN INC DEL COM 49456B101 271200 15000 SH SOLE 15000 0 0 MICROSOFT CORP COM 594918104 488753 2038 SH SOLE 2037 0 0 NATIONAL RETAIL PROPERTIES I COM 637417106 245868 5373 SH SOLE 5373 0 0 NVIDIA CORPORATION COM 67066G104 233824 1600 SH SOLE 1600 0 0 OXFORD LANE CAP CORP COM 691543102 271889 53627 SH SOLE 53627 0 0 PEMBINA PIPELINE CORP COM 706327103 217246 6399 SH SOLE 6399 0 0 PIMCO CORPORATE & INCM STRG COM 72200U100 164841 13911 SH SOLE 13910 0 0 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 509158 5161 SH SOLE 5161 0 0 PINNACLE WEST CAP CORP COM 723484101 247130 3250 SH SOLE 3250 0 0 REALTY INCOME CORP COM 756109104 334814 5278 SH SOLE 5278 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 610410 8081 SH SOLE 8080 0 0 SEANERGY MARITIME HLDGS CORP SHS NEW Y73760194 6689 13500 SH SOLE 13500 0 0 SPDR GOLD TR GOLD SHS 78463V107 434957 2564 SH SOLE 2564 0 0 SPDR SER TR PRTFLO S&P500 VL 78464A508 353450 9088 SH SOLE 9088 0 0 SPDR SER TR PORTFOLI S&P1500 78464A805 5704108 120620 SH SOLE 120619 0 0 SPDR SER TR S&P DIVID ETF 78464A763 642315 5134 SH SOLE 5134 0 0 TESLA INC COM 88160R101 357961 2906 SH SOLE 2906 0 0 THE NECESSITY RETAIL REIT IN COM CLASS A 02607T109 99311 16747 SH SOLE 16747 0 0 UNITED SEC BANCSHARES CALIF COM 911460103 8417862 1151554 SH SOLE 1151554 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1683724 8807 SH SOLE 8806 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3583455 10199 SH SOLE 10199 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 711491 3491 SH SOLE 3490 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 1325060 7219 SH SOLE 7219 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 426570 2373 SH SOLE 2373 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 3020766 21520 SH SOLE 21520 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 263039 5315 SH SOLE 5315 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1196729 7881 SH SOLE 7880 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 5041172 46587 SH SOLE 46586 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 265640 1071 SH SOLE 1070 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 419881 10657 SH SOLE 10656 0 0 VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 314657 9898 SH SOLE 9898 0 0 WASHINGTON TR BANCORP INC COM 940610108 235853 4999 SH SOLE 4999 0 0 WELLS FARGO CO NEW PERP PFD CNV A 949746804 203820 172 SH SOLE 172 0 0 WELLS FARGO CO NEW COM 949746101 225196 5454 SH SOLE 5454 0 0 WISDOMTREE TR US TOTAL DIVIDND 97717W109 273084 4503 SH SOLE 4502 0 0 WP CAREY INC COM 92936U109 515071 6591 SH SOLE 6590 0 0