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Kevin C. Hook

Bridgewealth Advisory Group, Llc

Assets Managed
$482.145M
Holdings
135
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
6.46%(2Q avg: 5.72%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Bridgewealth Advisory Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 135 positions.

Assets under management

The assets under management (AUM) of Bridgewealth Advisory Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 482.145M in assets, with a quarterly growth rate of 6.46% and a 2-quarter average growth rate of 5.72%. The portfolio is managed by Kevin C. Hook, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VBIL
Vanguard 0-3m T-bill Etf
Recent Activity
Increased 25.32%
12.45%
$60.008M
793,228 shares@ $75.65 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Increased 9.72%
6.26%
$30.178M
1.152M shares@ $26.21 avg price
CGSD
Cap Group Short Duration
Recent Activity
Increased 7.28%
5.54%
$26.686M
1.035M shares@ $25.8 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 11.8%
5.5%
$26.473M
580,292 shares@ $45.62 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Decreased -5.82%
4.81%
$23.144M
459,482 shares@ $50.38 avg price
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Increased 8.95%
4.73%
$22.8M
288,385 shares@ $79.06 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 14.72%
4.72%
$22.744M
115,923 shares@ $196.21 avg price
JSCP
Jpmorgan Short Duration Core
Recent Activity
Increased 5.11%
3.66%
$17.619M
372,489 shares@ $47.31 avg price
CGUS
Cap Group Core Equity
Recent Activity
Increased 7.96%
2.84%
$13.684M
356,156 shares@ $38.43 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 15.39%
2.76%
$13.277M
135,607 shares@ $97.91 avg price

1-10 of 135