Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WealthBridge Capital Management, LLC (CIK 1767313) reported $503.1M across 235 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($50.3M, 9.99%), RSP ($24.6M, 4.90%), SPY ($24.3M, 4.83%), BKLC ($22.3M, 4.44%), QQQ ($22.3M, 4.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $50.3M | 9.99% | 67,115 | Added |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | $24.6M | 4.90% | 115,779 | Added |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $24.3M | 4.83% | 32,533 | Added |
| 4 | BKLC | BNY MELLON ETF TRUST | $22.3M | 4.44% | 155,823 | Added |
| 5 | QQQ | INVESCO QQQ TR | $22.3M | 4.43% | 30,264 | Added |
| 6 | AAPL | APPLE INC | $15.8M | 3.15% | 54,692 | Added |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $14.2M | 2.81% | 28,293 | Trimmed |
| 8 | AMZN | AMAZON COM INC | $11.8M | 2.36% | 49,716 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $11.4M | 2.26% | 56,812 | Trimmed |
| 10 | IGM | ISHARES TR | $10.8M | 2.15% | 66,166 | Trimmed |
| 11 | GOOG | ALPHABET INC | $9.6M | 1.92% | 27,277 | Trimmed |
| 12 | VYM | VANGUARD WHITEHALL FDS | $9.1M | 1.81% | 57,489 | Trimmed |
| 13 | GRID | FIRST TR EXCHANGE-TRADED FD | $7.9M | 1.56% | 40,975 | Added |
| 14 | GLD | SPDR GOLD TR | $7.9M | 1.56% | 21,374 | Added |
| 15 | IYW | ISHARES TR | $7.6M | 1.51% | 30,218 | Trimmed |
| 16 | VIG | VANGUARD SPECIALIZED FUNDS | $7.3M | 1.45% | 30,868 | Trimmed |
| 17 | AIRR | FIRST TR EXCHANGE TRADED FD | $6.9M | 1.38% | 51,937 | Added |
| 18 | LLY | ELI LILLY & CO | $6.7M | 1.33% | 5,578 | Trimmed |
| 19 | PAVE | GLOBAL X FDS | $6.0M | 1.19% | 102,030 | Added |
| 20 | VTI | VANGUARD INDEX FDS | $5.6M | 1.10% | 15,018 | Added |
| 21 | USMV | ISHARES TR | $5.2M | 1.04% | 54,152 | Trimmed |
| 22 | EMR | EMERSON ELEC CO | $5.1M | 1.02% | 35,718 | Trimmed |
| 23 | ICSH | ISHARES TR | $5.1M | 1.00% | 99,911 | Added |
| 24 | MSFT | MICROSOFT CORP | $4.9M | 0.98% | 13,263 | Added |
| 25 | XLI | SELECT SECTOR SPDR TR | $4.6M | 0.92% | 24,963 | Added |
Source: SEC Form 13F filings · as of 2026-06-30