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Bridgewater Advisors Inc. Top Holdings and 13F Report (2025)

About Bridgewater Advisors Inc.

Investment Activity

  • Bridgewater Advisors Inc. has $1.31 billion in total holdings as of June 30, 2025.
  • Bridgewater Advisors Inc. owns shares of 428 different stocks, but just 58 companies or ETFs make up 80% of its holdings.
  • Approximately 6.03% of the portfolio was purchased this quarter.
  • About 2.76% of the portfolio was sold this quarter.
  • This quarter, Bridgewater Advisors Inc. has purchased 399 new stocks and bought additional shares in 244 stocks.
  • Bridgewater Advisors Inc. sold shares of 111 stocks and completely divested from 13 stocks this quarter.

Largest New Holdings this Quarter

46641Q647 - JPMorgan Municipal ETF
$5,570,808 Holding
91529Y106 - Unum Group
$1,378,985 Holding
552738106 - Mfs Muni Inc Tr
$532,094 Holding
46438F101 - ISHARES BITCOIN TRUST ETF
$386,851 Holding
09248L106 - BlackRock New York Municipal Income Trust
$378,671 Holding

Largest Purchases this Quarter

Vanguard Dividend Appreciation ETF
47,587 shares (about $9.92M)
JPMorgan Ultra-Short Municipal ETF
128,368 shares (about $6.54M)
SPDR Dow Jones Industrial Average ETF Trust
12,796 shares (about $5.71M)
JPMorgan Municipal ETF
112,941 shares (about $5.57M)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust
12,219 shares (about $7.76M)
JPMorgan Ultra-Short Income ETF
102,943 shares (about $5.21M)
Dimensional International Core Equity 2 ETF
96,921 shares (about $3.03M)
Mr. Cooper Group
7,907 shares (about $1.25M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBridgewater Advisors Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$97,557,019$5,214,063 -5.1%1,926,1017.4%ETF
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$75,304,894$1,612,050 2.2%1,074,5565.7%ETF
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$61,885,966$2,346,673 3.9%596,3194.7%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$60,033,652$6,904,031 13.0%724,9574.6%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$58,509,204$1,487,708 2.6%187,1644.4%ETF
Apple Inc. stock logo
AAPL
Apple
$41,112,867$897,896 2.2%194,5993.1%Computer and Technology
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$37,050,484$3,331,274 9.9%1,070,2052.8%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$36,503,157$725,286 2.0%71,2162.8%Computer and Technology
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$34,424,785$3,028,298 -8.1%1,101,7692.6%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$32,877,208$2,104,209 6.8%442,0172.5%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$32,577,907$7,762,211 -19.2%51,2832.5%Finance
JPMorgan Ultra-Short Municipal ETF stock logo
JMST
JPMorgan Ultra-Short Municipal ETF
$31,595,974$6,543,820 26.1%619,8082.4%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$29,459,344$5,713,187 24.1%65,9812.2%Finance
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$27,844,766$1,836,543 7.1%765,8082.1%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$24,924,549$122,331 0.5%142,0121.9%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$24,564,992$51,053 -0.2%43,3051.9%Finance
Dimensional International High Profitability ETF stock logo
DIHP
Dimensional International High Profitability ETF
$22,553,790$1,665,058 -6.9%771,5971.7%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$19,634,614$311,505 1.6%28,0491.5%Computer and Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$17,458,158$9,916,225 131.5%83,7801.3%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$15,983,135$525,548 3.4%69,1881.2%Retail/Wholesale
Marriott International, Inc. stock logo
MAR
Marriott International
$14,169,603$545 0.0%52,0141.1%Consumer Discretionary
Alphabet Inc. stock logo
GOOGL
Alphabet
$14,124,573$335,321 2.4%72,1561.1%Computer and Technology
Dimensional US Real Estate ETF stock logo
DFAR
Dimensional US Real Estate ETF
$13,377,712$504,806 3.9%560,6751.0%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$12,822,910$105,746 0.8%43,1691.0%Finance
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$11,884,328$63,049 -0.5%90,6650.9%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$11,136,166$7,915 0.1%257,4840.8%ETF
Dimensional Emerging Core Equity Market ETF stock logo
DFAE
Dimensional Emerging Core Equity Market ETF
$11,075,191$480,023 4.5%374,1620.8%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$10,891,411$368,663 3.5%166,0020.8%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$10,731,649$58,391 0.5%18,3790.8%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$8,918,344$374,100 4.4%18,7140.7%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$8,698,638$46,748 0.5%7,4430.7%Consumer Discretionary
Alphabet Inc. stock logo
GOOG
Alphabet
$8,003,036$164,021 2.1%40,7420.6%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$7,913,057$41,686 0.5%14,0470.6%Business Services
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$7,850,752$713,705 -8.3%110.6%Finance
Aon plc stock logo
AON
AON
$7,677,702$2,478 0.0%21,6870.6%Finance
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$7,452,113$26,775 -0.4%202,0640.6%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$7,193,184$71,002 1.0%9,8270.5%Finance
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$6,913,521$974,262 16.4%61,2470.5%Energy
Visa Inc. stock logo
V
Visa
$6,905,729$3,513 -0.1%19,6580.5%Business Services
ServiceNow, Inc. stock logo
NOW
ServiceNow
$6,514,560$68,532 1.1%6,5590.5%Computer and Technology
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$6,495,273$34,879 0.5%92,5520.5%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$5,638,8180.0%81,8290.4%ETF
JPMorgan Municipal ETF stock logo
JMUB
JPMorgan Municipal ETF
$5,570,808$5,570,808 New Holding112,9410.4%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$5,189,795$291,181 5.9%17,4490.4%Computer and Technology
Booking Holdings Inc. stock logo
BKNG
Booking
$4,923,702$2,275,051 85.9%8830.4%Retail/Wholesale
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$4,613,179$127,903 2.9%19,1160.4%Computer and Technology
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$4,610,961$53,419 -1.1%53,0850.4%Consumer Staples
Tesla, Inc. stock logo
TSLA
Tesla
$4,430,633$485,654 12.3%13,7940.3%Auto/Tires/Trucks
Mueller Industries, Inc. stock logo
MLI
Mueller Industries
$4,379,195$135,836 -3.0%49,8090.3%Industrials
Mr. Cooper Group Inc stock logo
COOP
Mr. Cooper Group
$4,078,035$1,253,987 -23.5%25,7140.3%Finance
KLA Corporation stock logo
KLAC
KLA
$3,899,239$158,817 -3.9%4,2720.3%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$3,769,258$233,341 -5.8%22,4210.3%Medical
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$3,598,173$5,614 0.2%40,3790.3%Finance
The Walt Disney Company stock logo
DIS
Walt Disney
$3,557,370$119,670 3.5%29,6670.3%Consumer Discretionary
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3,523,987$1,387,889 65.0%5,5200.3%ETF
Cardinal Health, Inc. stock logo
CAH
Cardinal Health
$3,441,385$136,686 -3.8%22,0050.3%Medical
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$3,037,586$149,196 5.2%19,8100.2%Consumer Staples
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$3,029,1660.0%46,0010.2%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$3,009,133$29,756 1.0%3,9440.2%Medical
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$2,965,557$38,441 -1.3%97,7440.2%ETF
Blackstone Inc. stock logo
BX
Blackstone
$2,957,089$132,968 4.7%16,8350.2%Finance
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$2,930,200$16,231 0.6%9,5680.2%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$2,880,746$77,678 -2.6%42,3890.2%Computer and Technology
International Business Machines Corporation stock logo
IBM
International Business Machines
$2,752,868$59,565 2.2%10,4910.2%Computer and Technology
American Express Company stock logo
AXP
American Express
$2,539,923$15,427 0.6%8,2320.2%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$2,511,828$75,786 3.1%5,5350.2%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$2,452,219$108,292 4.6%6,4990.2%Retail/Wholesale
Kayne Anderson Energy Infrastructure Fund, Inc. stock logo
KYN
Kayne Anderson Energy Infrastructure Fund
$2,350,8680.0%191,2830.2%Financial Services
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$2,327,956$17,560 -0.7%8,0870.2%ETF
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$2,284,540$122,254 -5.1%9,5490.2%Computer and Technology
Cummins Inc. stock logo
CMI
Cummins
$2,243,847$119,428 -5.1%6,1250.2%Auto/Tires/Trucks
Walmart Inc. stock logo
WMT
Walmart
$2,212,016$188,497 9.3%22,4960.2%Retail/Wholesale
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
$2,174,440$91,111 -4.0%9,0690.2%Financial Services
McDonald's Corporation stock logo
MCD
McDonald's
$2,130,335$13,621 -0.6%7,0380.2%Retail/Wholesale
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$2,113,0730.0%37,8750.2%ETF
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$2,100,628$46,443 -2.2%39,4410.2%Manufacturing
Bank of America Corporation stock logo
BAC
Bank of America
$2,094,070$25,174 1.2%43,6720.2%Finance
Essential Utilities Inc. stock logo
WTRG
Essential Utilities
$1,993,511$22,967 1.2%54,4230.2%Utilities
Oracle Corporation stock logo
ORCL
Oracle
$1,941,401$224,989 13.1%7,7660.1%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$1,920,706$3,251 0.2%10,0440.1%Medical
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$1,907,732$379,745 24.9%2,7530.1%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,901,417$36,275 1.9%23,0110.1%Medical
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$1,834,614$87,038 -4.5%11,3190.1%Computer and Technology
PALANTIR TECHNOLOGIES INC
$1,787,698$78,120 4.6%11,4420.1%CL A
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$1,671,257$62,366 3.9%8,8700.1%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,663,564$15,888 -0.9%1,7800.1%Retail/Wholesale
The Boeing Company stock logo
BA
Boeing
$1,656,714$90,658 5.8%7,3280.1%Aerospace
DXC Technology Company. stock logo
DXC
DXC Technology
$1,654,877$9,199 0.6%117,2980.1%Computer and Technology
DT Midstream, Inc. stock logo
DTM
DT Midstream
$1,626,510$42,307 -2.5%16,1470.1%Energy
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$1,607,166$10,113 0.6%12,5550.1%Medical
American International Group, Inc. stock logo
AIG
American International Group
$1,598,209$78,762 -4.7%20,2510.1%Finance
Pfizer Inc. stock logo
PFE
Pfizer
$1,549,723$20,104 -1.3%64,7530.1%Medical
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,531,242$792 0.1%5,7980.1%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,496,590$12,940 -0.9%8,3270.1%ETF
SAP SE stock logo
SAP
SAP
$1,450,381$107,255 8.0%5,0440.1%Computer and Technology
RTX Corporation stock logo
RTX
RTX
$1,421,542$34,097 2.5%9,0470.1%Aerospace
Unum Group stock logo
UNM
Unum Group
$1,378,985$1,378,985 New Holding17,0310.1%Finance
Union Pacific Corporation stock logo
UNP
Union Pacific
$1,366,377$65,566 -4.6%6,1060.1%Transportation
Intuit Inc. stock logo
INTU
Intuit
$1,337,278$33,876 2.6%1,6580.1%Computer and Technology
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$1,337,270$101,792 8.2%19,2330.1%ETF

Showing largest 100 holdings. View all holdings.
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