BA

Bridgewater Advisors Inc.

Diversified strategyMomentum followerLong-term holder

Total reported value

$1.7B

Reporting period: 2026-03-31 · Number of holdings: 456

Bridgewater Advisors Inc. disclosed 456 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.7B and a quarterly turnover rate of 17.4%.

Personality snowflake

Concentration
10.68
Portfolio Stability
17.38
Momentum/Contrarian
100
Sector conviction
58.41
Diversification
100
Sizing Uniformity
66.54

Recent moves

  • Add AAPL

    +14.4%　$17.8M

  • Add JBND

    +30.2%　$19.2M

  • Trim DIA

    -39.1%　-$8.7M

  • Add AVUS

    +8.8%　$15.0M

  • Add MUNY

    +43.5%　$8.2M

  • Trim JMST

    -9.0%　-$3.3M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AVLVAvantis US Large Cap ValueETF-Large Cap & Growth6.24%+0.30%+3.35%
2JPSTJpmorgan Ultra-short IncomeETF-Other5.77%-0.37%+2.76%
3AVUSAvantis U.s. Equity ETFETF-Other5.67%+0.46%+8.79%
4VTIVanguard Total Stock Mkt ETFETF-Other5.19%+0.25%+6.42%
5JBNDJpmorgan Active Bond ETFETF-Other5.15%+0.79%+30.20%
6VCITVanguard Int-term CorporateETF-Corp Bonds4.85%+0.07%+12.26%
7AAPLApple INCStock-Tech3.84%+0.81%+14.45%
8DFAIDimensional International CoETF-Other3.50%+0.12%+7.05%
9AVDEAvantis International EquityETF-Other3.00%+0.16%+7.80%
10SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth2.34%+0.01%+1.16%
11DUHPDimensional US High Profi EtETF-Other2.30%+0.04%+6.03%
12JMSTJPM Ultra-short Muni IncomeETF-Other1.90%-0.38%-9.03%
13DFICDimensional International CoETF-Other1.76%-0.28%-11.60%
14JMUBJpmorgan Municipal ETFETF-Other1.73%+0.23%+27.46%
15NVDANvidia CORPStock-Tech1.71%+0.13%-4.27%
16MSFTMicrosoft CORPStock-Tech1.65%-0.36%-2.16%
17MUNYVanguard Ny Tax-ex BondETF-Other1.63%+0.39%+43.52%
18GOOGLAlphabet Inc-cl AStock-Comm Services1.55%+0.09%-5.79%
19QQQInvesco Qqq Trust Series 1ETF-Tech1.52%-0.26%-20.05%
20AMZNAmazon.com INCStock-Consumer Disc1.17%+0.10%+2.18%
21DIHPDimensional International HiETF-Other1.11%-0.36%-21.17%
22MARMarriott International -cl AStock-Consumer Disc1.03%+0.05%+5.25%
23DFAEDimensional Emerging Core EqETF-Emerging Markets1.03%+0.11%+5.78%
24METAMeta Platforms Inc-class AStock-Comm Services0.91%—-0.45%
25GOOGAlphabet Inc-cl CStock-Comm Services0.91%+0.05%-4.78%
26VTVanguard Tot World Stk ETFETF-Other0.91%+0.03%+4.20%
27DFASDimensional US Small Cap ETFETF-Small Cap0.84%-0.02%+5.07%
28DIASs Spdr Dow Jones Indus AvgETF-Large Cap & Growth0.83%-0.63%-39.10%
29DFUVDimensional US Marketwide VaETF-Other0.81%-0.01%+0.13%
30VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.78%+0.02%+2.96%
31JPMJpmorgan Chase & CoStock-Financials0.77%—+1.29%
32AVTMAvantis Total Equity ETFETF-Other0.61%+0.61%NEW
33DFACDimensional US Core Equity 2ETF-Other0.53%—-0.79%
34BRK-BBerkshire Hathaway Inc-cl BStock-Other0.53%—-2.06%
35VIGVanguard Dividend Apprec ETFETF-Other0.51%—-1.47%
36GSGoldman Sachs Group INCStock-Financials0.50%—-5.50%
37XOMExxon Mobil CORPStock-Energy0.49%—-5.02%
38AVEMAvantis Emerging Markets EqETF-Emerging Markets0.48%+0.02%-2.91%
39BRK-ABerkshire Hathaway Inc-cl AStock-Other0.48%——
40TSMTaiwan Semiconductor-sp AdrStock-Tech0.43%+0.03%-4.51%
41AVGOBroadcom INCStock-Tech0.43%+0.07%+2.33%
42KLACKla CORPStock-Tech0.43%—-6.93%
43AONAon plcStock-Financials0.40%+0.40%NEW
44NFLXNetflix INCStock-Comm Services0.40%+0.04%+17.63%
45MAMastercard INC - AStock-Financials0.39%—-1.92%
46DFUSDimensional US Eq Mkt ETFETF-Other0.37%—-0.04%
47MLIMueller Industries INCStock-Industrials0.36%—-7.81%
48TSLATesla INCStock-Consumer Disc0.35%—-4.48%
49VVisa Inc-class A SharesStock-Financials0.31%—-4.83%
50JNJJohnson & JohnsonStock-Healthcare0.30%—-4.18%
1–50 of 456

Holding changes this quarter

Bridgewater Advisors Inc.'s most significant position changes for 2026-03-31: New buy: Avantis Total Equity ETF (AVTM); New buy: Aon plc (AON); Sold out: Dimensional US Real Est ETF (DFAR); Sold out: Astrazeneca Plc-spons Adr (AZNN); New buy: AstraZeneca PLC (AZN).

Position changes disclosed by Bridgewater Advisors Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1AAPLApple INC+0.8%+14.45%Add
2JBNDJpmorgan Active Bond ETF+0.8%+30.20%Add
3AVUSAvantis U.s. Equity ETF+0.5%+8.79%Add
4MUNYVanguard Ny Tax-ex Bond+0.4%+43.52%Add
5AVLVAvantis US Large Cap Value+0.3%+3.35%Add
6VTIVanguard Total Stock Mkt ETF+0.3%+6.42%Add
7JMUBJpmorgan Municipal ETF+0.2%+27.46%Add
8AVDEAvantis International Equity+0.2%+7.80%Add
9NVDANvidia CORP+0.1%-4.27%Trim
10DFAIDimensional International Co+0.1%+7.05%Add
11DFAEDimensional Emerging Core Eq+0.1%+5.78%Add
12AMZNAmazon.com INC+0.1%+2.18%Add
13MUMicron Technology INC+0.1%+0.09%Add
14GOOGLAlphabet Inc-cl A+0.1%-5.79%Trim
15VCITVanguard Int-term Corporate+0.1%+12.26%Add
16AVGOBroadcom INC+0.1%+2.33%Add
17AMDAdvanced Micro Devices+0.1%-5.59%Trim
18MARMarriott International -cl A+0.1%+5.25%Add
19GOOGAlphabet Inc-cl C+0.1%-4.78%Trim
20INTCIntel CORP+0.1%-18.24%Trim
21DUHPDimensional US High Profi Et0%+6.03%Add
22NFLXNetflix INC0%+17.63%Add
23DFEMDimensional Emrg Mrkt Core0%+10.68%Add
24CSCOCisco Systems INC0%-6.45%Trim
25PWRQuanta Services INC0%-1.93%Trim
26ASXAse Technology Holding -adr0%+28.99%Add
27VTVanguard Tot World Stk ETF0%+4.20%Add
28TSMTaiwan Semiconductor-sp Adr0%-4.51%Trim
29VOOVanguard S&p 500 ETF0%+2.96%Add
30AVEMAvantis Emerging Markets Eq0%-2.91%Trim
31SPYSs Spdr S&p 500 ETF Trust-us0%+1.16%Add
32DFUVDimensional US Marketwide Va0%+0.13%Add
33DFASDimensional US Small Cap ETF0%+5.07%Add
34DXCDxc Technology Co-0.1%-0.42%Trim
35CAHCardinal Health INC-0.1%-9.53%Trim
36IBMIntl Business Machines CORP-0.1%-6.74%Trim
37RKTRocket Cos Inc-class A-0.1%+19.01%Add
38QQQInvesco Qqq Trust Series 1-0.3%-20.05%Trim
39BKNGBooking Holdings INC-0.3%+204.37%Add
40DFICDimensional International Co-0.3%-11.60%Trim
41DIHPDimensional International Hi-0.4%-21.17%Trim
42MSFTMicrosoft CORP-0.4%-2.16%Trim
43JPSTJpmorgan Ultra-short Income-0.4%+2.76%Add
44JMSTJPM Ultra-short Muni Income-0.4%-9.03%Trim
45DIASs Spdr Dow Jones Indus Avg-0.6%-39.10%Trim
46AVTMAvantis Total Equity ETF—NEWNew buy
47AONAon plc—NEWNew buy
48DFARDimensional US Real Est ETF—EXITSold out
49AZNNAstrazeneca Plc-spons Adr—EXITSold out
50AZNAstraZeneca PLC—NEWNew buy

FAQ

What is Bridgewater Advisors Inc. and what type of investor is it?
Bridgewater Advisors Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.7B, spread across 456 disclosed positions.
What are Bridgewater Advisors Inc.'s largest equity positions?
Based on the latest 13F filing, Bridgewater Advisors Inc.'s top holdings by market value are: 1. Avantis US Large Cap Value (AVLV) — $105.0M (6.2%) 2. Jpmorgan Ultra-short Income (JPST) — $97.0M (5.8%) 3. Avantis U.s. Equity ETF (AVUS) — $95.3M (5.7%) 4. Vanguard Total Stock Mkt ETF (VTI) — $87.3M (5.2%) 5. Jpmorgan Active Bond ETF (JBND) — $86.5M (5.2%)
What changes did Bridgewater Advisors Inc. make in its most recent portfolio filing?
In the latest reported quarter, Bridgewater Advisors Inc. made 50 notable position adjustments: 3 new positions were initiated, 27 existing holdings were added to, 18 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Avantis Total Equity ETF (AVTM); New buy: Aon plc (AON); Sold out: Dimensional US Real Est ETF (DFAR); Sold out: Astrazeneca Plc-spons Adr (AZNN); New buy: AstraZeneca PLC (AZN)
What sectors does Bridgewater Advisors Inc. focus on?
Bridgewater Advisors Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 35.7% • Financials: 16.6% • Communication Services: 12.9% • Consumer Discretionary: 10.3% • Industrials: 7.2% • Health Care: 6.6%