WealthBridge Capital Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 25, 2025), WealthBridge Capital Management, LLC reported 201 stock positions worth $353.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 9.4% of the portfolio, followed by Invesco S&P 500 Equal Weight (RSP, 5.3%) and Berkshire Hathaway Class B (BRK.B, 5.0%). Compared with Q4 2024, it opened 12 new positions, sold out of 11, added to 90 and reduced 70. The biggest buy was SPDR Gold Shares (GLD, shares +2%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- WESTERVILLE, OH
- CIK
- 0001767313
- Portfolio Value
- $353.9M (Q1 2025)
- SEC Filing
- 0001951757-25-000448 ↗ filed Apr 25, 2025
Holdings Value
Holdings 201 stocks · $353.9M
| IVV iShares Core S&P 500 ETF | 9.45% | 59,520 | $33.4M | Reduce -0.4% |
| RSP Invesco S&P 500 Equal Weight | 5.31% | 108,462 | $18.8M | Add +3.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.02% | 33,329 | $17.8M | Reduce -1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.00% | 31,616 | $17.7M | Add +6.7% |
| BKLC BNY Mellon US LRG Cap Cor | 3.97% | 132,302 | $14.1M | Add +1.4% |
| AAPL Apple Inc. | 3.43% | 54,706 | $12.2M | Reduce -1.1% |
| QQQ Invesco QQQ Trust Series 1 | 3.20% | 24,128 | $11.3M | Add +0.5% |
| AMZN Amazon.com Inc. | 2.73% | 50,830 | $9.7M | Reduce -0.4% |
| VYM Vanguard High DVD Yield ETF | 2.03% | 55,615 | $7.2M | Add +0.7% |
| IGM iShares Expanded Tech Sector | 1.78% | 69,360 | $6.3M | Add +0.6% |
| GLD SPDR Gold Shares | 1.72% | 21,100 | $6.1M | Add +1.5% |
| NVDA Nvidia Corp. | 1.68% | 54,747 | $5.9M | Add +1.5% |
| VIG Vanguard Dividend Apprec ETF | 1.61% | 29,439 | $5.7M | Add +0.1% |
| MSFT Microsoft Corp. | 1.38% | 13,013 | $4.9M | Add +0.5% |
| IYW iShares Ustechnology ETF | 1.38% | 34,666 | $4.9M | Reduce -1.9% |
| GOOG Alphabet Inc. Class C | 1.37% | 31,055 | $4.9M | Reduce -4.0% |
| BTT BlackRock 2030 Muni TRGT TRM | 1.36% | 227,380 | $4.8M | Reduce -2.6% |
| USMV iShares MSCI USA Min Vol Fac | 1.35% | 51,201 | $4.8M | Add +1.2% |
| LLY Eli Lilly & Co. | 1.33% | 5,703 | $4.7M | Add +3.4% |
| ICSH iShares Ultra Short Duration | 1.19% | 83,142 | $4.2M | Add +0.4% |
| VTI VG Morningstar TS MKT ETF-US | 1.17% | 15,091 | $4.1M | Reduce -5.1% |
| EMR Emerson Electric Co. | 1.11% | 35,760 | $3.9M | Reduce -1.2% |
| IWM iShares Russell 2000 ETF | 1.01% | 17,846 | $3.6M | Reduce -1.6% |
| XLI SS Industrial Select Sector | 0.91% | 24,652 | $3.2M | Reduce -0.6% |
| GRID First TRST Nasd Class Edg Sgiif | 0.86% | 27,016 | $3.1M | Add +11.6% |
| MA Mastercard Inc. Class A | 0.86% | 5,526 | $3.0M | Reduce -0.1% |
| FDN First Trust DJ Internet Ind | 0.85% | 13,513 | $3.0M | Reduce -2.5% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.83% | 77,457 | $2.9M | Add +1.1% |
| ABBV Abbvie Inc. | 0.74% | 12,538 | $2.6M | Reduce -0.3% |
| AMLP Alerian MLP ETF | 0.73% | 49,900 | $2.6M | Add +2.3% |
| JPM JPMorgan Chase & Co. | 0.71% | 10,222 | $2.5M | Reduce -6.2% |
| META Meta Platforms Inc. Class A | 0.70% | 4,311 | $2.5M | Add +5.8% |
| SPLV Invesco S&P 500 Low Volatili | 0.69% | 32,920 | $2.5M | Reduce -0.2% |
| AIVL Wisdomtree US AI Enhanced Va | 0.67% | 21,554 | $2.4M | Reduce -0.4% |
| IVE iShares S&P 500 Value ETF | 0.66% | 12,239 | $2.3M | Reduce -3.8% |
| MDY State Street SPDR S&P Midcap | 0.66% | 4,361 | $2.3M | Reduce -1.9% |
| PAVE Global X US Infrastructure | 0.66% | 61,551 | $2.3M | Add +12.1% |
| PGR Progressive Corp. | 0.64% | 8,011 | $2.3M | Reduce -1.8% |
| IWF iShares Russell 1000 Growth | 0.63% | 6,141 | $2.2M | Reduce -1.4% |
| AIRR First Trust Rba American Ind | 0.59% | 30,460 | $2.1M | Add +9.8% |
| DVY iShares Select Dividend ETF | 0.57% | 15,148 | $2.0M | Reduce -1.8% |
| VBF Invesco Bond Fund | 0.56% | 128,539 | $2.0M | Add +10.8% |
| RSPS Invesco S&P 500 Equal Weight | 0.54% | 62,476 | $1.9M | Reduce -2.8% |
| XOM Exxon Mobil Corp. | 0.54% | 16,167 | $1.9M | Add +8.8% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.53% | 15,555 | $1.9M | Add +58.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.51% | 4,279 | $1.8M | Reduce -0.1% |
| TSLA Tesla Inc. | 0.47% | 6,438 | $1.7M | Reduce -3.3% |
| NOBL Proshares S&P 500 Dividend A | 0.47% | 16,285 | $1.7M | Reduce -36.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.45% | 2 | $1.6M | No change |
| FPE FT-Preferred Secur & Inc. ETF | 0.45% | 90,761 | $1.6M | Add +5.7% |
| RDVY First Trust Rising Dividend | 0.43% | 26,230 | $1.5M | Add +260.4% |
| V Visa Inc. Class A | 0.43% | 4,309 | $1.5M | Reduce -5.6% |
| DLN Wisdomtree US Largecap Divid | 0.42% | 18,602 | $1.5M | Reduce -1.0% |
| NFLX Netflix Inc. | 0.41% | 1,551 | $1.4M | Add +0.1% |
| IAU iShares Gold Trust | 0.41% | 24,467 | $1.4M | Add +0.8% |
| XLV SS Health Care Select Sector | 0.40% | 9,614 | $1.4M | Reduce -11.3% |
| PG The Procter & Gamble Co. | 0.39% | 8,092 | $1.4M | Reduce -4.9% |
| SCHD Schwab US DVD Equity ETF | 0.39% | 49,008 | $1.4M | Add +2.8% |
| FSIG FT Ltd. Duration Inv Grade | 0.39% | 72,162 | $1.4M | Add +11.8% |
| FGD First Trust DJ GL Sel DVD | 0.37% | 54,340 | $1.3M | Add +14.9% |
| GOOGL Alphabet Inc. Class A | 0.36% | 8,194 | $1.3M | Reduce -0.0% |
| DGRW Wisdomtree U.S. Quality Divi | 0.34% | 15,272 | $1.2M | Reduce -4.2% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.31% | 21,652 | $1.1M | Add +12.3% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.30% | 10,916 | $1.1M | Add +1.6% |
| PLPC Preformed Line Products Co. | 0.30% | 7,651 | $1.1M | No change |
| HYD Vaneck High Yield Muni ETF | 0.29% | 19,960 | $1.0M | Add +7.8% |
| ABT Abbott Laboratories | 0.29% | 7,616 | $1.0M | No change |
| FTCS First Trust Capital Strength | 0.28% | 11,183 | $1.0M | Reduce -0.7% |
| STWD Starwood Property Trust Inc. | 0.28% | 50,167 | $992K | Add +10.8% |
| CIBR First Trust Nasdaq Cybersecu | 0.27% | 15,433 | $972K | Add +0.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.27% | 3,685 | $953K | Reduce -5.8% |
| FBND Fidelity Total Bond ETF | 0.27% | 20,680 | $944K | Add +13.8% |
| UNH Unitedhealth Group Inc. | 0.27% | 1,797 | $941K | Reduce -8.6% |
| MCD McDonald's Corp. | 0.26% | 2,998 | $936K | Add +0.1% |
| OKE Oneok Inc. | 0.26% | 9,419 | $935K | Reduce -7.9% |
| VOO Vanguard S&P 500 ETF | 0.26% | 1,776 | $913K | Add +4.1% |
| PSL Invesco Dorsey Wright Consum | 0.25% | 8,241 | $893K | No change |
| BSJP Invesco Bulletshares 2025 HY | 0.25% | 38,247 | $882K | New |
| PKW Invesco Buyback Achievers Et | 0.24% | 7,504 | $845K | Reduce -23.8% |
| RFI Cohen & Steers Tot Ret RLTY | 0.24% | 69,286 | $838K | Add +13.0% |
| FUMB First Trust Ultra Short Dur | 0.22% | 38,925 | $782K | Add +25.9% |
| AVGO Broadcom Inc. | 0.22% | 4,626 | $774K | Add +7.0% |
| COST Costco Wholesale Corp. | 0.22% | 817 | $773K | Add +4.1% |
| XLF SS Financial Select Sector | 0.21% | 15,008 | $748K | Add +9.2% |
| UTWO F/M US Treasury 2 Year Note | 0.21% | 15,375 | $745K | Add +3.4% |
| XLE SS Energy Select Sector | 0.21% | 7,776 | $727K | Reduce -9.3% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.20% | 8,352 | $719K | Reduce -36.6% |
| KXI iShares Global Consumer Stap | 0.20% | 11,175 | $716K | No change |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.19% | 8,526 | $688K | No change |
| IJR iShares Core S&P Small-Cap E | 0.19% | 6,547 | $685K | Reduce -5.0% |
| ITA iShares U.S. Aerospace & Def | 0.19% | 4,458 | $683K | Add +0.6% |
| UWM Proshares Ultra RUSSELL2000 | 0.19% | 20,395 | $682K | Add +11.7% |
| MOAT Vaneck Morningstar Wide Moat | 0.19% | 7,706 | $678K | Add +5.3% |
| FITE SS SPDR S&P Kensho FS ETF | 0.19% | 10,696 | $672K | Add +5.9% |
| WUGI Axs Esoterica Nextg Eco ETF | 0.19% | 10,176 | $667K | Add +0.6% |
| ROKT SS SPDR S&P Kensho FF ETF | 0.18% | 12,178 | $650K | New |
| PEP Pepsico Inc. | 0.18% | 4,294 | $644K | Reduce -6.7% |
| VEEV Veeva Systems Inc. Class A | 0.16% | 2,488 | $576K | Reduce -0.7% |
| SPHQ Invesco S&P 500 Quality ETF | 0.16% | 8,486 | $563K | Add +0.1% |
| APH Amphenol Corp. Class A | 0.16% | 8,541 | $560K | Add +1.4% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -1.1% | 3.43% | −0.41 |
| AMZN Amazon.com Inc. | Reduce -0.4% | 2.73% | −0.38 |
| GOOG Alphabet Inc. Class C | Reduce -4.0% | 1.37% | −0.34 |
| IVV iShares Core S&P 500 ETF | Reduce -0.4% | 9.45% | −0.32 |
| TSLA Tesla Inc. | Reduce -3.3% | 0.47% | −0.28 |
| NOBL Proshares S&P 500 Dividend A | Reduce -36.1% | 0.47% | −0.23 |
| BOTZ Global X Robotics & Artifici | Sold out | 0.00% | −0.21 |
| IYW iShares Ustechnology ETF | Reduce -1.9% | 1.38% | −0.19 |
| IRM Iron Mountain Inc. | Reduce -36.6% | 0.20% | −0.18 |
| DGIN Vaneck Digital India ETF | Sold out | 0.00% | −0.17 |
| EMR Emerson Electric Co. | Reduce -1.2% | 1.11% | −0.14 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.13 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -5.1% | 1.17% | −0.11 |
| IWM iShares Russell 2000 ETF | Reduce -1.6% | 1.01% | −0.11 |
| CLH Clean Harbors Inc. | Sold out | 0.00% | −0.10 |
| FDN First Trust DJ Internet Ind | Reduce -2.5% | 0.85% | −0.09 |
| GD General Dynamics Corp. | Sold out | 0.00% | −0.08 |
| PKW Invesco Buyback Achievers Et | Reduce -23.8% | 0.24% | −0.08 |
| GOOGL Alphabet Inc. Class A | Reduce -0.0% | 0.36% | −0.07 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.07 |
| IWF iShares Russell 1000 Growth | Reduce -1.4% | 0.63% | −0.07 |
| XLB SS Materials Select Sector | Sold out | 0.00% | −0.06 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.06 |
| FTXL First Trust Nasdaq Semicondu | Sold out | 0.00% | −0.06 |
| TIP iShares Tips Bond ETF | Sold out | 0.00% | −0.06 |
| SWK Stanley Black & Decker Inc. | Sold out | 0.00% | −0.06 |
| MDY State Street SPDR S&P Midcap | Reduce -1.9% | 0.66% | −0.05 |
| VRT Vertiv Holdings Co. Class A | Reduce -2.1% | 0.06% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Reduce -5.0% | 0.19% | −0.03 |
| IYC iShares US Consumer Discreti | Reduce -7.6% | 0.15% | −0.02 |
| PRN Invesco Dorsey Wright Indus | Reduce -14.3% | 0.08% | −0.02 |
| IWD iShares Russell 1000 Value E | Reduce -17.5% | 0.13% | −0.02 |
| OKE Oneok Inc. | Reduce -7.9% | 0.26% | −0.02 |
| XLV SS Health Care Select Sector | Reduce -11.3% | 0.40% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -5.8% | 0.27% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -6.2% | 0.71% | −0.02 |
| SUSA iShares ESG Optimized MSCI U | Reduce -6.1% | 0.15% | −0.02 |
| HD Home Depot Inc. | Reduce -6.8% | 0.13% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -3.5% | 0.12% | −0.02 |
| IVE iShares S&P 500 Value ETF | Reduce -3.8% | 0.66% | −0.02 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -4.2% | 0.34% | −0.01 |
| VOOG Vanguard S&P 500 Growth ETF | Reduce -11.1% | 0.06% | −0.01 |
| FXR First Trust Indst/Producers | Reduce -9.3% | 0.08% | −0.01 |
| PEP Pepsico Inc. | Reduce -6.7% | 0.18% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -8.6% | 0.27% | −0.01 |
| SCHB Schwab US Broad Market ETF | Reduce -6.4% | 0.09% | −0.01 |
| DHR Danaher Corp. | Reduce -1.0% | 0.08% | −0.01 |
| MLI Mueller Industries Inc. | Reduce -7.7% | 0.08% | −0.01 |
| BAC Bank of America Corp. | Reduce -4.7% | 0.09% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -4.9% | 0.39% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| GLD SPDR Gold Shares | Add +1.5% | 1.72% | +0.32 |
| RDVY First Trust Rising Dividend | Add +260.4% | 0.43% | +0.31 |
| BSJP Invesco Bulletshares 2025 HY | New | 0.25% | +0.25 |
| QQEW First TR Nasdaq-100 Sel Eq | Add +58.7% | 0.53% | +0.19 |
| RSP Invesco S&P 500 Equal Weight | Add +3.0% | 5.31% | +0.19 |
| ROKT SS SPDR S&P Kensho FF ETF | New | 0.18% | +0.18 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.7% | 5.00% | +0.17 |
| LLY Eli Lilly & Co. | Add +3.4% | 1.33% | +0.15 |
| TRFK Pacer Data and Digital Rev | New | 0.12% | +0.12 |
| FITB Fifth Third Bancorp | New | 0.11% | +0.11 |
| USMV iShares MSCI USA Min Vol Fac | Add +1.2% | 1.35% | +0.11 |
| RTX RTX Corp. | New | 0.10% | +0.10 |
| XOM Exxon Mobil Corp. | Add +8.8% | 0.54% | +0.10 |
| HWM Howmet Aerospace Inc. | New | 0.10% | +0.10 |
| MUB iShares National Muni Bond E | New | 0.10% | +0.10 |
| AMLP Alerian MLP ETF | Add +2.3% | 0.73% | +0.08 |
| FGD First Trust DJ GL Sel DVD | Add +14.9% | 0.37% | +0.08 |
| CMI Cummins Inc. | New | 0.07% | +0.07 |
| IAU iShares Gold Trust | Add +0.8% | 0.41% | +0.07 |
| AEP American Electric Power | New | 0.07% | +0.07 |
| VYM Vanguard High DVD Yield ETF | Add +0.7% | 2.03% | +0.07 |
| CVS CVS Health Corp. | New | 0.07% | +0.07 |
| VBF Invesco Bond Fund | Add +10.8% | 0.56% | +0.06 |
| ORLY O'reilly Automotive Inc. | New | 0.06% | +0.06 |
| GRID First TRST Nasd Class Edg Sgiif | Add +11.6% | 0.86% | +0.06 |
| TRGP Targa Resources Corp. | New | 0.06% | +0.06 |
| FUMB First Trust Ultra Short Dur | Add +25.9% | 0.22% | +0.05 |
| FSIG FT Ltd. Duration Inv Grade | Add +11.8% | 0.39% | +0.05 |
| STWD Starwood Property Trust Inc. | Add +10.8% | 0.28% | +0.04 |
| FBND Fidelity Total Bond ETF | Add +13.8% | 0.27% | +0.04 |
| PAVE Global X US Infrastructure | Add +12.1% | 0.66% | +0.04 |
| RFI Cohen & Steers Tot Ret RLTY | Add +13.0% | 0.24% | +0.04 |
| META Meta Platforms Inc. Class A | Add +5.8% | 0.70% | +0.04 |
| JMST JPM Ultra-Short Muni Income | Add +12.3% | 0.31% | +0.04 |
| ICSH iShares Ultra Short Duration | Add +0.4% | 1.19% | +0.03 |
| FPE FT-Preferred Secur & Inc. ETF | Add +5.7% | 0.45% | +0.03 |
| ROP Roper Technologies Inc. | Add +8.2% | 0.14% | +0.03 |
| XLF SS Financial Select Sector | Add +9.2% | 0.21% | +0.03 |
| SCYB Schwab High Yield Bond ETF | Add +33.9% | 0.10% | +0.03 |
| SCHD Schwab US DVD Equity ETF | Add +2.8% | 0.39% | +0.03 |
| NFLX Netflix Inc. | Add +0.1% | 0.41% | +0.02 |
| MCD McDonald's Corp. | Add +0.1% | 0.26% | +0.02 |
| XAR SS SPDR S&P Aerospace Def | Add +24.0% | 0.12% | +0.02 |
| HYD Vaneck High Yield Muni ETF | Add +7.8% | 0.29% | +0.02 |
| COST Costco Wholesale Corp. | Add +4.1% | 0.22% | +0.02 |
| GE General Electric | Add +2.6% | 0.09% | +0.02 |
| SOXX iShares Semiconductor ETF | Add +35.0% | 0.10% | +0.02 |
| ASML ASML Holding NV-NY Reg SHS | Add +26.1% | 0.09% | +0.02 |
| MRSH Marsh & McLennan Cos | Add +2.3% | 0.10% | +0.02 |
| PHYS Sprott Physical Gold Trust | Add +0.1% | 0.09% | +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 |