WealthBridge Capital Management, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
WealthBridge Capital Management, LLC 13F Holdings
CIK 0001767313
As of Sep 30, 2025, WealthBridge Capital Management, LLC reported
214 positions worth $424.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 63,113 | $42.2M | 9.96% |
| SPDR S&P 500 ETF TRUST | SPY | — | 31,832 | $21.2M | 5.00% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 110,592 | $21.0M | 4.95% |
| BNY MELLON US LARGE CAP CORE EQUITY ETF | BKLC | — | 141,473 |
|
8.2M4.28% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 32,345 |
6.3M | 3.84% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 26,715 |
6.0M | 3.78% |
| APPLE INC | AAPL | Technology | 51,574 |
3.1M | 3.10% |
| AMAZON.COM INC | AMZN | Equity | 50,639 |
1.1M | 2.62% |
| NVIDIA CORP | NVDA | Technology | 56,672 |
0.6M | 2.49% |
| ISHARES EXPANDED TECH SECTOR ETF | IGM | — | 69,165 | $8.7M | 2.05% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 57,943 | $8.2M | 1.93% |
| SPDR GOLD TRUST | GQ9 | — | 21,410 | $7.6M | 1.80% |
| ALPHABET INC | GOOG | Equity | 29,378 | $7.2M | 1.69% |
| MICROSOFT CORP | MSFT | Technology | 12,977 | $6.7M | 1.59% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 30,448 | $6.6M | 1.55% |
| ISHARES US TECHNOLOGY ETF | IYW | — | 33,250 | $6.5M | 1.54% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 55,554 | $5.3M | 1.25% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 14,983 | $4.9M | 1.16% |
| FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FUND | GRID | — | 32,341 | $4.9M | 1.15% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 19,518 | $4.7M | 1.11% |
| EMERSON ELECTRIC CO | EMR | Industrials | 35,766 | $4.7M | 1.11% |
| ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | ICSH | — | 92,292 | $4.7M | 1.10% |
| ELI LILLY & CO | LLY | Healthcare | 5,675 | $4.3M | 1.02% |
| BLACKROCK MUNICIPAL 2030 TARGET TERM TRUST | BTT | — | 189,673 | $4.3M | 1.00% |
| FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | AIRR | — | 42,109 | $4.1M | 0.96% |