Bridgewater Advisors Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Bridgewater Advisors Inc. reported 478 stock positions worth $1.8 billion. Its top holding was Avantis US Large Cap Value (AVLV) at 6.1% of the portfolio, followed by Avantis U.S. Equity ETF (AVUS, 5.7%) and JPMorgan Ultra-Short Income (JPST, 5.7%). Compared with Q1 2026, it opened 39 new positions, sold out of 19, added to 241 and reduced 159. The biggest buy was Avantis Emerging Markets Eq (AVEM, shares +348%) and the biggest sale Dimensional US High Profi Et (DUHP, shares −43%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001600319
- Portfolio Value
- $1.8B (Q2 2026)
- SEC Filing
- 0001600319-26-000004 ↗ filed Aug 5, 2026
Holdings Value
Holdings 478 stocks · $1.8B
| AVLV Avantis US Large Cap Value | 6.13% | 1,208,088 | $112.5M | Add +1.6% |
| AVUS Avantis U.S. Equity ETF | 5.72% | 810,647 | $104.8M | Add +6.3% |
| JPST JPMorgan Ultra-Short Income | 5.65% | 2,057,137 | $103.7M | Add +7.2% |
| VTI VG Morningstar TS MKT ETF-US | 5.21% | 255,661 | $95.6M | Add +6.8% |
| JBND JPMorgan Active Bond ETF | 4.94% | 1,722,643 | $90.6M | Add +6.2% |
| VCIT Vanguard Int-Term Corporate | 4.62% | 1,044,906 | $84.8M | Add +5.8% |
| AAPL Apple Inc. | 3.57% | 215,688 | $65.4M | Reduce -0.2% |
| DFAI Dimensional International Co. | 3.44% | 1,493,788 | $63.1M | Add +5.6% |
| AVDE Avantis International Equity | 3.03% | 607,391 | $55.6M | Add +10.1% |
| MSFT Microsoft Corp. | 1.97% | 74,033 | $36.1M | Add +8.3% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 1.88% | 678,796 | $34.5M | Add +8.2% |
| AVEM Avantis Emerging Markets Eq | 1.87% | 381,114 | $34.4M | Add +348.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.77% | 42,877 | $32.5M | Reduce -19.1% |
| MUNY Vanguard NY Tax-Ex Bond | 1.59% | 287,315 | $29.2M | Add +8.1% |
| GOOGL Alphabet Inc. Class A | 1.55% | 76,085 | $28.4M | Add +17.4% |
| VOO Vanguard S&P 500 ETF | 1.53% | 40,333 | $28.1M | Add +110.7% |
| NVDA Nvidia Corp. | 1.45% | 128,408 | $26.5M | Add +1.0% |
| DFIC Dimensional International Co. | 1.39% | 666,771 | $25.5M | Reduce -14.4% |
| DUHP Dimensional US High Profi Et | 1.24% | 548,221 | $22.8M | Reduce -43.3% |
| JMUB JPMorgan Municipal ETF | 1.20% | 444,537 | $22.1M | Reduce -23.4% |
| AMZN Amazon.com Inc. | 1.18% | 76,356 | $21.7M | Add +4.6% |
| BWIN Baldwin Insurance Group Inc./ filed as THE BALDWIN INSURANCE GRP IN | 1.17% | 728,743 | $21.5M | New |
| QQQ Invesco QQQ Trust Series 1 | 1.09% | 28,632 | $20.0M | Reduce -19.8% |
| AVUQ Avantis US Quality Eq ETF | 1.04% | 286,749 | $19.1M | New |
| DIHP Dimensional International Hi | 1.00% | 527,312 | $18.3M | Reduce -3.2% |
| JPM JPMorgan Chase & Co. | 0.94% | 48,665 | $17.2M | Add +12.3% |
| DFAS Dimensional US Small Cap ETF | 0.87% | 193,874 | $16.0M | Add +4.6% |
| GOOG Alphabet Inc. Class C | 0.86% | 42,598 | $15.9M | Add +10.8% |
| MAR Marriott International Class A | 0.85% | 45,395 | $15.6M | Reduce -9.1% |
| META Meta Platforms Inc. Class A | 0.84% | 26,083 | $15.4M | Add +4.7% |
| DFUV Dimensional US Marketwide Va | 0.79% | 258,230 | $14.5M | Add +0.1% |
| VT Vanguard Tot World STK ETF | 0.78% | 91,077 | $14.4M | Reduce -7.5% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.65% | 22,340 | $11.9M | Reduce -20.3% |
| AVGO Broadcom Inc. | 0.63% | 29,555 | $11.6M | Add +69.4% |
| AVTM Avantis Total Equity ETF | 0.57% | 192,733 | $10.5M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.52% | 18,684 | $9.6M | Add +2.5% |
| DFAE Dimensional Emerging Core Eq | 0.51% | 249,214 | $9.4M | Reduce -42.9% |
| DFAC Dimensional US Core Equity 2 | 0.50% | 204,444 | $9.2M | Reduce -0.3% |
| GS Goldman Sachs Group Inc. | 0.49% | 8,812 | $9.1M | Add +0.0% |
| VIG Vanguard Dividend Apprec ETF | 0.49% | 37,096 | $8.9M | Reduce -0.4% |
| XOM Exxon Mobil Corp. | 0.48% | 57,370 | $8.9M | Add +4.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.46% | 11 | $8.5M | No change |
| AON Aon PLC Class A | 0.43% | 21,836 | $7.8M | Reduce -0.1% |
| MA Mastercard Inc. Class A | 0.42% | 13,335 | $7.6M | Add +0.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.41% | 18,352 | $7.5M | Add +0.6% |
| KLAC KLA Corp. | 0.40% | 40,711 | $7.4M | Add +3.1% |
| CSCO Cisco Systems Inc. | 0.35% | 55,600 | $6.4M | Add +39.0% |
| DFUS Dimensional US Eq MKT ETF | 0.35% | 76,767 | $6.4M | Reduce -0.0% |
| NFLX Netflix Inc. | 0.34% | 83,854 | $6.1M | Add +8.4% |
| JNJ Johnson & Johnson | 0.32% | 22,989 | $5.8M | Add +6.1% |
| V Visa Inc. Class A | 0.32% | 15,930 | $5.8M | Reduce -0.8% |
| AXP American Express Co. | 0.26% | 13,884 | $4.8M | Add +68.8% |
| IVV iShares Core S&P 500 ETF | 0.26% | 6,229 | $4.7M | No change |
| LLY Eli Lilly & Co. | 0.24% | 3,983 | $4.5M | Reduce -1.7% |
| WMT Walmart Inc. | 0.24% | 38,961 | $4.3M | Add +65.8% |
| CL Colgate-Palmolive Co. | 0.23% | 47,827 | $4.3M | Reduce -1.1% |
| TSLA Tesla Inc. | 0.23% | 13,035 | $4.2M | Reduce -1.8% |
| AMAT Applied Materials Inc. | 0.22% | 7,855 | $4.0M | Reduce -0.5% |
| NOW ServiceNow Inc. | 0.22% | 35,229 | $4.0M | Reduce -2.0% |
| EFA iShares MSCI Eafe ETF | 0.22% | 37,837 | $4.0M | Reduce -0.1% |
| CMI Cummins Inc. | 0.22% | 6,125 | $4.0M | Add +6.2% |
| RKT Rocket Cos Inc. Class A | 0.21% | 288,390 | $3.8M | Add +0.6% |
| SCHF Schwab Intl Equity ETF | 0.20% | 135,090 | $3.7M | Add +492.7% |
| GLDM SPDR Gold Minishares Trust | 0.20% | 46,238 | $3.7M | Add +0.6% |
| MU Micron Technology Inc. | 0.20% | 4,453 | $3.7M | Add +3.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 34,377 | $3.4M | Add +21.4% |
| PG The Procter & Gamble Co. | 0.18% | 23,745 | $3.4M | Add +50.0% |
| GLD SPDR Gold Shares | 0.18% | 8,791 | $3.3M | Add +6.7% |
| AMD Advanced Micro Devices | 0.17% | 6,485 | $3.1M | Reduce -0.3% |
| VGT Vanguard Info Tech ETF | 0.17% | 27,211 | $3.1M | Reduce -87.5% |
| MLI Mueller Industries Inc. | 0.17% | 46,495 | $3.1M | Add +6.3% |
| DFEM Dimensional Emrg MRKT Core | 0.17% | 81,105 | $3.1M | Reduce -25.1% |
| GE General Electric filed as GE AEROSPACE | 0.17% | 8,323 | $3.1M | Add +93.4% |
| MRK Merck & Co. Inc. | 0.17% | 23,905 | $3.1M | Add +0.4% |
| IJH iShares Core S&P Midcap ETF | 0.17% | 40,037 | $3.0M | Add +488.9% |
| BAC Bank of America Corp. | 0.16% | 45,590 | $2.8M | Add +1.2% |
| DFAT Dimensional US Target Value | 0.15% | 37,725 | $2.7M | No change |
| CBOE Cboe Global Markets Inc. | 0.14% | 8,773 | $2.6M | Add +7.6% |
| KYN Kayne Anderson Energy Infra | 0.14% | 176,601 | $2.6M | Reduce -7.1% |
| HD Home Depot Inc. | 0.14% | 7,362 | $2.5M | Add +33.8% |
| ABBV Abbvie Inc. | 0.13% | 9,702 | $2.4M | Reduce -1.0% |
| BND Vanguard Total Bond Market | 0.13% | 32,468 | $2.3M | Add +140.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.13% | 28,143 | $2.3M | Reduce -75.0% |
| BX Blackstone Inc. | 0.12% | 17,093 | $2.3M | Add +0.2% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.12% | 43,863 | $2.3M | Add +12.0% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.12% | 1,390 | $2.3M | Add +1.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 9,932 | $2.2M | Reduce -3.5% |
| GEV GE Vernova Inc. | 0.12% | 2,203 | $2.2M | Add +75.3% |
| VWO Vanguard Ftse Emerging Marke | 0.12% | 37,141 | $2.2M | Add +366.1% |
| PANW Palo Alto Networks Inc. | 0.12% | 6,219 | $2.2M | Add +113.4% |
| CAH Cardinal Health Inc. | 0.12% | 9,516 | $2.2M | Reduce -48.7% |
| AMGN Amgen Inc. | 0.11% | 5,459 | $2.1M | Add +114.5% |
| WTRG Essential Utilities Inc. | 0.11% | 54,792 | $2.1M | Add +0.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.11% | 23,384 | $2.0M | Reduce -83.5% |
| CAT Caterpillar Inc. | 0.11% | 2,436 | $2.0M | Add +0.7% |
| RTX RTX Corp. | 0.11% | 9,272 | $2.0M | Reduce -0.2% |
| PWR Quanta Services Inc. | 0.11% | 2,892 | $2.0M | Reduce -0.2% |
| KO The Coca-Cola Co. | 0.11% | 22,506 | $2.0M | Add +38.2% |
| XLK SS Technology Select Sector | 0.11% | 10,901 | $1.9M | Reduce -0.4% |
| INTC Intel Corp. | 0.10% | 19,929 | $1.8M | Add +9.9% |
Portfolio Sells Q1 2026 → Q2 2026
| DUHP Dimensional US High Profi Et | Reduce -43.3% | 1.24% | −1.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -19.1% | 1.77% | −0.57 |
| JMUB JPMorgan Municipal ETF | Reduce -23.4% | 1.20% | −0.53 |
| DFAE Dimensional Emerging Core Eq | Reduce -42.9% | 0.51% | −0.52 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -19.8% | 1.09% | −0.43 |
| DFIC Dimensional International Co. | Reduce -14.4% | 1.39% | −0.37 |
| AAPL Apple Inc. | Reduce -0.2% | 3.57% | −0.27 |
| MAR Marriott International Class A | Reduce -9.1% | 0.85% | −0.18 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -20.3% | 0.65% | −0.18 |
| VT Vanguard Tot World STK ETF | Reduce -7.5% | 0.78% | −0.13 |
| TSLA Tesla Inc. | Reduce -1.8% | 0.23% | −0.12 |
| DIHP Dimensional International Hi | Reduce -3.2% | 1.00% | −0.11 |
| DFEM Dimensional Emrg MRKT Core | Reduce -25.1% | 0.17% | −0.09 |
| CAH Cardinal Health Inc. | Reduce -48.7% | 0.12% | −0.08 |
| IESC Ies Holdings Inc. | Reduce -58.9% | 0.05% | −0.08 |
| ORCL Oracle Corp. | Reduce -26.0% | 0.06% | −0.06 |
| CCI Crown Castle Inc. | Sold out | 0.00% | −0.03 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.03 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.03 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.03 |
| PWR Quanta Services Inc. | Reduce -0.2% | 0.11% | −0.03 |
| DFAC Dimensional US Core Equity 2 | Reduce -0.3% | 0.50% | −0.02 |
| SCHB Schwab US Broad Market ETF | Reduce -33.4% | 0.04% | −0.02 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.02 |
| DFUS Dimensional US Eq MKT ETF | Reduce -0.0% | 0.35% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -5.0% | 0.09% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.4% | 0.49% | −0.02 |
| KYN Kayne Anderson Energy Infra | Reduce -7.1% | 0.14% | −0.02 |
| PFE Pfizer Inc. | Reduce -7.9% | 0.08% | −0.02 |
| CL Colgate-Palmolive Co. | Reduce -1.1% | 0.23% | −0.02 |
| JHG Janus Henderson Group PLC | Sold out | 0.00% | −0.02 |
| SKM SK Telecom Co. Ltd.-Spon ADR | Reduce -9.0% | 0.04% | −0.02 |
| TOST Toast Inc. Class A | Sold out | 0.00% | −0.02 |
| BNDX Vanguard Total Intl Bond ETF | Sold out | 0.00% | −0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -0.1% | 0.22% | −0.02 |
| MCD McDonald's Corp. | Reduce -2.0% | 0.09% | −0.01 |
| HAL Halliburton Co. | Sold out | 0.00% | −0.01 |
| PEP Pepsico Inc. | Reduce -11.6% | 0.05% | −0.01 |
| WBD Warner Bros Discovery Inc. | Sold out | 0.00% | −0.01 |
| AZN Astrazeneca PLC | Reduce -3.8% | 0.04% | −0.01 |
| TXN Texas Instruments Inc. | Reduce -0.1% | 0.05% | −0.01 |
| LITE Lumentum Holdings Inc. | Sold out | 0.00% | −0.01 |
| EEMX State Street SPDR MSCI Emerg | Sold out | 0.00% | −0.01 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.01 |
| VGT Vanguard Info Tech ETF | Reduce -87.5% | 0.17% | −0.01 |
| HLT Hilton Worldwide Holdings Inc. | Sold out | 0.00% | −0.01 |
| GDXJ Vaneck Junior Gold Miners | Sold out | 0.00% | −0.01 |
| EBAY eBay Inc. | Sold out | 0.00% | −0.01 |
| VICI Vici Properties Inc. | Sold out | 0.00% | −0.01 |
| LXRX Lexicon Pharmaceuticals Inc. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| AVEM Avantis Emerging Markets Eq | Add +348.4% | 1.87% | +1.40 |
| BWIN Baldwin Insurance Group Inc./ | New | 1.17% | +1.17 |
| AVUQ Avantis US Quality Eq ETF | New | 1.04% | +1.04 |
| VOO Vanguard S&P 500 ETF | Add +110.7% | 1.53% | +0.75 |
| MSFT Microsoft Corp. | Add +8.3% | 1.97% | +0.32 |
| AVGO Broadcom Inc. | Add +69.4% | 0.63% | +0.20 |
| SCHF Schwab Intl Equity ETF | Add +492.7% | 0.20% | +0.17 |
| JPM JPMorgan Chase & Co. | Add +12.3% | 0.94% | +0.16 |
| IJH iShares Core S&P Midcap ETF | Add +488.9% | 0.17% | +0.14 |
| CSCO Cisco Systems Inc. | Add +39.0% | 0.35% | +0.11 |
| AXP American Express Co. | Add +68.8% | 0.26% | +0.11 |
| GE General Electric | Add +93.4% | 0.17% | +0.09 |
| VWO Vanguard Ftse Emerging Marke | Add +366.1% | 0.12% | +0.09 |
| IJR iShares Core S&P Small-Cap E | Add +677.6% | 0.10% | +0.09 |
| PANW Palo Alto Networks Inc. | Add +113.4% | 0.12% | +0.08 |
| BND Vanguard Total Bond Market | Add +140.0% | 0.13% | +0.07 |
| AMGN Amgen Inc. | Add +114.5% | 0.11% | +0.06 |
| FDX FedEx Corp. | Add +417.4% | 0.08% | +0.06 |
| PG The Procter & Gamble Co. | Add +50.0% | 0.18% | +0.05 |
| WMT Walmart Inc. | Add +65.8% | 0.24% | +0.05 |
| AVUS Avantis U.S. Equity ETF | Add +6.3% | 5.72% | +0.04 |
| EQT Eqt Corp. | Add +400.0% | 0.05% | +0.04 |
| GEV GE Vernova Inc. | Add +75.3% | 0.12% | +0.04 |
| MET Metlife Inc. | Add +173.1% | 0.06% | +0.04 |
| NXPI NXP Semiconductors NV | New | 0.04% | +0.04 |
| HD Home Depot Inc. | Add +33.8% | 0.14% | +0.04 |
| UBER Uber Technologies Inc. | Add +130.2% | 0.07% | +0.04 |
| VTES Vanguard SH Term Tax-Ex Bond | New | 0.04% | +0.04 |
| SYK Stryker Corp. | Add +94.4% | 0.07% | +0.04 |
| DELL Dell Technologies -C | Add +1.0% | 0.09% | +0.03 |
| AVDE Avantis International Equity | Add +10.1% | 3.03% | +0.03 |
| CRM Salesforce Inc. | Add +123.7% | 0.06% | +0.03 |
| XLE SS Energy Select Sector | New | 0.03% | +0.03 |
| VC Visteon Corp. | New | 0.03% | +0.03 |
| SPOT Spotify Technology SA | Add +217.9% | 0.04% | +0.03 |
| AVSE Avantis Resp Emerg MKTS Eq-E | New | 0.03% | +0.03 |
| KO The Coca-Cola Co. | Add +38.2% | 0.11% | +0.03 |
| ETN Eaton Corp. PLC | Add +45.9% | 0.09% | +0.03 |
| ROK Rockwell Automation Inc. | Add +224.4% | 0.04% | +0.03 |
| EEM iShares MSCI Emerging Market | Add +127.5% | 0.05% | +0.03 |
| MA Mastercard Inc. Class A | Add +0.2% | 0.42% | +0.03 |
| DFAS Dimensional US Small Cap ETF | Add +4.6% | 0.87% | +0.03 |
| JNJ Johnson & Johnson | Add +6.1% | 0.32% | +0.02 |
| BAC Bank of America Corp. | Add +1.2% | 0.16% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +6.8% | 5.21% | +0.02 |
| NBIS Nebius Group NV | New | 0.02% | +0.02 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.02% | +0.02 |
| VSS Vanguard Ftse All Wo X-US SC | New | 0.02% | +0.02 |
| KB KB Financial Group Inc.-ADR | Add +24.3% | 0.07% | +0.02 |
| FLIN Franklin Ftse India ETF | New | 0.02% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 478 | $1.8B | AVLV, AVUS, JPST, VTI, JBND |
| Q1 2026 | 456 | $1.7B | AVLV, JPST, AVUS, VTI, JBND |
| Q4 2025 | 448 | $1.5B | JPST, AVLV, AVUS, VTI, VCIT |
| Q3 2025 | 434 | $1.4B | JPST, AVLV, AVUS, VCIT, VTI |
| Q2 2025 | 428 | $1.3B | JPST, AVLV, AVUS, VCIT, VTI |
| Q1 2025 | 399 | $1.2B | JPST, AVLV, VCIT, AVUS, VTI |
| Q4 2024 | 129 | $958.0M | JPST, AVLV, AVUS, VCIT, VTI |
| Q3 2024 | 136 | $954.0M | JPST, AVLV, DFIC, DIHP, VCIT |
| Q2 2024 | 132 | $808.2M | JPST, AVLV, DFIC, DIHP, A |
| Q1 2024 | 102 | $667.9M | JPST, AVLV, DFIC, DIHP, VTI |