WealthBridge Capital Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 24, 2026), WealthBridge Capital Management, LLC reported 235 stock positions worth $503.1 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 10.0% of the portfolio, followed by Invesco S&P 500 Equal Weight (RSP, 4.9%) and SS SPDR S&P 500 ETF Trust-US (SPY, 4.8%). Compared with Q1 2026, it opened 27 new positions, sold out of 13, added to 101 and reduced 73. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +3%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- WESTERVILLE, OH
- CIK
- 0001767313
- Portfolio Value
- $503.1M (Q2 2026)
- SEC Filing
- 0001951757-26-001059 ↗ filed Jul 24, 2026
Holdings Value
Holdings 235 stocks · $503.1M
| IVV iShares Core S&P 500 ETF | 9.99% | 67,115 | $50.3M | Add +3.1% |
| RSP Invesco S&P 500 Equal Weight | 4.90% | 115,779 | $24.6M | Add +2.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.83% | 32,533 | $24.3M | Add +0.7% |
| BKLC BNY Mellon US LRG Cap Cor | 4.44% | 155,823 | $22.3M | Add +6.8% |
| QQQ Invesco QQQ Trust Series 1 | 4.43% | 30,264 | $22.3M | Add +3.3% |
| AAPL Apple Inc. | 3.15% | 54,692 | $15.8M | Add +7.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.81% | 28,293 | $14.2M | Reduce -7.3% |
| AMZN Amazon.com Inc. | 2.36% | 49,716 | $11.8M | Reduce -0.3% |
| NVDA Nvidia Corp. | 2.26% | 56,812 | $11.4M | Reduce -1.1% |
| IGM iShares Expanded Tech Sector | 2.15% | 66,166 | $10.8M | Reduce -2.4% |
| GOOG Alphabet Inc. Class C | 1.92% | 27,277 | $9.6M | Reduce -3.7% |
| VYM Vanguard High DVD Yield ETF | 1.81% | 57,489 | $9.1M | Reduce -0.3% |
| GLD SPDR Gold Shares | 1.56% | 21,374 | $7.9M | Add +0.1% |
| GRID First TRST Nasd Class Edg Sgiif | 1.56% | 40,975 | $7.9M | Add +7.1% |
| IYW iShares Ustechnology ETF | 1.51% | 30,218 | $7.6M | Reduce -3.6% |
| VIG Vanguard Dividend Apprec ETF | 1.45% | 30,868 | $7.3M | Reduce -0.2% |
| AIRR First Trust Rba American Ind | 1.38% | 51,937 | $6.9M | Add +14.1% |
| LLY Eli Lilly & Co. | 1.33% | 5,578 | $6.7M | Reduce -0.5% |
| PAVE Global X US Infrastructure | 1.19% | 102,030 | $6.0M | Add +13.6% |
| VTI VG Morningstar TS MKT ETF-US | 1.10% | 15,018 | $5.6M | Add +1.7% |
| USMV iShares MSCI USA Min Vol Fac | 1.04% | 54,152 | $5.2M | Reduce -7.3% |
| EMR Emerson Electric Co. | 1.02% | 35,718 | $5.1M | Reduce -0.0% |
| ICSH iShares Ultra Short Duration | 1.00% | 99,911 | $5.1M | Add +1.1% |
| MSFT Microsoft Corp. | 0.98% | 13,263 | $4.9M | Add +4.5% |
| XLI SS Industrial Select Sector | 0.92% | 24,963 | $4.6M | Add +4.1% |
| IWM iShares Russell 2000 ETF | 0.92% | 15,325 | $4.6M | Reduce -1.4% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.87% | 78,803 | $4.4M | Add +2.5% |
| BTT BlackRock 2030 Muni TRGT TRM | 0.86% | 191,230 | $4.4M | Reduce -2.4% |
| JPM JPMorgan Chase & Co. | 0.68% | 10,503 | $3.4M | Add +0.3% |
| ABBV Abbvie Inc. | 0.66% | 13,209 | $3.3M | Add +0.7% |
| FGD First Trust DJ GL Sel DVD | 0.64% | 100,468 | $3.2M | Add +16.5% |
| GOOGL Alphabet Inc. Class A | 0.63% | 8,821 | $3.2M | Add +1.2% |
| PLPC Preformed Line Products Co. | 0.62% | 7,611 | $3.1M | No change |
| MDY State Street SPDR S&P Midcap | 0.62% | 4,438 | $3.1M | Add +0.4% |
| AMLP Alerian MLP ETF | 0.61% | 58,799 | $3.0M | Add +4.3% |
| IWF iShares Russell 1000 Growth | 0.59% | 23,863 | $3.0M | Add +1.2% |
| MA Mastercard Inc. Class A | 0.57% | 5,550 | $2.9M | Add +0.8% |
| FDN First Trust DJ Internet Ind | 0.56% | 10,705 | $2.8M | Reduce -18.8% |
| XOM Exxon Mobil Corp. | 0.56% | 20,613 | $2.8M | Add +28.2% |
| AIVL Wisdomtree US AI Enhanced Va | 0.54% | 20,865 | $2.7M | Reduce -1.0% |
| IVE iShares S&P 500 Value ETF | 0.53% | 11,797 | $2.7M | Reduce -1.0% |
| SPLV Invesco S&P 500 Low Volatili | 0.48% | 32,498 | $2.4M | Reduce -2.2% |
| DVY iShares Select Dividend ETF | 0.48% | 15,480 | $2.4M | Add +0.2% |
| META Meta Platforms Inc. Class A | 0.48% | 4,293 | $2.4M | Reduce -2.8% |
| PTH Invesco Dorsey Wright Health | 0.44% | 36,956 | $2.2M | New |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.43% | 4,175 | $2.2M | No change |
| MU Micron Technology Inc. | 0.40% | 1,739 | $2.0M | Reduce -6.0% |
| TSLA Tesla Inc. | 0.40% | 4,737 | $2.0M | Reduce -2.9% |
| VBF Invesco Bond Fund | 0.38% | 125,586 | $1.9M | Reduce -4.2% |
| FPE FT-Preferred Secur & Inc. ETF | 0.38% | 106,416 | $1.9M | Add +7.2% |
| AVGO Broadcom Inc. | 0.38% | 5,005 | $1.9M | Reduce -2.8% |
| V Visa Inc. Class A | 0.38% | 5,506 | $1.9M | Add +3.9% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.37% | 11,737 | $1.9M | Reduce -7.3% |
| MADE iShares US Manufacturing | 0.37% | 47,128 | $1.9M | Reduce -21.6% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.37% | 36,211 | $1.8M | Add +3.1% |
| FSIG FT Ltd. Duration Inv Grade | 0.36% | 96,278 | $1.8M | Add +8.6% |
| ROKT SS SPDR S&P Kensho FF ETF | 0.36% | 15,172 | $1.8M | Add +8.1% |
| TRFK Pacer Data and Digital Rev | 0.35% | 16,454 | $1.8M | Reduce -19.8% |
| DLN Wisdomtree US Largecap Divid | 0.35% | 18,187 | $1.8M | No change |
| NOBL Proshares S&P 500 Dividend A | 0.35% | 31,027 | $1.7M | Reduce -0.2% |
| VOO Vanguard S&P 500 ETF | 0.34% | 2,524 | $1.7M | Add +6.4% |
| IAU iShares Gold Trust | 0.34% | 22,422 | $1.7M | Reduce -4.1% |
| RSPS Invesco S&P 500 Equal Weight | 0.33% | 55,700 | $1.7M | Reduce -5.1% |
| LRCX Lam Research Corp. | 0.33% | 3,844 | $1.7M | No change |
| WELD Tema U.S. Manufacturing & Re | 0.33% | 26,441 | $1.7M | Reduce -2.2% |
| PGR Progressive Corp. | 0.32% | 7,265 | $1.6M | New |
| DGRW Wisdomtree U.S. Quality Divi | 0.30% | 16,008 | $1.5M | Reduce -3.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.30% | 2 | $1.5M | No change |
| DTE DTE Energy Company | 0.29% | 9,638 | $1.5M | Add +4.5% |
| SCHD Schwab US DVD Equity ETF | 0.29% | 46,155 | $1.5M | Add +0.9% |
| FBND Fidelity Total Bond ETF | 0.29% | 31,963 | $1.5M | Reduce -8.1% |
| XAR SS SPDR S&P Aerospace Def | 0.29% | 5,074 | $1.4M | Add +8.1% |
| GOVI Invesco Equal Weight 0-30 YR | 0.28% | 52,381 | $1.4M | Add +33.7% |
| NFLX Netflix Inc. | 0.28% | 19,881 | $1.4M | Reduce -1.9% |
| CIBR First Trust Nasdaq Cybersecu | 0.27% | 15,341 | $1.4M | Add +0.0% |
| APH Amphenol Corp. Class A | 0.27% | 7,751 | $1.4M | Add +4.4% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.27% | 10,461 | $1.4M | Reduce -0.3% |
| SMH Vaneck Semiconductor ETF | 0.27% | 2,061 | $1.4M | Reduce -43.3% |
| HYD Vaneck High Yield Muni ETF | 0.26% | 25,620 | $1.3M | Add +16.0% |
| GTOP GS Tech Opportunities ETF | 0.26% | 26,492 | $1.3M | Reduce -2.4% |
| PG The Procter & Gamble Co. | 0.23% | 7,969 | $1.2M | Reduce -0.1% |
| FITE SS SPDR S&P Kensho FS ETF | 0.23% | 10,362 | $1.2M | Add +0.6% |
| FUMB First Trust Ultra Short Dur | 0.23% | 57,274 | $1.1M | Add +4.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.23% | 14,169 | $1.1M | Reduce -0.4% |
| QLD Proshares Ultra QQQ | 0.22% | 11,528 | $1.1M | Reduce -31.6% |
| VRT Vertiv Holdings Co. Class A | 0.21% | 3,223 | $1.1M | Reduce -18.0% |
| GS Goldman Sachs Group Inc. | 0.21% | 1,052 | $1.1M | Add +9.1% |
| EFA iShares MSCI Eafe ETF | 0.21% | 10,080 | $1.0M | New |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.20% | 8,055 | $1.0M | Add +95.0% |
| HDV iShares Core High Dividend E | 0.20% | 36,950 | $1.0M | Add +4.4% |
| WUGI Axs Esoterica Nextg Eco ETF | 0.19% | 9,699 | $933K | Reduce -7.7% |
| ITA iShares U.S. Aerospace & Def | 0.18% | 3,817 | $925K | Reduce -3.0% |
| PSL Invesco Dorsey Wright Consum | 0.18% | 8,071 | $904K | No change |
| CAT Caterpillar Inc. | 0.18% | 842 | $897K | Add +0.2% |
| NUKZ Range Nuclear Renaissance filed as EXCHANGE TRADED CONCEPTS TRU | 0.17% | 12,887 | $878K | Add +21.1% |
| XLK SS Technology Select Sector | 0.17% | 4,594 | $875K | No change |
| ITOT iShares Core S&P Total U.S. | 0.17% | 5,112 | $840K | Add +4.2% |
| RDVY First Trust Rising Dividend | 0.16% | 9,829 | $797K | Reduce -0.1% |
| UTWO F/M US Treasury 2 Year Note | 0.16% | 16,562 | $794K | No change |
| QTEC First Trust Nasdq 100 Tech I | 0.16% | 2,372 | $794K | Add +94.6% |
Portfolio Sells Q1 2026 → Q2 2026
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -7.3% | 2.81% | −0.55 |
| SHLD Global X Defense Tech ETF | Reduce -60.2% | 0.14% | −0.34 |
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −0.23 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -7.3% | 1.04% | −0.21 |
| NFLX Netflix Inc. | Reduce -1.9% | 0.28% | −0.17 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.3% | 1.81% | −0.16 |
| BTT BlackRock 2030 Muni TRGT TRM | Reduce -2.4% | 0.86% | −0.16 |
| FDN First Trust DJ Internet Ind | Reduce -18.8% | 0.56% | −0.15 |
| IAU iShares Gold Trust | Reduce -4.1% | 0.34% | −0.14 |
| AES AES Corp. | Sold out | 0.00% | −0.12 |
| MCD McDonald's Corp. | Reduce -29.7% | 0.12% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -2.8% | 0.48% | −0.10 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Sold out | 0.00% | −0.09 |
| STWD Starwood Property Trust Inc. | Reduce -25.0% | 0.15% | −0.09 |
| MADE iShares US Manufacturing | Reduce -21.6% | 0.37% | −0.09 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.09 |
| IDOG Alps International Sector Di | Sold out | 0.00% | −0.09 |
| LDOS Leidos Holdings Inc. | Sold out | 0.00% | −0.08 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.2% | 1.45% | −0.08 |
| FXU First Trust Utilities Alphad | Sold out | 0.00% | −0.08 |
| FBND Fidelity Total Bond ETF | Reduce -8.1% | 0.29% | −0.08 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -2.2% | 0.48% | −0.08 |
| VBF Invesco Bond Fund | Reduce -4.2% | 0.38% | −0.07 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.07 |
| MISL First Trust Indxx Aero & Def | Sold out | 0.00% | −0.07 |
| FTCS First Trust Capital Strength | Reduce -24.3% | 0.14% | −0.07 |
| RSPS Invesco S&P 500 Equal Weight | Reduce -5.1% | 0.33% | −0.07 |
| EMR Emerson Electric Co. | Reduce -0.0% | 1.02% | −0.06 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.06 |
| SMH Vaneck Semiconductor ETF | Reduce -43.3% | 0.27% | −0.05 |
| ONON On Holding AG Class A | Sold out | 0.00% | −0.05 |
| NVDA Nvidia Corp. | Reduce -1.1% | 2.26% | −0.05 |
| IVE iShares S&P 500 Value ETF | Reduce -1.0% | 0.53% | −0.05 |
| OKE Oneok Inc. | Sold out | 0.00% | −0.05 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.05 |
| ABT Abbott Laboratories | Reduce -6.3% | 0.11% | −0.04 |
| PEP Pepsico Inc. | Reduce -0.8% | 0.11% | −0.04 |
| AMZN Amazon.com Inc. | Reduce -0.3% | 2.36% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -0.1% | 0.23% | −0.03 |
| NOBL Proshares S&P 500 Dividend A | Reduce -0.2% | 0.35% | −0.03 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -3.6% | 0.30% | −0.03 |
| VEEV Veeva Systems Inc. Class A | Reduce -27.2% | 0.05% | −0.03 |
| XLV SS Health Care Select Sector | Reduce -13.5% | 0.12% | −0.03 |
| TSLA Tesla Inc. | Reduce -2.9% | 0.40% | −0.02 |
| XLE SS Energy Select Sector | Reduce -5.5% | 0.05% | −0.02 |
| SCYB Schwab High Yield Bond ETF | Reduce -2.7% | 0.10% | −0.02 |
| VLO Valero Energy Corp. | Reduce -3.9% | 0.13% | −0.02 |
| AIVL Wisdomtree US AI Enhanced Va | Reduce -1.0% | 0.54% | −0.02 |
| NUV Nuveen Municipal Value | Reduce -14.2% | 0.06% | −0.02 |
| QLD Proshares Ultra QQQ | Reduce -31.6% | 0.22% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| QQQ Invesco QQQ Trust Series 1 | Add +3.3% | 4.43% | +0.53 |
| PTH Invesco Dorsey Wright Health | New | 0.44% | +0.44 |
| PGR Progressive Corp. | New | 0.32% | +0.32 |
| BKLC BNY Mellon US LRG Cap Cor | Add +6.8% | 4.44% | +0.25 |
| AIRR First Trust Rba American Ind | Add +14.1% | 1.38% | +0.21 |
| EFA iShares MSCI Eafe ETF | New | 0.21% | +0.21 |
| IVV iShares Core S&P 500 ETF | Add +3.1% | 9.99% | +0.20 |
| AAPL Apple Inc. | Add +7.8% | 3.15% | +0.18 |
| PAVE Global X US Infrastructure | Add +13.6% | 1.19% | +0.14 |
| GRID First TRST Nasd Class Edg Sgiif | Add +7.1% | 1.56% | +0.12 |
| IRM Iron Mountain Inc. | Add +95.0% | 0.20% | +0.11 |
| CLX Clorox Company | New | 0.10% | +0.10 |
| GCC Wisdomtree Enhanced Commodit | New | 0.10% | +0.10 |
| WDC Western Digital Corp. | New | 0.10% | +0.10 |
| QTEC First Trust Nasdq 100 Tech I | Add +94.6% | 0.16% | +0.10 |
| LAMR Lamar Advertising Co. Class A | New | 0.09% | +0.09 |
| LMT Lockheed Martin Corp. | Add +254.3% | 0.15% | +0.09 |
| FBT First Trust Nyse Arca Biotec | New | 0.09% | +0.09 |
| FTXR First Trust Nasdaq Transport | New | 0.08% | +0.08 |
| SPMO Invesco S&P 500 Momentum ETF | New | 0.06% | +0.06 |
| GARP iShares MSCI USA Quality Gar | New | 0.06% | +0.06 |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | Add +2.5% | 0.87% | +0.06 |
| FNDX Schwab Fndmntl US LRG Co. ETF | New | 0.06% | +0.06 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | New | 0.06% | +0.06 |
| APH Amphenol Corp. Class A | Add +4.4% | 0.27% | +0.06 |
| SCHG Schwab US Large-Cap Growth | New | 0.05% | +0.05 |
| MEAR Ishrs Short Mat Muni Act ETF | New | 0.05% | +0.05 |
| CIBR First Trust Nasdaq Cybersecu | Add +0.0% | 0.27% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +1.2% | 0.63% | +0.05 |
| CMI Cummins Inc. | New | 0.05% | +0.05 |
| AMD Advanced Micro Devices | New | 0.05% | +0.05 |
| UNH Unitedhealth Group Inc. | New | 0.05% | +0.05 |
| SWK Stanley Black & Decker Inc. | New | 0.05% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.04% | +0.04 |
| CGXU Cap Group Intl Focus | New | 0.04% | +0.04 |
| VFLO Victoryshares Free Cash Flow | New | 0.04% | +0.04 |
| SCHA Schwab US Small-Cap ETF | New | 0.04% | +0.04 |
| HWM Howmet Aerospace Inc. | New | 0.04% | +0.04 |
| SCHF Schwab Intl Equity ETF | New | 0.04% | +0.04 |
| TIP iShares Tips Bond ETF | New | 0.04% | +0.04 |
| CAT Caterpillar Inc. | Add +0.2% | 0.18% | +0.04 |
| MTZ Mastec Inc. | New | 0.04% | +0.04 |
| ROKT SS SPDR S&P Kensho FF ETF | Add +8.1% | 0.36% | +0.04 |
| GOVI Invesco Equal Weight 0-30 YR | Add +33.7% | 0.28% | +0.04 |
| AIQ Global X Art Intel & Tech | Add +14.5% | 0.13% | +0.04 |
| GE General Electric | Add +18.1% | 0.13% | +0.03 |
| FITE SS SPDR S&P Kensho FS ETF | Add +0.6% | 0.23% | +0.03 |
| VOOG Vanguard S&P 500 Growth ETF | Add +49.1% | 0.07% | +0.03 |
| XLI SS Industrial Select Sector | Add +4.1% | 0.92% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +9.1% | 0.21% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 235 | $503.1M | IVV, RSP, SPY, BKLC, QQQ |
| Q1 2026 | 221 | $434.2M | IVV, RSP, SPY, BKLC, QQQ |
| Q4 2025 | 208 | $438.9M | IVV, SPY, RSP, BKLC, QQQ |
| Q3 2025 | 213 | $426.1M | IVV, SPY, RSP, BKLC, BRK.B |
| Q2 2025 | 210 | $394.4M | IVV, RSP, SPY, BKLC, BRK.B |
| Q1 2025 | 201 | $353.9M | IVV, RSP, BRK.B, SPY, BKLC |
| Q4 2024 | 200 | $360.0M | IVV, RSP, SPY, BRK.B, BKLC |
| Q3 2024 | 209 | $348.2M | IVV, RSP, SPY, BRK.B, AAPL |
| Q2 2024 | 186 | $302.1M | IVV, SPY, RSP, BRK.B, AAPL |
| Q1 2024 | 191 | $296.7M | IVV, RSP, SPY, BRK.B, AAPL |