§ 13F · FUND PROFILE
WealthBridge Capital Management, LLC.
AUM · $503M (13F)Positions · 235Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 67K | $50M | 10.0% | +3% |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | 116K | $25M | 4.9% | +2% |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 33K | $24M | 4.8% | +1% |
| 4 | BKLC | BNY MELLON ETF TRUST | 156K | $22M | 4.4% | +7% |
| 5 | QQQ | INVESCO QQQ TR | 30K | $22M | 4.4% | +3% |
| 6 | AAPL | APPLE INC | 55K | $16M | 3.1% | +8% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 28K | $14M | 2.8% | −7% |
| 8 | AMZN | AMAZON COM INC | 50K | $12M | 2.4% | ±0% |
| 9 | NVDA | NVIDIA CORPORATION | 57K | $11M | 2.3% | −1% |
| 10 | IGM | ISHARES TR | 66K | $11M | 2.2% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTHBRIDGE SIGNAL
AC read
WealthBridge Capital Management, LLC is a Other fund managing $503 million in assets. The fund runs a broad portfolio of 235 positions.
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