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CIK: 0001600319
Total reported value
$1.8B
$1.8B
456 檔
25.7%
In Q1 2026, Bridgewater Advisors Inc.'s U.S. equity holdings reached a combined market value of $1.8B, distributed across 456 disclosed stock positions.
Bridgewater Advisors Inc. executed strategic sector rebalancing during Q1 2026, establishing 41 new positions while fully exiting 33 holdings and trimming 70 positions.
Showing top 200 holdings (of 456 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 6.24% | -0.11% | +3.35% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 5.77% | -0.12% | +2.76% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 5.67% | +0.05% | +8.79% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.19% | +0.02% | +6.42% | |
| 5 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 5.15% | -0.21% | +30.20% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.85% | -0.23% | +12.26% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.84% | -0.27% | +14.45% | |
| 8 | DFAI | Dimensional International Co | ETF-Other | 3.50% | -0.06% | +7.05% | |
| 9 | AVDE | Avantis International Equity | ETF-Other | 3.00% | +0.03% | +7.80% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.34% | -0.57% | +1.16% | |
| 11 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.30% | -1.06% | +6.03% | |
| 12 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.90% | -0.02% | -9.03% | |
| 13 | DFIC | Dimensional International Co | ETF-Other | 1.76% | -0.37% | -11.60% | |
| 14 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.73% | -0.53% | +27.46% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.71% | -0.26% | -4.27% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.65% | +0.32% | -2.16% | |
| 17 | MUNY | Vanguard Ny Tax-ex Bond | ETF-Other | 1.63% | -0.04% | +43.52% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.55% | — | -5.79% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.52% | -0.43% | -20.05% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.17% | +0.01% | +2.18% | |
| 21 | DIHP | Dimensional International Hi | ETF-Other | 1.11% | -0.11% | -21.17% | |
| 22 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.03% | -0.18% | +5.25% | |
| 23 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.03% | -0.52% | +5.78% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.91% | -0.07% | -0.45% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.91% | -0.05% | -4.78% | |
| 26 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.91% | -0.13% | +4.20% | |
| 27 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.84% | +0.03% | +5.07% | |
| 28 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.83% | -0.18% | -39.10% | |
| 29 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.81% | -0.02% | +0.13% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.78% | +0.75% | +2.96% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.77% | +0.17% | +1.29% | |
| 32 | AVTM | Avantis Total Equity ETF | ETF-Other | 0.61% | -0.04% | — | |
| 33 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.53% | -0.03% | -0.79% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | -0.01% | -2.06% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.51% | -0.02% | -1.47% | |
| 36 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.50% | -0.01% | -5.50% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.01% | -5.02% | |
| 38 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.48% | +1.39% | -2.91% | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.48% | -0.02% | — | |
| 40 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.43% | -0.02% | -4.51% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.43% | +0.20% | +2.33% | |
| 42 | KLAC | Kla CORP | Stock-Tech | 0.43% | -0.03% | -6.93% | |
| 43 | AON | Aon plc | Stock-Financials | 0.40% | +0.03% | — | |
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.40% | -0.06% | +17.63% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.39% | +0.03% | -1.92% | |
| 46 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.37% | -0.02% | -0.04% | |
| 47 | MLI | Mueller Industries Inc | Stock-Industrials | 0.36% | -0.19% | -7.81% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.35% | -0.12% | -4.48% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.31% | +0.01% | -4.83% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.30% | +0.02% | -4.18% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.8% | +14.45% | Add |
| 2 | JBND | Jpmorgan Active Bond ETF | +0.8% | +30.20% | Add |
| 3 | AVUS | Avantis U.s. Equity ETF | +0.5% | +8.79% | Add |
| 4 | MUNY | Vanguard Ny Tax-ex Bond | +0.4% | +43.52% | Add |
| 5 | AVLV | Avantis US Large Cap Value | +0.3% | +3.35% | Add |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +6.42% | Add |
| 7 | JMUB | Jpmorgan Municipal ETF | +0.2% | +27.46% | Add |
| 8 | AVDE | Avantis International Equity | +0.2% | +7.80% | Add |
| 9 | NVDA | Nvidia CORP | +0.1% | -4.27% | Trim |
| 10 | DFAI | Dimensional International Co | +0.1% | +7.05% | Add |
| 11 | DFAE | Dimensional Emerging Core Eq | +0.1% | +5.78% | Add |
| 12 | AMZN | Amazon.com Inc | +0.1% | +2.18% | Add |
| 13 | MU | Micron Technology Inc | +0.1% | +0.09% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | -5.79% | Trim |
| 15 | VCIT | Vanguard Int-term Corporate | +0.1% | +12.26% | Add |
| 16 | AVGO | Broadcom Inc | +0.1% | +2.33% | Add |
| 17 | AMD | Advanced Micro Devices | +0.1% | -5.59% | Trim |
| 18 | MAR | Marriott International -cl A | +0.1% | +5.25% | Add |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | -4.78% | Trim |
| 20 | INTC | Intel CORP | +0.1% | -18.24% | Trim |
| 21 | DUHP | Dimensional US High Profi Et | 0% | +6.03% | Add |
| 22 | NFLX | Netflix Inc | 0% | +17.63% | Add |
| 23 | DFEM | Dimensional Emrg Mrkt Core | 0% | +10.68% | Add |
| 24 | CSCO | Cisco Systems Inc | 0% | -6.45% | Trim |
| 25 | PWR | Quanta Services Inc | 0% | -1.93% | Trim |
| 26 | ASX | Ase Technology Holding -adr | 0% | +28.99% | Add |
| 27 | GLW | Corning Inc | 0% | +0.60% | Add |
| 28 | STX | Seagate Technology Holdings plc | 0% | +0.89% | Add |
| 29 | VT | Vanguard Tot World Stk ETF | 0% | +4.20% | Add |
| 30 | TSM | Taiwan Semiconductor-sp Adr | 0% | -4.51% | Trim |
| 31 | IESC | Ies Holdings Inc | 0% | — | Unchanged |
| 32 | CAT | Caterpillar Inc | 0% | +0.92% | Add |
| 33 | SKM | Sk Telecom Co Ltd-spon Adr | 0% | +73.16% | Add |
| 34 | GEV | GE Vernova Inc | 0% | +5.36% | Add |
| 35 | BND | Vanguard Total Bond Market | 0% | +95.04% | Add |
| 36 | PKX | Posco Holdings Inc -spon Adr | 0% | +70.84% | Add |
| 37 | VOO | Vanguard S&p 500 ETF | 0% | +2.96% | Add |
| 38 | AVEM | Avantis Emerging Markets Eq | 0% | -2.91% | Trim |
| 39 | AMAT | Applied Materials Inc | 0% | -9.29% | Trim |
| 40 | CBOE | Cboe Global Markets Inc | 0% | -10.04% | Trim |
| 41 | MS | Morgan Stanley | 0% | +32.14% | Add |
| 42 | UMC | United Microelectron-sp Adr | 0% | +1.85% | Add |
| 43 | TXN | Texas Instruments Inc | 0% | -6.51% | Trim |
| 44 | CRWD | Crowdstrike Holdings Inc - A | 0% | +24.18% | Add |
| 45 | XLF | Ss Financial Select Sector | 0% | +140.76% | Add |
| 46 | ADI | Analog Devices Inc | 0% | +1.52% | Add |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.16% | Add |
| 48 | KLAC | Kla CORP | 0% | -6.93% | Trim |
| 49 | CMI | Cummins Inc | 0% | -4.69% | Trim |
| 50 | VGT | Vanguard Info Tech ETF | 0% | +697.01% | Add |
According to official SEC Form 13F filings, Bridgewater Advisors Inc. reported a total U.S. public equity portfolio value of $1.8B across 456 disclosed positions in Q1 2026.
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 AVLV, JPST, AVUS) accounted for 25.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
AVTM
市值: $10.2M
Top Position Liquidated / Trimmed
DFAR
前期市值: $4.2M
During Q1 2026, Bridgewater Advisors Inc.'s top holdings by market value included AVLV (6.2%)、JPST (5.8%)、AVUS (5.7%). The largest single position, AVLV, represented 6.2% of total portfolio value.
In Q1 2026, Bridgewater Advisors Inc. made 198 total portfolio adjustments, initiating 41 new buys, adding to 54 positions, trimming 70 holdings, and fully liquidating 33 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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