WealthBridge Capital Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), WealthBridge Capital Management, LLC reported 210 stock positions worth $394.4 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 9.7% of the portfolio, followed by Invesco S&P 500 Equal Weight (RSP, 5.1%) and SS SPDR S&P 500 ETF Trust-US (SPY, 5.0%). Compared with Q1 2025, it opened 19 new positions, sold out of 10, added to 101 and reduced 64. The biggest buy was Nvidia (NVDA, shares +4%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- WESTERVILLE, OH
- CIK
- 0001767313
- Portfolio Value
- $394.4M (Q2 2025)
- SEC Filing
- 0001951757-25-001065 ↗ filed Aug 12, 2025
Holdings Value
Holdings 210 stocks · $394.4M
| IVV iShares Core S&P 500 ETF | 9.68% | 61,475 | $38.2M | Add +3.3% |
| RSP Invesco S&P 500 Equal Weight | 5.12% | 111,111 | $20.2M | Add +2.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.05% | 32,207 | $19.9M | Add +1.9% |
| BKLC BNY Mellon US LRG Cap Cor | 4.22% | 140,671 | $16.7M | Add +6.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.10% | 33,261 | $16.2M | Reduce -0.2% |
| QQQ Invesco QQQ Trust Series 1 | 3.66% | 26,138 | $14.4M | Add +8.3% |
| AMZN Amazon.com Inc. | 2.91% | 52,345 | $11.5M | Add +3.0% |
| AAPL Apple Inc. | 2.78% | 53,469 | $11.0M | Reduce -2.3% |
| NVDA Nvidia Corp. | 2.28% | 57,017 | $9.0M | Add +4.2% |
| IGM iShares Expanded Tech Sector | 2.00% | 70,165 | $7.9M | Add +1.2% |
| VYM Vanguard High DVD Yield ETF | 1.89% | 56,025 | $7.5M | Add +0.7% |
| MSFT Microsoft Corp. | 1.65% | 13,097 | $6.5M | Add +0.7% |
| GLD SPDR Gold Shares | 1.64% | 21,245 | $6.5M | Add +0.7% |
| VIG Vanguard Dividend Apprec ETF | 1.53% | 29,459 | $6.0M | Add +0.1% |
| IYW iShares Ustechnology ETF | 1.48% | 33,701 | $5.8M | Reduce -2.8% |
| GOOG Alphabet Inc. Class C | 1.38% | 30,584 | $5.4M | Reduce -1.5% |
| USMV iShares MSCI USA Min Vol Fac | 1.28% | 53,920 | $5.1M | Add +5.3% |
| EMR Emerson Electric Co. | 1.21% | 35,766 | $4.8M | Add +0.0% |
| LLY Eli Lilly & Co. | 1.16% | 5,858 | $4.6M | Add +2.7% |
| VTI VG Morningstar TS MKT ETF-US | 1.15% | 14,977 | $4.6M | Reduce -0.8% |
| BTT BlackRock 2030 Muni TRGT TRM | 1.12% | 201,276 | $4.4M | Reduce -11.5% |
| ICSH iShares Ultra Short Duration | 1.11% | 86,707 | $4.4M | Add +4.3% |
| GRID First TRST Nasd Class Edg Sgiif | 1.04% | 29,626 | $4.1M | Add +9.7% |
| FDN First Trust DJ Internet Ind | 0.93% | 13,570 | $3.7M | Add +0.4% |
| XLI SS Industrial Select Sector | 0.92% | 24,659 | $3.6M | Add +0.0% |
| IWM iShares Russell 2000 ETF | 0.87% | 15,889 | $3.4M | Reduce -11.0% |
| META Meta Platforms Inc. Class A | 0.86% | 4,575 | $3.4M | Add +6.1% |
| JPM JPMorgan Chase & Co. | 0.79% | 10,795 | $3.1M | Add +5.6% |
| PAVE Global X US Infrastructure | 0.79% | 71,286 | $3.1M | Add +15.8% |
| MA Mastercard Inc. Class A | 0.78% | 5,497 | $3.1M | Reduce -0.5% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.75% | 73,199 | $3.0M | Reduce -5.5% |
| AIRR First Trust Rba American Ind | 0.75% | 36,288 | $3.0M | Add +19.1% |
| NFLX Netflix Inc. | 0.66% | 1,958 | $2.6M | Add +26.2% |
| IWF iShares Russell 1000 Growth | 0.66% | 6,161 | $2.6M | Add +0.3% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.66% | 19,164 | $2.6M | Add +23.2% |
| AMLP Alerian MLP ETF | 0.64% | 51,705 | $2.5M | Add +3.6% |
| AIVL Wisdomtree US AI Enhanced Va | 0.62% | 21,594 | $2.4M | Add +0.2% |
| SPLV Invesco S&P 500 Low Volatili | 0.60% | 32,726 | $2.4M | Reduce -0.6% |
| IVE iShares S&P 500 Value ETF | 0.60% | 12,193 | $2.4M | Reduce -0.4% |
| MDY State Street SPDR S&P Midcap | 0.60% | 4,206 | $2.4M | Reduce -3.5% |
| ABBV Abbvie Inc. | 0.60% | 12,800 | $2.4M | Add +2.1% |
| PGR Progressive Corp. | 0.56% | 8,224 | $2.2M | Add +2.7% |
| DVY iShares Select Dividend ETF | 0.52% | 15,310 | $2.0M | Add +1.1% |
| VBF Invesco Bond Fund | 0.51% | 130,268 | $2.0M | Add +1.4% |
| TSLA Tesla Inc. | 0.48% | 5,949 | $1.9M | Reduce -7.6% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.47% | 4,245 | $1.9M | Reduce -0.8% |
| RSPS Invesco S&P 500 Equal Weight | 0.47% | 61,360 | $1.8M | Reduce -1.8% |
| RDVY First Trust Rising Dividend | 0.45% | 28,377 | $1.8M | Add +8.2% |
| XOM Exxon Mobil Corp. | 0.42% | 15,367 | $1.7M | Reduce -5.0% |
| NOBL Proshares S&P 500 Dividend A | 0.42% | 16,383 | $1.6M | Add +0.6% |
| V Visa Inc. Class A | 0.41% | 4,560 | $1.6M | Add +5.8% |
| FPE FT-Preferred Secur & Inc. ETF | 0.40% | 89,708 | $1.6M | Reduce -1.2% |
| GOOGL Alphabet Inc. Class A | 0.40% | 8,897 | $1.6M | Add +8.6% |
| FGD First Trust DJ GL Sel DVD | 0.39% | 55,409 | $1.5M | Add +2.0% |
| IAU iShares Gold Trust | 0.39% | 24,467 | $1.5M | No change |
| DLN Wisdomtree US Largecap Divid | 0.39% | 18,572 | $1.5M | Reduce -0.2% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.38% | 29,328 | $1.5M | Add +35.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.37% | 2 | $1.5M | No change |
| DGRW Wisdomtree U.S. Quality Divi | 0.35% | 16,671 | $1.4M | Add +9.2% |
| PG The Procter & Gamble Co. | 0.35% | 8,656 | $1.4M | Add +7.0% |
| FSIG FT Ltd. Duration Inv Grade | 0.35% | 71,981 | $1.4M | Reduce -0.3% |
| MADE iShares US Manufacturing | 0.34% | 50,794 | $1.4M | New |
| SCHD Schwab US DVD Equity ETF | 0.32% | 46,955 | $1.2M | Reduce -4.2% |
| AVGO Broadcom Inc. | 0.31% | 4,460 | $1.2M | Reduce -3.6% |
| PLPC Preformed Line Products Co. | 0.31% | 7,651 | $1.2M | No change |
| CIBR First Trust Nasdaq Cybersecu | 0.31% | 16,033 | $1.2M | Add +3.9% |
| XLV SS Health Care Select Sector | 0.30% | 8,852 | $1.2M | Reduce -7.9% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.29% | 10,853 | $1.1M | Reduce -0.6% |
| PKW Invesco Buyback Achievers Et | 0.27% | 8,706 | $1.1M | Add +16.0% |
| TRFK Pacer Data and Digital Rev | 0.27% | 18,043 | $1.1M | Add +83.0% |
| FBND Fidelity Total Bond ETF | 0.26% | 22,742 | $1.0M | Add +10.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.26% | 3,675 | $1.0M | Reduce -0.3% |
| FTCS First Trust Capital Strength | 0.26% | 11,175 | $1.0M | Reduce -0.1% |
| STWD Starwood Property Trust Inc. | 0.26% | 50,235 | $1.0M | Add +0.1% |
| HYD Vaneck High Yield Muni ETF | 0.25% | 19,860 | $997K | Reduce -0.5% |
| VOO Vanguard S&P 500 ETF | 0.25% | 1,736 | $986K | Reduce -2.3% |
| PSL Invesco Dorsey Wright Consum | 0.23% | 8,321 | $921K | Add +1.0% |
| ABT Abbott Laboratories | 0.23% | 6,638 | $903K | Reduce -12.8% |
| MCD McDonald's Corp. | 0.23% | 3,072 | $898K | Add +2.5% |
| WELD Tema U.S. Manufacturing & Re | 0.23% | 22,775 | $894K | New |
| BSJP Invesco Bulletshares 2025 HY | 0.22% | 38,127 | $880K | Reduce -0.3% |
| OKE Oneok Inc. | 0.22% | 10,616 | $867K | Add +12.7% |
| WUGI Axs Esoterica Nextg Eco ETF | 0.22% | 10,526 | $857K | Add +3.4% |
| APH Amphenol Corp. Class A | 0.22% | 8,607 | $850K | Add +0.8% |
| FUMB First Trust Ultra Short Dur | 0.21% | 41,926 | $843K | Add +7.7% |
| ITA iShares U.S. Aerospace & Def | 0.21% | 4,458 | $841K | No change |
| UWM Proshares Ultra RUSSELL2000 | 0.21% | 22,114 | $833K | Add +8.4% |
| FITE SS SPDR S&P Kensho FS ETF | 0.21% | 10,896 | $828K | Add +1.9% |
| COST Costco Wholesale Corp. | 0.20% | 813 | $805K | Reduce -0.5% |
| RFI Cohen & Steers Tot Ret RLTY | 0.20% | 66,683 | $804K | Reduce -3.8% |
| UTWO F/M US Treasury 2 Year Note | 0.20% | 16,075 | $780K | Add +4.5% |
| ROKT SS SPDR S&P Kensho FF ETF | 0.19% | 11,409 | $735K | Reduce -6.3% |
| XLF SS Financial Select Sector | 0.18% | 13,857 | $726K | Reduce -7.7% |
| VEEV Veeva Systems Inc. Class A | 0.18% | 2,491 | $717K | Add +0.1% |
| KXI iShares Global Consumer Stap | 0.18% | 10,675 | $698K | Reduce -4.5% |
| ITOT iShares Core S&P Total U.S. | 0.17% | 4,912 | $663K | Add +32.4% |
| PANW Palo Alto Networks Inc. | 0.17% | 3,196 | $654K | Add +4.2% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.16% | 7,961 | $649K | Reduce -6.6% |
| HWM Howmet Aerospace Inc. | 0.16% | 3,336 | $621K | Add +23.5% |
| PDP Invesco Dorsey Wright Moment | 0.15% | 5,575 | $605K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.2% | 4.10% | −0.92 |
| AAPL Apple Inc. | Reduce -2.3% | 2.78% | −0.65 |
| BTT BlackRock 2030 Muni TRGT TRM | Reduce -11.5% | 1.12% | −0.25 |
| IWM iShares Russell 2000 ETF | Reduce -11.0% | 0.87% | −0.14 |
| UNH Unitedhealth Group Inc. | Reduce -6.1% | 0.13% | −0.13 |
| XOM Exxon Mobil Corp. | Reduce -5.0% | 0.42% | −0.12 |
| XLE SS Energy Select Sector | Reduce -47.2% | 0.09% | −0.12 |
| IR Ingersoll-Rand Inc. | Sold out | 0.00% | −0.11 |
| FITB Fifth Third Bancorp | Sold out | 0.00% | −0.11 |
| SOXX iShares Semiconductor ETF | Sold out | 0.00% | −0.10 |
| XLV SS Health Care Select Sector | Reduce -7.9% | 0.30% | −0.09 |
| IRM Iron Mountain Inc. | Reduce -48.7% | 0.11% | −0.09 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -0.6% | 0.60% | −0.09 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -43.9% | 0.10% | −0.09 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.08 |
| GPK Graphic Packaging Holding Co. | Sold out | 0.00% | −0.08 |
| MLI Mueller Industries Inc. | Sold out | 0.00% | −0.08 |
| XLG Invesco S&P 500 Top 50 ETF | Sold out | 0.00% | −0.08 |
| RSPS Invesco S&P 500 Equal Weight | Reduce -1.8% | 0.47% | −0.08 |
| CMI Cummins Inc. | Sold out | 0.00% | −0.07 |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | Reduce -5.5% | 0.75% | −0.07 |
| MA Mastercard Inc. Class A | Reduce -0.5% | 0.78% | −0.07 |
| SCHD Schwab US DVD Equity ETF | Reduce -4.2% | 0.32% | −0.07 |
| IJR iShares Core S&P Small-Cap E | Reduce -28.3% | 0.13% | −0.06 |
| PFF iShares Preferred & Income S | Sold out | 0.00% | −0.06 |
| TRGP Targa Resources Corp. | Sold out | 0.00% | −0.06 |
| ABT Abbott Laboratories | Reduce -12.8% | 0.23% | −0.06 |
| IVE iShares S&P 500 Value ETF | Reduce -0.4% | 0.60% | −0.05 |
| MDY State Street SPDR S&P Midcap | Reduce -3.5% | 0.60% | −0.05 |
| FPE FT-Preferred Secur & Inc. ETF | Reduce -1.2% | 0.40% | −0.05 |
| PEP Pepsico Inc. | Reduce -2.6% | 0.14% | −0.04 |
| FSIG FT Ltd. Duration Inv Grade | Reduce -0.3% | 0.35% | −0.04 |
| HYD Vaneck High Yield Muni ETF | Reduce -0.5% | 0.25% | −0.04 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -0.8% | 0.47% | −0.03 |
| RFI Cohen & Steers Tot Ret RLTY | Reduce -3.8% | 0.20% | −0.03 |
| NUV Nuveen Municipal Value | Reduce -22.5% | 0.07% | −0.03 |
| DLN Wisdomtree US Largecap Divid | Reduce -0.2% | 0.39% | −0.03 |
| REGL Prshrs S&P Mid 400 DVD Arist | Reduce -6.6% | 0.16% | −0.03 |
| MRSH Marsh & McLennan Cos | Reduce -11.8% | 0.07% | −0.03 |
| PSF Cohen & Steers Select Prefer | Reduce -9.3% | 0.13% | −0.03 |
| MQY BlackRock Muniyield Quality | Reduce -7.6% | 0.10% | −0.03 |
| XLF SS Financial Select Sector | Reduce -7.7% | 0.18% | −0.03 |
| BSJP Invesco Bulletshares 2025 HY | Reduce -0.3% | 0.22% | −0.03 |
| FTCS First Trust Capital Strength | Reduce -0.1% | 0.26% | −0.03 |
| KXI iShares Global Consumer Stap | Reduce -4.5% | 0.18% | −0.03 |
| ROP Roper Technologies Inc. | Reduce -5.2% | 0.11% | −0.02 |
| CAT Caterpillar Inc. | Reduce -25.9% | 0.08% | −0.02 |
| IYC iShares US Consumer Discreti | Reduce -14.4% | 0.13% | −0.02 |
| CVX Chevron Corp. | Reduce -1.6% | 0.06% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.8% | 1.15% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +4.2% | 2.28% | +0.61 |
| QQQ Invesco QQQ Trust Series 1 | Add +8.3% | 3.66% | +0.46 |
| MADE iShares US Manufacturing | New | 0.34% | +0.34 |
| MSFT Microsoft Corp. | Add +0.7% | 1.65% | +0.27 |
| NFLX Netflix Inc. | Add +26.2% | 0.66% | +0.26 |
| BKLC BNY Mellon US LRG Cap Cor | Add +6.3% | 4.22% | +0.25 |
| IVV iShares Core S&P 500 ETF | Add +3.3% | 9.68% | +0.23 |
| WELD Tema U.S. Manufacturing & Re | New | 0.23% | +0.23 |
| IGM iShares Expanded Tech Sector | Add +1.2% | 2.00% | +0.22 |
| GRID First TRST Nasd Class Edg Sgiif | Add +9.7% | 1.04% | +0.18 |
| AMZN Amazon.com Inc. | Add +3.0% | 2.91% | +0.18 |
| AIRR First Trust Rba American Ind | Add +19.1% | 0.75% | +0.16 |
| META Meta Platforms Inc. Class A | Add +6.1% | 0.86% | +0.15 |
| TRFK Pacer Data and Digital Rev | Add +83.0% | 0.27% | +0.15 |
| T AT&T Inc. | New | 0.14% | +0.14 |
| QLD Proshares Ultra QQQ | New | 0.13% | +0.13 |
| QQEW First TR Nasdaq-100 Sel Eq | Add +23.2% | 0.66% | +0.13 |
| PAVE Global X US Infrastructure | Add +15.8% | 0.79% | +0.13 |
| MO Altria Group Inc. | New | 0.11% | +0.11 |
| PWR Quanta Services Inc. | New | 0.11% | +0.11 |
| EMR Emerson Electric Co. | Add +0.0% | 1.21% | +0.10 |
| NUKZ Range Nuclear Renaissance | New | 0.10% | +0.10 |
| LRCX Lam Research Corp. | New | 0.09% | +0.09 |
| EME Emcor Group Inc. | New | 0.09% | +0.09 |
| JPM JPMorgan Chase & Co. | Add +5.6% | 0.79% | +0.09 |
| FDN First Trust DJ Internet Ind | Add +0.4% | 0.93% | +0.08 |
| FTXL First Trust Nasdaq Semicondu | New | 0.07% | +0.07 |
| VRT Vertiv Holdings Co. Class A | Add +30.7% | 0.13% | +0.07 |
| JMST JPM Ultra-Short Muni Income | Add +35.5% | 0.38% | +0.07 |
| QUAL iShares MSCI USA Quality Fac | New | 0.07% | +0.07 |
| FFIV F5 Inc. | New | 0.07% | +0.07 |
| SCHX Schwab US Large-Cap ETF | New | 0.07% | +0.07 |
| NOW ServiceNow Inc. | New | 0.06% | +0.06 |
| HWM Howmet Aerospace Inc. | Add +23.5% | 0.16% | +0.06 |
| APH Amphenol Corp. Class A | Add +0.8% | 0.22% | +0.06 |
| CLH Clean Harbors Inc. | New | 0.06% | +0.06 |
| ORCL Oracle Corp. | New | 0.06% | +0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.06% | +0.06 |
| AIQ Global X Art Intel & Tech | New | 0.06% | +0.06 |
| ORLY O'reilly Automotive Inc. | Add +123.0% | 0.12% | +0.05 |
| MU Micron Technology Inc. | New | 0.05% | +0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.9% | 5.05% | +0.05 |
| ITOT iShares Core S&P Total U.S. | Add +32.4% | 0.17% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +8.6% | 0.40% | +0.04 |
| IWF iShares Russell 1000 Growth | Add +0.3% | 0.66% | +0.04 |
| QTEC First Trust Nasdq 100 Tech I | Add +28.2% | 0.12% | +0.03 |
| PKW Invesco Buyback Achievers Et | Add +16.0% | 0.27% | +0.03 |
| CIBR First Trust Nasdaq Cybersecu | Add +3.9% | 0.31% | +0.03 |
| WUGI Axs Esoterica Nextg Eco ETF | Add +3.4% | 0.22% | +0.03 |
| GE General Electric | Add +10.9% | 0.12% | +0.03 |
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 |