WealthBridge Capital Management, LLC
Sector Allocation
- Other60.5%$311.6M
- Financials15.5%$79.7M
- Technology12.6%$64.9M
- Consumer Discretionary3.1%$16.2M
- Healthcare2.5%$12.9M
- Industrials2.1%$11.0M
- Energy1.5%$7.9M
- Consumer Staples0.7%$3.6M
- Real Estate0.5%$2.7M
- Communication Services0.5%$2.3M
AUM History
13fpro.ai/research/fund/wealthbridge-capital-management-llc-1767313
Conviction and streaks
Stable · top 10 = 41.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES$52.0M
SPY
$24.6MIVZ
$24.3M- BNY$23.4M
QQQ
$23.1MAAPL
$18.1MBRK.B
$13.6MNVDA
$13.1MAMZN
$12.3M- ISHARES$11.0M
GOOG
$9.3M- VANGUARD$9.1M
GLD
$8.2M- ISHARES$7.9M
- VANGUARD$7.4M
- FIRST$7.3M
MSFT
$6.6MLLY
$6.5M- FIRST$5.7M
- VANGUARD$5.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/wealthbridge-capital-management-llc-1767313
WealthBridge Capital Management, LLC 13F holdings — Q3 2026
$514.6M portfolio (+2.3% QoQ) · 250 holdings · Q3 2026 13F · top 10 are 42% of the stock portfolio
- 1
ISHARES TR - CORE S&P500 ETF
$52.0M
10.1% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— $24.6M
4.8% of stocks
-0.7%This quarter+0.3%Since filed11+ qtrsHeld$24.3M
4.7% of stocks
+0.9%This quarter+1.2%Since filed11+ qtrsHeld- 4
BNY MELLON ETF TRUST - US LRG CP CORE
$23.4M
4.5% of stocks
+207%This quarter—Since filed—HeldAIQuality—Est. buy— $23.1M
4.5% of stocks
+3%This quarter+0.3%Since filed11+ qtrsHeld$18.1M
3.5% of stocks
-0.7%This quarter+0.1%Since filed11+ qtrsHeld$13.6M
2.6% of stocks
-3%This quarter—Since filed11+ qtrsHeldAIQuality73.5#124Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 5 qtrs in a row$13.1M
2.5% of stocks
+1%This quarter+0.9%Since filed11+ qtrsHeld$12.3M
2.4% of stocks
-0.7%This quarter-0.4%Since filed11+ qtrsHeld- 10
ISHARES TR - EXPND TEC SC ETF
$11.0M
2.1% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy—
All holdings — WealthBridge Capital Management, LLC (Q3 2026)
250 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Alphabet Inc. | Technology | $9.3M | 1.8% | 27K | -0.3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLDetf/fund | — | $9.1M | 1.8% | 59K | +2% | — | — | 13F |
| 13 | SPDR GOLD TRUSTetf/fund | Financials | $8.2M | 1.6% | 22K | +0.7% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | ISHARES TR - U.S. TECH ETFetf/fund | — | $7.9M | 1.5% | 30K | -2% | — | — | 13F |
| 15 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund | — | $7.4M | 1.4% | 32K | +3% | — | — | 13F |
| 16 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | — | $7.3M | 1.4% | 41K | +0.4% | — | — | 13F |
| 17 | MICROSOFT CORP | Technology | $6.6M | 1.3% | 13K | -4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | ELI LILLY & Co | Healthcare | $6.5M | 1.3% | 5,602 | +0.4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETFetf/fund | — | $5.7M | 1.1% | 55K | +7% | — | — | 13F |
| 20 | — | VANGUARD INDEX FDS - MRNGSTR TTL STKetf/fund | — | $5.7M | 1.1% | 15K | +1% | — | — | 13F |
| 21 | EMERSON ELECTRIC CO | Industrials | $5.5M | 1.1% | 36K | +0.0% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | GLOBAL X FDS - US INFR DEV ETFetf/fund | — | $5.5M | 1.1% | 105K | +3% | — | — | 13F |
| 23 | — | ISHARES TR - MSCI USA MIN ETFetf/fund | — | $5.2M | 1.0% | 53K | -2% | — | — | 13F |
| 24 | — | ISHARES TR - ULTRA SHORT DURetf/fund | — | $5.1M | 1.0% | 101K | +1% | — | — | 13F |
| 25 | — | INVESCO EXCHANGE TRADED FD T - RAFI US 1500 | — | $4.5M | 0.9% | 86K | +9% | — | — | 13F |
| 26 | — | ISHARES TR - RUSSELL 2000 ETF | — | $4.2M | 0.8% | 15K | -0.9% | |||
| 27 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $4.2M | 0.8% | 25K | +0.2% | |||
| 28 | $BTT | BlackRock Municipal 2030 Target Term Trust | — | $3.9M | 0.8% | 180K | -6% | |||
| 29 | $GOOGL | Alphabet Inc. | Technology | $3.6M | 0.7% | 11K | +20% | |||
| 30 | — | FIRST TR EXCHANGE-TRADED FD - DJ GLBL DIVID | — | $3.6M | 0.7% | 109K | +8% | |||
| 31 | $JPM | JPMORGAN CHASE & CO | Financials | $3.5M | 0.7% | 11K | +0.6% | |||
| 32 | $ABBV | AbbVie Inc. | Healthcare | $3.4M | 0.7% | 13K | -0.4% | |||
| 33 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $3.3M | 0.6% | 5,040 | +14% | |||
| 34 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $3.2M | 0.6% | 19K | -6% | |||
| 35 | $META | Meta Platforms, Inc. | Technology | $3.1M | 0.6% | 4,284 | -0.2% | |||
| 36 | — | INVESCO EXCHANGE TRADED FD T - DORS WR HEAL ETF | — | $3.1M | 0.6% | 51K | +37% | |||
| 37 | — | ALPS ETF TR - ALERIAN MLP | — | $3.1M | 0.6% | 59K | +0.6% | |||
| 38 | $MA | Mastercard Inc | Financials | $3.1M | 0.6% | 5,554 | +0.1% | |||
| 39 | — | FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX | — | $3.0M | 0.6% | 10K | -4% | |||
| 40 | — | ISHARES TR - RUS 1000 GRW ETF | — | $2.9M | 0.6% | 23K | -3% | |||
| 41 | $WT | WisdomTree, Inc. | Financials | $2.7M | 0.5% | 21K | +0.1% | |||
| 42 | — | ISHARES TR - S&P 500 VAL ETF | — | $2.6M | 0.5% | 12K | -2% | |||
| 43 | — | ISHARES TR - SELECT DIVID ETF | — | $2.4M | 0.5% | 16K | +0.4% | |||
| 44 | $PLPC | PREFORMED LINE PRODUCTS CO | Energy | $2.3M | 0.4% | 5,611 | -26% | |||
| 45 | $IVZ | Invesco Ltd. | Financials | $2.2M | 0.4% | 31K | -4% | |||
| 46 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $2.1M | 0.4% | 4,201 | +0.6% | |||
| 47 | $V | VISA INC. | Financials | $2.0M | 0.4% | 5,598 | +2% | |||
| 48 | — | FIRST TR EXCH TRADED FD III - PFD SECS INC ETF | — | $1.9M | 0.4% | 112K | +6% | |||
| 49 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | — | $1.9M | 0.4% | 38K | +5% | |||
| 50 | — | FIRST TR EXCHANGE-TRADED FD - LTD DUR INVT ETF | — | $1.9M | 0.4% | 104K | +8% | |||
| 51 | $MU | MICRON TECHNOLOGY INC | Technology | $1.9M | 0.4% | 1,790 | +3% | |||
| 52 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ-100 SEL | — | $1.9M | 0.4% | 12K | -1% | |||
| 53 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.8M | 0.3% | 2,519 | -0.2% | |||
| 54 | $AVGO | Broadcom Inc. | Technology | $1.8M | 0.3% | 4,997 | -0.2% | |||
| 55 | $IAU | ISHARES GOLD TRUST | Financials | $1.7M | 0.3% | 22K | -0.5% | |||
| 56 | $WT | WisdomTree, Inc. | Financials | $1.7M | 0.3% | 18K | -3% | |||
| 57 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.7M | 0.3% | 4,789 | +1% | |||
| 58 | — | PACER FDS TR - DATA & DIGI REVO | — | $1.7M | 0.3% | 16K | — | |||
| 59 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $1.6M | 0.3% | 51K | +10% | |||
| 60 | — | TEMA ETF TRUST - US MANUFACTURING | — | $1.6M | 0.3% | 31K | +16% | |||
| 61 | $VBF | Invesco Bond Fund | Other | $1.6M | 0.3% | 115K | -9% | |||
| 62 | $IVZ | Invesco Ltd. | Financials | $1.6M | 0.3% | 56K | +0.3% | |||
| 63 | — | SPDR SERIES TRUST - SP KENSHO FINAL | — | $1.6M | 0.3% | 15K | +1% | |||
| 64 | — | ISHARES TR - US MANUF ETF | — | $1.6M | 0.3% | 46K | -3% | |||
| 65 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $1.6M | 0.3% | 15K | — | |||
| 66 | — | PROSHARES TR - S&P 500 DV ARIST | — | $1.5M | 0.3% | 28K | -10% | |||
| 67 | $WT | WisdomTree, Inc. | Financials | $1.5M | 0.3% | 16K | -3% | |||
| 68 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $1.5M | 0.3% | 7,279 | +0.2% | |||
| 69 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 0.3% | 2 | — | |||
| 70 | $IVZ | Invesco Ltd. | Financials | $1.4M | 0.3% | 56K | +8% | |||
| 71 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | — | $1.4M | 0.3% | 32K | +2% | |||
| 72 | — | GOLDMAN SACHS ETF TR - TECHN OPPOR ETF | — | $1.4M | 0.3% | 26K | — | |||
| 73 | $APH | AMPHENOL CORP /DE/ | Technology | $1.3M | 0.3% | 16K | +102% | |||
| 74 | — | SPDR SERIES TRUST - ST STR SP AERO | — | $1.3M | 0.3% | 5,614 | +11% | |||
| 75 | — | PROSHARES TR - PSHS ULTRA QQQ | — | $1.3M | 0.3% | 14K | +17% | |||
| 76 | — | VANGUARD ADMIRAL FDS INC - MIDCP 400 IDX | — | $1.3M | 0.2% | 10K | -1% | |||
| 77 | $LRCX | LAM RESEARCH CORP | Technology | $1.2M | 0.2% | 3,750 | -2% | |||
| 78 | $NFLX | NETFLIX INC | Communication Services | $1.2M | 0.2% | 18K | -11% | |||
| 79 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $1.2M | 0.2% | 1,996 | -3% | |||
| 80 | — | VANECK ETF TRUST - HIGH YLD MUNIETF | — | $1.2M | 0.2% | 25K | -2% | |||
| 81 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.2M | 0.2% | 7,922 | -0.6% | |||
| 82 | — | SPDR SERIES TRUST - SP KENSHO FUTR | — | $1.1M | 0.2% | 10K | -1% | |||
| 83 | — | FIRST TR EXCH TRADED FD III - ULTRA SHT DUR MU | — | $1.1M | 0.2% | 56K | -2% | |||
| 84 | — | VANGUARD INDEX FDS - MRNGSTR MID CAP | — | $1.1M | 0.2% | 14K | -0.4% | |||
| 85 | — | ISHARES TR - TRUST ISHARE 0-1 | — | $974K | 0.2% | 8,826 | New | |||
| 86 | $IRM | IRON MOUNTAIN INC | Real Estate | $968K | 0.2% | 8,723 | +8% | |||
| 87 | $GS | GOLDMAN SACHS GROUP INC | Financials | $958K | 0.2% | 1,064 | +1% | |||
| 88 | $VLO | VALERO ENERGY CORP/TX | Energy | $952K | 0.2% | 2,457 | — | |||
| 89 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $947K | 0.2% | 11K | New | |||
| 90 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $899K | 0.2% | 4,594 | — | |||
| 91 | $IVZ | Invesco Ltd. | Financials | $884K | 0.2% | 26K | +15% | |||
| 92 | — | INVESTMENT MANAGERS SER TR I - AXS ES NE EC ETF | — | $876K | 0.2% | 9,645 | -0.6% | |||
| 93 | — | ISHARES TR - CORE HIGH DV ETF | — | $861K | 0.2% | 31K | -17% | |||
| 94 | — | INVESCO EXCHANGE TRADED FD T - DORSEY WRGT CSMR | — | $856K | 0.2% | 8,051 | -0.2% | |||
| 95 | — | ISHARES TR - CORE S&P TTL STK | — | $850K | 0.2% | 5,109 | -0.1% | |||
| 96 | — | GLOBAL X FDS - ARTIFICIAL ETF | — | $814K | 0.2% | 12K | +25% | |||
| 97 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $801K | 0.2% | 2,428 | +2% | |||
| 98 | — | VANGUARD WORLD FD - INF TECH ETF | — | $792K | 0.1% | 6,302 | +0.1% | |||
| 99 | — | RBB FD INC - US TREASY 2 YR | — | $784K | 0.1% | 17K | — | |||
| 100 | — | EXCHANGE TRADED CONCEPTS TRU - RANG NUCL RE ETF | — | $783K | 0.1% | 13K | +0.9% | |||
| 101 | $DTB | DTE ENERGY CO | Utilities | $776K | 0.1% | 6,372 | -34% | |||
| 102 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $771K | 0.1% | 9,844 | +0.2% | |||
| 103 | $LMT | LOCKHEED MARTIN CORP | Industrials | $743K | 0.1% | 1,459 | -0.5% | |||
| 104 | $VRT | Vertiv Holdings Co | Technology | $737K | 0.1% | 3,055 | -5% | |||
| 105 | — | ISHARES TR - CORE S&P SCP ETF | — | $733K | 0.1% | 5,386 | +17% | |||
| 106 | — | ISHARES TR - US AER DEF ETF | — | $729K | 0.1% | 3,517 | -8% | |||
| 107 | $JNJ | JOHNSON & JOHNSON | Healthcare | $729K | 0.1% | 2,752 | +2% | |||
| 108 | $PWR | QUANTA SERVICES, INC. | Industrials | $727K | 0.1% | 1,131 | +5% | |||
| 109 | — | PGIM ETF TR - PGIM ULTRA SH BD | — | $724K | 0.1% | 15K | New | |||
| 110 | $CAT | CATERPILLAR INC | Industrials | $693K | 0.1% | 854 | +1% | |||
| 111 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $692K | 0.1% | 8,106 | +2% | |||
| 112 | — | ISHARES TR - GLB CNSM STP ETF | — | $690K | 0.1% | 11K | — | |||
| 113 | — | ISHARES TR - ESG OPTIMIZED | — | $685K | 0.1% | 4,401 | -3% | |||
| 114 | — | ISHARES TR - MSCI US GARP ETF | — | $682K | 0.1% | 7,994 | +114% | |||
| 115 | $IVZ | Invesco Ltd. | Financials | $679K | 0.1% | 4,930 | — | |||
| 116 | — | GLOBAL X FDS - DEFENSE TECH ETF | — | $679K | 0.1% | 11K | -3% | |||
| 117 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $670K | 0.1% | 736 | +0.8% | |||
| 118 | — | ISHARES TR - S&P 500 GRWT ETF | — | $669K | 0.1% | 4,705 | -0.5% | |||
| 119 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $665K | 0.1% | 3,946 | — | |||
| 120 | — | FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF | — | $662K | 0.1% | 7,054 | -3% | |||
| 121 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $657K | 0.1% | 4,482 | — | |||
| 122 | $IVZ | Invesco Ltd. | Financials | $652K | 0.1% | 7,751 | +6% | |||
| 123 | $PANW | Palo Alto Networks Inc | Technology | $643K | 0.1% | 1,618 | +3% | |||
| 124 | $CVX | CHEVRON CORP | Energy | $642K | 0.1% | 3,142 | +0.1% | |||
| 125 | $RTX | RTX Corp | Industrials | $634K | 0.1% | 3,416 | +4% | |||
| 126 | — | FIRST TR EXCHANGE-TRADED FD - NY ARCA BIOTECH | — | $633K | 0.1% | 2,324 | +32% | |||
| 127 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $620K | 0.1% | 2,343 | +310% | |||
| 128 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $613K | 0.1% | 3,054 | +13% | |||
| 129 | $ABT | ABBOTT LABORATORIES | Healthcare | $611K | 0.1% | 6,185 | +2% | |||
| 130 | $GSL | Global Ship Lease, Inc. | Industrials | $609K | 0.1% | 14K | New | |||
| 131 | $GE | GENERAL ELECTRIC CO | Industrials | $607K | 0.1% | 1,943 | +10% | |||
| 132 | $STWD | STARWOOD PROPERTY TRUST, INC. | Real Estate | $594K | 0.1% | 44K | -2% | |||
| 133 | $T | AT&T INC. | Communication Services | $590K | 0.1% | 24K | -7% | |||
| 134 | — | FIRST TR EXCHANGE TRADED FD - NASD TECH DIV | — | $585K | 0.1% | 5,181 | +0.1% | |||
| 135 | $WT | WisdomTree, Inc. | Financials | $575K | 0.1% | 22K | -6% | |||
| 136 | — | VICTORY PORTFOLIOS II - SHS FR CA FL ETF | — | $554K | 0.1% | 11K | +122% | |||
| 137 | $EME | EMCOR Group, Inc. | Industrials | $554K | 0.1% | 734 | -9% | |||
| 138 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $533K | 0.1% | 5,917 | +0.3% | |||
| 139 | $PEP | PEPSICO INC | Consumer Staples | $533K | 0.1% | 4,204 | +0.3% | |||
| 140 | — | ISHARES TR - NATIONAL MUN ETF | — | $532K | 0.1% | 5,264 | -4% | |||
| 141 | $WDC | WESTERN DIGITAL CORP | Technology | $526K | 0.1% | 1,158 | +47% | |||
| 142 | — | ISHARES TR - RUS 1000 VAL ETF | — | $525K | 0.1% | 2,118 | -7% | |||
| 143 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $521K | 0.1% | 9,691 | +71% | |||
| 144 | — | ISHARES TR - MSCI USA MMENTM | — | $517K | 0.1% | 1,628 | -1% | |||
| 145 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $509K | 0.1% | 9,532 | +1% | |||
| 146 | $PSF | Cohen & Steers Select Preferred & Income Fund, Inc. | Other | $507K | 0.1% | 28K | +3% | |||
| 147 | — | SCHWAB STRATEGIC TR - 5 10YR CORP BD | — | $507K | 0.1% | 24K | — | |||
| 148 | $MCD | MCDONALDS CORP | Consumer Discretionary | $506K | 0.1% | 2,192 | +0.6% | |||
| 149 | $LAMR | LAMAR ADVERTISING CO/NEW | Real Estate | $492K | 0.1% | 3,412 | +13% | |||
| 150 | — | SCHWAB STRATEGIC TR - HIGH YIEL BD ETF | — | $485K | 0.1% | 19K | +0.0% |
What changed in Q3 2026
Against the previous quarter's 13F: 24 new, 112 added to, 78 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.
New positions (24)
- ISHARES TR - TRUST ISHARE 0-1$974K
first bought this quarter
- SPDR SERIES TRUST - ST STR P500ETF$947K
first bought this quarter
- PGIM ETF TR - PGIM ULTRA SH BD$724K
first bought this quarter
$GSLGlobal Ship Lease, Inc.$609K
first bought this quarter
$HPQHP INC$481K
first bought this quarter
- J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF$388K
first bought this quarter
+18 more in the Excel export
Added to (112)
- BNY MELLON ETF TRUST - US LRG CP CORE+207%
now $23.4M
- INVESCO EXCHANGE TRADED FD T - DORS WR HEAL ETF+37%
now $3.1M
now $23.1M · held 11+ qtrs, 2 adds in a row
$APHAMPHENOL CORP /DE/+102%
now $1.3M · held 11+ qtrs, 2 adds in a row
$GOOGLAlphabet Inc.+20%
now $3.6M · held 11+ qtrs, 2 adds in a row
- ISHARES TR - CORE S&P500 ETF+1%
now $52.0M
+106 more in the Excel export
Trimmed (78)
$PLPCPREFORMED LINE PRODUCTS CO-26%
now $2.3M · held 11+ qtrs
now $13.6M · held 11+ qtrs, 5 trims in a row
$DTBDTE ENERGY CO-34%
now $776K · held 11+ qtrs
$BTTBlackRock Municipal 2030 Target Term Trust-6%
now $3.9M · held 11+ qtrs, 2 trims in a row
now $6.6M · held 11+ qtrs
$XOM.R34088EXXON MOBIL CORP-6%
now $3.2M · held 11+ qtrs
+72 more in the Excel export
Holdings by quarter
Every 13F WealthBridge Capital Management, LLC has filed, 31 earlier quarters. Pick one to see what it held then.
Is it too late to follow WealthBridge Capital Management?
Q3 2026 13F filed with the SEC on Oct 16, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of WealthBridge Capital Management's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 14 of the 20 are scored)
Top 10 since filing
-0.2%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 10% over the last 4
Top 10 weight
42%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
WealthBridge Capital Management, LLC disclosed 250 positions worth $514.6M in its Form 13F-HR for Q3 2026, followed by $SPY and $IVZ. During the quarter the fund opened 24 new positions and exited 9. The portfolio is most concentrated in Other (60.5% of disclosed assets). All figures are sourced directly from WealthBridge Capital Management, LLC’s Form 13F-HR filing with the SEC under CIK 1767313.
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