WealthBridge Capital Management, LLC
CIK: 0001767313SEC EDGAR →
Portfolio Value
$438.9M
Holdings
208
As of
Q4 2025
New Positions
7
Closed Positions
12
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 65,004 | $44.5M | 10.14% |
| 2 | SPDR S&P 500 ETF TR | 32,524 | $22.2M | 5.05% |
| 3 | INVESCO EXCHANGE TRADED FD T | 110,628 | $21.2M | 4.83% |
| 4 | BNY MELLON ETF TRUST | 147,610 | $19.3M | 4.40% |
| 5 | INVESCO QQQ TR | 29,755 | $18.3M | 4.16% |
| 6 | BERKSHIRE HATHAWAY INC DEL | 31,476 | $15.8M | 3.60% |
| 7 | APPLE INC | 50,991 | $13.9M | 3.16% |
| 8 | AMAZON COM INC | 50,290 | $11.6M | 2.64% |
| 9 | NVIDIA CORPORATION | 57,332 | $10.7M | 2.44% |
| 10 | ALPHABET INC | 28,756 | $9.0M | 2.06% |
Quarterly Changes
New Positions (7)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 119 | $269.9M | 61.5% |
| Unknown | 16 | $57.3M | 13.1% |
| Technology | 23 | $46.6M | 10.6% |
| Communication Services | 5 | $16.9M | 3.8% |
| Consumer Cyclical | 8 | $16.7M | 3.8% |
| Healthcare | 10 | $12.0M | 2.7% |
| Industrials | 12 | $10.6M | 2.4% |
| Consumer Defensive | 5 | $3.0M | 0.7% |
| Energy | 3 | $2.5M | 0.6% |
| Utilities | 4 | $1.9M | 0.4% |
| Real Estate | 3 | $1.4M | 0.3% |