Bridgewater Advisors Inc. Top Holdings and 13F Report (2026)

About Bridgewater Advisors Inc.

Investment Activity

Bridgewater Advisors Inc. has $1.83 billion in total holdings as of June 30, 2026.
Bridgewater Advisors Inc. owns shares of 478 different stocks, but just 52 companies or ETFs make up 80% of its holdings.
Approximately 10.90% of the portfolio was purchased this quarter.
About 3.77% of the portfolio was sold this quarter.
This quarter, Bridgewater Advisors Inc. has purchased 456 new stocks and bought additional shares in 241 stocks.
Bridgewater Advisors Inc. sold shares of 153 stocks and completely divested from 19 stocks this quarter.

Largest Holdings

Avantis U.S. Large Cap Value ETF: $112,460,904
Avantis U.S. Equity ETF: $104,824,699
JPMorgan Ultra-Short Income ETF: $103,679,681
Vanguard Total Stock Market ETF: $95,576,453
J P MORGAN EXCHANGE TRADED F: $90,593,806

Largest New Holdings this Quarter

05589G102 - The Baldwin Insurance Group: $21,482,223 Holding
02507A507 - AMERICAN CENTY ETF TR: $19,091,748 Holding
N6596X109 - NXP Semiconductors: $705,642 Holding
921935870 - Vanguard Short-Term Tax-Exempt Bond ETF: $682,691 Holding
81369Y506 - Energy Select Sector SPDR Fund: $612,533 Holding

Largest Purchases this Quarter

Avantis Emerging Markets Equity ETF: 296,110 shares (about $26.72M)
The Baldwin Insurance Group: 728,743 shares (about $21.48M)
AMERICAN CENTY ETF TR: 286,749 shares (about $19.09M)
Vanguard S&P 500 ETF: 21,191 shares (about $14.76M)
JPMorgan Ultra-Short Income ETF: 137,582 shares (about $6.93M)

Largest Sales this Quarter

Dimensional US High Profitability ETF: 419,081 shares (about $17.43M)
SPDR S&P 500 ETF Trust: 10,122 shares (about $7.67M)
Dimensional Emerging Core Equity Market ETF: 186,968 shares (about $7.08M)
JPMorgan Municipal ETF: 135,627 shares (about $6.73M)
Invesco QQQ: 7,076 shares (about $4.95M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AVLV Avantis U.S. Large Cap Value ETF	$112,460,904	$1,761,542 â–²	1.6%	1,208,088	6.1%	ETF
AVUS Avantis U.S. Equity ETF	$104,824,699	$6,250,454 â–²	6.3%	810,647	5.7%	ETF
JPST JPMorgan Ultra-Short Income ETF	$103,679,681	$6,934,131 â–²	7.2%	2,057,137	5.7%	ETF
VTI Vanguard Total Stock Market ETF	$95,576,453	$6,120,892 â–²	6.8%	255,661	5.2%	ETF
J P MORGAN EXCHANGE TRADED F	$90,593,806	$5,279,248 â–²	6.2%	1,722,643	4.9%	ACTIVE BOND ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$84,752,344	$4,619,134 â–²	5.8%	1,044,906	4.6%	ETF
AAPL Apple	$65,444,033	$127,740 â–¼	-0.2%	215,688	3.6%	Technology
DFAI Dimensional International Core Equity Market ETF	$63,142,422	$3,348,038 â–²	5.6%	1,493,788	3.4%	ETF
AVDE Avantis International Equity ETF	$55,612,683	$5,104,009 â–²	10.1%	607,391	3.0%	ETF
MSFT Microsoft	$36,102,367	$2,770,841 â–²	8.3%	74,033	2.0%	Technology
JMST JPMorgan Ultra-Short Municipal ETF	$34,513,390	$2,615,366 â–²	8.2%	678,796	1.9%	ETF
AVEM Avantis Emerging Markets Equity ETF	$34,387,948	$26,718,030 â–²	348.3%	381,114	1.9%	ETF
SPY SPDR S&P 500 ETF Trust	$32,486,434	$7,669,093 â–¼	-19.1%	42,877	1.8%	ETF
VANGUARD NY TAX FREE FDS	$29,228,565	$2,192,587 â–²	8.1%	287,315	1.6%	TAX EXEMPT BD
GOOGL Alphabet	$28,418,658	$4,221,806 â–²	17.4%	76,085	1.5%	Communication Services
VOO Vanguard S&P 500 ETF	$28,087,769	$14,757,343 â–²	110.7%	40,333	1.5%	ETF
NVDA NVIDIA	$26,534,304	$254,168 â–²	1.0%	128,408	1.4%	Technology
DFIC Dimensional International Core Equity 2 ETF	$25,503,997	$4,285,837 â–¼	-14.4%	666,771	1.4%	ETF
DUHP Dimensional US High Profitability ETF	$22,805,999	$17,433,774 â–¼	-43.3%	548,221	1.2%	ETF
JMUB JPMorgan Municipal ETF	$22,071,239	$6,733,874 â–¼	-23.4%	444,537	1.2%	ETF
AMZN Amazon.com	$21,686,619	$956,579 â–²	4.6%	76,356	1.2%	Consumer Discretionary
BRP The Baldwin Insurance Group	$21,482,223	$21,482,223 â–²	New Holding	728,743	1.2%	Finance
QQQ Invesco QQQ	$20,044,300	$4,953,670 â–¼	-19.8%	28,632	1.1%	ETF
AMERICAN CENTY ETF TR	$19,091,748	$19,091,748 â–²	New Holding	286,749	1.0%	AVAN U S QUA ETF
DIHP Dimensional International High Profitability ETF	$18,260,820	$603,082 â–¼	-3.2%	527,312	1.0%	ETF
JPM JPMorgan Chase & Co.	$17,161,111	$1,877,443 â–²	12.3%	48,665	0.9%	Finance
DFAS Dimensional U.S. Small Cap ETF	$15,955,865	$702,185 â–²	4.6%	193,874	0.9%	ETF
GOOG Alphabet	$15,866,506	$1,544,636 â–²	10.8%	42,598	0.9%	Communication Services
MAR Marriott International	$15,562,661	$1,551,981 â–¼	-9.1%	45,395	0.8%	Consumer Discretionary
META Meta Platforms	$15,395,425	$697,082 â–²	4.7%	26,083	0.8%	Communication Services
DFUV Dimensional US Marketwide Value ETF	$14,466,034	$17,534 â–²	0.1%	258,230	0.8%	ETF
VT Vanguard Total World Stock ETF	$14,354,693	$1,160,329 â–¼	-7.5%	91,077	0.8%	ETF
DIA SPDR Dow Jones Industrial Average ETF Trust	$11,867,364	$3,016,775 â–¼	-20.3%	22,340	0.6%	ETF
AVGO Broadcom	$11,592,204	$4,749,842 â–²	69.4%	29,555	0.6%	Technology
AMERICAN CENTY ETF TR	$10,522,239		0.0%	192,733	0.6%	AVAN TOTA EQ ETF
BRK.B Berkshire Hathaway	$9,587,425	$231,424 â–²	2.5%	18,684	0.5%	Finance
DFAE Dimensional Emerging Core Equity Market ETF	$9,432,734	$7,076,727 â–¼	-42.9%	249,214	0.5%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$9,222,460	$23,547 â–¼	-0.3%	204,444	0.5%	ETF
GS The Goldman Sachs Group	$9,050,066	$1,027 â–²	0.0%	8,812	0.5%	Finance
VIG Vanguard Dividend Appreciation ETF	$8,908,655	$35,542 â–¼	-0.4%	37,096	0.5%	ETF
XOM ExxonMobil	$8,895,859	$414,013 â–²	4.9%	57,370	0.5%	Energy
BRK.A Berkshire Hathaway	$8,450,750		0.0%	11	0.5%	Finance
AON AON	$7,807,088	$7,508 â–¼	-0.1%	21,836	0.4%	Finance
MA Mastercard	$7,613,977	$16,558 â–²	0.2%	13,335	0.4%	Finance
TSM Taiwan Semiconductor Manufacturing	$7,453,100	$41,830 â–²	0.6%	18,352	0.4%	Technology
KLAC KLA	$7,422,382	$6,702,770 â–²	931.4%	40,711	0.4%	Technology
CSCO Cisco Systems	$6,441,856	$1,806,964 â–²	39.0%	55,600	0.4%	Technology
DFUS Dimensional U.S. Equity ETF	$6,355,507	$497 â–¼	0.0%	76,767	0.3%	ETF
NFLX Netflix	$6,149,009	$478,331 â–²	8.4%	83,854	0.3%	Communication Services
JNJ Johnson & Johnson	$5,848,548	$338,360 â–²	6.1%	22,989	0.3%	Healthcare
V Visa	$5,825,213	$45,709 â–¼	-0.8%	15,930	0.3%	Finance
AXP American Express	$4,780,699	$1,948,228 â–²	68.8%	13,884	0.3%	Finance
IVV iShares Core S&P 500 ETF	$4,742,214		0.0%	6,229	0.3%	ETF
LLY Eli Lilly and Company	$4,466,007	$76,246 â–¼	-1.7%	3,983	0.2%	Healthcare
WALMART INC	$4,313,362	$1,712,569 â–²	65.8%	38,961	0.2%	COM
CL Colgate-Palmolive	$4,292,718	$45,865 â–¼	-1.1%	47,827	0.2%	Consumer Staples
TSLA Tesla	$4,198,377	$77,300 â–¼	-1.8%	13,035	0.2%	Consumer Discretionary
AMAT Applied Materials	$4,040,303	$18,517 â–¼	-0.5%	7,855	0.2%	Technology
NOW ServiceNow	$4,022,792	$83,244 â–¼	-2.0%	35,229	0.2%	Technology
EFA iShares MSCI EAFE ETF	$4,011,479	$2,120 â–¼	-0.1%	37,837	0.2%	ETF
CMI Cummins	$3,973,156	$232,876 â–²	6.2%	6,125	0.2%	Industrials
RKT Rocket Companies	$3,819,569	$20,953 â–²	0.6%	288,390	0.2%	Finance
SCHF Schwab International Equity ETF	$3,723,084	$3,094,963 â–²	492.7%	135,090	0.2%	ETF
GLDM SPDR Gold MiniShares Trust	$3,705,513	$22,439 â–²	0.6%	46,238	0.2%	ETF
MU Micron Technology	$3,693,363	$128,559 â–²	3.6%	4,453	0.2%	Technology
DIS Walt Disney	$3,373,720	$595,899 â–²	21.5%	34,377	0.2%	Communication Services
PG Procter & Gamble	$3,362,908	$1,121,394 â–²	50.0%	23,745	0.2%	Consumer Staples
GLD SPDR Gold Shares	$3,267,851	$204,078 â–²	6.7%	8,791	0.2%	ETF
AMD Advanced Micro Devices	$3,142,845	$9,693 â–¼	-0.3%	6,485	0.2%	Technology
VGT Vanguard Information Technology ETF	$3,133,046	$115 â–²	0.0%	27,211	0.2%	ETF
MLI Mueller Industries	$3,094,227	$183,611 â–²	6.3%	46,495	0.2%	Industrials
DFEM Dimensional Emerging Markets Core Equity 2 ETF	$3,090,922	$1,034,309 â–¼	-25.1%	81,105	0.2%	ETF
GE GE Aerospace	$3,070,530	$1,482,694 â–²	93.4%	8,323	0.2%	Industrials
MRK Merck & Co., Inc.	$3,054,318	$12,266 â–²	0.4%	23,905	0.2%	Healthcare
IJH iShares Core S&P Mid-Cap ETF	$3,047,216	$2,529,744 â–²	488.9%	40,037	0.2%	ETF
BAC Bank of America	$2,848,435	$34,739 â–²	1.2%	45,590	0.2%	Finance
DFAT Dimensional U.S. Targeted Value ETF	$2,703,408		0.0%	37,725	0.1%	ETF
CBOE Cboe Global Markets	$2,612,844	$185,249 â–²	7.6%	8,773	0.1%	Finance
KYN Kayne Anderson Energy Infrastructure Fund	$2,555,416	$193,970 â–¼	-7.1%	176,601	0.1%	Finance
HD Home Depot	$2,503,338	$632,125 â–²	33.8%	7,362	0.1%	Consumer Discretionary
ABBV AbbVie	$2,378,011	$24,756 â–¼	-1.0%	9,702	0.1%	Healthcare
BND Vanguard Total Bond Market ETF	$2,342,553	$1,366,658 â–²	140.0%	32,468	0.1%	ETF
VO Vanguard Mid-Cap ETF	$2,301,521		0.0%	28,143	0.1%	ETF
BX Blackstone	$2,291,321	$5,228 â–²	0.2%	17,093	0.1%	Finance
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$2,288,991	$245,322 â–²	12.0%	43,863	0.1%	ETF
ASML ASML	$2,283,528	$31,214 â–²	1.4%	1,390	0.1%	Technology
IBM International Business Machines	$2,247,793	$80,569 â–¼	-3.5%	9,932	0.1%	Technology
GE VERNOVA INC	$2,218,350	$952,592 â–²	75.3%	2,203	0.1%	COM
VWO Vanguard FTSE Emerging Markets ETF	$2,193,571	$1,722,976 â–²	366.1%	37,141	0.1%	ETF
PANW Palo Alto Networks	$2,158,675	$1,147,197 â–²	113.4%	6,219	0.1%	Technology
CAH Cardinal Health	$2,151,570	$2,041,911 â–¼	-48.7%	9,516	0.1%	Healthcare
AMGN Amgen	$2,063,631	$1,101,561 â–²	114.5%	5,459	0.1%	Healthcare
WTRG Essential Utilities	$2,062,030	$11,704 â–²	0.6%	54,792	0.1%	Utilities
VUG Vanguard Growth ETF	$2,036,275	$15,936 â–¼	-0.8%	23,384	0.1%	ETF
CAT Caterpillar	$2,014,920	$13,234 â–²	0.7%	2,436	0.1%	Industrials
RTX RTX	$2,008,842	$3,250 â–¼	-0.2%	9,272	0.1%	Industrials
PWR Quanta Services	$1,955,083	$3,380 â–¼	-0.2%	2,892	0.1%	Industrials
KO CocaCola	$1,954,831	$540,606 â–²	38.2%	22,506	0.1%	Consumer Staples
XLK Technology Select Sector SPDR Fund	$1,940,816	$8,190 â–¼	-0.4%	10,901	0.1%	ETF
INTC Intel	$1,813,552	$162,709 â–²	9.9%	19,929	0.1%	Technology

Showing largest 100 holdings. View all holdings.

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Bridgewater Advisors Inc. Top Holdings and 13F Report (2026)

About Bridgewater Advisors Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Bridgewater Advisors Inc. Top Holdings and 13F Report (2026)

About Bridgewater Advisors Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBridgewater Advisors Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools