Institutional Fund
Wealthbridge Capital Management, LLC
Westerville, OHCIK 17673135 filings on record
Portfolio Value
$434.15M
Q1 2026
Holdings
221
Reported positions
New Buys
17
Opened this quarter
QoQ Change
-1.1%
from $438.94M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr9.8%
- Invesco Exchange Traded Fd T5.0%
- Spdr S&P 500 ETF Tr4.8%
- Bny Mellon ETF Trust4.2%
- Invesco Qqq Tr3.9%
- Berkshire Hathaway Inc Del3.4%
- Other68.9%
Portfolio Holdings
221 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 65.1K | $42.51M | 9.8% | +74 | Added |
| 2 | Invesco Exchange Traded Fd T | 113.5K | $21.78M | 5.0% | +2.9K | Added |
| 3 | Spdr S&P 500 ETF Tr | 32.3K | $21.01M | 4.8% | −221 | Reduced |
| 4 | Bny Mellon ETF Trust | 145.9K | $18.21M | 4.2% | −1.7K | Reduced |
| 5 | Invesco Qqq Tr | 29.3K | $16.91M | 3.9% | −459 | Reduced |
| 6 | Berkshire Hathaway Inc Del | 30.5K | $14.62M | 3.4% | −957 | Reduced |
| 7 | Apple Inc | 50.7K | $12.88M | 3.0% | −256 | Reduced |
| 8 | Amazon Com Inc | 49.9K | $10.39M | 2.4% | −414 | Reduced |
| 9 | Nvidia Corporation | 57.5K | $10.02M | 2.3% | +121 | Added |
| 10 | Spdr Gold Tr | 21.4K | $9.19M | 2.1% | −351 | Reduced |
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