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CIK: 0001600319
Total reported value
$1.8B
$1.8B
399 檔
17.6%
The Q1 2025 SEC filing reveals that Bridgewater Advisors Inc. held a total portfolio value of $1.8B, covering 399 public equity positions.
In Q1 2025, Bridgewater Advisors Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 399 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 8.89% | -0.12% | +5.54% | |
| 2 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 5.71% | -0.11% | +6.53% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.54% | -0.23% | +6.78% | |
| 4 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 4.51% | +0.05% | +11.85% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.30% | +0.02% | +12.58% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.48% | -0.27% | +0.72% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.05% | -0.57% | -0.05% | |
| 8 | DFIC | Dimensional International Co | ETF-Other | 3.00% | -0.37% | -22.91% | |
| 9 | DFAI | Dimensional International Co | ETF-Other | 2.73% | -0.06% | +55.28% | |
| 10 | AVDE | Avantis International Equity | ETF-Other | 2.47% | +0.03% | +21.66% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.38% | +0.32% | +3.11% | |
| 12 | JMST | JPM Ultra-short Muni Income | ETF-Other | 2.16% | -0.02% | +0.16% | |
| 13 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.01% | -1.06% | +24.08% | |
| 14 | DIHP | Dimensional International Hi | ETF-Other | 1.99% | -0.11% | -28.39% | |
| 15 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.86% | -0.18% | +0.03% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.79% | -0.43% | -25.81% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.33% | -0.26% | +15.10% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.32% | -0.07% | +5.40% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.08% | +0.01% | +2.07% | |
| 20 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.08% | — | +4.28% | |
| 21 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.08% | -0.18% | +4.11% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.98% | — | -1.60% | |
| 23 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.92% | -0.13% | +1.50% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.91% | +0.17% | +0.96% | |
| 25 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.88% | -0.02% | +0.14% | |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.83% | -0.02% | — | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.83% | -0.01% | +7.92% | |
| 28 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.81% | +0.03% | +9.14% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | +0.75% | +0.83% | |
| 30 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.80% | -0.52% | +4.95% | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 0.72% | -0.06% | — | |
| 32 | AON | Aon plc | Stock-Financials | 0.66% | +0.03% | +0.07% | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 0.65% | +0.03% | +1.84% | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.62% | -0.01% | — | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.60% | -0.02% | +0.01% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.58% | +0.01% | +1.84% | |
| 37 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.57% | -0.03% | -1.81% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | -0.05% | +3.93% | |
| 39 | NOW | Servicenow Inc | Stock-Tech | 0.53% | +0.03% | — | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.01% | +12.90% | |
| 41 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.48% | +1.39% | -9.06% | |
| 42 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.46% | -0.01% | — | |
| 43 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.43% | -0.02% | -5.77% | |
| 44 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.42% | -0.02% | +25.15% | |
| 45 | 07WA | Mr Cooper Group Inc | Stock-Other | 0.35% | — | +8.05% | |
| 46 | MLI | Mueller Industries Inc | Stock-Industrials | 0.32% | -0.19% | -2.65% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.32% | +0.02% | +6.80% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.31% | -0.12% | — | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.30% | — | — | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.30% | -0.01% | -0.79% |
According to official SEC Form 13F filings, Bridgewater Advisors Inc. reported a total U.S. public equity portfolio value of $1.8B across 399 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JPST, AVLV, VCIT) accounted for 17.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
JPST
市值: $102.7M
During Q1 2025, Bridgewater Advisors Inc.'s top holdings by market value included JPST (8.9%)、AVLV (5.7%)、VCIT (4.5%). The largest single position, JPST, represented 8.9% of total portfolio value.
In Q1 2025, Bridgewater Advisors Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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