WealthBridge Capital Management
WealthBridge Capital Management reported 250 stocks worth $515M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are IVV (10.1%), SPY (4.8%) and RSP (4.7%). Compared with Q2 2026, the fund opened new positions in XOM, SHV and SPYM, added to IVV, RSP and BKLC, trimmed SPY, AAPL and BRK.B and sold out of XOM, EFA and AMAT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $52M | 10.1% | 68K | +776 (+1%) | 8 of 8 | |
| 2 |  SPY Spdr S&P 500 ETF TR | $24.6M | 4.8% | 32K | −222 (−1%) | 8 of 8 | |
| 3 |  RSP Invesco Exchange Traded FD T | $24.3M | 4.7% | 117K | +992 (+1%) | 8 of 8 | |
| 4 |  BKLC BNY Mellon ETF Trust | $23.4M | 4.5% | 479K | +323K (+207%) | 8 of 8 | |
| 5 |  QQQ Invesco Qqq TR | $23.1M | 4.5% | 31K | +953 (+3%) | 8 of 8 | |
| 6 |  AAPL Apple Inc | $18.1M | 3.5% | 54K | −375 (−1%) | 8 of 8 | |
| 7 |  BRK.B Berkshire Hathaway Inc Del | $13.6M | 2.6% | 27K | −927 (−3%) | 8 of 8 | |
| 8 |  NVDA Nvidia Corporation | $13.1M | 2.5% | 57K | +579 (+1%) | 8 of 8 | |
| 9 |  AMZN Amazon Com Inc | $12.3M | 2.4% | 49K | −354 (−1%) | 8 of 8 | |
| 10 |  IGM Ishares TR | $11M | 2.1% | 65K | −910 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $2.8M | 21K |
 EFA Ishares TR | $1M | 10K |
 AMAT Applied Matls Inc | $601K | 831 |
 FNDX Schwab Fundamental U.s. Large Company ETF | $301K | 9,669 |
 SCHG Schwab Strategic TR | $275K | 8,116 |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →WealthBridge Capital Management 13F FAQ
What does WealthBridge Capital Management own?
WealthBridge Capital Management reported 250 stocks worth $515M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are IVV (10.1%), SPY (4.8%) and RSP (4.7%). The table above lists every position in the filing (the top 10 without an account).
What did WealthBridge Capital Management buy and sell in Q3 2026?
Compared with Q2 2026: 25 new positions, 103 added to, 76 trimmed and 10 sold out. New positions include XOM, SHV and SPYM. It sold all of XOM, EFA and AMAT.
When will WealthBridge Capital Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is WealthBridge Capital Management's portfolio worth?
The Q3 2026 filing reports $515M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.