WealthBridge Capital Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 7, 2025), WealthBridge Capital Management, LLC reported 213 stock positions worth $426.1 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 9.9% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 5.0%) and Invesco S&P 500 Equal Weight (RSP, 4.9%). Compared with Q2 2025, it opened 9 new positions, sold out of 6, added to 97 and reduced 75. The biggest buy was iShares Russell 2000 ETF (IWM, shares +23%) and the biggest sale Amazon.com (AMZN, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- WESTERVILLE, OH
- CIK
- 0001767313
- Portfolio Value
- $426.1M (Q3 2025)
- SEC Filing
- 0001951757-25-001328 ↗ filed Nov 7, 2025
Holdings Value
Holdings 213 stocks · $426.1M
| IVV iShares Core S&P 500 ETF | 9.91% | 63,113 | $42.2M | Add +2.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.98% | 31,832 | $21.2M | Reduce -1.2% |
| RSP Invesco S&P 500 Equal Weight | 4.92% | 110,592 | $21.0M | Reduce -0.5% |
| BKLC BNY Mellon US LRG Cap Cor | 4.26% | 141,473 | $18.2M | Add +0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.82% | 32,345 | $16.3M | Reduce -2.8% |
| QQQ Invesco QQQ Trust Series 1 | 3.76% | 26,715 | $16.0M | Add +2.2% |
| AAPL Apple Inc. | 3.08% | 51,574 | $13.1M | Reduce -3.5% |
| AMZN Amazon.com Inc. | 2.61% | 50,639 | $11.1M | Reduce -3.3% |
| NVDA Nvidia Corp. | 2.48% | 56,672 | $10.6M | Reduce -0.6% |
| IGM iShares Expanded Tech Sector | 2.04% | 69,165 | $8.7M | Reduce -1.4% |
| VYM Vanguard High DVD Yield ETF | 1.92% | 57,943 | $8.2M | Add +3.4% |
| GLD SPDR Gold Shares | 1.79% | 21,410 | $7.6M | Add +0.8% |
| GOOG Alphabet Inc. Class C | 1.68% | 29,378 | $7.2M | Reduce -3.9% |
| MSFT Microsoft Corp. | 1.58% | 12,977 | $6.7M | Reduce -0.9% |
| VIG Vanguard Dividend Apprec ETF | 1.54% | 30,448 | $6.6M | Add +3.4% |
| IYW iShares Ustechnology ETF | 1.53% | 33,250 | $6.5M | Reduce -1.3% |
| USMV iShares MSCI USA Min Vol Fac | 1.24% | 55,554 | $5.3M | Add +3.0% |
| VTI VG Morningstar TS MKT ETF-US | 1.15% | 14,983 | $4.9M | Add +0.0% |
| GRID First TRST Nasd Class Edg Sgiif | 1.15% | 32,341 | $4.9M | Add +9.2% |
| IWM iShares Russell 2000 ETF | 1.11% | 19,518 | $4.7M | Add +22.8% |
| EMR Emerson Electric Co. | 1.10% | 35,766 | $4.7M | No change |
| ICSH iShares Ultra Short Duration | 1.10% | 92,292 | $4.7M | Add +6.4% |
| LLY Eli Lilly & Co. | 1.02% | 5,675 | $4.3M | Reduce -3.1% |
| BTT BlackRock 2030 Muni TRGT TRM | 1.00% | 189,673 | $4.3M | Reduce -5.8% |
| AIRR First Trust Rba American Ind | 0.96% | 42,109 | $4.1M | Add +16.0% |
| PAVE Global X US Infrastructure | 0.89% | 79,196 | $3.8M | Add +11.1% |
| FDN First Trust DJ Internet Ind | 0.88% | 13,399 | $3.7M | Reduce -1.3% |
| XLI SS Industrial Select Sector | 0.87% | 24,172 | $3.7M | Reduce -2.0% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.79% | 74,290 | $3.4M | Add +1.5% |
| JPM JPMorgan Chase & Co. | 0.77% | 10,367 | $3.3M | Reduce -4.0% |
| META Meta Platforms Inc. Class A | 0.75% | 4,377 | $3.2M | Reduce -4.3% |
| MA Mastercard Inc. Class A | 0.73% | 5,482 | $3.1M | Reduce -0.3% |
| ABBV Abbvie Inc. | 0.71% | 13,092 | $3.0M | Add +2.3% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.67% | 20,377 | $2.9M | Add +6.3% |
| IWF iShares Russell 1000 Growth | 0.66% | 6,024 | $2.8M | Reduce -2.2% |
| MDY State Street SPDR S&P Midcap | 0.62% | 4,464 | $2.7M | Add +6.1% |
| AMLP Alerian MLP ETF | 0.58% | 52,478 | $2.5M | Add +1.5% |
| TSLA Tesla Inc. | 0.58% | 5,524 | $2.5M | Reduce -7.1% |
| IVE iShares S&P 500 Value ETF | 0.57% | 11,858 | $2.4M | Reduce -2.8% |
| AIVL Wisdomtree US AI Enhanced Va | 0.57% | 21,099 | $2.4M | Reduce -2.3% |
| SPLV Invesco S&P 500 Low Volatili | 0.56% | 32,368 | $2.4M | Reduce -1.1% |
| NFLX Netflix Inc. | 0.55% | 1,949 | $2.3M | Reduce -0.5% |
| DVY iShares Select Dividend ETF | 0.51% | 15,366 | $2.2M | Add +0.4% |
| VBF Invesco Bond Fund | 0.51% | 137,698 | $2.2M | Add +5.7% |
| GOOGL Alphabet Inc. Class A | 0.50% | 8,730 | $2.1M | Reduce -1.9% |
| PGR Progressive Corp. | 0.48% | 8,265 | $2.0M | Add +0.5% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.45% | 4,169 | $1.9M | Reduce -1.8% |
| RDVY First Trust Rising Dividend | 0.44% | 28,082 | $1.9M | Reduce -1.0% |
| IAU iShares Gold Trust | 0.42% | 24,883 | $1.8M | Add +1.7% |
| XOM Exxon Mobil Corp. | 0.42% | 15,688 | $1.8M | Add +2.1% |
| RSPS Invesco S&P 500 Equal Weight | 0.41% | 60,320 | $1.8M | Reduce -1.7% |
| FGD First Trust DJ GL Sel DVD | 0.41% | 60,090 | $1.7M | Add +8.4% |
| FPE FT-Preferred Secur & Inc. ETF | 0.39% | 91,893 | $1.7M | Add +2.4% |
| NOBL Proshares S&P 500 Dividend A | 0.39% | 16,129 | $1.7M | Reduce -1.6% |
| MADE iShares US Manufacturing | 0.38% | 55,693 | $1.6M | Add +9.6% |
| V Visa Inc. Class A | 0.38% | 4,744 | $1.6M | Add +4.0% |
| DLN Wisdomtree US Largecap Divid | 0.37% | 18,347 | $1.6M | Reduce -1.2% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.36% | 29,894 | $1.5M | Add +1.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.35% | 2 | $1.5M | No change |
| AVGO Broadcom Inc. | 0.35% | 4,569 | $1.5M | Add +2.4% |
| PLPC Preformed Line Products Co. | 0.35% | 7,651 | $1.5M | No change |
| DGRW Wisdomtree U.S. Quality Divi | 0.35% | 16,606 | $1.5M | Reduce -0.4% |
| FSIG FT Ltd. Duration Inv Grade | 0.33% | 73,990 | $1.4M | Add +2.8% |
| FBND Fidelity Total Bond ETF | 0.31% | 28,829 | $1.3M | Add +26.8% |
| TRFK Pacer Data and Digital Rev | 0.31% | 19,840 | $1.3M | Add +10.0% |
| PKW Invesco Buyback Achievers Et | 0.31% | 9,921 | $1.3M | Add +14.0% |
| PG The Procter & Gamble Co. | 0.30% | 8,228 | $1.3M | Reduce -4.9% |
| CIBR First Trust Nasdaq Cybersecu | 0.29% | 16,257 | $1.2M | Add +1.4% |
| SCHD Schwab US DVD Equity ETF | 0.29% | 44,572 | $1.2M | Reduce -5.1% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.28% | 10,846 | $1.2M | Reduce -0.1% |
| VOO Vanguard S&P 500 ETF | 0.28% | 1,938 | $1.2M | Add +11.6% |
| APH Amphenol Corp. Class A | 0.26% | 9,107 | $1.1M | Add +5.8% |
| ROKT SS SPDR S&P Kensho FF ETF | 0.25% | 14,221 | $1.1M | Add +24.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.24% | 3,545 | $1.0M | Reduce -3.5% |
| WELD Tema U.S. Manufacturing & Re | 0.24% | 24,025 | $1.0M | Add +5.5% |
| HYD Vaneck High Yield Muni ETF | 0.23% | 19,570 | $996K | Reduce -1.5% |
| DTE DTE Energy Company | 0.23% | 7,028 | $994K | Add +180.3% |
| FTCS First Trust Capital Strength | 0.23% | 10,506 | $984K | Reduce -6.0% |
| STWD Starwood Property Trust Inc. | 0.23% | 50,586 | $980K | Add +0.7% |
| WUGI Axs Esoterica Nextg Eco ETF | 0.22% | 10,589 | $952K | Add +0.6% |
| MCD McDonald's Corp. | 0.22% | 3,072 | $934K | No change |
| FITE SS SPDR S&P Kensho FS ETF | 0.21% | 10,697 | $915K | Reduce -1.8% |
| PSL Invesco Dorsey Wright Consum | 0.21% | 8,321 | $915K | No change |
| ITA iShares U.S. Aerospace & Def | 0.21% | 4,308 | $901K | Reduce -3.4% |
| BSJP Invesco Bulletshares 2025 HY | 0.21% | 38,949 | $898K | Add +2.2% |
| ABT Abbott Laboratories | 0.21% | 6,616 | $886K | Reduce -0.3% |
| FUMB First Trust Ultra Short Dur | 0.20% | 43,405 | $872K | Add +3.5% |
| XLV SS Health Care Select Sector | 0.19% | 5,888 | $819K | Reduce -33.5% |
| RFI Cohen & Steers Tot Ret RLTY | 0.19% | 67,037 | $811K | Add +0.5% |
| UTWO F/M US Treasury 2 Year Note | 0.19% | 16,475 | $800K | Add +2.5% |
| XAR SS SPDR S&P Aerospace Def | 0.19% | 3,367 | $791K | Add +26.6% |
| VEEV Veeva Systems Inc. Class A | 0.18% | 2,507 | $747K | Add +0.6% |
| COST Costco Wholesale Corp. | 0.17% | 783 | $724K | Reduce -3.7% |
| ITOT iShares Core S&P Total U.S. | 0.17% | 4,917 | $716K | Add +0.1% |
| XLF SS Financial Select Sector | 0.16% | 12,988 | $700K | Reduce -6.3% |
| PANW Palo Alto Networks Inc. | 0.16% | 3,384 | $689K | Add +5.9% |
| KXI iShares Global Consumer Stap | 0.16% | 10,675 | $687K | No change |
| GS Goldman Sachs Group Inc. | 0.16% | 848 | $676K | Add +71.3% |
| VRT Vertiv Holdings Co. Class A | 0.16% | 4,458 | $673K | Add +9.9% |
| XLK SS Technology Select Sector | 0.16% | 2,347 | $662K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $999 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| COHEN & STEERS INFRASTRU | RIGHT 10/16/2025 | 12,812 | $999 | No change |
Total filed on the 13F, all lines: $426.1M.
Portfolio Sells Q2 2025 → Q3 2025
| AMZN Amazon.com Inc. | Reduce -3.3% | 2.61% | −0.30 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.8% | 3.82% | −0.28 |
| OKE Oneok Inc. | Sold out | 0.00% | −0.22 |
| UWM Proshares Ultra RUSSELL2000 | Sold out | 0.00% | −0.21 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.5% | 4.92% | −0.20 |
| HWM Howmet Aerospace Inc. | Sold out | 0.00% | −0.16 |
| LLY Eli Lilly & Co. | Reduce -3.1% | 1.02% | −0.14 |
| BTT BlackRock 2030 Muni TRGT TRM | Reduce -5.8% | 1.00% | −0.12 |
| NFLX Netflix Inc. | Reduce -0.5% | 0.55% | −0.12 |
| XLV SS Health Care Select Sector | Reduce -33.5% | 0.19% | −0.11 |
| META Meta Platforms Inc. Class A | Reduce -4.3% | 0.75% | −0.10 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.10 |
| IHF iShares U.S. Healthcare Prov | Sold out | 0.00% | −0.08 |
| MSFT Microsoft Corp. | Reduce -0.9% | 1.58% | −0.07 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.2% | 4.98% | −0.07 |
| AIVL Wisdomtree US AI Enhanced Va | Reduce -2.3% | 0.57% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -4.9% | 0.30% | −0.05 |
| RSPS Invesco S&P 500 Equal Weight | Reduce -1.7% | 0.41% | −0.05 |
| MA Mastercard Inc. Class A | Reduce -0.3% | 0.73% | −0.05 |
| XLI SS Industrial Select Sector | Reduce -2.0% | 0.87% | −0.05 |
| FDN First Trust DJ Internet Ind | Reduce -1.3% | 0.88% | −0.05 |
| REGL Prshrs S&P Mid 400 DVD Arist | Reduce -25.9% | 0.12% | −0.05 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -1.1% | 0.56% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -32.3% | 0.09% | −0.04 |
| T AT&T Inc. | Reduce -17.1% | 0.10% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -3.7% | 0.17% | −0.03 |
| SCHD Schwab US DVD Equity ETF | Reduce -5.1% | 0.29% | −0.03 |
| IVE iShares S&P 500 Value ETF | Reduce -2.8% | 0.57% | −0.03 |
| NOBL Proshares S&P 500 Dividend A | Reduce -1.6% | 0.39% | −0.03 |
| IYC iShares US Consumer Discreti | Reduce -19.3% | 0.10% | −0.03 |
| FTCS First Trust Capital Strength | Reduce -6.0% | 0.23% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -4.0% | 0.77% | −0.03 |
| XLE SS Energy Select Sector | Reduce -24.7% | 0.06% | −0.02 |
| ABT Abbott Laboratories | Reduce -0.3% | 0.21% | −0.02 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -1.8% | 0.45% | −0.02 |
| XLF SS Financial Select Sector | Reduce -6.3% | 0.16% | −0.02 |
| HYD Vaneck High Yield Muni ETF | Reduce -1.5% | 0.23% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -7.6% | 0.08% | −0.02 |
| AMGN Amgen Inc. | Reduce -16.5% | 0.06% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -3.5% | 0.24% | −0.02 |
| PVI Invesco Floating Rate Munici | Reduce -17.4% | 0.05% | −0.02 |
| KO The Coca-Cola Co. | Reduce -11.2% | 0.05% | −0.02 |
| AEP American Electric Power | Reduce -19.6% | 0.06% | −0.01 |
| HD Home Depot Inc. | Reduce -12.3% | 0.12% | −0.01 |
| NXP Nuveen Select Tax-Free Inc. | Reduce -13.7% | 0.06% | −0.01 |
| DLN Wisdomtree US Largecap Divid | Reduce -1.2% | 0.37% | −0.01 |
| CVX Chevron Corp. | Reduce -18.5% | 0.05% | −0.01 |
| XLP SS Consumer Staples Sel Sect | Reduce -3.9% | 0.06% | −0.01 |
| IBMN iShares Ibonds Dec 2025 Term | Reduce -0.9% | 0.11% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| IWM iShares Russell 2000 ETF | Add +22.8% | 1.11% | +0.24 |
| IVV iShares Core S&P 500 ETF | Add +2.7% | 9.91% | +0.23 |
| AIRR First Trust Rba American Ind | Add +16.0% | 0.96% | +0.21 |
| DTE DTE Energy Company | Add +180.3% | 0.23% | +0.15 |
| GLD SPDR Gold Shares | Add +0.8% | 1.79% | +0.14 |
| LDOS Leidos Holdings Inc. | New | 0.12% | +0.12 |
| ABBV Abbvie Inc. | Add +2.3% | 0.71% | +0.11 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.2% | 3.76% | +0.11 |
| GRID First TRST Nasd Class Edg Sgiif | Add +9.2% | 1.15% | +0.10 |
| PAVE Global X US Infrastructure | Add +11.1% | 0.89% | +0.10 |
| AGG iShares Core U.S. Aggregate | New | 0.08% | +0.08 |
| GS Goldman Sachs Group Inc. | Add +71.3% | 0.16% | +0.07 |
| ROKT SS SPDR S&P Kensho FF ETF | Add +24.6% | 0.25% | +0.07 |
| VIS Vanguard Industrials ETF | New | 0.06% | +0.06 |
| HIG Hartford Insurance Group Inc. | New | 0.06% | +0.06 |
| BLK BlackRock Inc. | New | 0.06% | +0.06 |
| SHLD Global X Defense Tech ETF | New | 0.05% | +0.05 |
| ETN Eaton Corp. PLC | New | 0.05% | +0.05 |
| APH Amphenol Corp. Class A | Add +5.8% | 0.26% | +0.05 |
| FBND Fidelity Total Bond ETF | Add +26.8% | 0.31% | +0.05 |
| LMT Lockheed Martin Corp. | New | 0.05% | +0.05 |
| FXO First Trust Financial Alphad | New | 0.05% | +0.05 |
| XAR SS SPDR S&P Aerospace Def | Add +26.6% | 0.19% | +0.04 |
| AVGO Broadcom Inc. | Add +2.4% | 0.35% | +0.04 |
| TRFK Pacer Data and Digital Rev | Add +10.0% | 0.31% | +0.04 |
| MADE iShares US Manufacturing | Add +9.6% | 0.38% | +0.04 |
| NUKZ Range Nuclear Renaissance | Add +31.2% | 0.14% | +0.04 |
| IAU iShares Gold Trust | Add +1.7% | 0.42% | +0.04 |
| BKLC BNY Mellon US LRG Cap Cor | Add +0.6% | 4.26% | +0.04 |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | Add +1.5% | 0.79% | +0.04 |
| PKW Invesco Buyback Achievers Et | Add +14.0% | 0.31% | +0.04 |
| LRCX Lam Research Corp. | Add +4.2% | 0.12% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +11.6% | 0.28% | +0.03 |
| ORLY O'reilly Automotive Inc. | Add +10.9% | 0.14% | +0.03 |
| VRT Vertiv Holdings Co. Class A | Add +9.9% | 0.16% | +0.03 |
| EME Emcor Group Inc. | Add +14.2% | 0.11% | +0.02 |
| VYM Vanguard High DVD Yield ETF | Add +3.4% | 1.92% | +0.02 |
| GE General Electric | Add +10.3% | 0.14% | +0.02 |
| MDY State Street SPDR S&P Midcap | Add +6.1% | 0.62% | +0.02 |
| RTX RTX Corp. | Add +12.2% | 0.12% | +0.02 |
| FGD First Trust DJ GL Sel DVD | Add +8.4% | 0.41% | +0.02 |
| MU Micron Technology Inc. | Add +5.0% | 0.07% | +0.02 |
| WELD Tema U.S. Manufacturing & Re | Add +5.5% | 0.24% | +0.02 |
| PWR Quanta Services Inc. | Add +13.0% | 0.12% | +0.02 |
| FXR First Trust Indst/Producers | Add +22.6% | 0.09% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +3.4% | 1.54% | +0.01 |
| JNJ Johnson & Johnson | Add +0.4% | 0.11% | +0.01 |
| QQEW First TR Nasdaq-100 Sel Eq | Add +6.3% | 0.67% | +0.01 |
| AIQ Global X Art Intel & Tech | Add +15.2% | 0.07% | +0.01 |
| FFIV F5 Inc. | Add +15.3% | 0.08% | +0.01 |
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 |