Free Trial

Wealthbridge Capital Management, LLC Top Holdings and 13F Report (2026)

About Wealthbridge Capital Management, LLC

Investment Activity

  • Wealthbridge Capital Management, LLC has $434.15 million in total holdings as of March 31, 2026.
  • Wealthbridge Capital Management, LLC owns shares of 221 different stocks, but just 61 companies or ETFs make up 80% of its holdings.
  • Approximately 3.91% of the portfolio was purchased this quarter.
  • About 2.51% of the portfolio was sold this quarter.
  • This quarter, Wealthbridge Capital Management, LLC has purchased 208 new stocks and bought additional shares in 105 stocks.
  • Wealthbridge Capital Management, LLC sold shares of 76 stocks and completely divested from 4 stocks this quarter.

Largest New Holdings this Quarter

92189F676 - VanEck Semiconductor ETF
$1,393,276 Holding
46138E107 - INVESCO EXCH TRADED FD TR II
$1,068,641 Holding
464288679 - iShares Short Treasury Bond ETF
$989,720 Holding
828806109 - Simon Property Group
$517,241 Holding
78464A854 - SPDR Portfolio S&P 500 ETF
$404,904 Holding

Largest Purchases this Quarter

VanEck Semiconductor ETF
3,634 shares (about $1.39M)
INVESCO EXCH TRADED FD TR II
39,173 shares (about $1.07M)
iShares Short Treasury Bond ETF
8,966 shares (about $989.72K)
iShares Core High Dividend ETF
4,497 shares (about $610.31K)
Invesco S&P 500 Equal Weight ETF
2,859 shares (about $548.70K)

Largest Sales this Quarter

First Trust Rising Dividend Achievers ETF
20,016 shares (about $1.37M)
iShares Russell 2000 ETF
3,596 shares (about $891.83K)
Cohen & Steers Total Return Realty Fund
42,292 shares (about $471.13K)
Berkshire Hathaway
957 shares (about $458.59K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWealthbridge Capital Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$42,509,659$48,338 â–²0.1%65,0789.8%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$21,780,343$548,697 â–²2.6%113,4875.0%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$21,008,030$143,726 â–¼-0.7%32,3034.8%Finance
BNY Mellon US Large Cap Core Equity ETF stock logo
BKLC
BNY Mellon US Large Cap Core Equity ETF
$18,212,119$211,053 â–¼-1.1%145,9194.2%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$16,908,924$264,923 â–¼-1.5%29,2963.9%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$14,624,705$458,594 â–¼-3.0%30,5193.4%Finance
Apple Inc. stock logo
AAPL
Apple
$12,876,157$64,971 â–¼-0.5%50,7353.0%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$10,387,675$86,224 â–¼-0.8%49,8762.4%Retail/Wholesale
NVIDIA Corporation stock logo
NVDA
NVIDIA
$10,019,783$21,102 â–²0.2%57,4532.3%Computer and Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$9,189,273$151,032 â–¼-1.6%21,3562.1%Finance
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$8,538,819$152,839 â–²1.8%57,6562.0%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$8,128,005$121,057 â–¼-1.5%28,3341.9%Computer and Technology
iShares Expanded Tech Sector ETF stock logo
IGM
iShares Expanded Tech Sector ETF
$8,036,773$34,368 â–²0.4%67,8151.9%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$6,654,542$198,929 â–²3.1%30,9431.5%ETF
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock logo
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
$6,260,238$345,646 â–²5.8%38,2701.4%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$5,687,600$93,433 â–¼-1.6%31,3501.3%Manufacturing
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$5,415,806$40,156 â–²0.7%58,3981.2%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$5,155,312$22,994 â–²0.4%5,6051.2%Medical
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$5,043,201$262,994 â–¼-5.0%45,5241.2%Manufacturing
iShares Ultra Short-Term Bond Active ETF stock logo
ICSH
iShares Ultra Short-Term Bond Active ETF
$5,000,205$140,724 â–²2.9%98,7791.2%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$4,736,971$63,840 â–¼-1.3%14,7661.1%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$4,698,602$109,571 â–²2.4%12,6931.1%Computer and Technology
Emerson Electric Co. stock logo
EMR
Emerson Electric
$4,680,558$5,503 â–¼-0.1%35,7241.1%Industrials
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$4,565,069$278,083 â–²6.5%89,8461.1%ETF
Blackrock Municipal 2030 Target Term Trust stock logo
BTT
Blackrock Municipal 2030 Target Term Trust
$4,447,266$133,249 â–²3.1%195,9151.0%Financial Services
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$3,878,403$37,197 â–²1.0%23,9810.9%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$3,853,780$891,833 â–¼-18.8%15,5390.9%Finance
Invesco RAFI US 1500 Small-Mid ETF stock logo
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
$3,526,454$217,425 â–²6.6%76,8790.8%Manufacturing
First Trust Dow Jones Internet Index Fund stock logo
FDN
First Trust Dow Jones Internet Index Fund
$3,083,345$53,593 â–¼-1.7%13,1750.7%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,080,487$43,830 â–²1.4%10,4720.7%Finance
Alerian MLP ETF stock logo
AMLP
Alerian MLP ETF
$2,967,432$113,808 â–²4.0%56,3720.7%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$2,853,379$18,486 â–²0.7%13,1200.7%Medical
First Trust Dow Jones Global Select Dividend Index Fund stock logo
FGD
First Trust Dow Jones Global Select Dividend Index Fund
$2,753,562$315,310 â–²12.9%86,2370.6%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$2,751,718$7,495 â–²0.3%5,5070.6%Business Services
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$2,727,158$65,150 â–²2.4%16,0740.6%Energy
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$2,726,631$4,934 â–²0.2%4,4210.6%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,526,726$40,052 â–²1.6%4,4160.6%Computer and Technology
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$2,516,335$2,745 â–¼-0.1%11,9170.6%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$2,513,851$11,512 â–¼-0.5%5,8960.6%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,507,315$21,855 â–¼-0.9%8,7190.6%Computer and Technology
WisdomTree U.S. AI Enhanced Value Fund stock logo
AIVL
WisdomTree U.S. AI Enhanced Value Fund
$2,439,759$347 â–²0.0%21,0850.6%Finance
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$2,430,429$20,991 â–²0.9%33,2300.6%ETF
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$2,338,376$2,423 â–¼-0.1%15,4440.5%ETF
GLOBAL X FDS
$2,071,561$255,802 â–²14.1%29,2430.5%DEFENSE TECH ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$2,062,062$151,900 â–¼-6.9%23,3900.5%Finance
Preformed Line Products Company stock logo
PLPC
Preformed Line Products
$2,060,678$108,300 â–¼-5.0%7,6110.5%Computer and Technology
ISHARES TR
$2,001,894$3,299 â–²0.2%60,0810.5%US MANUFACTURING
Invesco Bond Fund stock logo
VBF
Invesco Bond Fund
$1,965,787$20,430 â–¼-1.0%131,0520.5%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$1,947,807$90,862 â–²4.9%20,2580.4%Consumer Discretionary
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$1,933,774$2,316 â–²0.1%4,1750.4%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$1,813,396$44,610 â–¼-2.4%4,8780.4%Auto/Tires/Trucks
JPMorgan Ultra-Short Municipal ETF stock logo
JMST
JPMorgan Ultra-Short Municipal ETF
$1,790,805$238,788 â–²15.4%35,1280.4%ETF
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$1,761,523$129,646 â–²7.9%99,2410.4%ETF
Invesco S&P 500 Equal Weight Consumer Staples ETF stock logo
RSPS
Invesco S&P 500 Equal Weight Consumer Staples ETF
$1,731,348$36,580 â–¼-2.1%58,6900.4%ETF
First Trust Limited Duration Investment Grade Corporate ETF stock logo
FSIG
First Trust Limited Duration Investment Grade Corporate ETF
$1,678,545$272,264 â–²19.4%88,6240.4%ETF
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$1,647,734$46,857 â–¼-2.8%15,5430.4%ETF
WisdomTree U.S. LargeCap Dividend Fund stock logo
DLN
WisdomTree U.S. LargeCap Dividend Fund
$1,624,632$8,486 â–¼-0.5%18,1870.4%Finance
First Trust NASDAQ-100 Equal Weighted Index Fund stock logo
QQEW
First Trust NASDAQ-100 Equal Weighted Index Fund
$1,607,119$1,166,644 â–¼-42.1%12,6570.4%Manufacturing
Visa Inc. stock logo
V
Visa
$1,602,385$168,338 â–²11.7%5,3020.4%Business Services
Broadcom Inc. stock logo
AVGO
Broadcom
$1,593,517$92,535 â–²6.2%5,1490.4%Computer and Technology
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$1,586,520$171,394 â–²12.1%34,7770.4%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$1,458,821$1,757 â–²0.1%16,6080.3%Manufacturing
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$1,436,2800.0%20.3%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,417,870$192,395 â–²15.7%2,3730.3%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$1,403,357$40,436 â–²3.0%45,7420.3%ETF
ROKT
SPDR S&P Kensho Final Frontiers ETF
$1,396,293$273,311 â–¼-16.4%14,0390.3%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$1,393,276$1,393,276 â–²New Holding3,6340.3%Manufacturing
DTE Energy Company stock logo
DTE
DTE Energy
$1,348,587$286,006 â–²26.9%9,2230.3%Utilities
RSHO
Tema American Reshoring ETF
$1,345,989$24,890 â–²1.9%27,0390.3%ETF
TRFK
Pacer Data and Digital Revolution ETF
$1,277,503$15,996 â–¼-1.2%20,5250.3%ETF
Vanguard S&P Mid-Cap 400 ETF stock logo
IVOO
Vanguard S&P Mid-Cap 400 ETF
$1,199,788$46,986 â–¼-3.8%10,4950.3%ETF
SPDR S&P Aerospace & Defense ETF stock logo
XAR
SPDR S&P Aerospace & Defense ETF
$1,192,557$281,438 â–²30.9%4,6950.3%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,152,567$3,322 â–²0.3%7,9800.3%Consumer Staples
VanEck High Yield Muni ETF stock logo
HYD
VanEck High Yield Muni ETF
$1,107,342$112,063 â–²11.3%22,0850.3%ETF
FUMB
First Trust Ultra Short Duration Municipal ETF
$1,098,043$210,767 â–²23.8%54,7650.3%ETF
INVESCO EXCH TRADED FD TR II
$1,068,641$1,068,641 â–²New Holding39,1730.2%EQUAL WEGT 0-30
Starwood Property Trust, Inc. stock logo
STWD
Starwood Property Trust
$1,034,430$146,526 â–²16.5%60,0710.2%Finance
ProShares Ultra QQQ stock logo
QLD
ProShares Ultra QQQ
$1,027,312$487,822 â–²90.4%16,8410.2%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,021,7510.0%3,5580.2%ETF
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$989,720$989,720 â–²New Holding8,9660.2%ETF
Vertiv Holdings Co. stock logo
VRT
Vertiv
$984,752$130,549 â–¼-11.7%3,9300.2%Computer and Technology
GOLDMAN SACHS ETF TR
$982,760$37,656 â–¼-3.7%27,1420.2%TECHNOLOGY OPPOR
McDonald's Corporation stock logo
MCD
McDonald's
$963,449$8,702 â–²0.9%3,1000.2%Retail/Wholesale
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$961,466$57,917 â–¼-5.7%15,3390.2%Manufacturing
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$960,992$610,307 â–²174.0%7,0810.2%ETF
Amphenol Corporation stock logo
APH
Amphenol
$938,093$207,707 â–¼-18.1%7,4250.2%Computer and Technology
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$891,280$16,048 â–¼-1.8%9,6080.2%ETF
FITE
SPDR Kensho Future Security ETF
$880,784$34,215 â–¼-3.7%10,2970.2%ETF
Invesco Dorsey Wright Consumer Staples Momentum ETF stock logo
PSL
Invesco Dorsey Wright Consumer Staples Momentum ETF
$876,126$26,053 â–¼-2.9%8,0710.2%ETF
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$861,219$34,781 â–²4.2%3,9370.2%ETF
LAM RESEARCH CORP
$821,3090.0%3,8440.2%COM NEW
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$815,551$97,291 â–²13.5%9640.2%Finance
US Treasury 2 Year Note ETF stock logo
UTWO
US Treasury 2 Year Note ETF
$799,651$32,446 â–¼-3.9%16,5620.2%ETF
Invesco S&P International Developed Low Volatility ETF stock logo
IDLV
Invesco S&P International Developed Low Volatility ETF
$730,935$185,636 â–²34.0%21,2150.2%ETF
Quanta Services, Inc. stock logo
PWR
Quanta Services
$727,452$40,078 â–²5.8%1,3250.2%Construction
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$717,617$17,940 â–²2.6%7200.2%Retail/Wholesale
EXCHANGE TRADED CONCEPTS TRU
$699,809$21,902 â–²3.2%10,6400.2%RANGE NUCLEAR RE
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$698,946$2,279 â–¼-0.3%4,9070.2%ETF
WUGI
AXS Esoterica NextG Economy ETF
$688,509$5,047 â–¼-0.7%10,5050.2%ETF
iShares Global Consumer Staples ETF stock logo
KXI
iShares Global Consumer Staples ETF
$686,8520.0%10,2500.2%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data