Bridgewater Advisors Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Bridgewater Advisors Inc. reported 448 stock positions worth $1.5 billion. Its top holding was JPMorgan Ultra-Short Income (JPST) at 6.1% of the portfolio, followed by Avantis US Large Cap Value (AVLV, 5.9%) and Avantis U.S. Equity ETF (AVUS, 5.2%). Compared with Q3 2025, it opened 36 new positions, sold out of 22, added to 227 and reduced 140. The biggest buy was JPMorgan Active Bond ETF (JBND, shares +26%) and the biggest sale Dimensional US Real Est ETF (DFAR, shares −67%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001600319
- Portfolio Value
- $1.5B (Q4 2025)
- SEC Filing
- 0001600319-26-000001 ↗ filed Jan 23, 2026
Holdings Value
Holdings 448 stocks · $1.5B
| JPST JPMorgan Ultra-Short Income | 6.14% | 1,867,988 | $94.7M | Add +3.3% |
| AVLV Avantis US Large Cap Value | 5.94% | 1,150,578 | $91.7M | Add +4.5% |
| AVUS Avantis U.S. Equity ETF | 5.21% | 700,712 | $80.3M | Add +8.2% |
| VTI VG Morningstar TS MKT ETF-US | 4.94% | 224,852 | $76.2M | Add +8.0% |
| VCIT Vanguard Int-Term Corporate | 4.78% | 880,037 | $73.8M | Add +6.5% |
| JBND JPMorgan Active Bond ETF | 4.36% | 1,245,983 | $67.3M | Add +26.2% |
| DFAI Dimensional International Co. | 3.38% | 1,321,376 | $52.1M | Add +8.1% |
| AAPL Apple Inc. | 3.03% | 188,828 | $46.8M | Reduce -2.4% |
| AVDE Avantis International Equity | 2.84% | 511,740 | $43.8M | Add +6.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.33% | 52,390 | $35.9M | Reduce -0.1% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 2.28% | 689,620 | $35.2M | Add +5.0% |
| DUHP Dimensional US High Profi Et | 2.26% | 912,318 | $34.9M | Add +8.4% |
| DFIC Dimensional International Co. | 2.04% | 881,044 | $31.5M | Reduce -5.7% |
| MSFT Microsoft Corp. | 2.01% | 69,863 | $31.0M | Reduce -1.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.78% | 44,663 | $27.5M | Add +0.4% |
| NVDA Nvidia Corp. | 1.58% | 132,854 | $24.4M | Reduce -9.4% |
| JMUB JPMorgan Municipal ETF | 1.50% | 455,178 | $23.1M | Add +32.7% |
| DIHP Dimensional International Hi | 1.47% | 691,006 | $22.6M | Add +2.4% |
| GOOGL Alphabet Inc. Class A | 1.46% | 68,767 | $22.6M | Reduce -0.6% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 1.46% | 46,006 | $22.6M | Add +14.5% |
| MUNY Vanguard NY Tax-Ex Bond | 1.24% | 185,176 | $19.2M | Add +115.5% |
| AMZN Amazon.com Inc. | 1.07% | 71,429 | $16.5M | Add +0.9% |
| META Meta Platforms Inc. Class A | 0.99% | 25,014 | $15.3M | Reduce -6.4% |
| MAR Marriott International Class A | 0.98% | 47,431 | $15.1M | Reduce -0.4% |
| DFAE Dimensional Emerging Core Eq | 0.92% | 412,340 | $14.2M | Add +5.6% |
| VT Vanguard Tot World STK ETF | 0.88% | 94,473 | $13.6M | Add +3.2% |
| DFAS Dimensional US Small Cap ETF | 0.86% | 176,396 | $13.3M | Add +2.1% |
| GOOG Alphabet Inc. Class C | 0.86% | 40,382 | $13.3M | Reduce -1.1% |
| JPM JPMorgan Chase & Co. | 0.84% | 42,789 | $12.9M | Reduce -0.2% |
| DFUV Dimensional US Marketwide Va | 0.82% | 257,582 | $12.6M | Reduce -0.3% |
| VOO Vanguard S&P 500 ETF | 0.76% | 18,592 | $11.7M | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.58% | 18,616 | $9.0M | Reduce -0.0% |
| GS Goldman Sachs Group Inc. | 0.57% | 9,324 | $8.9M | Add +0.2% |
| VIG Vanguard Dividend Apprec ETF | 0.55% | 37,798 | $8.5M | Reduce -1.0% |
| DFAC Dimensional US Core Equity 2 | 0.54% | 206,602 | $8.4M | Reduce -2.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.52% | 11 | $8.0M | No change |
| XOM Exxon Mobil Corp. | 0.50% | 57,592 | $7.7M | Reduce -1.0% |
| MA Mastercard Inc. Class A | 0.46% | 13,566 | $7.2M | Reduce -3.1% |
| AVEM Avantis Emerging Markets Eq | 0.46% | 87,552 | $7.2M | Reduce -1.1% |
| KLAC KLA Corp. | 0.42% | 4,241 | $6.4M | Reduce -0.6% |
| MLI Mueller Industries Inc. | 0.41% | 47,439 | $6.4M | Reduce -1.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.40% | 19,111 | $6.2M | Reduce -0.5% |
| TSLA Tesla Inc. | 0.39% | 13,898 | $6.0M | Add +0.2% |
| DFUS Dimensional US Eq MKT ETF | 0.37% | 76,806 | $5.7M | Reduce -5.9% |
| NFLX Netflix Inc. | 0.36% | 65,743 | $5.6M | Reduce -10.4% |
| AVGO Broadcom Inc. | 0.36% | 17,048 | $5.6M | Add +0.3% |
| V Visa Inc. Class A | 0.36% | 16,870 | $5.5M | Reduce -1.1% |
| RKT Rocket Cos Inc. Class A | 0.33% | 241,002 | $5.1M | Reduce -5.0% |
| JNJ Johnson & Johnson | 0.32% | 22,604 | $4.9M | Reduce -0.5% |
| BKNG Booking Holdings Inc. | 0.30% | 892 | $4.6M | Add +0.2% |
| GLDM SPDR Gold Minishares Trust | 0.28% | 45,958 | $4.4M | No change |
| LLY Eli Lilly & Co. | 0.28% | 3,941 | $4.3M | Reduce -0.3% |
| IVV iShares Core S&P 500 ETF | 0.27% | 6,164 | $4.2M | Add +2.1% |
| CAH Cardinal Health Inc. | 0.27% | 20,501 | $4.2M | Reduce -1.5% |
| CL Colgate-Palmolive Co. | 0.27% | 49,730 | $4.2M | Reduce -4.3% |
| DFAR Dimensional US Real Est ETF | 0.27% | 177,918 | $4.2M | Reduce -67.3% |
| NOW ServiceNow Inc. | 0.25% | 31,283 | $3.9M | Reduce -1.3% |
| GLD SPDR Gold Shares | 0.25% | 8,774 | $3.9M | Reduce -8.5% |
| EFA iShares MSCI Eafe ETF | 0.25% | 38,629 | $3.8M | Reduce -0.8% |
| CMI Cummins Inc. | 0.23% | 6,050 | $3.5M | Add +1.1% |
| DFEM Dimensional Emrg MRKT Core | 0.22% | 97,802 | $3.4M | Reduce -1.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 11,032 | $3.3M | Add +4.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.21% | 28,730 | $3.3M | Add +0.9% |
| CSCO Cisco Systems Inc. | 0.20% | 42,764 | $3.2M | Reduce -0.8% |
| AXP American Express Co. | 0.20% | 8,567 | $3.1M | Add +0.9% |
| AMAT Applied Materials Inc. | 0.18% | 8,699 | $2.8M | Add +0.7% |
| WMT Walmart Inc. | 0.18% | 23,620 | $2.8M | Add +4.3% |
| BX Blackstone Inc. | 0.17% | 17,279 | $2.7M | Add +1.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.17% | 5,575 | $2.7M | Reduce -2.0% |
| PG The Procter & Gamble Co. | 0.17% | 18,679 | $2.7M | Reduce -3.7% |
| MRK Merck & Co. Inc. | 0.17% | 23,756 | $2.6M | Add +1.6% |
| VGT Vanguard Info Tech ETF | 0.17% | 3,414 | $2.6M | Add +10.7% |
| CBOE Cboe Global Markets Inc. | 0.16% | 9,061 | $2.5M | Add +1.9% |
| DFAT Dimensional US Target Value | 0.16% | 37,875 | $2.4M | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.16% | 8,087 | $2.4M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.15% | 45,393 | $2.4M | Add +2.6% |
| KYN Kayne Anderson Energy Infra | 0.15% | 188,933 | $2.3M | No change |
| HD Home Depot Inc. | 0.15% | 5,833 | $2.2M | Reduce -6.1% |
| ABBV Abbvie Inc. | 0.14% | 10,102 | $2.2M | Reduce -1.4% |
| MCD McDonald's Corp. | 0.14% | 7,009 | $2.1M | Reduce -0.5% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.14% | 39,348 | $2.1M | No change |
| WTRG Essential Utilities Inc. | 0.14% | 54,604 | $2.1M | Reduce -0.1% |
| ORCL Oracle Corp. | 0.13% | 11,905 | $2.1M | Add +56.6% |
| BA The Boeing Co. | 0.12% | 7,453 | $1.9M | Add +3.6% |
| RTX RTX Corp. | 0.12% | 9,224 | $1.8M | Add +1.0% |
| ASML ASML Holding NV-NY Reg SHS | 0.12% | 1,328 | $1.8M | Add +4.8% |
| DXC DXC Technology Co. | 0.12% | 118,919 | $1.8M | Add +1.8% |
| AMD Advanced Micro Devices | 0.11% | 6,890 | $1.7M | Add +2.1% |
| COST Costco Wholesale Corp. | 0.11% | 1,740 | $1.7M | Add +3.2% |
| MU Micron Technology Inc. | 0.11% | 4,294 | $1.7M | Add +5.1% |
| XLK SS Technology Select Sector | 0.11% | 11,566 | $1.7M | Reduce -5.3% |
| PFE Pfizer Inc. | 0.11% | 65,190 | $1.7M | Reduce -1.5% |
| RY Royal Bank of Canada | 0.11% | 9,874 | $1.7M | Add +0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.11% | 8,339 | $1.7M | Reduce -1.0% |
| DTM DT Midstream Inc. | 0.10% | 13,575 | $1.6M | Reduce -4.1% |
| NVS Novartis AG-Sponsored ADR | 0.10% | 11,119 | $1.6M | Add +0.9% |
| IESC Ies Holdings Inc. filed as IES HLDGS INC | 0.10% | 3,343 | $1.6M | No change |
| CAT Caterpillar Inc. | 0.10% | 2,398 | $1.5M | Add +0.4% |
| TMO Thermo Fisher Scientific Inc. | 0.10% | 2,410 | $1.5M | Add +0.9% |
| DHR Danaher Corp. | 0.10% | 6,324 | $1.5M | Add +0.5% |
Portfolio Sells Q3 2025 → Q4 2025
| DFAR Dimensional US Real Est ETF | Reduce -67.3% | 0.27% | −0.60 |
| AAPL Apple Inc. | Reduce -2.4% | 3.03% | −0.59 |
| AON Aon PLC Class A | Sold out | 0.00% | −0.51 |
| MSFT Microsoft Corp. | Reduce -1.1% | 2.01% | −0.43 |
| NVDA Nvidia Corp. | Reduce -9.4% | 1.58% | −0.33 |
| NFLX Netflix Inc. | Reduce -10.4% | 0.36% | −0.19 |
| META Meta Platforms Inc. Class A | Reduce -6.4% | 0.99% | −0.15 |
| NOW ServiceNow Inc. | Reduce -1.3% | 0.25% | −0.12 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.1% | 2.33% | −0.11 |
| JPM JPMorgan Chase & Co. | Reduce -0.2% | 0.84% | −0.09 |
| DFIC Dimensional International Co. | Reduce -5.7% | 2.04% | −0.08 |
| MA Mastercard Inc. Class A | Reduce -3.1% | 0.46% | −0.07 |
| UL Unilever PLC | Sold out | 0.00% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.0% | 0.58% | −0.05 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.04 |
| VOO Vanguard S&P 500 ETF | Reduce -1.1% | 0.76% | −0.04 |
| V Visa Inc. Class A | Reduce -1.1% | 0.36% | −0.04 |
| DFUS Dimensional US Eq MKT ETF | Reduce -5.9% | 0.37% | −0.04 |
| KKR KKR & Co. Inc. | Sold out | 0.00% | −0.04 |
| QCOM Qualcomm Inc. | Reduce -14.8% | 0.09% | −0.04 |
| GRMN Garmin Ltd. | Sold out | 0.00% | −0.03 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.02 |
| COIN Coinbase Global Inc. Class A | Reduce -7.1% | 0.05% | −0.02 |
| DFAC Dimensional US Core Equity 2 | Reduce -2.4% | 0.54% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.0% | 0.55% | −0.02 |
| SAP Sap SE-Sponsored ADR | Reduce -9.3% | 0.07% | −0.02 |
| PINS Pinterest Inc. Class A | Sold out | 0.00% | −0.02 |
| INTU Intuit Inc. | Reduce -2.3% | 0.06% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -3.7% | 0.17% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.0% | 0.17% | −0.02 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −0.02 |
| ADC Agree Realty Corp. | Sold out | 0.00% | −0.02 |
| TTE Totalenergies SE -Spon ADR | Sold out | 0.00% | −0.02 |
| K Kellanova | Sold out | 0.00% | −0.02 |
| VOOG Vanguard S&P 500 Growth ETF | Sold out | 0.00% | −0.02 |
| PVH PVH Corp. | Sold out | 0.00% | −0.02 |
| L Loews Corp. | Sold out | 0.00% | −0.01 |
| NRG NRG Energy Inc. | Sold out | 0.00% | −0.01 |
| PLTR Palantir Technologies Inc. Class A | Reduce -4.9% | 0.08% | −0.01 |
| TMUS T-Mobile US Inc. | Reduce -7.9% | 0.05% | −0.01 |
| XLK SS Technology Select Sector | Reduce -5.3% | 0.11% | −0.01 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.01 |
| XYZ Block Inc. | Sold out | 0.00% | −0.01 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.01 |
| SE Sea Ltd.-ADR | Sold out | 0.00% | −0.01 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −0.01 |
| JD Jd.com Inc.-ADR | Sold out | 0.00% | −0.01 |
| ABBV Abbvie Inc. | Reduce -1.4% | 0.14% | −0.01 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.01 |
| HD Home Depot Inc. | Reduce -6.1% | 0.15% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| JBND JPMorgan Active Bond ETF | Add +26.2% | 4.36% | +0.65 |
| MUNY Vanguard NY Tax-Ex Bond | Add +115.5% | 1.24% | +0.63 |
| AVLV Avantis US Large Cap Value | Add +4.5% | 5.94% | +0.43 |
| AVUS Avantis U.S. Equity ETF | Add +8.2% | 5.21% | +0.32 |
| JMUB JPMorgan Municipal ETF | Add +32.7% | 1.50% | +0.29 |
| DFAI Dimensional International Co. | Add +8.1% | 3.38% | +0.29 |
| AVDE Avantis International Equity | Add +6.5% | 2.84% | +0.21 |
| VTI VG Morningstar TS MKT ETF-US | Add +8.0% | 4.94% | +0.18 |
| DIA SS SPDR Dow Jones Indus Avg | Add +14.5% | 1.46% | +0.16 |
| DUHP Dimensional US High Profi Et | Add +8.4% | 2.26% | +0.08 |
| GS Goldman Sachs Group Inc. | Add +0.2% | 0.57% | +0.07 |
| DFAS Dimensional US Small Cap ETF | Add +2.1% | 0.86% | +0.06 |
| DFAE Dimensional Emerging Core Eq | Add +5.6% | 0.92% | +0.05 |
| AMAT Applied Materials Inc. | Add +0.7% | 0.18% | +0.04 |
| MU Micron Technology Inc. | Add +5.1% | 0.11% | +0.04 |
| DIHP Dimensional International Hi | Add +2.4% | 1.47% | +0.04 |
| CMI Cummins Inc. | Add +1.1% | 0.23% | +0.04 |
| MRK Merck & Co. Inc. | Add +1.6% | 0.17% | +0.03 |
| ASML ASML Holding NV-NY Reg SHS | Add +4.8% | 0.12% | +0.03 |
| WMT Walmart Inc. | Add +4.3% | 0.18% | +0.02 |
| BA The Boeing Co. | Add +3.6% | 0.12% | +0.02 |
| DFSU Dimensional US Sus CORE1 ETF | Add +41.8% | 0.08% | +0.02 |
| INTC Intel Corp. | Add +0.3% | 0.08% | +0.02 |
| SKM SK Telecom Co. Ltd.-Spon ADR | New | 0.02% | +0.02 |
| SLB SLB Ltd. | New | 0.02% | +0.02 |
| SEIC Sei Investments Company | New | 0.02% | +0.02 |
| DFSE Dimensional Em Sus CORE1 ETF | New | 0.02% | +0.02 |
| ESLT Elbit Systems Ltd. | New | 0.02% | +0.02 |
| CMG Chipotle Mexican Grill Inc. | New | 0.02% | +0.02 |
| KEP Korea Elec Power Corp.-SP ADR | New | 0.02% | +0.02 |
| MKL Markel Group Inc. | New | 0.02% | +0.02 |
| UMC United Microelectron-SP ADR | Add +0.5% | 0.06% | +0.02 |
| JHG Janus Henderson Group PLC | New | 0.02% | +0.02 |
| VTEC Vanguard Ca Tax-Ex Bond | Add +37.3% | 0.07% | +0.02 |
| NMR Nomura Holdings Inc.-Spon ADR | New | 0.02% | +0.02 |
| SU Suncor Energy Inc. | New | 0.02% | +0.02 |
| FCX Freeport-McMoran Inc. | New | 0.02% | +0.02 |
| CX Cemex Sab-Spons ADR Part Cer | New | 0.02% | +0.02 |
| REGN Regeneron Pharmaceuticals | New | 0.02% | +0.02 |
| GFI Gold Fields Ltd.-Spons ADR | Add +0.8% | 0.07% | +0.02 |
| CALI Ishrs SH-TRM Ca Muni Act ETF | New | 0.01% | +0.01 |
| BILI Bilibili Inc.-Sponsored ADR | New | 0.01% | +0.01 |
| GWW WW Grainger Inc. | New | 0.01% | +0.01 |
| MCHP Microchip Technology Inc. | New | 0.01% | +0.01 |
| ELV Elevance Health Inc. | New | 0.01% | +0.01 |
| GDXJ Vaneck Junior Gold Miners | New | 0.01% | +0.01 |
| ILMN Illumina Inc. | New | 0.01% | +0.01 |
| VEEV Veeva Systems Inc. Class A | New | 0.01% | +0.01 |
| DB Deutsche Bank AG-Registered | New | 0.01% | +0.01 |
| GM General Motors Co. | New | 0.01% | +0.01 |
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 |