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 $434.2M across 221 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($42.5M, 9.79%), RSP ($21.8M, 5.02%), SPY ($21.0M, 4.84%), BKLC ($18.2M, 4.19%), QQQ ($16.9M, 3.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $42.5M | 9.79% | 65,078 | Added |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | $21.8M | 5.02% | 113,487 | Added |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $21.0M | 4.84% | 32,303 | Trimmed |
| 4 | BKLC | BNY MELLON ETF TRUST | $18.2M | 4.19% | 145,919 | Trimmed |
| 5 | QQQ | INVESCO QQQ TR | $16.9M | 3.89% | 29,296 | Trimmed |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $14.6M | 3.37% | 30,519 | Trimmed |
| 7 | AAPL | APPLE INC | $12.9M | 2.97% | 50,735 | Trimmed |
| 8 | AMZN | AMAZON COM INC | $10.4M | 2.39% | 49,876 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $10.0M | 2.31% | 57,453 | Added |
| 10 | GLD | SPDR GOLD TR | $9.2M | 2.12% | 21,356 | Trimmed |
| 11 | VYM | VANGUARD WHITEHALL FDS | $8.5M | 1.97% | 57,656 | Added |
| 12 | GOOG | ALPHABET INC | $8.1M | 1.87% | 28,334 | Trimmed |
| 13 | IGM | ISHARES TR | $8.0M | 1.85% | 67,815 | Added |
| 14 | VIG | VANGUARD SPECIALIZED FUNDS | $6.7M | 1.53% | 30,943 | Added |
| 15 | GRID | FIRST TR EXCHANGE-TRADED FD | $6.3M | 1.44% | 38,270 | Added |
| 16 | IYW | ISHARES TR | $5.7M | 1.31% | 31,350 | Trimmed |
| 17 | USMV | ISHARES TR | $5.4M | 1.25% | 58,398 | Added |
| 18 | LLY | ELI LILLY & CO | $5.2M | 1.19% | 5,605 | Added |
| 19 | AIRR | FIRST TR EXCHANGE TRADED FD | $5.0M | 1.16% | 45,524 | Trimmed |
| 20 | ICSH | ISHARES TR | $5.0M | 1.15% | 98,779 | Added |
| 21 | VTI | VANGUARD INDEX FDS | $4.7M | 1.09% | 14,766 | Trimmed |
| 22 | MSFT | MICROSOFT CORP | $4.7M | 1.08% | 12,693 | Added |
| 23 | EMR | EMERSON ELEC CO | $4.7M | 1.08% | 35,724 | Trimmed |
| 24 | PAVE | GLOBAL X FDS | $4.6M | 1.05% | 89,846 | Added |
| 25 | BTT | BLACKROCK MUN TARGET TERM TR | $4.4M | 1.02% | 195,915 | Added |
Source: SEC Form 13F filings · as of 2026-03-31