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CIK: 0001767313
Total reported value
$514.6M
$514.6M
208 檔
24.4%
At the close of Q4 2025, WealthBridge Capital Management, LLC disclosed equity holdings valued at approximately $514.6M, spread across 208 reported holdings.
WealthBridge Capital Management, LLC executed strategic sector rebalancing during Q4 2025, establishing 7 new positions while fully exiting 12 holdings and trimming 69 positions.
Showing top 200 holdings (of 208 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.14% | +0.11% | +3.00% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.05% | -0.04% | +2.17% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.83% | -0.18% | +0.03% | |
| 4 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 4.40% | +0.11% | +4.34% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.16% | +0.06% | +11.38% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.60% | -0.16% | -2.69% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.16% | +0.36% | -1.13% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.64% | +0.03% | -0.69% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.44% | +0.29% | +1.16% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.06% | -0.12% | -2.12% | |
| 11 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 1.99% | -0.01% | -2.37% | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 1.96% | +0.03% | +1.39% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.85% | -0.04% | -2.28% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.50% | -0.01% | -1.41% | |
| 15 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.45% | +0.02% | -4.17% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.37% | -0.07% | -1.67% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.37% | +0.29% | -4.47% | |
| 18 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.26% | -0.14% | +11.80% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.24% | -0.04% | +4.34% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.14% | — | -0.12% | |
| 21 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.11% | -0.01% | +4.02% | |
| 22 | EMR | Emerson Electric Co | Stock-Industrials | 1.08% | +0.06% | — | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.07% | -0.10% | -1.96% | |
| 24 | AIRR | First Trust Rba American Ind | ETF-Other | 1.07% | -0.27% | +13.75% | |
| 25 | BTT | Blackrock 2030 Muni Trgt Trm | Stock-Other | 0.99% | -0.10% | +0.20% | |
| 26 | PAVE | Global X US Infrastructure | ETF-Other | 0.92% | -0.12% | +6.54% | |
| 27 | XLI | Ss Industrial Select Sector | ETF-Other | 0.84% | -0.11% | -1.74% | |
| 28 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.82% | +0.01% | +0.04% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.76% | — | -0.42% | |
| 30 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 0.75% | — | -2.90% | |
| 31 | MA | Mastercard Inc - A | Stock-Financials | 0.71% | +0.03% | +0.18% | |
| 32 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 0.71% | — | +7.20% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.68% | +0.01% | -0.44% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | +0.12% | -0.71% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.64% | -0.03% | -1.68% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.63% | +0.08% | +0.74% | |
| 37 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.61% | +0.02% | -1.14% | |
| 38 | AMLP | Alerian Mlp ETF | ETF-Other | 0.58% | -0.01% | +3.30% | |
| 39 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.58% | -0.02% | +0.61% | |
| 40 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-Other | 0.55% | -0.02% | -0.08% | |
| 41 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.54% | -0.05% | +1.78% | |
| 42 | FGD | First Trust Dj Gl Sel Dvd | ETF-Other | 0.53% | +0.06% | +27.08% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.51% | -0.07% | -9.52% | |
| 44 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.50% | -0.02% | +0.61% | |
| 45 | RDVY | First Trust Rising Dividend | ETF-Other | 0.47% | -0.01% | +6.30% | |
| 46 | VBF | Invesco Bond Fund | Stock-Other | 0.46% | -0.06% | -3.84% | |
| 47 | IAU | Ishares Gold Trust | ETF-Commodities | 0.46% | — | +0.92% | |
| 48 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.46% | -0.01% | +0.02% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | -0.56% | EXIT | |
| 50 | MADE | Ishares US Manufacturing | ETF-Other | 0.43% | -0.06% | +7.70% |
According to official SEC Form 13F filings, WealthBridge Capital Management, LLC reported a total U.S. public equity portfolio value of $514.6M across 208 disclosed positions in Q4 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 24.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
GTOP
市值: $1.1M
Top Position Liquidated / Trimmed
PKW
前期市值: $1.3M
During Q4 2025, WealthBridge Capital Management, LLC's top holdings by market value included IVV (10.1%)、SPY (5.0%)、RSP (4.8%). The largest single position, IVV, represented 10.1% of total portfolio value.
In Q4 2025, WealthBridge Capital Management, LLC made 174 total portfolio adjustments, initiating 7 new buys, adding to 86 positions, trimming 69 holdings, and fully liquidating 12 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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