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CIK: 0001767313
Total reported value
$503.1M
$503.1M
210 檔
22.1%
The Q2 2025 SEC filing reveals that WealthBridge Capital Management, LLC held a total portfolio value of $503.1M, covering 210 public equity positions.
In Q2 2025, WealthBridge Capital Management, LLC displayed an active expansion posture, initiating 9 new positions and adding to 27 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 210 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.68% | +0.20% | +3.28% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.12% | -0.12% | +2.44% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.05% | -0.01% | +1.87% | |
| 4 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 4.22% | +0.25% | +6.33% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.10% | -0.56% | -0.20% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.66% | +0.54% | +8.33% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.91% | -0.03% | +2.98% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.78% | +0.18% | -2.26% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.28% | -0.05% | +4.15% | |
| 10 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 2.00% | +0.30% | +1.16% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.89% | -0.16% | +0.74% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.65% | -0.10% | +0.65% | |
| 13 | GLD | Spdr Gold Shares | ETF-Commodities | 1.64% | -0.56% | +0.69% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.53% | -0.08% | +0.07% | |
| 15 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.48% | +0.20% | -2.78% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.38% | +0.05% | -1.52% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.28% | -0.21% | +5.31% | |
| 18 | EMR | Emerson Electric Co | Stock-Industrials | 1.21% | -0.06% | +0.02% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.16% | +0.14% | +2.72% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.15% | +0.01% | -0.76% | |
| 21 | BTT | Blackrock 2030 Muni Trgt Trm | Stock-Other | 1.12% | -0.16% | -11.48% | |
| 22 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.11% | -0.15% | +4.29% | |
| 23 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.04% | +0.12% | +9.66% | |
| 24 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.93% | -0.15% | +0.42% | |
| 25 | XLI | Ss Industrial Select Sector | ETF-Other | 0.92% | +0.03% | +0.03% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.87% | +0.03% | -10.97% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.86% | -0.10% | +6.12% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.79% | -0.03% | +5.61% | |
| 29 | PAVE | Global X US Infrastructure | ETF-Other | 0.79% | +0.14% | +15.82% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.78% | -0.06% | -0.52% | |
| 31 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 0.75% | +0.06% | -5.50% | |
| 32 | AIRR | First Trust Rba American Ind | ETF-Other | 0.75% | +0.22% | +19.13% | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.66% | -0.17% | +26.24% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.66% | +0.01% | +0.33% | |
| 35 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 0.66% | — | +23.20% | |
| 36 | AMLP | Alerian Mlp ETF | ETF-Other | 0.64% | -0.07% | +3.62% | |
| 37 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-Other | 0.62% | -0.02% | +0.19% | |
| 38 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.60% | -0.08% | -0.59% | |
| 39 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.60% | -0.05% | -0.38% | |
| 40 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.60% | -0.01% | -3.55% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.60% | — | +2.09% | |
| 42 | PGR | Progressive CORP | Stock-Financials | 0.56% | +0.32% | NEW | |
| 43 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.52% | -0.06% | +1.07% | |
| 44 | VBF | Invesco Bond Fund | Stock-Other | 0.51% | -0.07% | +1.35% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.48% | -0.02% | -7.60% | |
| 46 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.47% | -0.02% | -0.79% | |
| 47 | RSPS | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.47% | -0.07% | -1.79% | |
| 48 | RDVY | First Trust Rising Dividend | ETF-Other | 0.45% | +0.01% | +8.19% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.42% | -0.07% | -4.95% | |
| 50 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.42% | -0.03% | +0.60% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.6% | +4.15% | Add |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | +8.33% | Add |
| 3 | MADE | Ishares US Manufacturing | +0.3% | NEW | New buy |
| 4 | MSFT | Microsoft CORP | +0.3% | +0.65% | Add |
| 5 | BKLC | Bny Mellon US Lrg Cap Cor | +0.3% | +6.33% | Add |
| 6 | NFLX | Netflix Inc | +0.3% | +26.24% | Add |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.2% | +3.28% | Add |
| 8 | WELD | Tema U.s. Manufacturing & Re | +0.2% | NEW | New buy |
| 9 | IGM | Ishares Expanded Tech Sector | +0.2% | +1.16% | Add |
| 10 | AMZN | Amazon.com Inc | +0.2% | +2.98% | Add |
| 11 | GRID | First Trst Nasd Cl Edg Sgiif | +0.2% | +9.66% | Add |
| 12 | META | Meta Platforms Inc-class A | +0.2% | +6.12% | Add |
| 13 | AIRR | First Trust Rba American Ind | +0.2% | +19.13% | Add |
| 14 | TRFK | Pacer Data And Digital Rev | +0.2% | +83.05% | Add |
| 15 | T | At&t Inc | +0.1% | NEW | New buy |
| 16 | PAVE | Global X US Infrastructure | +0.1% | +15.82% | Add |
| 17 | QQEW | First Tr Nasdaq-100 Sel Eq | +0.1% | +23.20% | Add |
| 18 | QLD | Proshares Ultra Qqq | +0.1% | NEW | New buy |
| 19 | MO | Altria Group Inc | +0.1% | NEW | New buy |
| 20 | PWR | Quanta Services Inc | +0.1% | NEW | New buy |
| 21 | IYW | Ishares Ustechnology ETF | +0.1% | -2.78% | Trim |
| 22 | EMR | Emerson Electric Co | +0.1% | +0.02% | Add |
| 23 | NUKZ | Range Nuclear Renaissance | +0.1% | NEW | New buy |
| 24 | AVGO | Broadcom Inc | +0.1% | -3.59% | Trim |
| 25 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 26 | EME | Emcor Group Inc | +0.1% | NEW | New buy |
| 27 | FDN | First Trust Dj Internet Ind | +0.1% | +0.42% | Add |
| 28 | JPM | Jpmorgan Chase & Co | +0.1% | +5.61% | Add |
| 29 | JMST | JPM Ultra-short Muni Income | +0.1% | +35.45% | Add |
| 30 | VRT | Vertiv Holdings Co-a | +0.1% | +30.74% | Add |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +1.87% | Add |
| 32 | GOOGL | Alphabet Inc-cl A | 0% | +8.58% | Add |
| 33 | IWF | Ishares Russell 1000 Growth | 0% | +0.33% | Add |
| 34 | GOOG | Alphabet Inc-cl C | 0% | -1.52% | Trim |
| 35 | XLI | Ss Industrial Select Sector | 0% | +0.03% | Add |
| 36 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.76% | Trim |
| 37 | GLD | Spdr Gold Shares | -0.1% | +0.69% | Add |
| 38 | VIG | Vanguard Dividend Apprec ETF | -0.1% | +0.07% | Add |
| 39 | DHR | Danaher CORP | -0.1% | EXIT | Sold out |
| 40 | GPK | Graphic Packaging Holding Co | -0.1% | EXIT | Sold out |
| 41 | SOXX | Ishares Semiconductor ETF | -0.1% | EXIT | Sold out |
| 42 | IR | Ingersoll-rand Inc | -0.1% | EXIT | Sold out |
| 43 | FITB | Fifth Third Bancorp | -0.1% | EXIT | Sold out |
| 44 | XLE | Ss Energy Select Sector | -0.1% | -47.18% | Trim |
| 45 | UNH | Unitedhealth Group Inc | -0.1% | -6.12% | Trim |
| 46 | VYM | Vanguard High Dvd Yield ETF | -0.1% | +0.74% | Add |
| 47 | RSP | Invesco S&p 500 Equal Weight | -0.2% | +2.44% | Add |
| 48 | BTT | Blackrock 2030 Muni Trgt Trm | -0.2% | -11.48% | Trim |
| 49 | AAPL | Apple Inc | -0.7% | -2.26% | Trim |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | -0.9% | -0.20% | Trim |
According to official SEC Form 13F filings, WealthBridge Capital Management, LLC reported a total U.S. public equity portfolio value of $503.1M across 210 disclosed positions in Q2 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 IVV, RSP, SPY) accounted for 22.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
MADE
市值: $1.4M
Top Position Liquidated / Trimmed
IR
前期市值: $396.2K
During Q2 2025, WealthBridge Capital Management, LLC's top holdings by market value included IVV (9.7%)、RSP (5.1%)、SPY (5.0%). The largest single position, IVV, represented 9.7% of total portfolio value.
In Q2 2025, WealthBridge Capital Management, LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 27 positions, trimming 9 holdings, and fully liquidating 5 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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