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

About Bridgewater Advisors Inc.

Investment Activity

Bridgewater Advisors Inc. has $1.68 billion in total holdings as of March 31, 2026.
Bridgewater Advisors Inc. owns shares of 456 different stocks, but just 48 companies or ETFs make up 80% of its holdings.
Approximately 7.64% of the portfolio was purchased this quarter.
About 3.83% of the portfolio was sold this quarter.
This quarter, Bridgewater Advisors Inc. has purchased 448 new stocks and bought additional shares in 170 stocks.
Bridgewater Advisors Inc. sold shares of 211 stocks and completely divested from 33 stocks this quarter.

Largest Holdings

Avantis U.S. Large Cap Value ETF: $104,967,552
JPMorgan Ultra-Short Income ETF: $96,975,927
Avantis U.S. Equity ETF: $95,349,696
Vanguard Total Stock Market ETF: $87,270,773
J P MORGAN EXCHANGE TRADED F: $86,515,030

Largest New Holdings this Quarter

02507A606 - AMERICAN CENTY ETF TR: $10,218,704 Holding
G0403H108 - AON: $6,785,112 Holding
G0593M107 - AstraZeneca: $866,256 Holding
09255E102 - BlackRock MuniYield New York Quality Fund: $681,996 Holding
09789C721 - BONDBLOXX ETF TRUST: $497,351 Holding

Largest Purchases this Quarter

J P MORGAN EXCHANGE TRADED F: 376,275 shares (about $20.07M)
AMERICAN CENTY ETF TR: 192,733 shares (about $10.22M)
Vanguard Intermediate-Term Corporate Bond ETF: 107,920 shares (about $8.91M)
VANGUARD NY TAX FREE FDS: 80,586 shares (about $8.30M)
Apple: 27,281 shares (about $8.15M)

Largest Sales this Quarter

SPDR Dow Jones Industrial Average ETF Trust: 17,987 shares (about $8.94M)
Invesco QQQ: 8,955 shares (about $6.40M)
Dimensional International High Profitability ETF: 146,279 shares (about $5.01M)
Dimensional International Core Equity 2 ETF: 102,225 shares (about $3.89M)
JPMorgan Ultra-Short Municipal ETF: 62,262 shares (about $3.17M)

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	$104,967,552	$3,406,073 â–²	3.4%	1,189,165	6.2%	ETF
JPST JPMorgan Ultra-Short Income ETF	$96,975,927	$2,605,165 â–²	2.8%	1,919,555	5.8%	ETF
AVUS Avantis U.S. Equity ETF	$95,349,696	$7,704,675 â–²	8.8%	762,310	5.7%	ETF
VTI Vanguard Total Stock Market ETF	$87,270,773	$5,264,956 â–²	6.4%	239,288	5.2%	ETF
J P MORGAN EXCHANGE TRADED F	$86,515,030	$20,066,748 â–²	30.2%	1,622,258	5.1%	ACTIVE BOND ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$81,565,729	$8,909,875 â–²	12.3%	987,957	4.9%	ETF
AAPL Apple	$64,588,489	$8,153,471 â–²	14.4%	216,109	3.8%	Computer and Technology
DFAI Dimensional International Core Equity Market ETF	$58,903,193	$3,881,098 â–²	7.1%	1,414,582	3.5%	ETF
AVDE Avantis International Equity ETF	$50,403,892	$3,646,211 â–²	7.8%	551,646	3.0%	ETF
SPY SPDR S&P 500 ETF Trust	$39,341,920	$452,069 â–²	1.2%	52,999	2.3%	Finance
DUHP Dimensional US High Profitability ETF	$38,595,365	$2,193,862 â–²	6.0%	967,302	2.3%	ETF
JMST JPMorgan Ultra-Short Municipal ETF	$31,919,970	$3,167,890 â–¼	-9.0%	627,358	1.9%	ETF
DFIC Dimensional International Core Equity 2 ETF	$29,661,309	$3,893,237 â–¼	-11.6%	778,819	1.8%	ETF
JMUB JPMorgan Municipal ETF	$29,135,858	$6,276,802 â–²	27.5%	580,164	1.7%	ETF
NVDA NVIDIA	$28,720,518	$1,281,807 â–¼	-4.3%	127,178	1.7%	Computer and Technology
MSFT Microsoft	$27,696,500	$612,677 â–¼	-2.2%	68,351	1.6%	Computer and Technology
VANGUARD NY TAX FREE FDS	$27,360,208	$8,296,332 â–²	43.5%	265,762	1.6%	TAX EXEMPT BD
GOOGL Alphabet	$26,002,126	$1,599,495 â–¼	-5.8%	64,782	1.5%	Computer and Technology
QQQ Invesco QQQ	$25,521,064	$6,400,278 â–¼	-20.1%	35,708	1.5%	Finance
AMZN Amazon.com	$19,716,209	$421,132 â–²	2.2%	72,988	1.2%	Retail/Wholesale
DIHP Dimensional International High Profitability ETF	$18,646,017	$5,007,133 â–¼	-21.2%	544,727	1.1%	ETF
MAR Marriott International	$17,374,975	$866,974 â–²	5.3%	49,922	1.0%	Consumer Discretionary
DFAE Dimensional Emerging Core Equity Market ETF	$17,338,228	$947,719 â–²	5.8%	436,182	1.0%	ETF
META Meta Platforms	$15,355,189	$69,062 â–¼	-0.4%	24,902	0.9%	Computer and Technology
GOOG Alphabet	$15,343,567	$770,550 â–¼	-4.8%	38,451	0.9%	Computer and Technology
VT Vanguard Total World Stock ETF	$15,297,422	$616,316 â–²	4.2%	98,439	0.9%	ETF
DFAS Dimensional U.S. Small Cap ETF	$14,178,627	$684,367 â–²	5.1%	185,342	0.8%	ETF
DIA SPDR Dow Jones Industrial Average ETF Trust	$13,929,384	$8,942,069 â–¼	-39.1%	28,019	0.8%	Finance
DFUV Dimensional US Marketwide Value ETF	$13,574,169	$17,631 â–²	0.1%	257,917	0.8%	ETF
VOO Vanguard S&P 500 ETF	$13,062,770	$375,328 â–²	3.0%	19,142	0.8%	ETF
JPM JPMorgan Chase & Co.	$13,013,265	$165,740 â–²	1.3%	43,341	0.8%	Finance
AMERICAN CENTY ETF TR	$10,218,704	$10,218,704 â–²	New Holding	192,733	0.6%	AVANTIS TOTAL EQ
DFAC Dimensional U.S. Core Equity 2 ETF	$8,858,647	$70,708 â–¼	-0.8%	204,966	0.5%	ETF
BRK.B Berkshire Hathaway	$8,852,292	$185,950 â–¼	-2.1%	18,233	0.5%	Finance
VIG Vanguard Dividend Appreciation ETF	$8,516,945	$126,689 â–¼	-1.5%	37,244	0.5%	ETF
GS The Goldman Sachs Group	$8,389,183	$488,441 â–¼	-5.5%	8,811	0.5%	Finance
XOM ExxonMobil	$8,290,895	$438,341 â–¼	-5.0%	54,700	0.5%	Energy
AVEM Avantis Emerging Markets Equity ETF	$8,065,195	$241,755 â–¼	-2.9%	85,004	0.5%	ETF
BRK.A Berkshire Hathaway	$8,002,501		0.0%	11	0.5%	Finance
TSM Taiwan Semiconductor Manufacturing	$7,295,874	$344,624 â–¼	-4.5%	18,249	0.4%	Computer and Technology
AVGO Broadcom	$7,270,722	$165,462 â–²	2.3%	17,445	0.4%	Computer and Technology
KLAC KLA	$7,252,118	$540,188 â–¼	-6.9%	3,947	0.4%	Computer and Technology
AON AON	$6,785,112	$6,785,112 â–²	New Holding	21,857	0.4%	Finance
NFLX Netflix	$6,771,097	$1,014,644 â–²	17.6%	77,331	0.4%	Consumer Discretionary
MA Mastercard	$6,528,445	$127,566 â–¼	-1.9%	13,306	0.4%	Business Services
DFUS Dimensional U.S. Equity ETF	$6,197,126	$2,664 â–¼	0.0%	76,773	0.4%	ETF
MLI Mueller Industries	$6,103,372	$516,755 â–¼	-7.8%	43,736	0.4%	Industrials
TSLA Tesla	$5,911,004	$277,405 â–¼	-4.5%	13,275	0.4%	Auto/Tires/Trucks
V Visa	$5,142,668	$261,057 â–¼	-4.8%	16,055	0.3%	Business Services
JNJ Johnson & Johnson	$4,990,777	$217,752 â–¼	-4.2%	21,659	0.3%	Medical
IVV iShares Core S&P 500 ETF	$4,645,161	$48,473 â–²	1.1%	6,229	0.3%	ETF
DFEM Dimensional Emerging Markets Core Equity 2 ETF	$4,374,178	$422,001 â–²	10.7%	108,245	0.3%	ETF
GLDM SPDR Gold MiniShares Trust	$4,263,983		0.0%	45,958	0.3%	Finance
CL Colgate-Palmolive	$4,242,710	$122,178 â–¼	-2.8%	48,338	0.3%	Consumer Staples
LLY Eli Lilly and Company	$4,115,008	$111,738 â–²	2.8%	4,051	0.2%	Medical
CMI Cummins	$4,088,536	$201,378 â–¼	-4.7%	5,766	0.2%	Auto/Tires/Trucks
CSCO Cisco Systems	$4,056,842	$279,894 â–¼	-6.5%	40,004	0.2%	Computer and Technology
EFA iShares MSCI EAFE ETF	$3,930,692	$80,157 â–¼	-2.0%	37,857	0.2%	Finance
RKT Rocket Companies	$3,874,317	$618,766 â–²	19.0%	286,808	0.2%	Finance
GLD SPDR Gold Shares	$3,548,353	$229,037 â–¼	-6.1%	8,242	0.2%	Finance
MU Micron Technology	$3,454,089	$3,215 â–²	0.1%	4,298	0.2%	Computer and Technology
AMAT Applied Materials	$3,414,039	$349,581 â–¼	-9.3%	7,891	0.2%	Computer and Technology
CAH Cardinal Health	$3,379,132	$356,005 â–¼	-9.5%	18,547	0.2%	Medical
NOW ServiceNow	$3,130,119	$406,956 â–²	14.9%	35,958	0.2%	Computer and Technology
WALMART INC	$3,088,443	$16,828 â–¼	-0.5%	23,492	0.2%	COM
VGT Vanguard Information Technology ETF	$3,087,019	$2,699,695 â–²	697.0%	27,210	0.2%	ETF
CBOE Cboe Global Markets	$2,988,850	$333,683 â–¼	-10.0%	8,151	0.2%	Financial Services
DIS Walt Disney	$2,969,195	$44,583 â–¼	-1.5%	28,305	0.2%	Consumer Discretionary
AMD Advanced Micro Devices	$2,897,933	$171,515 â–¼	-5.6%	6,505	0.2%	Computer and Technology
MRK Merck & Co., Inc.	$2,701,170	$6,013 â–²	0.2%	23,809	0.2%	Medical
KYN Kayne Anderson Energy Infrastructure Fund	$2,682,885	$15,151 â–²	0.6%	190,006	0.2%	Financial Services
AXP American Express	$2,541,828	$105,369 â–¼	-4.0%	8,226	0.2%	Finance
DFAT Dimensional U.S. Targeted Value ETF	$2,483,846	$9,876 â–¼	-0.4%	37,725	0.1%	ETF
IESC IES	$2,265,819		0.0%	3,343	0.1%	Computer and Technology
BAC Bank of America	$2,244,502	$17,893 â–¼	-0.8%	45,034	0.1%	Finance
PWR Quanta Services	$2,214,945	$43,580 â–¼	-1.9%	2,897	0.1%	Construction
IBM International Business Machines	$2,184,118	$157,949 â–¼	-6.7%	10,288	0.1%	Computer and Technology
PG Procter & Gamble	$2,183,235	$393,415 â–¼	-15.3%	15,827	0.1%	Consumer Staples
CAT Caterpillar	$2,183,130	$19,847 â–²	0.9%	2,420	0.1%	Industrials
INTC Intel	$2,182,136	$486,924 â–¼	-18.2%	18,141	0.1%	Computer and Technology
ASML ASML	$2,169,109	$68,032 â–²	3.2%	1,371	0.1%	Computer and Technology
VO Vanguard Mid-Cap ETF	$2,168,124	$1,545,105 â–²	248.0%	28,143	0.1%	ETF
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$2,078,719	$9,873 â–¼	-0.5%	39,162	0.1%	Manufacturing
VUG Vanguard Growth ETF	$2,062,369	$1,574,496 â–²	322.7%	23,567	0.1%	ETF
ABBV AbbVie	$2,043,827	$62,338 â–¼	-3.0%	9,803	0.1%	Medical
BX Blackstone	$2,030,439	$26,788 â–¼	-1.3%	17,054	0.1%	Finance
WTRG Essential Utilities	$2,022,477	$4,566 â–¼	-0.2%	54,481	0.1%	Utilities
ORCL Oracle	$1,968,310	$290,702 â–¼	-12.9%	10,373	0.1%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$1,935,931	$109,468 â–¼	-5.4%	10,947	0.1%	ETF
MCD McDonald's	$1,847,303	$85,197 â–¼	-4.4%	6,700	0.1%	Retail/Wholesale
COST Costco Wholesale	$1,843,682	$46,479 â–²	2.6%	1,785	0.1%	Retail/Wholesale
DTM DT Midstream	$1,774,524	$190,815 â–¼	-9.7%	12,257	0.1%	Energy
PFE Pfizer	$1,755,922	$63,602 â–²	3.8%	67,640	0.1%	Medical
BA Boeing	$1,750,846	$29,137 â–¼	-1.6%	7,331	0.1%	Aerospace
HD Home Depot	$1,664,826	$99,835 â–¼	-5.7%	5,503	0.1%	Retail/Wholesale
RTX RTX	$1,654,159	$11,221 â–²	0.7%	9,287	0.1%	Aerospace
MS Morgan Stanley	$1,621,729	$394,433 â–²	32.1%	8,367	0.1%	Finance
VXUS Vanguard Total International Stock ETF	$1,562,239	$8,508 â–²	0.5%	18,362	0.1%	ETF
NEE NextEra Energy	$1,543,810	$95 â–¼	0.0%	16,276	0.1%	Utilities
QQQM Invesco NASDAQ 100 ETF	$1,543,662	$294 â–²	0.0%	5,248	0.1%	ETF

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

Best-in-Class Portfolio Monitoring

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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