WealthBridge Capital Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 3, 2025), WealthBridge Capital Management, LLC reported 200 stock positions worth $360.0 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 9.8% of the portfolio, followed by Invesco S&P 500 Equal Weight (RSP, 5.1%) and SS SPDR S&P 500 ETF Trust-US (SPY, 4.8%). Compared with Q3 2024, it opened 5 new positions, sold out of 14, added to 106 and reduced 53. The biggest buy was Amazon.com (AMZN, shares +1%) and the biggest sale an exit from iShares MSCI Eafe ETF (EFA).
- Most Recent 13F
- Q2 2026
- Location
- WESTERVILLE, OH
- CIK
- 0001767313
- Portfolio Value
- $360.0M (Q4 2024)
- SEC Filing
- 0001951757-25-000173 ↗ filed Feb 3, 2025
Holdings Value
Holdings 200 stocks · $360.0M
| IVV iShares Core S&P 500 ETF | 9.77% | 59,756 | $35.2M | Add +4.1% |
| RSP Invesco S&P 500 Equal Weight | 5.12% | 105,248 | $18.4M | Add +3.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.82% | 29,631 | $17.4M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.25% | 33,759 | $15.3M | Reduce -0.5% |
| BKLC BNY Mellon US LRG Cap Cor | 4.06% | 130,518 | $14.6M | Add +11.0% |
| AAPL Apple Inc. | 3.85% | 55,285 | $13.8M | Reduce -0.8% |
| QQQ Invesco QQQ Trust Series 1 | 3.41% | 24,004 | $12.3M | Add +8.2% |
| AMZN Amazon.com Inc. | 3.11% | 51,051 | $11.2M | Add +0.9% |
| NVDA Nvidia Corp. | 2.01% | 53,943 | $7.2M | Add +1.3% |
| VYM Vanguard High DVD Yield ETF | 1.96% | 55,240 | $7.0M | Add +2.0% |
| IGM iShares Expanded Tech Sector | 1.96% | 68,979 | $7.0M | Add +0.2% |
| GOOG Alphabet Inc. Class C | 1.71% | 32,337 | $6.2M | Reduce -1.1% |
| VIG Vanguard Dividend Apprec ETF | 1.60% | 29,414 | $5.8M | Add +2.4% |
| IYW iShares Ustechnology ETF | 1.57% | 35,328 | $5.6M | Reduce -1.1% |
| MSFT Microsoft Corp. | 1.52% | 12,943 | $5.5M | Add +1.9% |
| GLD SPDR Gold Shares | 1.40% | 20,783 | $5.0M | Add +3.1% |
| BTT BlackRock 2030 Muni TRGT TRM | 1.34% | 233,521 | $4.8M | Reduce -4.1% |
| VTI VG Morningstar TS MKT ETF-US | 1.28% | 15,905 | $4.6M | Reduce -0.4% |
| USMV iShares MSCI USA Min Vol Fac | 1.25% | 50,592 | $4.5M | Add +4.3% |
| EMR Emerson Electric Co. | 1.25% | 36,180 | $4.5M | Add +0.0% |
| LLY Eli Lilly & Co. | 1.18% | 5,516 | $4.3M | Add +5.1% |
| ICSH iShares Ultra Short Duration | 1.16% | 82,798 | $4.2M | Add +5.5% |
| IWM iShares Russell 2000 ETF | 1.11% | 18,139 | $4.0M | Add +3.7% |
| FDN First Trust DJ Internet Ind | 0.94% | 13,861 | $3.4M | Reduce -0.1% |
| XLI SS Industrial Select Sector | 0.91% | 24,808 | $3.3M | Add +5.3% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.89% | 76,618 | $3.2M | Add +2.1% |
| MA Mastercard Inc. Class A | 0.81% | 5,532 | $2.9M | No change |
| GRID First TRST Nasd Class Edg Sgiif | 0.80% | 24,219 | $2.9M | Add +16.2% |
| TSLA Tesla Inc. | 0.75% | 6,657 | $2.7M | Add +0.1% |
| JPM JPMorgan Chase & Co. | 0.73% | 10,898 | $2.6M | Reduce -1.0% |
| NOBL Proshares S&P 500 Dividend A | 0.71% | 25,500 | $2.5M | Add +4.2% |
| MDY State Street SPDR S&P Midcap | 0.70% | 4,443 | $2.5M | Add +4.4% |
| IWF iShares Russell 1000 Growth | 0.69% | 6,228 | $2.5M | Add +1.7% |
| IVE iShares S&P 500 Value ETF | 0.67% | 12,716 | $2.4M | Reduce -1.1% |
| META Meta Platforms Inc. Class A | 0.66% | 4,074 | $2.4M | Add +1.3% |
| AMLP Alerian MLP ETF | 0.65% | 48,757 | $2.3M | Add +10.4% |
| SPLV Invesco S&P 500 Low Volatili | 0.64% | 32,982 | $2.3M | Reduce -0.6% |
| AIVL Wisdomtree US AI Enhanced Va | 0.64% | 21,650 | $2.3M | Reduce -0.5% |
| ABBV Abbvie Inc. | 0.62% | 12,573 | $2.2M | Add +2.6% |
| PAVE Global X US Infrastructure | 0.62% | 54,914 | $2.2M | Add +22.1% |
| AIRR First Trust Rba American Ind | 0.59% | 27,746 | $2.1M | Add +23.2% |
| DVY iShares Select Dividend ETF | 0.56% | 15,418 | $2.0M | Add +0.4% |
| PGR Progressive Corp. | 0.54% | 8,160 | $2.0M | Reduce -1.0% |
| RSPS Invesco S&P 500 Equal Weight | 0.54% | 64,289 | $1.9M | Reduce -4.3% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.51% | 4,283 | $1.8M | Add +0.0% |
| VBF Invesco Bond Fund | 0.50% | 116,042 | $1.8M | Add +23.8% |
| XOM Exxon Mobil Corp. | 0.44% | 14,860 | $1.6M | Add +4.6% |
| GOOGL Alphabet Inc. Class A | 0.43% | 8,195 | $1.6M | Reduce -2.1% |
| FPE FT-Preferred Secur & Inc. ETF | 0.42% | 85,844 | $1.5M | Add +4.1% |
| XLV SS Health Care Select Sector | 0.41% | 10,839 | $1.5M | Reduce -12.8% |
| DLN Wisdomtree US Largecap Divid | 0.41% | 18,782 | $1.5M | Add +0.3% |
| V Visa Inc. Class A | 0.40% | 4,564 | $1.4M | Add +2.9% |
| PG The Procter & Gamble Co. | 0.40% | 8,512 | $1.4M | Reduce -3.5% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.38% | 13,181 | $1.4M | Add +2.5% |
| NFLX Netflix Inc. | 0.38% | 1,550 | $1.4M | Add +0.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.38% | 2 | $1.4M | No change |
| SCHD Schwab US DVD Equity ETF | 0.36% | 47,665 | $1.3M | Add +2.9% |
| DGRW Wisdomtree U.S. Quality Divi | 0.36% | 15,946 | $1.3M | Reduce -1.0% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.34% | 9,804 | $1.2M | Reduce -4.9% |
| FSIG FT Ltd. Duration Inv Grade | 0.34% | 64,520 | $1.2M | Add +7.5% |
| IAU iShares Gold Trust | 0.33% | 24,282 | $1.2M | Add +0.7% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.31% | 10,745 | $1.1M | Add +0.3% |
| PKW Invesco Buyback Achievers Et | 0.31% | 9,846 | $1.1M | Add +34.1% |
| FGD First Trust DJ GL Sel DVD | 0.29% | 47,285 | $1.1M | Add +13.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.29% | 3,910 | $1.0M | No change |
| OKE Oneok Inc. | 0.29% | 10,228 | $1.0M | Add +4.2% |
| AVGO Broadcom Inc. | 0.28% | 4,324 | $1.0M | Add +13.8% |
| UNH Unitedhealth Group Inc. | 0.28% | 1,965 | $994K | Add +1.2% |
| FTCS First Trust Capital Strength | 0.27% | 11,260 | $989K | Reduce -4.5% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.27% | 19,286 | $978K | Add +14.7% |
| PLPC Preformed Line Products Co. | 0.27% | 7,651 | $978K | Add +7.8% |
| CIBR First Trust Nasdaq Cybersecu | 0.27% | 15,331 | $973K | Reduce -1.1% |
| HYD Vaneck High Yield Muni ETF | 0.27% | 18,520 | $961K | Add +36.0% |
| VOO Vanguard S&P 500 ETF | 0.26% | 1,706 | $919K | Add +0.2% |
| MCD McDonald's Corp. | 0.24% | 2,996 | $869K | No change |
| PSL Invesco Dorsey Wright Consum | 0.24% | 8,241 | $865K | No change |
| ABT Abbott Laboratories | 0.24% | 7,616 | $861K | No change |
| STWD Starwood Property Trust Inc. | 0.24% | 45,296 | $858K | Add +5.5% |
| FBND Fidelity Total Bond ETF | 0.23% | 18,170 | $815K | Add +23.4% |
| IJR iShares Core S&P Small-Cap E | 0.22% | 6,890 | $794K | Add +3.8% |
| UWM Proshares Ultra RUSSELL2000 | 0.21% | 18,262 | $764K | New |
| BOTZ Global X Robotics & Artifici | 0.21% | 23,256 | $743K | Add +34.4% |
| XLE SS Energy Select Sector | 0.20% | 8,571 | $734K | Add +7.7% |
| WUGI Axs Esoterica Nextg Eco ETF | 0.20% | 10,111 | $733K | Reduce -9.4% |
| COST Costco Wholesale Corp. | 0.20% | 785 | $719K | Add +5.5% |
| UTWO F/M US Treasury 2 Year Note | 0.20% | 14,875 | $715K | Add +37.4% |
| RFI Cohen & Steers Tot Ret RLTY | 0.20% | 61,297 | $710K | Add +11.0% |
| PEP Pepsico Inc. | 0.19% | 4,602 | $700K | Reduce -0.1% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.19% | 8,526 | $688K | Reduce -17.9% |
| MOAT Vaneck Morningstar Wide Moat | 0.19% | 7,321 | $679K | Reduce -0.6% |
| FITE SS SPDR S&P Kensho FS ETF | 0.19% | 10,096 | $676K | Add +0.5% |
| KXI iShares Global Consumer Stap | 0.19% | 11,175 | $674K | No change |
| XLF SS Financial Select Sector | 0.18% | 13,748 | $664K | Reduce -1.4% |
| ITA iShares U.S. Aerospace & Def | 0.18% | 4,430 | $644K | Add +4.7% |
| FUMB First Trust Ultra Short Dur | 0.17% | 30,925 | $621K | Add +22.2% |
| DGIN Vaneck Digital India ETF | 0.17% | 13,831 | $614K | Add +52.7% |
| IYC iShares US Consumer Discreti | 0.17% | 6,296 | $605K | No change |
| PDP Invesco Dorsey Wright Moment | 0.17% | 5,575 | $600K | Reduce -0.8% |
| SUSA iShares ESG Optimized MSCI U | 0.16% | 4,866 | $592K | Reduce -18.4% |
| APH Amphenol Corp. Class A | 0.16% | 8,422 | $585K | Add +15.4% |
Portfolio Sells Q3 2024 → Q4 2024
| EFA iShares MSCI Eafe ETF | Sold out | 0.00% | −0.26 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.5% | 4.25% | −0.23 |
| BSJO Invesco Bulletshares 2024 HY | Sold out | 0.00% | −0.21 |
| BTT BlackRock 2030 Muni TRGT TRM | Reduce -4.1% | 1.34% | −0.18 |
| XLV SS Health Care Select Sector | Reduce -12.8% | 0.41% | −0.14 |
| PSX Phillips 66 | Sold out | 0.00% | −0.11 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -21.8% | 0.13% | −0.11 |
| IBMM iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.10 |
| RSPS Invesco S&P 500 Equal Weight | Reduce -4.3% | 0.54% | −0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.3% | 4.82% | −0.08 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.07 |
| AEP American Electric Power | Sold out | 0.00% | −0.07 |
| RDIV Invesco S&P Ultra Dividend | Sold out | 0.00% | −0.07 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.06 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.06 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.06 |
| T AT&T Inc. | Sold out | 0.00% | −0.06 |
| FXD First Trust Consumer Discret | Sold out | 0.00% | −0.06 |
| SCHP Schwab U.S. Tips ETF | Sold out | 0.00% | −0.06 |
| PGR Progressive Corp. | Reduce -1.0% | 0.54% | −0.06 |
| AIVL Wisdomtree US AI Enhanced Va | Reduce -0.5% | 0.64% | −0.06 |
| IVE iShares S&P 500 Value ETF | Reduce -1.1% | 0.67% | −0.05 |
| REGL Prshrs S&P Mid 400 DVD Arist | Reduce -17.9% | 0.19% | −0.05 |
| RCKY Rocky Brands Inc. | Reduce -15.9% | 0.07% | −0.05 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -0.6% | 0.64% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -3.5% | 0.40% | −0.04 |
| SUSA iShares ESG Optimized MSCI U | Reduce -18.4% | 0.16% | −0.04 |
| PMM Franklin Managed Municipal I | Reduce -31.0% | 0.06% | −0.04 |
| IDLV Invesco S&P International DE | Reduce -17.2% | 0.10% | −0.04 |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | Sold out | 0.00% | −0.04 |
| FTCS First Trust Capital Strength | Reduce -4.5% | 0.27% | −0.03 |
| VLO Valero Energy Corp. | Reduce -16.9% | 0.09% | −0.03 |
| QQEW First TR Nasdaq-100 Sel Eq | Reduce -4.9% | 0.34% | −0.03 |
| PEP Pepsico Inc. | Reduce -0.1% | 0.19% | −0.03 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -1.0% | 0.36% | −0.03 |
| DHR Danaher Corp. | Reduce -0.7% | 0.09% | −0.02 |
| HD Home Depot Inc. | Reduce -6.6% | 0.15% | −0.02 |
| WUGI Axs Esoterica Nextg Eco ETF | Reduce -9.4% | 0.20% | −0.02 |
| IHF iShares U.S. Healthcare Prov | Reduce -3.1% | 0.08% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Reduce -1.7% | 0.15% | −0.02 |
| QTEC First Trust Nasdq 100 Tech I | Reduce -16.8% | 0.07% | −0.02 |
| NUV Nuveen Municipal Value | Reduce -8.8% | 0.10% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.4% | 1.28% | −0.02 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -0.6% | 0.19% | −0.02 |
| JNJ Johnson & Johnson | Reduce -0.7% | 0.10% | −0.02 |
| XLB SS Materials Select Sector | Reduce -3.4% | 0.06% | −0.01 |
| CEF Sprott Physical Gold and Sil | Reduce -5.8% | 0.11% | −0.01 |
| CVX Chevron Corp. | Reduce -13.0% | 0.07% | −0.01 |
| ABR Arbor Realty Trust Inc. | Reduce -6.9% | 0.05% | −0.01 |
| TIP iShares Tips Bond ETF | Reduce -12.6% | 0.06% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| AMZN Amazon.com Inc. | Add +0.9% | 3.11% | +0.40 |
| BKLC BNY Mellon US LRG Cap Cor | Add +11.0% | 4.06% | +0.36 |
| QQQ Invesco QQQ Trust Series 1 | Add +8.2% | 3.41% | +0.30 |
| IVV iShares Core S&P 500 ETF | Add +4.1% | 9.77% | +0.26 |
| TSLA Tesla Inc. | Add +0.1% | 0.75% | +0.25 |
| UWM Proshares Ultra RUSSELL2000 | New | 0.21% | +0.21 |
| NVDA Nvidia Corp. | Add +1.3% | 2.01% | +0.15 |
| AIRR First Trust Rba American Ind | Add +23.2% | 0.59% | +0.11 |
| EMR Emerson Electric Co. | Add +0.0% | 1.25% | +0.11 |
| VRT Vertiv Holdings Co. Class A | New | 0.10% | +0.10 |
| AVGO Broadcom Inc. | Add +13.8% | 0.28% | +0.09 |
| PAVE Global X US Infrastructure | Add +22.1% | 0.62% | +0.09 |
| SOXX iShares Semiconductor ETF | New | 0.09% | +0.09 |
| PKW Invesco Buyback Achievers Et | Add +34.1% | 0.31% | +0.07 |
| GE General Electric | New | 0.07% | +0.07 |
| NFLX Netflix Inc. | Add +0.9% | 0.38% | +0.07 |
| DIS The Walt Disney Co. | New | 0.06% | +0.06 |
| IGM iShares Expanded Tech Sector | Add +0.2% | 1.96% | +0.06 |
| HYD Vaneck High Yield Muni ETF | Add +36.0% | 0.27% | +0.06 |
| AMLP Alerian MLP ETF | Add +10.4% | 0.65% | +0.05 |
| DGIN Vaneck Digital India ETF | Add +52.7% | 0.17% | +0.05 |
| V Visa Inc. Class A | Add +2.9% | 0.40% | +0.05 |
| UTWO F/M US Treasury 2 Year Note | Add +37.4% | 0.20% | +0.05 |
| BOTZ Global X Robotics & Artifici | Add +34.4% | 0.21% | +0.05 |
| GRID First TRST Nasd Class Edg Sgiif | Add +16.2% | 0.80% | +0.04 |
| VBF Invesco Bond Fund | Add +23.8% | 0.50% | +0.04 |
| IWF iShares Russell 1000 Growth | Add +1.7% | 0.69% | +0.03 |
| FBND Fidelity Total Bond ETF | Add +23.4% | 0.23% | +0.03 |
| OKE Oneok Inc. | Add +4.2% | 0.29% | +0.03 |
| FUMB First Trust Ultra Short Dur | Add +22.2% | 0.17% | +0.03 |
| APH Amphenol Corp. Class A | Add +15.4% | 0.16% | +0.03 |
| JMST JPM Ultra-Short Muni Income | Add +14.7% | 0.27% | +0.03 |
| PANW Palo Alto Networks Inc. | Add +15.8% | 0.15% | +0.02 |
| MLI Mueller Industries Inc. | Add +28.7% | 0.09% | +0.02 |
| IWD iShares Russell 1000 Value E | Add +21.3% | 0.15% | +0.02 |
| XLG Invesco S&P 500 Top 50 ETF | Add +26.4% | 0.08% | +0.02 |
| ICSH iShares Ultra Short Duration | Add +5.5% | 1.16% | +0.02 |
| MRSH Marsh & McLennan Cos | Add +29.6% | 0.09% | +0.01 |
| SPHQ Invesco S&P 500 Quality ETF | Add +13.4% | 0.16% | +0.01 |
| GPK Graphic Packaging Holding Co. | Add +33.9% | 0.08% | +0.01 |
| CLH Clean Harbors Inc. | Add +22.7% | 0.10% | +0.01 |
| COST Costco Wholesale Corp. | Add +5.5% | 0.20% | +0.01 |
| PLPC Preformed Line Products Co. | Add +7.8% | 0.27% | +0.01 |
| FITE SS SPDR S&P Kensho FS ETF | Add +0.5% | 0.19% | +0.01 |
| ROP Roper Technologies Inc. | Add +21.3% | 0.11% | +0.01 |
| SCYB Schwab High Yield Bond ETF | Add +140.3% | 0.07% | +0.01 |
| XAR SS SPDR S&P Aerospace Def | Add +7.3% | 0.10% | +0.01 |
| BAC Bank of America Corp. | Add +1.4% | 0.10% | +0.01 |
| IR Ingersoll-Rand Inc. | Add +20.4% | 0.11% | +0.01 |
| FSIG FT Ltd. Duration Inv Grade | Add +7.5% | 0.34% | +0.01 |
Options Activity Q3 2024 → Q4 2024
| BERKSHIRE HATHAWAY INC DEL | call | Sold out | 5,800 | $1.8Mbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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 |