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CIK: 0001767313
Total reported value
$514.6M
$514.6M
214 檔
23.1%
In Q3 2025, WealthBridge Capital Management, LLC's U.S. equity holdings reached a combined market value of $514.6M, distributed across 214 disclosed stock positions.
In Q3 2025, WealthBridge Capital Management, LLC displayed an active expansion posture, initiating 28 new positions and adding to 83 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 214 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.91% | +0.11% | +2.66% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.98% | -0.04% | -1.16% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.92% | -0.18% | -0.47% | |
| 4 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 4.26% | +0.11% | +0.57% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.82% | -0.16% | -2.75% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.76% | +0.06% | +2.21% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.08% | +0.36% | -3.54% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.61% | +0.03% | -3.26% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.48% | +0.29% | -0.61% | |
| 10 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 2.04% | -0.01% | -1.43% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.92% | -0.04% | +3.42% | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 1.79% | +0.03% | +0.78% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.68% | -0.12% | -3.94% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.58% | +0.29% | -0.92% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.54% | -0.01% | +3.36% | |
| 16 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.53% | +0.02% | -1.34% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.24% | -0.04% | +3.03% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.15% | — | +0.04% | |
| 19 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.15% | -0.14% | +9.16% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.11% | -0.10% | +22.84% | |
| 21 | EMR | Emerson Electric Co | Stock-Industrials | 1.10% | +0.06% | — | |
| 22 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.10% | -0.01% | +6.44% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.02% | -0.07% | -3.12% | |
| 24 | BTT | Blackrock 2030 Muni Trgt Trm | Stock-Other | 1.00% | -0.10% | -5.76% | |
| 25 | AIRR | First Trust Rba American Ind | ETF-Other | 0.96% | -0.27% | +16.04% | |
| 26 | PAVE | Global X US Infrastructure | ETF-Other | 0.89% | -0.12% | +11.10% | |
| 27 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.88% | +0.01% | -1.26% | |
| 28 | XLI | Ss Industrial Select Sector | ETF-Other | 0.87% | -0.11% | -1.97% | |
| 29 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 0.79% | — | +1.49% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.77% | — | -3.96% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.75% | +0.12% | -4.33% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.73% | +0.03% | -0.27% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.71% | +0.01% | +2.28% | |
| 34 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 0.67% | — | +6.33% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.66% | -0.03% | -2.22% | |
| 36 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.62% | +0.02% | +6.13% | |
| 37 | AMLP | Alerian Mlp ETF | ETF-Other | 0.58% | -0.01% | +1.50% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.58% | -0.07% | -7.14% | |
| 39 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.57% | -0.02% | -2.75% | |
| 40 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-Other | 0.57% | -0.02% | -2.29% | |
| 41 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.56% | -0.05% | -1.09% | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.55% | -0.04% | -0.46% | |
| 43 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.51% | -0.02% | +0.37% | |
| 44 | VBF | Invesco Bond Fund | Stock-Other | 0.51% | -0.06% | +5.70% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.50% | +0.08% | -1.88% | |
| 46 | PGR | Progressive CORP | Stock-Financials | 0.48% | -0.03% | +0.50% | |
| 47 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.45% | -0.01% | -1.79% | |
| 48 | RDVY | First Trust Rising Dividend | ETF-Other | 0.44% | -0.01% | -1.04% | |
| 49 | IAU | Ishares Gold Trust | ETF-Commodities | 0.42% | — | +1.70% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.42% | -0.56% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.8% | -0.61% | Add |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | +2.21% | Add |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.5% | +2.66% | Add |
| 4 | AIRR | First Trust Rba American Ind | +0.4% | +16.04% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | -3.94% | Trim |
| 6 | BKLC | Bny Mellon US Lrg Cap Cor | +0.3% | +0.57% | Add |
| 7 | GRID | First Trst Nasd Cl Edg Sgiif | +0.3% | +9.16% | Add |
| 8 | IGM | Ishares Expanded Tech Sector | +0.3% | -1.43% | Trim |
| 9 | PAVE | Global X US Infrastructure | +0.2% | +11.10% | Add |
| 10 | MSFT | Microsoft CORP | +0.2% | -0.92% | Trim |
| 11 | TRFK | Pacer Data And Digital Rev | +0.2% | +9.96% | Add |
| 12 | IYW | Ishares Ustechnology ETF | +0.2% | -1.34% | Trim |
| 13 | QQEW | First Tr Nasdaq-100 Sel Eq | +0.1% | +6.33% | Add |
| 14 | NFLX | Netflix Inc | +0.1% | -0.46% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.88% | Add |
| 16 | AVGO | Broadcom Inc | +0.1% | +2.44% | Trim |
| 17 | DTE | Dte Energy Company | +0.1% | +180.34% | Add |
| 18 | TSLA | Tesla Inc | +0.1% | -7.14% | Trim |
| 19 | IWM | Ishares Russell 2000 ETF | +0.1% | +22.84% | Add |
| 20 | APH | Amphenol Corp-cl A | +0.1% | +5.81% | Add |
| 21 | VRT | Vertiv Holdings Co-a | +0.1% | +9.88% | Add |
| 22 | GS | Goldman Sachs Group Inc | +0.1% | +71.31% | Add |
| 23 | ORLY | O'reilly Automotive Inc | +0.1% | +10.86% | Add |
| 24 | GLD | Spdr Gold Shares | +0.1% | +0.78% | Add |
| 25 | PKW | Invesco Buyback Achievers Et | +0.1% | +13.96% | Add |
| 26 | ROKT | Ss Spdr S&p Kensho Ff ETF | +0.1% | +24.65% | Add |
| 27 | XAR | Ss Spdr S&p Aerospace Def | +0.1% | +26.58% | Add |
| 28 | JPM | Jpmorgan Chase & Co | +0.1% | -3.96% | Add |
| 29 | META | Meta Platforms Inc-class A | +0.1% | -4.33% | Add |
| 30 | PLPC | Preformed Line Products Co | +0.1% | — | Unchanged |
| 31 | JMST | JPM Ultra-short Muni Income | +0.1% | +1.93% | Add |
| 32 | GE | General Electric | +0.1% | +10.31% | Add |
| 33 | FGD | First Trust Dj Gl Sel Dvd | 0% | +8.45% | Add |
| 34 | FBND | Fidelity Total Bond ETF | 0% | +26.77% | Add |
| 35 | ITOT | Ishares Core S&p Total U.s. | 0% | +0.10% | Add |
| 36 | FDN | First Trust Dj Internet Ind | 0% | -1.26% | Trim |
| 37 | IWF | Ishares Russell 1000 Growth | 0% | -2.22% | Trim |
| 38 | WUGI | Axs Esoterica Nextg Eco ETF | 0% | +0.60% | Add |
| 39 | VUG | Vanguard Growth ETF | 0% | +3.01% | Add |
| 40 | QTEC | First Trust Nasdq 100 Tech I | 0% | -6.63% | Add |
| 41 | VOO | Vanguard S&p 500 ETF | 0% | +11.64% | Add |
| 42 | CIBR | First Trust Nasdaq Cybersecu | 0% | +1.40% | Add |
| 43 | FITE | Ss Spdr S&p Kensho Fs ETF | 0% | -1.83% | Add |
| 44 | ITA | Ishares U.s. Aerospace & Def | 0% | -3.36% | Trim |
| 45 | XLK | Ss Technology Select Sector | 0% | — | Trim |
| 46 | VGT | Vanguard Info Tech ETF | 0% | +0.38% | Add |
| 47 | VEEV | Veeva Systems Inc-class A | 0% | +0.64% | Add |
| 48 | RTX | Rtx CORP | 0% | +12.24% | Add |
| 49 | VOOG | Vanguard S&p 500 Growth ETF | 0% | +6.98% | Add |
| 50 | IAU | Ishares Gold Trust | 0% | +1.70% | Add |
According to official SEC Form 13F filings, WealthBridge Capital Management, LLC reported a total U.S. public equity portfolio value of $514.6M across 214 disclosed positions in Q3 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, SPY, RSP) accounted for 23.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
MADE
市值: $1.6M
Top Position Liquidated / Trimmed
OKE
前期市值: $934.6K
During Q3 2025, WealthBridge Capital Management, LLC's top holdings by market value included IVV (9.9%)、SPY (5.0%)、RSP (4.9%). The largest single position, IVV, represented 9.9% of total portfolio value.
In Q3 2025, WealthBridge Capital Management, LLC made 189 total portfolio adjustments, initiating 28 new buys, adding to 83 positions, trimming 62 holdings, and fully liquidating 16 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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