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CIK: 0001767313
Total reported value
$514.6M
$514.6M
235 檔
27.9%
As reported in its official Q2 2026 Form 13F filing, WealthBridge Capital Management, LLC's tracked investment portfolio stood at $514.6M with 235 total positions.
In Q2 2026, WealthBridge Capital Management, LLC displayed an active expansion posture, initiating 27 new positions and adding to 82 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 235 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.99% | +0.11% | +3.13% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.90% | -0.18% | +2.02% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.83% | -0.04% | +0.71% | |
| 4 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 4.44% | +0.11% | +6.79% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.43% | +0.06% | +3.30% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.15% | +0.36% | +7.80% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.81% | -0.16% | -7.29% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.36% | +0.03% | -0.32% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.26% | +0.29% | -1.12% | |
| 10 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 2.15% | -0.01% | -2.43% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.92% | -0.12% | -3.73% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.81% | -0.04% | -0.29% | |
| 13 | GLD | Spdr Gold Shares | ETF-Commodities | 1.56% | +0.03% | +0.08% | |
| 14 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.56% | -0.14% | +7.07% | |
| 15 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.51% | +0.02% | -3.61% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.45% | -0.01% | -0.24% | |
| 17 | AIRR | First Trust Rba American Ind | ETF-Other | 1.38% | -0.27% | +14.09% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.33% | -0.07% | -0.48% | |
| 19 | PAVE | Global X US Infrastructure | ETF-Other | 1.19% | -0.12% | +13.56% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.10% | — | +1.71% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.04% | -0.04% | -7.27% | |
| 22 | EMR | Emerson Electric Co | Stock-Industrials | 1.02% | +0.06% | -0.02% | |
| 23 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.00% | -0.01% | +1.15% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.98% | +0.29% | +4.49% | |
| 25 | XLI | Ss Industrial Select Sector | ETF-Other | 0.92% | -0.11% | +4.09% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.92% | -0.10% | -1.38% | |
| 27 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 0.87% | — | +2.50% | |
| 28 | BTT | Blackrock 2030 Muni Trgt Trm | Stock-Other | 0.86% | -0.10% | -2.39% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | — | +0.30% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.66% | +0.01% | +0.68% | |
| 31 | FGD | First Trust Dj Gl Sel Dvd | ETF-Other | 0.64% | +0.06% | +16.50% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.63% | +0.08% | +1.17% | |
| 33 | PLPC | Preformed Line Products Co | Stock-Other | 0.62% | -0.18% | — | |
| 34 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.62% | +0.02% | +0.38% | |
| 35 | AMLP | Alerian Mlp ETF | ETF-Other | 0.61% | -0.01% | +4.31% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.59% | -0.03% | +304.73% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.57% | +0.03% | +0.78% | |
| 38 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.56% | +0.01% | -18.75% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.56% | EXIT | |
| 40 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-Other | 0.54% | -0.02% | -1.04% | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.53% | -0.02% | -1.01% | |
| 42 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.48% | -0.05% | -2.20% | |
| 43 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.48% | -0.02% | +0.23% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | +0.12% | -2.79% | |
| 45 | PTH | Invesco Dorsey Wright Health | ETF-Other | 0.44% | +0.16% | — | |
| 46 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.43% | -0.01% | — | |
| 47 | MU | Micron Technology Inc | Stock-Tech | 0.40% | -0.03% | -6.00% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | -0.07% | -2.89% | |
| 49 | VBF | Invesco Bond Fund | Stock-Other | 0.38% | -0.06% | -4.17% | |
| 50 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.38% | -0.01% | +7.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | +3.30% | Add |
| 2 | PTH | Invesco Dorsey Wright Health | +0.4% | NEW | New buy |
| 3 | PGR | Progressive CORP | +0.3% | NEW | New buy |
| 4 | IGM | Ishares Expanded Tech Sector | +0.3% | -2.43% | Trim |
| 5 | MU | Micron Technology Inc | +0.3% | -6.00% | Trim |
| 6 | BKLC | Bny Mellon US Lrg Cap Cor | +0.3% | +6.79% | Add |
| 7 | AIRR | First Trust Rba American Ind | +0.2% | +14.09% | Add |
| 8 | EFA | Ishares Msci Eafe ETF | +0.2% | NEW | New buy |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.2% | +3.13% | Add |
| 10 | IYW | Ishares Ustechnology ETF | +0.2% | -3.61% | Trim |
| 11 | AAPL | Apple Inc | +0.2% | +7.80% | Add |
| 12 | PLPC | Preformed Line Products Co | +0.2% | — | Unchanged |
| 13 | LLY | Eli Lilly & Co | +0.1% | -0.48% | Trim |
| 14 | PAVE | Global X US Infrastructure | +0.1% | +13.56% | Add |
| 15 | LRCX | Lam Research CORP | +0.1% | — | Unchanged |
| 16 | GRID | First Trst Nasd Cl Edg Sgiif | +0.1% | +7.07% | Add |
| 17 | IRM | Iron Mountain Inc | +0.1% | +95.04% | Add |
| 18 | QTEC | First Trust Nasdq 100 Tech I | +0.1% | +94.59% | Add |
| 19 | CLX | Clorox Company | +0.1% | NEW | New buy |
| 20 | GCC | Wisdomtree Enhanced Commodit | +0.1% | NEW | New buy |
| 21 | WDC | Western Digital CORP | +0.1% | NEW | New buy |
| 22 | LMT | Lockheed Martin CORP | +0.1% | +254.35% | Add |
| 23 | LAMR | Lamar Advertising Co-a | +0.1% | NEW | New buy |
| 24 | FBT | First Trust Nyse Arca Biotec | +0.1% | NEW | New buy |
| 25 | FTXR | First Trust Nasdaq Transport | +0.1% | NEW | New buy |
| 26 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | +0.1% | +2.50% | Add |
| 27 | TRFK | Pacer Data And Digital Rev | +0.1% | -19.83% | Trim |
| 28 | SPMO | Invesco S&p 500 Momentum ETF | +0.1% | NEW | New buy |
| 29 | GARP | Ishares Msci USA Quality Gar | +0.1% | NEW | New buy |
| 30 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.1% | NEW | New buy |
| 31 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | NEW | New buy |
| 32 | GOOG | Alphabet Inc-cl C | +0.1% | -3.73% | Trim |
| 33 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.17% | Add |
| 34 | APH | Amphenol Corp-cl A | +0.1% | +4.39% | Add |
| 35 | CIBR | First Trust Nasdaq Cybersecu | +0.1% | +0.01% | Add |
| 36 | SCHG | Schwab US Large-cap Growth | +0.1% | NEW | New buy |
| 37 | MEAR | Ishrs Short Mat Muni Act ETF | +0.1% | NEW | New buy |
| 38 | CMI | Cummins Inc | +0.1% | NEW | New buy |
| 39 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 40 | UNH | Unitedhealth Group Inc | +0.1% | NEW | New buy |
| 41 | SWK | Stanley Black & Decker Inc | +0.1% | NEW | New buy |
| 42 | ROKT | Ss Spdr S&p Kensho Ff ETF | 0% | +8.07% | Add |
| 43 | CAT | Caterpillar Inc | 0% | +0.24% | Add |
| 44 | AIQ | Global X Art Intel & Tech | 0% | +14.54% | Add |
| 45 | PANW | Palo Alto Networks Inc | 0% | -12.82% | Trim |
| 46 | TSM | Taiwan Semiconductor-sp Adr | 0% | NEW | New buy |
| 47 | CGXU | Cap Group Intl Focus | 0% | NEW | New buy |
| 48 | VFLO | Victoryshares Free Cash Flow | 0% | NEW | New buy |
| 49 | SCHA | Schwab US Small-cap ETF | 0% | NEW | New buy |
| 50 | HWM | Howmet Aerospace Inc | 0% | NEW | New buy |
According to official SEC Form 13F filings, WealthBridge Capital Management, LLC reported a total U.S. public equity portfolio value of $514.6M across 235 disclosed positions in Q2 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 27.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
PTH
市值: $2.2M
Top Position Liquidated / Trimmed
SHV
前期市值: $989.7K
During Q2 2026, WealthBridge Capital Management, LLC's top holdings by market value included IVV (10.0%)、RSP (4.9%)、SPY (4.8%). The largest single position, IVV, represented 10.0% of total portfolio value.
In Q2 2026, WealthBridge Capital Management, LLC made 184 total portfolio adjustments, initiating 27 new buys, adding to 82 positions, trimming 62 holdings, and fully liquidating 13 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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