WealthBridge Capital Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 17, 2026), WealthBridge Capital Management, LLC reported 221 stock positions worth $434.2 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, 5.0%) and SS SPDR S&P 500 ETF Trust-US (SPY, 4.8%). Compared with Q4 2025, it opened 17 new positions, sold out of 4, added to 105 and reduced 76. The biggest buy was a new position in Vaneck Semiconductor ETF (SMH) and the biggest sale First TR Nasdaq-100 Sel Eq (QQEW, shares −42%).
- Most Recent 13F
- Q2 2026
- Location
- WESTERVILLE, OH
- CIK
- 0001767313
- Portfolio Value
- $434.2M (Q1 2026)
- SEC Filing
- 0001951757-26-000641 ↗ filed Apr 17, 2026
Holdings Value
Holdings 221 stocks · $434.2M
| IVV iShares Core S&P 500 ETF | 9.79% | 65,078 | $42.5M | Add +0.1% |
| RSP Invesco S&P 500 Equal Weight | 5.02% | 113,487 | $21.8M | Add +2.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.84% | 32,303 | $21.0M | Reduce -0.7% |
| BKLC BNY Mellon US LRG Cap Cor | 4.19% | 145,919 | $18.2M | Reduce -1.1% |
| QQQ Invesco QQQ Trust Series 1 | 3.89% | 29,296 | $16.9M | Reduce -1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.37% | 30,519 | $14.6M | Reduce -3.0% |
| AAPL Apple Inc. | 2.97% | 50,735 | $12.9M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 2.39% | 49,876 | $10.4M | Reduce -0.8% |
| NVDA Nvidia Corp. | 2.31% | 57,453 | $10.0M | Add +0.2% |
| GLD SPDR Gold Shares | 2.12% | 21,356 | $9.2M | Reduce -1.6% |
| VYM Vanguard High DVD Yield ETF | 1.97% | 57,656 | $8.5M | Add +1.8% |
| GOOG Alphabet Inc. Class C | 1.87% | 28,334 | $8.1M | Reduce -1.5% |
| IGM iShares Expanded Tech Sector | 1.85% | 67,815 | $8.0M | Add +0.4% |
| VIG Vanguard Dividend Apprec ETF | 1.53% | 30,943 | $6.7M | Add +3.1% |
| GRID First TRST Nasd Class Edg Sgiif | 1.44% | 38,270 | $6.3M | Add +5.8% |
| IYW iShares Ustechnology ETF | 1.31% | 31,350 | $5.7M | Reduce -1.6% |
| USMV iShares MSCI USA Min Vol Fac | 1.25% | 58,398 | $5.4M | Add +0.8% |
| LLY Eli Lilly & Co. | 1.19% | 5,605 | $5.2M | Add +0.5% |
| AIRR First Trust Rba American Ind | 1.16% | 45,524 | $5.0M | Reduce -5.0% |
| ICSH iShares Ultra Short Duration | 1.15% | 98,779 | $5.0M | Add +2.9% |
| VTI VG Morningstar TS MKT ETF-US | 1.09% | 14,766 | $4.7M | Reduce -1.3% |
| MSFT Microsoft Corp. | 1.08% | 12,693 | $4.7M | Add +2.4% |
| EMR Emerson Electric Co. | 1.08% | 35,724 | $4.7M | Reduce -0.1% |
| PAVE Global X US Infrastructure | 1.05% | 89,846 | $4.6M | Add +6.5% |
| BTT BlackRock 2030 Muni TRGT TRM | 1.02% | 195,915 | $4.4M | Add +3.1% |
| XLI SS Industrial Select Sector | 0.89% | 23,981 | $3.9M | Add +1.0% |
| IWM iShares Russell 2000 ETF | 0.89% | 15,539 | $3.9M | Reduce -18.8% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.81% | 76,879 | $3.5M | Add +6.6% |
| FDN First Trust DJ Internet Ind | 0.71% | 13,175 | $3.1M | Reduce -1.7% |
| JPM JPMorgan Chase & Co. | 0.71% | 10,472 | $3.1M | Add +1.4% |
| AMLP Alerian MLP ETF | 0.68% | 56,372 | $3.0M | Add +4.0% |
| ABBV Abbvie Inc. | 0.66% | 13,120 | $2.9M | Add +0.7% |
| FGD First Trust DJ GL Sel DVD | 0.63% | 86,237 | $2.8M | Add +12.9% |
| MA Mastercard Inc. Class A | 0.63% | 5,507 | $2.8M | Add +0.3% |
| XOM Exxon Mobil Corp. | 0.63% | 16,074 | $2.7M | Add +2.5% |
| MDY State Street SPDR S&P Midcap | 0.63% | 4,421 | $2.7M | Add +0.2% |
| META Meta Platforms Inc. Class A | 0.58% | 4,416 | $2.5M | Add +1.6% |
| IVE iShares S&P 500 Value ETF | 0.58% | 11,917 | $2.5M | Reduce -0.1% |
| IWF iShares Russell 1000 Growth | 0.58% | 5,896 | $2.5M | Reduce -0.5% |
| GOOGL Alphabet Inc. Class A | 0.58% | 8,719 | $2.5M | Reduce -0.9% |
| AIVL Wisdomtree US AI Enhanced Va | 0.56% | 21,085 | $2.4M | Add +0.0% |
| SPLV Invesco S&P 500 Low Volatili | 0.56% | 33,230 | $2.4M | Add +0.9% |
| DVY iShares Select Dividend ETF | 0.54% | 15,444 | $2.3M | Reduce -0.1% |
| SHLD Global X Defense Tech ETF | 0.48% | 29,243 | $2.1M | Add +14.1% |
| IAU iShares Gold Trust | 0.47% | 23,390 | $2.1M | Reduce -6.9% |
| PLPC Preformed Line Products Co. | 0.47% | 7,611 | $2.1M | Reduce -5.0% |
| MADE iShares US Manufacturing | 0.46% | 60,081 | $2.0M | Add +0.2% |
| VBF Invesco Bond Fund | 0.45% | 131,052 | $2.0M | Reduce -1.0% |
| NFLX Netflix Inc. | 0.45% | 20,258 | $1.9M | Add +4.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.45% | 4,175 | $1.9M | Add +0.1% |
| TSLA Tesla Inc. | 0.42% | 4,878 | $1.8M | Reduce -2.4% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.41% | 35,128 | $1.8M | Add +15.4% |
| FPE FT-Preferred Secur & Inc. ETF | 0.41% | 99,241 | $1.8M | Add +7.9% |
| RSPS Invesco S&P 500 Equal Weight | 0.40% | 58,690 | $1.7M | Reduce -2.1% |
| FSIG FT Ltd. Duration Inv Grade | 0.39% | 88,624 | $1.7M | Add +19.4% |
| NOBL Proshares S&P 500 Dividend A | 0.38% | 15,543 | $1.6M | Reduce -2.8% |
| DLN Wisdomtree US Largecap Divid | 0.37% | 18,187 | $1.6M | Reduce -0.5% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.37% | 12,657 | $1.6M | Reduce -42.1% |
| V Visa Inc. Class A | 0.37% | 5,302 | $1.6M | Add +11.7% |
| AVGO Broadcom Inc. | 0.37% | 5,149 | $1.6M | Add +6.2% |
| FBND Fidelity Total Bond ETF | 0.37% | 34,777 | $1.6M | Add +12.1% |
| DGRW Wisdomtree U.S. Quality Divi | 0.34% | 16,608 | $1.5M | Add +0.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.33% | 2 | $1.4M | No change |
| VOO Vanguard S&P 500 ETF | 0.33% | 2,373 | $1.4M | Add +15.7% |
| SCHD Schwab US DVD Equity ETF | 0.32% | 45,742 | $1.4M | Add +3.0% |
| ROKT SS SPDR S&P Kensho FF ETF | 0.32% | 14,039 | $1.4M | Reduce -16.4% |
| SMH Vaneck Semiconductor ETF | 0.32% | 3,634 | $1.4M | New |
| DTE DTE Energy Company | 0.31% | 9,223 | $1.3M | Add +26.9% |
| WELD Tema U.S. Manufacturing & Re | 0.31% | 27,039 | $1.3M | Add +1.9% |
| TRFK Pacer Data and Digital Rev | 0.29% | 20,525 | $1.3M | Reduce -1.2% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.28% | 10,495 | $1.2M | Reduce -3.8% |
| XAR SS SPDR S&P Aerospace Def | 0.27% | 4,695 | $1.2M | Add +30.9% |
| PG The Procter & Gamble Co. | 0.27% | 7,980 | $1.2M | Add +0.3% |
| HYD Vaneck High Yield Muni ETF | 0.26% | 22,085 | $1.1M | Add +11.3% |
| FUMB First Trust Ultra Short Dur | 0.25% | 54,765 | $1.1M | Add +23.8% |
| GOVI Invesco Equal Weight 0-30 YR | 0.25% | 39,173 | $1.1M | New |
| STWD Starwood Property Trust Inc. | 0.24% | 60,071 | $1.0M | Add +16.5% |
| QLD Proshares Ultra QQQ | 0.24% | 16,841 | $1.0M | Add +90.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.24% | 3,558 | $1.0M | No change |
| SHV iShares 0-1 Year Treasury Bo | 0.23% | 8,966 | $990K | New |
| VRT Vertiv Holdings Co. Class A | 0.23% | 3,930 | $985K | Reduce -11.7% |
| GTOP GS Tech Opportunities ETF | 0.23% | 27,142 | $983K | Reduce -3.7% |
| MCD McDonald's Corp. | 0.22% | 3,100 | $963K | Add +0.9% |
| CIBR First Trust Nasdaq Cybersecu | 0.22% | 15,339 | $961K | Reduce -5.7% |
| HDV iShares Core High Dividend E | 0.22% | 7,081 | $961K | Add +174.0% |
| APH Amphenol Corp. Class A | 0.22% | 7,425 | $938K | Reduce -18.1% |
| FTCS First Trust Capital Strength | 0.21% | 9,608 | $891K | Reduce -1.8% |
| FITE SS SPDR S&P Kensho FS ETF | 0.20% | 10,297 | $881K | Reduce -3.7% |
| PSL Invesco Dorsey Wright Consum | 0.20% | 8,071 | $876K | Reduce -2.9% |
| ITA iShares U.S. Aerospace & Def | 0.20% | 3,937 | $861K | Add +4.2% |
| LRCX Lam Research Corp. | 0.19% | 3,844 | $821K | No change |
| GS Goldman Sachs Group Inc. | 0.19% | 964 | $816K | Add +13.6% |
| UTWO F/M US Treasury 2 Year Note | 0.18% | 16,562 | $800K | Reduce -3.9% |
| IDLV Invesco S&P International DE | 0.17% | 21,215 | $731K | Add +34.0% |
| PWR Quanta Services Inc. | 0.17% | 1,325 | $727K | Add +5.8% |
| COST Costco Wholesale Corp. | 0.17% | 720 | $718K | Add +2.6% |
| NUKZ Range Nuclear Renaissance filed as EXCHANGE TRADED CONCEPTS TRU | 0.16% | 10,640 | $700K | Add +3.2% |
| ITOT iShares Core S&P Total U.S. | 0.16% | 4,907 | $699K | Reduce -0.3% |
| WUGI Axs Esoterica Nextg Eco ETF | 0.16% | 10,505 | $689K | Reduce -0.7% |
| KXI iShares Global Consumer Stap | 0.16% | 10,250 | $687K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| QQEW First TR Nasdaq-100 Sel Eq | Reduce -42.1% | 0.37% | −0.34 |
| RDVY First Trust Rising Dividend | Reduce -67.1% | 0.15% | −0.32 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.5% | 3.89% | −0.27 |
| AMZN Amazon.com Inc. | Reduce -0.8% | 2.39% | −0.25 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.0% | 3.37% | −0.24 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.7% | 4.84% | −0.21 |
| BKLC BNY Mellon US LRG Cap Cor | Reduce -1.1% | 4.19% | −0.20 |
| PGR Progressive Corp. | Sold out | 0.00% | −0.20 |
| AAPL Apple Inc. | Reduce -0.5% | 2.97% | −0.19 |
| IWM iShares Russell 2000 ETF | Reduce -18.8% | 0.89% | −0.19 |
| GOOG Alphabet Inc. Class C | Reduce -1.5% | 1.87% | −0.18 |
| IYW iShares Ustechnology ETF | Reduce -1.6% | 1.31% | −0.14 |
| FDN First Trust DJ Internet Ind | Reduce -1.7% | 0.71% | −0.11 |
| RFI Cohen & Steers Tot Ret RLTY | Reduce -62.0% | 0.07% | −0.11 |
| TSLA Tesla Inc. | Reduce -2.4% | 0.42% | −0.09 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.08 |
| PANW Palo Alto Networks Inc. | Reduce -46.8% | 0.07% | −0.08 |
| FTXL First Trust Nasdaq Semicondu | Sold out | 0.00% | −0.07 |
| APH Amphenol Corp. Class A | Reduce -18.1% | 0.22% | −0.06 |
| IWF iShares Russell 1000 Growth | Reduce -0.5% | 0.58% | −0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -32.4% | 0.09% | −0.06 |
| CEF Sprott Physical Gold and Sil | Reduce -36.7% | 0.11% | −0.06 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.3% | 1.09% | −0.05 |
| GOOGL Alphabet Inc. Class A | Reduce -0.9% | 0.58% | −0.05 |
| QTEC First Trust Nasdq 100 Tech I | Reduce -41.2% | 0.06% | −0.05 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -5.7% | 0.22% | −0.04 |
| XLV SS Health Care Select Sector | Reduce -18.0% | 0.15% | −0.04 |
| XLF SS Financial Select Sector | Reduce -18.9% | 0.11% | −0.04 |
| GE General Electric | Reduce -21.6% | 0.10% | −0.04 |
| VOOG Vanguard S&P 500 Growth ETF | Reduce -38.3% | 0.05% | −0.04 |
| VEEV Veeva Systems Inc. Class A | Reduce -8.0% | 0.09% | −0.03 |
| LDOS Leidos Holdings Inc. | Reduce -15.8% | 0.08% | −0.03 |
| GTOP GS Tech Opportunities ETF | Reduce -3.7% | 0.23% | −0.03 |
| ONON On Holding AG Class A | Reduce -4.1% | 0.05% | −0.02 |
| IYC iShares US Consumer Discreti | Reduce -22.0% | 0.06% | −0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -7.5% | 0.13% | −0.02 |
| WUGI Axs Esoterica Nextg Eco ETF | Reduce -0.7% | 0.16% | −0.02 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -8.9% | 0.09% | −0.01 |
| RTX RTX Corp. | Reduce -16.1% | 0.12% | −0.01 |
| PHYS Sprott Physical Gold Trust | Reduce -20.9% | 0.08% | −0.01 |
| VBF Invesco Bond Fund | Reduce -1.0% | 0.45% | −0.01 |
| AGG iShares Core U.S. Aggregate | Reduce -15.6% | 0.06% | −0.01 |
| TRFK Pacer Data and Digital Rev | Reduce -1.2% | 0.29% | −0.01 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -4.3% | 0.09% | −0.01 |
| UTWO F/M US Treasury 2 Year Note | Reduce -3.9% | 0.18% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.3% | 0.16% | −0.01 |
| AGL Agilon Health Inc. | Sold out | 0.00% | −0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -5.5% | 0.10% | −0.01 |
| FITE SS SPDR S&P Kensho FS ETF | Reduce -3.7% | 0.20% | −0.01 |
| XRNPX Cohen & Steers REIT and Pref | Reduce -6.3% | 0.08% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| SMH Vaneck Semiconductor ETF | New | 0.32% | +0.32 |
| GOVI Invesco Equal Weight 0-30 YR | New | 0.25% | +0.25 |
| SHV iShares 0-1 Year Treasury Bo | New | 0.23% | +0.23 |
| XOM Exxon Mobil Corp. | Add +2.5% | 0.63% | +0.20 |
| RSP Invesco S&P 500 Equal Weight | Add +2.6% | 5.02% | +0.19 |
| GRID First TRST Nasd Class Edg Sgiif | Add +5.8% | 1.44% | +0.18 |
| HDV iShares Core High Dividend E | Add +174.0% | 0.22% | +0.15 |
| PAVE Global X US Infrastructure | Add +6.5% | 1.05% | +0.13 |
| SPG Simon Property Group Inc. | New | 0.12% | +0.12 |
| VYM Vanguard High DVD Yield ETF | Add +1.8% | 1.97% | +0.12 |
| FGD First Trust DJ GL Sel DVD | Add +12.9% | 0.63% | +0.11 |
| AMLP Alerian MLP ETF | Add +4.0% | 0.68% | +0.10 |
| SHLD Global X Defense Tech ETF | Add +14.1% | 0.48% | +0.10 |
| DTE DTE Energy Company | Add +26.9% | 0.31% | +0.10 |
| QLD Proshares Ultra QQQ | Add +90.4% | 0.24% | +0.09 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.09% | +0.09 |
| IVZ Invesco Ltd. | New | 0.09% | +0.09 |
| IDOG Alps International Sector Di | New | 0.09% | +0.09 |
| FXU First Trust Utilities Alphad | New | 0.08% | +0.08 |
| XAR SS SPDR S&P Aerospace Def | Add +30.9% | 0.27% | +0.08 |
| PLTR Palantir Technologies Inc. Class A | New | 0.07% | +0.07 |
| MISL First Trust Indxx Aero & Def | New | 0.07% | +0.07 |
| VZ Verizon Communications Inc. | New | 0.06% | +0.06 |
| FSIG FT Ltd. Duration Inv Grade | Add +19.4% | 0.39% | +0.06 |
| JMST JPM Ultra-Short Muni Income | Add +15.4% | 0.41% | +0.06 |
| VLO Valero Energy Corp. | Add +9.1% | 0.15% | +0.06 |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | Add +6.6% | 0.81% | +0.06 |
| XLI SS Industrial Select Sector | Add +1.0% | 0.89% | +0.05 |
| T AT&T Inc. | Add +32.4% | 0.14% | +0.05 |
| PZA Invesco National Amt-Free Mu | New | 0.05% | +0.05 |
| FUMB First Trust Ultra Short Dur | Add +23.8% | 0.25% | +0.05 |
| ETN Eaton Corp. PLC | New | 0.05% | +0.05 |
| IBMR iShares Ibonds Dec 2029 M BD | New | 0.05% | +0.05 |
| IBMS ISHARESIBONDDEC2030MUNIBDETF | New | 0.05% | +0.05 |
| CVX Chevron Corp. | Add +47.8% | 0.09% | +0.05 |
| PWR Quanta Services Inc. | Add +5.8% | 0.17% | +0.05 |
| OKE Oneok Inc. | New | 0.05% | +0.05 |
| HIG Hartford Insurance Group Inc. | Add +72.7% | 0.11% | +0.05 |
| PSX Phillips 66 | New | 0.05% | +0.05 |
| IDLV Invesco S&P International DE | Add +34.0% | 0.17% | +0.05 |
| SCHD Schwab US DVD Equity ETF | Add +3.0% | 0.32% | +0.05 |
| ICSH iShares Ultra Short Duration | Add +2.9% | 1.15% | +0.05 |
| AMAT Applied Materials Inc. | Add +24.9% | 0.11% | +0.05 |
| WELD Tema U.S. Manufacturing & Re | Add +1.9% | 0.31% | +0.04 |
| FBND Fidelity Total Bond ETF | Add +12.1% | 0.37% | +0.04 |
| JNJ Johnson & Johnson | Add +12.2% | 0.15% | +0.04 |
| BLK BlackRock Inc. | Add +85.0% | 0.09% | +0.04 |
| BTT BlackRock 2030 Muni TRGT TRM | Add +3.1% | 1.02% | +0.04 |
| NFLX Netflix Inc. | Add +4.9% | 0.45% | +0.04 |
| MADE iShares US Manufacturing | Add +0.2% | 0.46% | +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 |