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CIK: 0001767313
Total reported value
$503.1M
$503.1M
221 檔
23.9%
During the Q1 2026 filing period, WealthBridge Capital Management, LLC (CIK: 0001767313) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $503.1M across 221 reported positions.
In Q1 2026, WealthBridge Capital Management, LLC displayed an active expansion posture, initiating 17 new positions and adding to 94 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 221 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.79% | +0.20% | +0.11% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.02% | -0.12% | +2.58% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.84% | -0.01% | -0.68% | |
| 4 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 4.19% | +0.25% | -1.15% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.89% | +0.54% | -1.54% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.37% | -0.56% | -3.04% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.97% | +0.18% | -0.50% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.39% | -0.03% | -0.82% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.31% | -0.05% | +0.21% | |
| 10 | GLD | Spdr Gold Shares | ETF-Commodities | 2.12% | -0.56% | -1.62% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.97% | -0.16% | +1.82% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.87% | +0.05% | -1.47% | |
| 13 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 1.85% | +0.30% | +0.43% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.53% | -0.08% | +3.08% | |
| 15 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.44% | +0.12% | +5.84% | |
| 16 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.31% | +0.20% | -1.62% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.25% | -0.21% | +0.75% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.19% | +0.14% | +0.45% | |
| 19 | AIRR | First Trust Rba American Ind | ETF-Other | 1.16% | +0.22% | -4.96% | |
| 20 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.15% | -0.15% | +2.90% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.09% | +0.01% | -1.33% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.08% | -0.10% | +2.39% | |
| 23 | EMR | Emerson Electric Co | Stock-Industrials | 1.08% | -0.06% | -0.12% | |
| 24 | PAVE | Global X US Infrastructure | ETF-Other | 1.05% | +0.14% | +6.49% | |
| 25 | BTT | Blackrock 2030 Muni Trgt Trm | Stock-Other | 1.02% | -0.16% | +3.09% | |
| 26 | XLI | Ss Industrial Select Sector | ETF-Other | 0.89% | +0.03% | +0.97% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.89% | +0.03% | -18.79% | |
| 28 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 0.81% | +0.06% | +6.57% | |
| 29 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.71% | -0.15% | -1.71% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | -0.03% | +1.44% | |
| 31 | AMLP | Alerian Mlp ETF | ETF-Other | 0.68% | -0.07% | +3.99% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.66% | — | +0.65% | |
| 33 | FGD | First Trust Dj Gl Sel Dvd | ETF-Other | 0.63% | +0.01% | +12.93% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.63% | -0.06% | +0.27% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.07% | +2.45% | |
| 36 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.63% | -0.01% | +0.18% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | -0.10% | +1.61% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.58% | -0.05% | -0.11% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.58% | +0.01% | -0.46% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | +0.05% | -0.86% | |
| 41 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-Other | 0.56% | -0.02% | +0.01% | |
| 42 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.56% | -0.08% | +0.87% | |
| 43 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.54% | -0.06% | -0.10% | |
| 44 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.48% | -0.34% | +14.09% | |
| 45 | IAU | Ishares Gold Trust | ETF-Commodities | 0.47% | -0.14% | -6.86% | |
| 46 | PLPC | Preformed Line Products Co | Stock-Other | 0.47% | +0.15% | -4.99% | |
| 47 | MADE | Ishares US Manufacturing | ETF-Other | 0.46% | -0.09% | +0.17% | |
| 48 | VBF | Invesco Bond Fund | Stock-Other | 0.45% | -0.07% | -1.03% | |
| 49 | NFLX | Netflix Inc | Stock-Comm Services | 0.45% | -0.17% | +4.89% | |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.45% | -0.02% | +0.12% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.2% | +2.45% | Add |
| 2 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +2.58% | Add |
| 3 | GRID | First Trst Nasd Cl Edg Sgiif | +0.2% | +5.84% | Add |
| 4 | GLD | Spdr Gold Shares | +0.2% | -1.62% | Trim |
| 5 | HDV | Ishares Core High Dividend E | +0.2% | +174.03% | Add |
| 6 | PAVE | Global X US Infrastructure | +0.1% | +6.49% | Add |
| 7 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +1.82% | Add |
| 8 | FGD | First Trust Dj Gl Sel Dvd | +0.1% | +12.93% | Add |
| 9 | AMLP | Alerian Mlp ETF | +0.1% | +3.99% | Add |
| 10 | DTE | Dte Energy Company | +0.1% | +26.92% | Add |
| 11 | SHLD | Global X Defense Tech ETF | +0.1% | +14.09% | Add |
| 12 | QLD | Proshares Ultra Qqq | +0.1% | +90.42% | Add |
| 13 | PLPC | Preformed Line Products Co | +0.1% | -4.99% | Trim |
| 14 | AIRR | First Trust Rba American Ind | +0.1% | -4.96% | Trim |
| 15 | XAR | Ss Spdr S&p Aerospace Def | +0.1% | +30.89% | Add |
| 16 | VRT | Vertiv Holdings Co-a | +0.1% | -11.71% | Trim |
| 17 | FSIG | Ft LTD Duration Inv Grade | +0.1% | +19.36% | Add |
| 18 | VLO | Valero Energy CORP | +0.1% | +9.13% | Add |
| 19 | JMST | JPM Ultra-short Muni Income | +0.1% | +15.39% | Add |
| 20 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | +0.1% | +6.57% | Add |
| 21 | T | At&t Inc | +0.1% | +32.42% | Add |
| 22 | FUMB | First Trust Ultra Short Dur | +0.1% | +23.75% | Add |
| 23 | PWR | Quanta Services Inc | +0.1% | +5.83% | Add |
| 24 | HIG | Hartford Insurance Group Inc | +0.1% | +72.69% | Add |
| 25 | IDLV | Invesco S&p International De | +0.1% | +34.04% | Add |
| 26 | XLI | Ss Industrial Select Sector | +0.1% | +0.97% | Add |
| 27 | CVX | Chevron CORP | 0% | +47.83% | Add |
| 28 | AMAT | Applied Materials Inc | 0% | +24.85% | Add |
| 29 | SCHD | Schwab US Dvd Equity ETF | 0% | +2.97% | Add |
| 30 | WELD | Tema U.s. Manufacturing & Re | 0% | +1.88% | Add |
| 31 | LRCX | Lam Research CORP | 0% | — | Unchanged |
| 32 | JNJ | Johnson & Johnson | 0% | +12.17% | Add |
| 33 | FBND | Fidelity Total Bond ETF | 0% | +12.11% | Add |
| 34 | DVY | Ishares Select Dividend ETF | 0% | -0.10% | Trim |
| 35 | BLK | Blackrock Inc | 0% | +85.00% | Add |
| 36 | ICSH | Ishares Ultra Short Duration | 0% | +2.90% | Add |
| 37 | NFLX | Netflix Inc | 0% | +4.89% | Add |
| 38 | VOO | Vanguard S&p 500 ETF | 0% | +15.70% | Add |
| 39 | UNP | Union Pacific CORP | 0% | +46.65% | Add |
| 40 | MADE | Ishares US Manufacturing | 0% | +0.17% | Add |
| 41 | EME | Emcor Group Inc | 0% | +4.65% | Add |
| 42 | MUB | Ishares National Muni Bond E | 0% | +26.31% | Add |
| 43 | CAT | Caterpillar Inc | 0% | +0.12% | Add |
| 44 | COST | Costco Wholesale CORP | 0% | +2.56% | Add |
| 45 | BTT | Blackrock 2030 Muni Trgt Trm | 0% | +3.09% | Add |
| 46 | STWD | Starwood Property Trust Inc | 0% | +16.50% | Add |
| 47 | HYD | Vaneck High Yield Muni ETF | 0% | +11.26% | Add |
| 48 | FPE | Ft-preferred Secur & Inc ETF | 0% | +7.94% | Add |
| 49 | VIG | Vanguard Dividend Apprec ETF | 0% | +3.08% | Add |
| 50 | MU | Micron Technology Inc | 0% | +2.78% | Add |
According to official SEC Form 13F filings, WealthBridge Capital Management, LLC reported a total U.S. public equity portfolio value of $503.1M across 221 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 IVV, RSP, SPY) accounted for 23.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
SMH
市值: $1.4M
Top Position Liquidated / Trimmed
PGR
前期市值: $884.5K
During Q1 2026, WealthBridge Capital Management, LLC's top holdings by market value included IVV (9.8%)、RSP (5.0%)、SPY (4.8%). The largest single position, IVV, represented 9.8% of total portfolio value.
In Q1 2026, WealthBridge Capital Management, LLC made 186 total portfolio adjustments, initiating 17 new buys, adding to 94 positions, trimming 71 holdings, and fully liquidating 4 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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