Bridgewater Advisors Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Bridgewater Advisors Inc. reported 456 stock positions worth $1.7 billion. Its top holding was Avantis US Large Cap Value (AVLV) at 6.2% of the portfolio, followed by JPMorgan Ultra-Short Income (JPST, 5.8%) and Avantis U.S. Equity ETF (AVUS, 5.7%). Compared with Q4 2025, it opened 40 new positions, sold out of 32, added to 170 and reduced 212. The biggest buy was Apple (AAPL, shares +14%) and the biggest sale SS SPDR Dow Jones Indus Avg (DIA, shares −39%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001600319
- Portfolio Value
- $1.7B (Q1 2026)
- SEC Filing
- 0001600319-26-000002 ↗ filed May 14, 2026
Holdings Value
Holdings 456 stocks · $1.7B
| AVLV Avantis US Large Cap Value | 6.24% | 1,189,165 | $105.0M | Add +3.4% |
| JPST JPMorgan Ultra-Short Income | 5.77% | 1,919,555 | $97.0M | Add +2.8% |
| AVUS Avantis U.S. Equity ETF | 5.67% | 762,310 | $95.3M | Add +8.8% |
| VTI VG Morningstar TS MKT ETF-US | 5.19% | 239,288 | $87.3M | Add +6.4% |
| JBND JPMorgan Active Bond ETF | 5.15% | 1,622,258 | $86.5M | Add +30.2% |
| VCIT Vanguard Int-Term Corporate | 4.85% | 987,957 | $81.6M | Add +12.3% |
| AAPL Apple Inc. | 3.84% | 216,109 | $64.6M | Add +14.4% |
| DFAI Dimensional International Co. | 3.50% | 1,414,582 | $58.9M | Add +7.0% |
| AVDE Avantis International Equity | 3.00% | 551,646 | $50.4M | Add +7.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.34% | 52,999 | $39.3M | Add +1.2% |
| DUHP Dimensional US High Profi Et | 2.30% | 967,302 | $38.6M | Add +6.0% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 1.90% | 627,358 | $31.9M | Reduce -9.0% |
| DFIC Dimensional International Co. | 1.76% | 778,819 | $29.7M | Reduce -11.6% |
| JMUB JPMorgan Municipal ETF | 1.73% | 580,164 | $29.1M | Add +27.5% |
| NVDA Nvidia Corp. | 1.71% | 127,178 | $28.7M | Reduce -4.3% |
| MSFT Microsoft Corp. | 1.65% | 68,351 | $27.7M | Reduce -2.2% |
| MUNY Vanguard NY Tax-Ex Bond | 1.63% | 265,762 | $27.4M | Add +43.5% |
| GOOGL Alphabet Inc. Class A | 1.55% | 64,782 | $26.0M | Reduce -5.8% |
| QQQ Invesco QQQ Trust Series 1 | 1.52% | 35,708 | $25.5M | Reduce -20.1% |
| AMZN Amazon.com Inc. | 1.17% | 72,988 | $19.7M | Add +2.2% |
| DIHP Dimensional International Hi | 1.11% | 544,727 | $18.6M | Reduce -21.2% |
| MAR Marriott International Class A | 1.03% | 49,922 | $17.4M | Add +5.3% |
| DFAE Dimensional Emerging Core Eq | 1.03% | 436,182 | $17.3M | Add +5.8% |
| META Meta Platforms Inc. Class A | 0.91% | 24,902 | $15.4M | Reduce -0.5% |
| GOOG Alphabet Inc. Class C | 0.91% | 38,451 | $15.3M | Reduce -4.8% |
| VT Vanguard Tot World STK ETF | 0.91% | 98,439 | $15.3M | Add +4.2% |
| DFAS Dimensional US Small Cap ETF | 0.84% | 185,342 | $14.2M | Add +5.1% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.83% | 28,019 | $13.9M | Reduce -39.1% |
| DFUV Dimensional US Marketwide Va | 0.81% | 257,917 | $13.6M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 0.78% | 19,142 | $13.1M | Add +3.0% |
| JPM JPMorgan Chase & Co. | 0.77% | 43,341 | $13.0M | Add +1.3% |
| AVTM Avantis Total Equity ETF | 0.61% | 192,733 | $10.2M | New |
| DFAC Dimensional US Core Equity 2 | 0.53% | 204,966 | $8.9M | Reduce -0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.53% | 18,233 | $8.9M | Reduce -2.1% |
| VIG Vanguard Dividend Apprec ETF | 0.51% | 37,244 | $8.5M | Reduce -1.5% |
| GS Goldman Sachs Group Inc. | 0.50% | 8,811 | $8.4M | Reduce -5.5% |
| XOM Exxon Mobil Corp. | 0.49% | 54,700 | $8.3M | Reduce -5.0% |
| AVEM Avantis Emerging Markets Eq | 0.48% | 85,004 | $8.1M | Reduce -2.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.48% | 11 | $8.0M | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.43% | 18,249 | $7.3M | Reduce -4.5% |
| AVGO Broadcom Inc. | 0.43% | 17,445 | $7.3M | Add +2.3% |
| KLAC KLA Corp. | 0.43% | 3,947 | $7.3M | Reduce -6.9% |
| AON Aon PLC Class A | 0.40% | 21,857 | $6.8M | New |
| NFLX Netflix Inc. | 0.40% | 77,331 | $6.8M | Add +17.6% |
| MA Mastercard Inc. Class A | 0.39% | 13,306 | $6.5M | Reduce -1.9% |
| DFUS Dimensional US Eq MKT ETF | 0.37% | 76,773 | $6.2M | Reduce -0.0% |
| MLI Mueller Industries Inc. | 0.36% | 43,736 | $6.1M | Reduce -7.8% |
| TSLA Tesla Inc. | 0.35% | 13,275 | $5.9M | Reduce -4.5% |
| V Visa Inc. Class A | 0.31% | 16,055 | $5.1M | Reduce -4.8% |
| JNJ Johnson & Johnson | 0.30% | 21,659 | $5.0M | Reduce -4.2% |
| IVV iShares Core S&P 500 ETF | 0.28% | 6,229 | $4.6M | Add +1.1% |
| DFEM Dimensional Emrg MRKT Core | 0.26% | 108,245 | $4.4M | Add +10.7% |
| GLDM SPDR Gold Minishares Trust | 0.25% | 45,958 | $4.3M | No change |
| CL Colgate-Palmolive Co. | 0.25% | 48,338 | $4.2M | Reduce -2.8% |
| LLY Eli Lilly & Co. | 0.24% | 4,051 | $4.1M | Add +2.8% |
| CMI Cummins Inc. | 0.24% | 5,766 | $4.1M | Reduce -4.7% |
| CSCO Cisco Systems Inc. | 0.24% | 40,004 | $4.1M | Reduce -6.5% |
| EFA iShares MSCI Eafe ETF | 0.23% | 37,857 | $3.9M | Reduce -2.0% |
| RKT Rocket Cos Inc. Class A | 0.23% | 286,808 | $3.9M | Add +19.0% |
| GLD SPDR Gold Shares | 0.21% | 8,242 | $3.5M | Reduce -6.1% |
| MU Micron Technology Inc. | 0.21% | 4,298 | $3.5M | Add +0.1% |
| AMAT Applied Materials Inc. | 0.20% | 7,891 | $3.4M | Reduce -9.3% |
| CAH Cardinal Health Inc. | 0.20% | 18,547 | $3.4M | Reduce -9.5% |
| NOW ServiceNow Inc. | 0.19% | 35,958 | $3.1M | Add +14.9% |
| WMT Walmart Inc. | 0.18% | 23,492 | $3.1M | Reduce -0.5% |
| VGT Vanguard Info Tech ETF | 0.18% | 27,210 | $3.1M | Add +697.0% |
| CBOE Cboe Global Markets Inc. | 0.18% | 8,151 | $3.0M | Reduce -10.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 28,305 | $3.0M | Reduce -1.5% |
| AMD Advanced Micro Devices | 0.17% | 6,505 | $2.9M | Reduce -5.6% |
| MRK Merck & Co. Inc. | 0.16% | 23,809 | $2.7M | Add +0.2% |
| KYN Kayne Anderson Energy Infra | 0.16% | 190,006 | $2.7M | Add +0.6% |
| AXP American Express Co. | 0.15% | 8,226 | $2.5M | Reduce -4.0% |
| DFAT Dimensional US Target Value | 0.15% | 37,725 | $2.5M | Reduce -0.4% |
| IESC Ies Holdings Inc. | 0.13% | 3,343 | $2.3M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.13% | 45,034 | $2.2M | Reduce -0.8% |
| PWR Quanta Services Inc. | 0.13% | 2,897 | $2.2M | Reduce -1.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.13% | 10,288 | $2.2M | Reduce -6.7% |
| PG The Procter & Gamble Co. | 0.13% | 15,827 | $2.2M | Reduce -15.3% |
| CAT Caterpillar Inc. | 0.13% | 2,420 | $2.2M | Add +0.9% |
| INTC Intel Corp. | 0.13% | 18,141 | $2.2M | Reduce -18.2% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.13% | 1,371 | $2.2M | Add +3.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.13% | 28,143 | $2.2M | Add +248.0% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.12% | 39,162 | $2.1M | Reduce -0.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.12% | 23,567 | $2.1M | Add +322.7% |
| ABBV Abbvie Inc. | 0.12% | 9,803 | $2.0M | Reduce -3.0% |
| BX Blackstone Inc. | 0.12% | 17,054 | $2.0M | Reduce -1.3% |
| WTRG Essential Utilities Inc. | 0.12% | 54,481 | $2.0M | Reduce -0.2% |
| ORCL Oracle Corp. | 0.12% | 10,373 | $2.0M | Reduce -12.9% |
| XLK SS Technology Select Sector | 0.12% | 10,947 | $1.9M | Reduce -5.3% |
| MCD McDonald's Corp. | 0.11% | 6,700 | $1.8M | Reduce -4.4% |
| COST Costco Wholesale Corp. | 0.11% | 1,785 | $1.8M | Add +2.6% |
| DTM DT Midstream Inc. | 0.11% | 12,257 | $1.8M | Reduce -9.7% |
| PFE Pfizer Inc. | 0.10% | 67,640 | $1.8M | Add +3.8% |
| BA The Boeing Co. | 0.10% | 7,331 | $1.8M | Reduce -1.6% |
| HD Home Depot Inc. | 0.10% | 5,503 | $1.7M | Reduce -5.7% |
| RTX RTX Corp. | 0.10% | 9,287 | $1.7M | Add +0.7% |
| MS Morgan Stanley | 0.10% | 8,367 | $1.6M | Add +32.1% |
| VXUS Vanguard Total Intl Stock | 0.09% | 18,362 | $1.6M | Add +0.6% |
| NEE Nextera Energy Inc. | 0.09% | 16,276 | $1.5M | Reduce -0.0% |
| QQQM Invesco Nasdaq 100 ETF | 0.09% | 5,248 | $1.5M | Add +0.0% |
Portfolio Sells Q4 2025 → Q1 2026
| DIA SS SPDR Dow Jones Indus Avg | Reduce -39.1% | 0.83% | −0.63 |
| JMST JPM Ultra-Short Muni Income | Reduce -9.0% | 1.90% | −0.38 |
| MSFT Microsoft Corp. | Reduce -2.2% | 1.65% | −0.36 |
| DIHP Dimensional International Hi | Reduce -21.2% | 1.11% | −0.36 |
| DFIC Dimensional International Co. | Reduce -11.6% | 1.76% | −0.28 |
| DFAR Dimensional US Real Est ETF | Sold out | 0.00% | −0.27 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -20.1% | 1.52% | −0.27 |
| IBM Intl Business Machines Corp. | Reduce -6.7% | 0.13% | −0.08 |
| META Meta Platforms Inc. Class A | Reduce -0.5% | 0.91% | −0.08 |
| MA Mastercard Inc. Class A | Reduce -1.9% | 0.39% | −0.08 |
| GS Goldman Sachs Group Inc. | Reduce -5.5% | 0.50% | −0.07 |
| CAH Cardinal Health Inc. | Reduce -9.5% | 0.20% | −0.07 |
| DXC DXC Technology Co. | Reduce -0.4% | 0.06% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.1% | 0.53% | −0.06 |
| BX Blackstone Inc. | Reduce -1.3% | 0.12% | −0.05 |
| V Visa Inc. Class A | Reduce -4.8% | 0.31% | −0.05 |
| MLI Mueller Industries Inc. | Reduce -7.8% | 0.36% | −0.05 |
| AXP American Express Co. | Reduce -4.0% | 0.15% | −0.05 |
| HD Home Depot Inc. | Reduce -5.7% | 0.10% | −0.05 |
| VTEC Vanguard Ca Tax-Ex Bond | Reduce -59.7% | 0.03% | −0.05 |
| VTES Vanguard SH Term Tax-Ex Bond | Sold out | 0.00% | −0.04 |
| ABT Abbott Laboratories | Reduce -14.9% | 0.05% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -15.3% | 0.13% | −0.04 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.5% | 0.51% | −0.04 |
| GLD SPDR Gold Shares | Reduce -6.1% | 0.21% | −0.04 |
| DHR Danaher Corp. | Reduce -6.2% | 0.06% | −0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -32.7% | 0.07% | −0.04 |
| TSLA Tesla Inc. | Reduce -4.5% | 0.35% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.7% | 0.06% | −0.04 |
| DIS The Walt Disney Co. | Reduce -1.5% | 0.18% | −0.03 |
| EEM iShares MSCI Emerging Market | Reduce -57.6% | 0.03% | −0.03 |
| FBTC Fidelity Wise Origin Bitcoin | Sold out | 0.00% | −0.03 |
| SPGI S&P Global Inc. | Reduce -23.6% | 0.04% | −0.03 |
| JKHY Jack Henry & Associates Inc. | Reduce -22.8% | 0.03% | −0.03 |
| BSX Boston Scientific Corp. | Reduce -4.6% | 0.03% | −0.03 |
| MCD McDonald's Corp. | Reduce -4.4% | 0.11% | −0.03 |
| INTU Intuit Inc. | Reduce -19.3% | 0.03% | −0.03 |
| PLTR Palantir Technologies Inc. Class A | Reduce -8.2% | 0.05% | −0.03 |
| SAP Sap SE-Sponsored ADR | Reduce -6.3% | 0.04% | −0.03 |
| MHN BlackRock Muniholding NY QLT | Sold out | 0.00% | −0.02 |
| CRH CRH PLC | Reduce -33.6% | 0.02% | −0.02 |
| JNJ Johnson & Johnson | Reduce -4.2% | 0.30% | −0.02 |
| HDB HDFC Bank Ltd.-ADR | Reduce -45.8% | 0.01% | −0.02 |
| ACN Accenture PLC Class A | Reduce -2.7% | 0.02% | −0.02 |
| IDXX Idexx Laboratories Inc. | Sold out | 0.00% | −0.02 |
| XBNYX BlackRock New York Muni Inc. | Sold out | 0.00% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -26.9% | 0.06% | −0.02 |
| ADP Automatic Data Processing | Reduce -17.1% | 0.03% | −0.02 |
| CL Colgate-Palmolive Co. | Reduce -2.8% | 0.25% | −0.02 |
| AXON Axon Enterprise Inc. | Reduce -30.6% | 0.01% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| AAPL Apple Inc. | Add +14.4% | 3.84% | +0.81 |
| JBND JPMorgan Active Bond ETF | Add +30.2% | 5.15% | +0.79 |
| AVTM Avantis Total Equity ETF | New | 0.61% | +0.61 |
| AVUS Avantis U.S. Equity ETF | Add +8.8% | 5.67% | +0.47 |
| AON Aon PLC Class A | New | 0.40% | +0.40 |
| MUNY Vanguard NY Tax-Ex Bond | Add +43.5% | 1.63% | +0.39 |
| AVLV Avantis US Large Cap Value | Add +3.4% | 6.24% | +0.30 |
| VTI VG Morningstar TS MKT ETF-US | Add +6.4% | 5.19% | +0.25 |
| JMUB JPMorgan Municipal ETF | Add +27.5% | 1.73% | +0.24 |
| AVDE Avantis International Equity | Add +7.8% | 3.00% | +0.16 |
| DFAI Dimensional International Co. | Add +7.0% | 3.50% | +0.13 |
| DFAE Dimensional Emerging Core Eq | Add +5.8% | 1.03% | +0.11 |
| AMZN Amazon.com Inc. | Add +2.2% | 1.17% | +0.10 |
| MU Micron Technology Inc. | Add +0.1% | 0.21% | +0.10 |
| VCIT Vanguard Int-Term Corporate | Add +12.3% | 4.85% | +0.07 |
| AVGO Broadcom Inc. | Add +2.3% | 0.43% | +0.07 |
| MAR Marriott International Class A | Add +5.3% | 1.03% | +0.05 |
| ASX Ase Technology Holding -ADR | Add +29.0% | 0.08% | +0.05 |
| GLW Corning Inc. | Add +0.6% | 0.08% | +0.04 |
| STX Seagate Technology Holdings | Add +0.9% | 0.07% | +0.04 |
| MYN BlackRock Muniyield NY QLTY | New | 0.04% | +0.04 |
| NFLX Netflix Inc. | Add +17.6% | 0.40% | +0.04 |
| DFEM Dimensional Emrg MRKT Core | Add +10.7% | 0.26% | +0.04 |
| DUHP Dimensional US High Profi Et | Add +6.0% | 2.30% | +0.04 |
| SKM SK Telecom Co. Ltd.-Spon ADR | Add +73.2% | 0.05% | +0.03 |
| TAXX BBLX Irm Tax-Aware S Dur ETF | New | 0.03% | +0.03 |
| CAT Caterpillar Inc. | Add +0.9% | 0.13% | +0.03 |
| GEV GE Vernova Inc. | Add +5.4% | 0.08% | +0.03 |
| VT Vanguard Tot World STK ETF | Add +4.2% | 0.91% | +0.03 |
| IBIT iShares Bitcoin Trust ETF | New | 0.03% | +0.03 |
| BND Vanguard Total Bond Market | Add +95.0% | 0.06% | +0.03 |
| MELI MercadoLibre Inc. | New | 0.03% | +0.03 |
| PKX Posco Holdings Inc. -Spon ADR | Add +70.8% | 0.05% | +0.03 |
| CIEN Ciena Corp. | New | 0.02% | +0.02 |
| VRT Vertiv Holdings Co. Class A | New | 0.02% | +0.02 |
| MS Morgan Stanley | Add +32.1% | 0.10% | +0.02 |
| STM Stmicroelectronics NV-NY SHS | New | 0.02% | +0.02 |
| MPC Marathon Petroleum Corp. | New | 0.02% | +0.02 |
| UMC United Microelectron-SP ADR | Add +1.9% | 0.08% | +0.02 |
| VGT Vanguard Info Tech ETF | Add +697.0% | 0.18% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +3.0% | 0.78% | +0.02 |
| TROW T Rowe Price Group Inc. | New | 0.02% | +0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +24.2% | 0.06% | +0.02 |
| PBR Petroleo Brasileiro-Spon ADR | New | 0.02% | +0.02 |
| FLEX Flex Ltd. | New | 0.02% | +0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.02% | +0.02 |
| PVH PVH Corp. | New | 0.02% | +0.02 |
| XLF SS Financial Select Sector | Add +140.8% | 0.03% | +0.01 |
| JD Jd.com Inc.-ADR | New | 0.01% | +0.01 |
| CNQ Canadian Natural Resources | 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 |