StockDriftsStockDriftsTop 50 Wealthbridge Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 10.1% | 67.9K | $52.0M | +1.16%(+776) | $361.17(+113.20%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.79% | 32.3K | $24.6M | -0.68%(-222) | $319.57(+139.84%) | 2026-09-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 4.72% | 116.8K | $24.3M | +0.86%(+992) | $123.28(+73.10%) | 2026-09-30 | |
| BKLC | BNY MELLON ETF TRUST | 4.55% | 479.1K | $23.4M | +2.49%(+11.63K) | $97.34(-49.67%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 4.49% | 31.2K | $23.1M | +3.15%(+953) | $346.16(+107.52%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.51% | 54.3K | $18.1M | -0.69%(-375) | $68.75(+398.84%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.65% | 27.4K | $13.6M | -3.28%(-927) | $214.48(+148.15%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.55% | 57.4K | $13.1M | +1.02%(+579) | $57.67(+276.41%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 2.39% | 49.4K | $12.3M | -0.71%(-354) | $100.03(+162.38%) | 2026-09-30 | |
| IGM | ISHARES TR | 2.14% | 65.3K | $11.0M | -1.38%(-910) | $40.21(+300.70%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.51% | +75.02% | +10.83% | +67.22% |
| Top 20 Holdings Unweighted | +21.01% | +77.19% | +11.12% | +69.45% |
Wealthbridge Capital Management LLC reports $514.63M in US-listed equity holdings across 250 positions in its most recent 13F filing. Its largest disclosed positions are IVV (10.1%), SPY (4.8%) and RSP (4.7%). The top 20 holdings account for 56.18% of reported assets. Its disclosed equity book has returned +75.02% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wealthbridge Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1767313). View Wealthbridge Capital Management LLC’s 13F filings on SEC