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Wealthbridge Capital Management, Llc

Portfolio Manager
WealthBridge Capital Management, LLC
Performance
-4.72% (2026 Q1)
AUM (13F)
$434.15M
# of Holdings
221
Performance Rank
Allocation (Top 20)
55.61%

Wealthbridge Capital Management, Llc Holdings Map

Top 50 Wealthbridge Capital Management, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
9.79%65.1K$42.5M
+0.11%(+74)
2025-Q1: 59.5K shares2025-Q2: 61.5K shares2025-Q3: 63.1K shares2025-Q4: 65.0K shares2026-Q1: 65.1K shares
$346.09(+110.06%)
2026-03-31
RSP
INVESCO EXCHANGE TRADED FD T
5.02%113.5K$21.8M
+2.58%(+2.86K)
2025-Q1: 108.5K shares2025-Q2: 111.1K shares2025-Q3: 110.6K shares2025-Q4: 110.6K shares2026-Q1: 113.5K shares
$120.99(+67.98%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
4.84%32.3K$21.0M
-0.68%(-221)
2025-Q1: 31.6K shares2025-Q2: 32.2K shares2025-Q3: 31.8K shares2025-Q4: 32.5K shares2026-Q1: 32.3K shares
$316.94(+128.36%)
2026-03-31
BKLC
BNY MELLON ETF TRUST
4.19%145.9K$18.2M
-1.15%(-1.69K)
2025-Q1: 132.3K shares2025-Q2: 140.7K shares2025-Q3: 141.5K shares2025-Q4: 147.6K shares2026-Q1: 145.9K shares
$95.00(+45.90%)
2026-03-31
QQQ
INVESCO QQQ TR
3.89%29.3K$16.9M
-1.54%(-459)
2025-Q1: 24.1K shares2025-Q2: 26.1K shares2025-Q3: 26.7K shares2025-Q4: 29.8K shares2026-Q1: 29.3K shares
$323.46(+110.72%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
3.37%30.5K$14.6M
-3.04%(-957)
2025-Q1: 33.3K shares2025-Q2: 33.3K shares2025-Q3: 32.3K shares2025-Q4: 31.5K shares2026-Q1: 30.5K shares
$214.48(+117.05%)
2026-03-31
AAPL
APPLE INC
2.97%50.7K$12.9M
-0.50%(-256)
2025-Q1: 54.7K shares2025-Q2: 53.5K shares2025-Q3: 51.6K shares2025-Q4: 51.0K shares2026-Q1: 50.7K shares
$53.26(+433.58%)
2026-03-31
AMZN
AMAZON COM INC
2.39%49.9K$10.4M
-0.82%(-414)
2025-Q1: 50.8K shares2025-Q2: 52.3K shares2025-Q3: 50.6K shares2025-Q4: 50.3K shares2026-Q1: 49.9K shares
$100.03(+173.48%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.31%57.5K$10.0M
+0.21%(+121)
2025-Q1: 54.7K shares2025-Q2: 57.0K shares2025-Q3: 56.7K shares2025-Q4: 57.3K shares2026-Q1: 57.5K shares
$56.08(+250.40%)
2026-03-31
GLD
SPDR GOLD TR
2.12%21.4K$9.2M
-1.62%(-351)
2025-Q1: 21.1K shares2025-Q2: 21.2K shares2025-Q3: 21.4K shares2025-Q4: 21.7K shares2026-Q1: 21.4K shares
$172.54(+142.42%)
2026-03-31

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