WealthBridge Capital Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 21, 2026), WealthBridge Capital Management, LLC reported 208 stock positions worth $438.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 10.1% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 5.1%) and Invesco S&P 500 Equal Weight (RSP, 4.8%). Compared with Q3 2025, it opened 7 new positions, sold out of 12, added to 87 and reduced 79. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +11%) and the biggest sale an exit from Invesco Buyback Achievers Et (PKW).
- Most Recent 13F
- Q2 2026
- Location
- WESTERVILLE, OH
- CIK
- 0001767313
- Portfolio Value
- $438.9M (Q4 2025)
- SEC Filing
- 0001951757-26-000253 ↗ filed Jan 21, 2026
Holdings Value
Holdings 208 stocks · $438.9M
| IVV iShares Core S&P 500 ETF | 10.14% | 65,004 | $44.5M | Add +3.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.05% | 32,524 | $22.2M | Add +2.2% |
| RSP Invesco S&P 500 Equal Weight | 4.83% | 110,628 | $21.2M | Add +0.0% |
| BKLC BNY Mellon US LRG Cap Cor | 4.40% | 147,610 | $19.3M | Add +4.3% |
| QQQ Invesco QQQ Trust Series 1 | 4.16% | 29,755 | $18.3M | Add +11.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.60% | 31,476 | $15.8M | Reduce -2.7% |
| AAPL Apple Inc. | 3.16% | 50,991 | $13.9M | Reduce -1.1% |
| AMZN Amazon.com Inc. | 2.64% | 50,290 | $11.6M | Reduce -0.7% |
| NVDA Nvidia Corp. | 2.44% | 57,332 | $10.7M | Add +1.2% |
| GOOG Alphabet Inc. Class C | 2.06% | 28,756 | $9.0M | Reduce -2.1% |
| IGM iShares Expanded Tech Sector | 1.99% | 67,525 | $8.7M | Reduce -2.4% |
| GLD SPDR Gold Shares | 1.96% | 21,707 | $8.6M | Add +1.4% |
| VYM Vanguard High DVD Yield ETF | 1.85% | 56,624 | $8.1M | Reduce -2.3% |
| VIG Vanguard Dividend Apprec ETF | 1.50% | 30,018 | $6.6M | Reduce -1.4% |
| IYW iShares Ustechnology ETF | 1.45% | 31,865 | $6.4M | Reduce -4.2% |
| LLY Eli Lilly & Co. | 1.37% | 5,580 | $6.0M | Reduce -1.7% |
| MSFT Microsoft Corp. | 1.37% | 12,397 | $6.0M | Reduce -4.5% |
| GRID First TRST Nasd Class Edg Sgiif | 1.26% | 36,157 | $5.5M | Add +11.8% |
| USMV iShares MSCI USA Min Vol Fac | 1.24% | 57,965 | $5.5M | Add +4.3% |
| VTI VG Morningstar TS MKT ETF-US | 1.14% | 14,965 | $5.0M | Reduce -0.1% |
| ICSH iShares Ultra Short Duration | 1.11% | 95,999 | $4.9M | Add +4.0% |
| EMR Emerson Electric Co. | 1.08% | 35,766 | $4.7M | No change |
| IWM iShares Russell 2000 ETF | 1.07% | 19,135 | $4.7M | Reduce -2.0% |
| AIRR First Trust Rba American Ind | 1.07% | 47,898 | $4.7M | Add +13.8% |
| BTT BlackRock 2030 Muni TRGT TRM | 0.99% | 190,045 | $4.3M | Add +0.2% |
| PAVE Global X US Infrastructure | 0.92% | 84,373 | $4.0M | Add +6.5% |
| XLI SS Industrial Select Sector | 0.84% | 23,751 | $3.7M | Reduce -1.7% |
| FDN First Trust DJ Internet Ind | 0.82% | 13,404 | $3.6M | Add +0.0% |
| JPM JPMorgan Chase & Co. | 0.76% | 10,323 | $3.3M | Reduce -0.4% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.75% | 72,139 | $3.3M | Reduce -2.9% |
| MA Mastercard Inc. Class A | 0.71% | 5,492 | $3.1M | Add +0.2% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.71% | 21,845 | $3.1M | Add +7.2% |
| ABBV Abbvie Inc. | 0.68% | 13,035 | $3.0M | Reduce -0.4% |
| META Meta Platforms Inc. Class A | 0.65% | 4,346 | $2.9M | Reduce -0.7% |
| IWF iShares Russell 1000 Growth | 0.64% | 5,923 | $2.8M | Reduce -1.7% |
| GOOGL Alphabet Inc. Class A | 0.63% | 8,795 | $2.8M | Add +0.7% |
| MDY State Street SPDR S&P Midcap | 0.61% | 4,413 | $2.7M | Reduce -1.1% |
| AMLP Alerian MLP ETF | 0.58% | 54,210 | $2.5M | Add +3.3% |
| IVE iShares S&P 500 Value ETF | 0.58% | 11,930 | $2.5M | Add +0.6% |
| AIVL Wisdomtree US AI Enhanced Va | 0.55% | 21,082 | $2.4M | Reduce -0.1% |
| SPLV Invesco S&P 500 Low Volatili | 0.54% | 32,943 | $2.4M | Add +1.8% |
| FGD First Trust DJ GL Sel DVD | 0.53% | 76,362 | $2.3M | Add +27.1% |
| TSLA Tesla Inc. | 0.51% | 4,998 | $2.2M | Reduce -9.5% |
| DVY iShares Select Dividend ETF | 0.50% | 15,460 | $2.2M | Add +0.6% |
| RDVY First Trust Rising Dividend | 0.47% | 29,850 | $2.1M | Add +6.3% |
| VBF Invesco Bond Fund | 0.46% | 132,414 | $2.0M | Reduce -3.8% |
| IAU iShares Gold Trust | 0.46% | 25,113 | $2.0M | Add +0.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.46% | 4,170 | $2.0M | Add +0.0% |
| XOM Exxon Mobil Corp. | 0.43% | 15,690 | $1.9M | Add +0.0% |
| MADE iShares US Manufacturing | 0.43% | 59,982 | $1.9M | Add +7.7% |
| NFLX Netflix Inc. | 0.41% | 19,313 | $1.8M | Reduce -0.9% |
| RSPS Invesco S&P 500 Equal Weight | 0.40% | 59,930 | $1.7M | Reduce -0.7% |
| AVGO Broadcom Inc. | 0.38% | 4,850 | $1.7M | Add +6.2% |
| FPE FT-Preferred Secur & Inc. ETF | 0.38% | 91,937 | $1.7M | Add +0.1% |
| V Visa Inc. Class A | 0.38% | 4,745 | $1.7M | Add +0.0% |
| NOBL Proshares S&P 500 Dividend A | 0.38% | 15,985 | $1.7M | Reduce -0.9% |
| SHLD Global X Defense Tech ETF | 0.38% | 25,632 | $1.7M | Add +676.5% |
| PLPC Preformed Line Products Co. | 0.38% | 8,011 | $1.7M | Add +4.7% |
| DLN Wisdomtree US Largecap Divid | 0.37% | 18,282 | $1.6M | Reduce -0.3% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.35% | 30,444 | $1.6M | Add +1.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.34% | 2 | $1.5M | No change |
| DGRW Wisdomtree U.S. Quality Divi | 0.34% | 16,588 | $1.5M | Reduce -0.1% |
| ROKT SS SPDR S&P Kensho FF ETF | 0.33% | 16,787 | $1.4M | Add +18.0% |
| FBND Fidelity Total Bond ETF | 0.33% | 31,020 | $1.4M | Add +7.6% |
| FSIG FT Ltd. Duration Inv Grade | 0.32% | 74,249 | $1.4M | Add +0.3% |
| TRFK Pacer Data and Digital Rev | 0.30% | 20,782 | $1.3M | Add +4.8% |
| VOO Vanguard S&P 500 ETF | 0.29% | 2,051 | $1.3M | Add +5.8% |
| APH Amphenol Corp. Class A | 0.28% | 9,069 | $1.2M | Reduce -0.4% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.28% | 10,906 | $1.2M | Add +0.6% |
| SCHD Schwab US DVD Equity ETF | 0.28% | 44,424 | $1.2M | Reduce -0.3% |
| WELD Tema U.S. Manufacturing & Re | 0.27% | 26,539 | $1.2M | Add +10.5% |
| CIBR First Trust Nasdaq Cybersecu | 0.26% | 16,263 | $1.2M | Add +0.0% |
| PG The Procter & Gamble Co. | 0.26% | 7,957 | $1.1M | Reduce -3.3% |
| GTOP GS Tech Opportunities ETF | 0.25% | 28,182 | $1.1M | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.24% | 3,558 | $1.0M | Add +0.4% |
| HYD Vaneck High Yield Muni ETF | 0.23% | 19,850 | $1.0M | Add +1.4% |
| MCD McDonald's Corp. | 0.21% | 3,072 | $939K | No change |
| DTE DTE Energy Company | 0.21% | 7,267 | $937K | Add +3.4% |
| STWD Starwood Property Trust Inc. | 0.21% | 51,562 | $929K | Add +1.9% |
| FITE SS SPDR S&P Kensho FS ETF | 0.21% | 10,697 | $913K | No change |
| FTCS First Trust Capital Strength | 0.21% | 9,781 | $905K | Reduce -6.9% |
| FUMB First Trust Ultra Short Dur | 0.20% | 44,253 | $888K | Add +1.9% |
| PGR Progressive Corp. | 0.20% | 3,884 | $884K | Reduce -53.0% |
| XAR SS SPDR S&P Aerospace Def | 0.20% | 3,587 | $865K | Add +6.5% |
| XLV SS Health Care Select Sector | 0.20% | 5,563 | $861K | Reduce -5.5% |
| UTWO F/M US Treasury 2 Year Note | 0.19% | 17,234 | $837K | Add +4.6% |
| PSL Invesco Dorsey Wright Consum | 0.19% | 8,311 | $835K | Reduce -0.1% |
| ABT Abbott Laboratories | 0.19% | 6,489 | $813K | Reduce -1.9% |
| ITA iShares U.S. Aerospace & Def | 0.18% | 3,778 | $811K | Reduce -12.3% |
| WUGI Axs Esoterica Nextg Eco ETF | 0.17% | 10,582 | $766K | Reduce -0.1% |
| RFI Cohen & Steers Tot Ret RLTY | 0.17% | 68,187 | $753K | Add +1.7% |
| CEF Sprott Physical Gold and Sil | 0.17% | 16,358 | $749K | No change |
| GS Goldman Sachs Group Inc. | 0.17% | 849 | $746K | Add +0.1% |
| ITOT iShares Core S&P Total U.S. | 0.17% | 4,923 | $732K | Add +0.1% |
| VRT Vertiv Holdings Co. Class A | 0.16% | 4,451 | $721K | Reduce -0.2% |
| KXI iShares Global Consumer Stap | 0.15% | 10,250 | $663K | Reduce -4.0% |
| XLK SS Technology Select Sector | 0.15% | 4,594 | $661K | Reduce -2.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.15% | 1,354 | $660K | Add +1.5% |
| LRCX Lam Research Corp. | 0.15% | 3,844 | $658K | No change |
| NUKZ Range Nuclear Renaissance filed as EXCHANGE TRADED CONCEPTS TRU | 0.15% | 10,307 | $655K | Add +14.8% |
Portfolio Sells Q3 2025 → Q4 2025
| PKW Invesco Buyback Achievers Et | Sold out | 0.00% | −0.31 |
| PGR Progressive Corp. | Reduce -53.0% | 0.20% | −0.28 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.7% | 3.60% | −0.21 |
| MSFT Microsoft Corp. | Reduce -4.5% | 1.37% | −0.21 |
| BSJP Invesco Bulletshares 2025 HY | Sold out | 0.00% | −0.21 |
| NFLX Netflix Inc. | Reduce -0.9% | 0.41% | −0.14 |
| MO Altria Group Inc. | Sold out | 0.00% | −0.12 |
| IBMN iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.11 |
| META Meta Platforms Inc. Class A | Reduce -0.7% | 0.65% | −0.10 |
| ROP Roper Technologies Inc. | Sold out | 0.00% | −0.10 |
| IYW iShares Ustechnology ETF | Reduce -4.2% | 1.45% | −0.08 |
| FFIV F5 Inc. | Sold out | 0.00% | −0.08 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.07 |
| VYM Vanguard High DVD Yield ETF | Reduce -2.3% | 1.85% | −0.07 |
| TSLA Tesla Inc. | Reduce -9.5% | 0.51% | −0.06 |
| VEEV Veeva Systems Inc. Class A | Reduce -8.0% | 0.12% | −0.06 |
| IGM iShares Expanded Tech Sector | Reduce -2.4% | 1.99% | −0.06 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.05 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.05 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.05 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.05 |
| WUGI Axs Esoterica Nextg Eco ETF | Reduce -0.1% | 0.17% | −0.05 |
| VBF Invesco Bond Fund | Reduce -3.8% | 0.46% | −0.04 |
| REGL Prshrs S&P Mid 400 DVD Arist | Reduce -30.3% | 0.08% | −0.04 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.4% | 1.50% | −0.04 |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | Reduce -2.9% | 0.75% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -3.3% | 0.26% | −0.04 |
| XRNPX Cohen & Steers REIT and Pref | Reduce -19.4% | 0.08% | −0.04 |
| XLI SS Industrial Select Sector | Reduce -1.7% | 0.84% | −0.04 |
| IWM iShares Russell 2000 ETF | Reduce -2.0% | 1.07% | −0.04 |
| ABBV Abbvie Inc. | Reduce -0.4% | 0.68% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -10.3% | 0.14% | −0.03 |
| MQY BlackRock Muniyield Quality | Reduce -24.5% | 0.07% | −0.03 |
| ITA iShares U.S. Aerospace & Def | Reduce -12.3% | 0.18% | −0.03 |
| ORLY O'reilly Automotive Inc. | Reduce -0.1% | 0.12% | −0.03 |
| FTCS First Trust Capital Strength | Reduce -6.9% | 0.21% | −0.02 |
| PSL Invesco Dorsey Wright Consum | Reduce -0.1% | 0.19% | −0.02 |
| IWF iShares Russell 1000 Growth | Reduce -1.7% | 0.64% | −0.02 |
| ABT Abbott Laboratories | Reduce -1.9% | 0.19% | −0.02 |
| HD Home Depot Inc. | Reduce -0.2% | 0.10% | −0.02 |
| IRM Iron Mountain Inc. | Reduce -0.5% | 0.08% | −0.02 |
| MDY State Street SPDR S&P Midcap | Reduce -1.1% | 0.61% | −0.02 |
| IYC iShares US Consumer Discreti | Reduce -13.9% | 0.08% | −0.02 |
| RSPS Invesco S&P 500 Equal Weight | Reduce -0.7% | 0.40% | −0.02 |
| XLF SS Financial Select Sector | Reduce -8.5% | 0.15% | −0.02 |
| MFM Aberdeen Municipal Income | Sold out | 0.00% | −0.01 |
| AGG iShares Core U.S. Aggregate | Reduce -14.6% | 0.07% | −0.01 |
| AIVL Wisdomtree US AI Enhanced Va | Reduce -0.1% | 0.55% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -6.6% | 0.08% | −0.01 |
| XLP SS Consumer Staples Sel Sect | Reduce -15.5% | 0.05% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| QQQ Invesco QQQ Trust Series 1 | Add +11.4% | 4.16% | +0.40 |
| SHLD Global X Defense Tech ETF | Add +676.5% | 0.38% | +0.32 |
| GTOP GS Tech Opportunities ETF | New | 0.25% | +0.25 |
| IVV iShares Core S&P 500 ETF | Add +3.0% | 10.14% | +0.23 |
| GLD SPDR Gold Shares | Add +1.4% | 1.96% | +0.17 |
| BKLC BNY Mellon US LRG Cap Cor | Add +4.3% | 4.40% | +0.14 |
| GOOGL Alphabet Inc. Class A | Add +0.7% | 0.63% | +0.13 |
| FGD First Trust DJ GL Sel DVD | Add +27.1% | 0.53% | +0.12 |
| AIRR First Trust Rba American Ind | Add +13.8% | 1.07% | +0.12 |
| GRID First TRST Nasd Class Edg Sgiif | Add +11.8% | 1.26% | +0.11 |
| AES AES Corp. | New | 0.10% | +0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.2% | 5.05% | +0.08 |
| ROKT SS SPDR S&P Kensho FF ETF | Add +18.0% | 0.33% | +0.07 |
| AMAT Applied Materials Inc. | New | 0.07% | +0.07 |
| GLDM SPDR Gold Minishares Trust | New | 0.06% | +0.06 |
| DHR Danaher Corp. | New | 0.05% | +0.05 |
| VXUS Vanguard Total Intl Stock | New | 0.05% | +0.05 |
| WM Waste Management Inc. | New | 0.05% | +0.05 |
| MU Micron Technology Inc. | Add +0.5% | 0.12% | +0.05 |
| MADE iShares US Manufacturing | Add +7.7% | 0.43% | +0.04 |
| IAU iShares Gold Trust | Add +0.9% | 0.46% | +0.04 |
| PAVE Global X US Infrastructure | Add +6.5% | 0.92% | +0.03 |
| QQEW First TR Nasdaq-100 Sel Eq | Add +7.2% | 0.71% | +0.03 |
| RDVY First Trust Rising Dividend | Add +6.3% | 0.47% | +0.03 |
| AVGO Broadcom Inc. | Add +6.2% | 0.38% | +0.03 |
| WELD Tema U.S. Manufacturing & Re | Add +10.5% | 0.27% | +0.03 |
| PLPC Preformed Line Products Co. | Add +4.7% | 0.38% | +0.03 |
| AIQ Global X Art Intel & Tech | Add +36.7% | 0.09% | +0.02 |
| XOM Exxon Mobil Corp. | Add +0.0% | 0.43% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +5.8% | 0.29% | +0.01 |
| FBND Fidelity Total Bond ETF | Add +7.6% | 0.33% | +0.01 |
| NUKZ Range Nuclear Renaissance | Add +14.8% | 0.15% | +0.01 |
| XAR SS SPDR S&P Aerospace Def | Add +6.5% | 0.20% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +0.1% | 0.17% | +0.01 |
| IDLV Invesco S&P International DE | Add +8.8% | 0.12% | +0.01 |
| MUB iShares National Muni Bond E | Add +10.0% | 0.10% | +0.01 |
| ICSH iShares Ultra Short Duration | Add +4.0% | 1.11% | +0.01 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +12.7% | 0.06% | +0.00 |
| PMM Franklin Managed Municipal I | Add +9.5% | 0.05% | +0.00 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +17.4% | 0.05% | +0.00 |
| HIG Hartford Insurance Group Inc. | Add +5.6% | 0.07% | +0.00 |
| BAC Bank of America Corp. | Add +0.1% | 0.10% | +0.00 |
| IVW iShares S&P 500 Growth ETF | Add +3.3% | 0.15% | +0.00 |
| USMV iShares MSCI USA Min Vol Fac | Add +4.3% | 1.24% | +0.00 |
| SDY SS SPDR S&P Dividend ETF | Add +5.9% | 0.14% | +0.00 |
| UTWO F/M US Treasury 2 Year Note | Add +4.6% | 0.19% | +0.00 |
| AMLP Alerian MLP ETF | Add +3.3% | 0.58% | +0.00 |
| DIA SS SPDR Dow Jones Indus Avg | Add +0.0% | 0.46% | +0.00 |
| MOAT Vaneck Morningstar Wide Moat | Add +0.4% | 0.11% | +0.00 |
| IVE iShares S&P 500 Value ETF | Add +0.6% | 0.58% | +0.00 |
Notes & Other Activity Q3 2025 → Q4 2025
| COHEN & STEERS INFRASTRU | RIGHT 10/16/2025 | Sold out | 12,812 | $999before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages 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 |