WealthBridge Capital Management, LLC

CIK 0001767313 · WESTERVILLE, OH · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source

WealthBridge Capital Management, LLC reported 235 positions worth $503.1M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: IVV (10.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$503.1M
2026 Q2
Positions
235
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
41.3%
Est. Net Flow (Q)
2026 Q2
10 / 235 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES TRSH$50.3M9.99%67,115
2RSPINVESCO EXCHANGE TRADED FD TSH$24.6M4.90%115,779
3SPYSTATE STR SPDR S&P 500 ETF TSH$24.3M4.83%32,533
4BKLCBNY MELLON ETF TRUSTSH$22.3M4.44%155,823
5QQQINVESCO QQQ TRSH$22.3M4.43%30,264
6AAPLAPPLE INCSH$15.8M3.15%54,692
7BRK-BBERKSHIRE HATHAWAY INC DELSH$14.2M2.81%28,293
8AMZNAMAZON COM INCSH$11.8M2.36%49,716
9NVDANVIDIA CORPORATIONSH$11.4M2.26%56,812
10IGMISHARES TRSH$10.8M2.15%66,166

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does WealthBridge Capital Management, LLC hold as of Q2 2026?

WealthBridge Capital Management, LLC reported 235 positions worth $503.1M in its Q2 2026 13F filing. Largest positions: IVV (10.0%), RSP (4.9%), SPY (4.8%), BKLC (4.4%) and QQQ (4.4%).

What did WealthBridge Capital Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did WealthBridge Capital Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.