WealthBridge Capital Management

WESTERVILLE, OHfiles as WealthBridge Capital Management, LLC

$503m in 235 US stocks at the end of 30 June 2026. The top 10 are 41.3% of the money. It changed about 6.7% of the portfolio this quarter.

Value

$503m

Stocks

235

Top 10 share

41.3%

Turnover

6.7%

What changed this quarter

New

Bought for the first time this quarter.

Invesco Exchange Traded FD TPTH
0.4% of the fund
ProgressivePGR
0.3% of the fund
Ishares TREFA
0.2% of the fund
CloroxCLX
0.1% of the fund
Wisdomtree TRGCC
0.1% of the fund
Western DigitalWDC
<0.1% of the fund
Lamar AdvertisingLAMR
<0.1% of the fund
First TR Exchange-Traded FDFBT
<0.1% of the fund
First TR Exchange Traded FDFTXR
<0.1% of the fund
Invesco Exch Traded FD TR IISPMO
<0.1% of the fund
Ishares TRGARP
<0.1% of the fund
Schwab Strategic TRFNDX
<0.1% of the fund
Schwab Strategic TRFNDF
<0.1% of the fund
Schwab Strategic TRSCHG
<0.1% of the fund
Ishares U S ETF TRMEAR
<0.1% of the fund
CumminsCMI
<0.1% of the fund
Advanced Micro DevicesAMD
<0.1% of the fund
UnitedHealth GroupUNH
<0.1% of the fund
Stanley Black & DeckerSWK
<0.1% of the fund
Taiwan Semiconductor ManufacturingTSM
<0.1% of the fund
Capital Group Intl Focus EQTCGXU
<0.1% of the fund
Victory Portfolios IIVFLO
<0.1% of the fund
Schwab Strategic TRSCHA
<0.1% of the fund
Howmet AerospaceHWM
<0.1% of the fund
Schwab Strategic TRSCHF
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRIVV
10.0% of the fund
+3%
Invesco Exchange Traded FD TRSP
4.9% of the fund
+2%
BNY Mellon ETF TrustBKLC
4.4% of the fund
+7%
Invesco QQQ TRQQQ
4.4% of the fund
+3%
AppleAAPL
3.1% of the fund
+8%
First TR Exchange-Traded FDGRID
1.6% of the fund
+7%
First TR Exchange Traded FDAIRR
1.4% of the fund
+14%
Global X FDSPAVE
1.2% of the fund
+14%
MicrosoftMSFT
1.0% of the fund
+4%
Select Sector Spdr TRXLI
0.9% of the fund
+4%
Invesco Exchange Traded FD TPRFZ
0.9% of the fund
+3%
First TR Exchange-Traded FDFGD
0.6% of the fund
+17%
Alps ETF TRAMLP
0.6% of the fund
+4%
ExxonMobil HoldingsXOM
0.6% of the fund
+28%
First TR Exch Traded FD IIIFPE
0.4% of the fund
+7%
VisaV
0.4% of the fund
+4%
J P Morgan Exchange Traded FJMST
0.4% of the fund
+3%
First TR Exchange-Traded FDFSIG
0.4% of the fund
+9%
Spdr Series TrustROKT
0.4% of the fund
+8%
Vanguard Index FDSVOO
0.3% of the fund
+6%
DTE EnergyDTE
0.3% of the fund
+5%
Spdr Series TrustXAR
0.3% of the fund
+8%
Invesco Exch Traded FD TR IIGOVI
0.3% of the fund
+34%
AmphenolAPH
0.3% of the fund
+4%
Vaneck ETF TrustHYD
0.3% of the fund
+16%

Cut

Sold some of their stake.

Berkshire HathawayBRK-B
2.8% of the fund
-7%
Ishares TRIGM
2.2% of the fund
-2%
AlphabetGOOG
1.9% of the fund
-4%
Ishares TRIYW
1.5% of the fund
-4%
Ishares TRUSMV
1.0% of the fund
-7%
BlackRock Municipal 2030 Target Term TrustBTT
0.9% of the fund
-2%
First TR Exchange-Traded FDFDN
0.6% of the fund
-19%
Invesco Exch Traded FD TR IISPLV
0.5% of the fund
-2%
Meta PlatformsMETA
0.5% of the fund
-3%
Micron TechnologyMU
0.4% of the fund
-6%
TeslaTSLA
0.4% of the fund
-3%
Invesco Bond FundVBF
0.4% of the fund
-4%
BroadcomAVGO
0.4% of the fund
-3%
First TR Exchange-Traded FDQQEW
0.4% of the fund
-7%
Ishares TRMADE
0.4% of the fund
-22%
Pacer FDS TRTRFK
0.3% of the fund
-20%
Ishares Gold TRIAU
0.3% of the fund
-4%
Invesco Exchange Traded FD TRSPS
0.3% of the fund
-5%
Tema ETF TrustWELD
0.3% of the fund
-2%
Wisdomtree TRDGRW
0.3% of the fund
-4%
Fidelity Merrimack STR TRFBND
0.3% of the fund
-8%
Vaneck ETF TrustSMH
0.3% of the fund
-43%
Goldman Sachs ETF TRGTOP
0.3% of the fund
-2%
Proshares TRQLD
0.2% of the fund
-32%
Vertiv HoldingsVRT
0.2% of the fund
-18%

Sold out

Sold their entire stake.

Ishares TRSHV
-100%
AESAES
-100%
Spdr Series TrustSPYM
-100%
BlackRockBLK
-100%
Alps ETF TRIDOG
-100%
Leidos HoldingsLDOS
-100%
First TR Exchange-Traded FDFXU
-100%
Palantir TechnologiesPLTR
-100%
First TR Exchange-Traded FDMISL
-100%
Ishares TRAGG
-100%
On Holding AGONON
-100%
OneokOKE
-100%
DanaherDHR
-100%

Holdings

Ishares TRIVV
Share
10.0%
Value
$50m
Shares
67,115
+3%
Invesco Exchange Traded FD TRSP
Share
4.9%
Value
$25m
Shares
115,779
+2%
State STR Spdr S&P 500 ETF TSPY
Share
4.8%
Value
$24m
Shares
32,533
Held
BNY Mellon ETF TrustBKLC
Share
4.4%
Value
$22m
Shares
155,823
+7%
Invesco QQQ TRQQQ
Share
4.4%
Value
$22m
Shares
30,264
+3%
AppleAAPL
Share
3.1%
Value
$16m
Shares
54,692
+8%
Berkshire HathawayBRK-B
Share
2.8%
Value
$14m
Shares
28,293
-7%
Amazon.comAMZN
Share
2.4%
Value
$12m
Shares
49,716
Held
NvidiaNVDA
Share
2.3%
Value
$11m
Shares
56,812
Held
Ishares TRIGM
Share
2.2%
Value
$11m
Shares
66,166
-2%
AlphabetGOOG
Share
1.9%
Value
$10m
Shares
27,277
-4%
Vanguard Whitehall FDSVYM
Share
1.8%
Value
$9m
Shares
57,489
Held
Spdr Gold TRGLD
Share
1.6%
Value
$8m
Shares
21,374
Held
First TR Exchange-Traded FDGRID
Share
1.6%
Value
$8m
Shares
40,975
+7%
Ishares TRIYW
Share
1.5%
Value
$8m
Shares
30,218
-4%
Vanguard Specialized FundsVIG
Share
1.5%
Value
$7m
Shares
30,868
Held
First TR Exchange Traded FDAIRR
Share
1.4%
Value
$7m
Shares
51,937
+14%
Eli LillyLLY
Share
1.3%
Value
$7m
Shares
5,578
Held
Global X FDSPAVE
Share
1.2%
Value
$6m
Shares
102,030
+14%
Vanguard Index FDSVTI
Share
1.1%
Value
$6m
Shares
15,018
Held
Ishares TRUSMV
Share
1.0%
Value
$5m
Shares
54,152
-7%
Emerson ElectricEMR
Share
1.0%
Value
$5m
Shares
35,718
Held
Ishares TRICSH
Share
1.0%
Value
$5m
Shares
99,911
Held
MicrosoftMSFT
Share
1.0%
Value
$5m
Shares
13,263
+4%
Select Sector Spdr TRXLI
Share
0.9%
Value
$5m
Shares
24,963
+4%
Ishares TRIWM
Share
0.9%
Value
$5m
Shares
15,325
Held
Invesco Exchange Traded FD TPRFZ
Share
0.9%
Value
$4m
Shares
78,803
+3%
BlackRock Municipal 2030 Target Term TrustBTT
Share
0.9%
Value
$4m
Shares
191,230
-2%
JPMorgan ChaseJPM
Share
0.7%
Value
$3m
Shares
10,503
Held
AbbVieABBV
Share
0.7%
Value
$3m
Shares
13,209
Held
First TR Exchange-Traded FDFGD
Share
0.6%
Value
$3m
Shares
100,468
+17%
AlphabetGOOGL
Share
0.6%
Value
$3m
Shares
8,821
Held
Preformed Line ProductsPLPC
Share
0.6%
Value
$3m
Shares
7,611
Held
State STR Spdr S&P Midcap 40MDY
Share
0.6%
Value
$3m
Shares
4,438
Held
Alps ETF TRAMLP
Share
0.6%
Value
$3m
Shares
58,799
+4%
Ishares TRIWF
Share
0.6%
Value
$3m
Shares
23,863
Held
MastercardMA
Share
0.6%
Value
$3m
Shares
5,550
Held
First TR Exchange-Traded FDFDN
Share
0.6%
Value
$3m
Shares
10,705
-19%
ExxonMobil HoldingsXOM
Share
0.6%
Value
$3m
Shares
20,613
+28%
Wisdomtree TRAIVL
Share
0.5%
Value
$3m
Shares
20,865
Held
Ishares TRIVE
Share
0.5%
Value
$3m
Shares
11,797
Held
Invesco Exch Traded FD TR IISPLV
Share
0.5%
Value
$2m
Shares
32,498
-2%
Ishares TRDVY
Share
0.5%
Value
$2m
Shares
15,480
Held
Meta PlatformsMETA
Share
0.5%
Value
$2m
Shares
4,293
-3%
Invesco Exchange Traded FD TPTH
Share
0.4%
Value
$2m
Shares
36,956
New
State STR Spdr DOW Jones INDDIA
Share
0.4%
Value
$2m
Shares
4,175
Held
Micron TechnologyMU
Share
0.4%
Value
$2m
Shares
1,739
-6%
TeslaTSLA
Share
0.4%
Value
$2m
Shares
4,737
-3%
Invesco Bond FundVBF
Share
0.4%
Value
$2m
Shares
125,586
-4%
First TR Exch Traded FD IIIFPE
Share
0.4%
Value
$2m
Shares
106,416
+7%
BroadcomAVGO
Share
0.4%
Value
$2m
Shares
5,005
-3%
VisaV
Share
0.4%
Value
$2m
Shares
5,506
+4%
First TR Exchange-Traded FDQQEW
Share
0.4%
Value
$2m
Shares
11,737
-7%
Ishares TRMADE
Share
0.4%
Value
$2m
Shares
47,128
-22%
J P Morgan Exchange Traded FJMST
Share
0.4%
Value
$2m
Shares
36,211
+3%
First TR Exchange-Traded FDFSIG
Share
0.4%
Value
$2m
Shares
96,278
+9%
Spdr Series TrustROKT
Share
0.4%
Value
$2m
Shares
15,172
+8%
Pacer FDS TRTRFK
Share
0.3%
Value
$2m
Shares
16,454
-20%
Wisdomtree TRDLN
Share
0.3%
Value
$2m
Shares
18,187
Held
Proshares TRNOBL
Share
0.3%
Value
$2m
Shares
31,027
Held
Vanguard Index FDSVOO
Share
0.3%
Value
$2m
Shares
2,524
+6%
Ishares Gold TRIAU
Share
0.3%
Value
$2m
Shares
22,422
-4%
Invesco Exchange Traded FD TRSPS
Share
0.3%
Value
$2m
Shares
55,700
-5%
Lam ResearchLRCX
Share
0.3%
Value
$2m
Shares
3,844
Held
Tema ETF TrustWELD
Share
0.3%
Value
$2m
Shares
26,441
-2%
ProgressivePGR
Share
0.3%
Value
$2m
Shares
7,265
New
Wisdomtree TRDGRW
Share
0.3%
Value
$2m
Shares
16,008
-4%
Berkshire Hathaway INC DELBRK-A
Share
0.3%
Value
$1m
Shares
2
Held
DTE EnergyDTE
Share
0.3%
Value
$1m
Shares
9,638
+5%
Schwab Strategic TRSCHD
Share
0.3%
Value
$1m
Shares
46,155
Held
Fidelity Merrimack STR TRFBND
Share
0.3%
Value
$1m
Shares
31,963
-8%
Spdr Series TrustXAR
Share
0.3%
Value
$1m
Shares
5,074
+8%
Invesco Exch Traded FD TR IIGOVI
Share
0.3%
Value
$1m
Shares
52,381
+34%
NetflixNFLX
Share
0.3%
Value
$1m
Shares
19,881
Held
First TR Exchange-Traded FDCIBR
Share
0.3%
Value
$1m
Shares
15,341
Held
AmphenolAPH
Share
0.3%
Value
$1m
Shares
7,751
+4%
Vanguard Admiral FDSIVOO
Share
0.3%
Value
$1m
Shares
10,461
Held
Vaneck ETF TrustSMH
Share
0.3%
Value
$1m
Shares
2,061
-43%
Vaneck ETF TrustHYD
Share
0.3%
Value
$1m
Shares
25,620
+16%
Goldman Sachs ETF TRGTOP
Share
0.3%
Value
$1m
Shares
26,492
-2%
Procter & GamblePG
Share
0.2%
Value
$1m
Shares
7,969
Held
Spdr Series TrustFITE
Share
0.2%
Value
$1m
Shares
10,362
Held
First TR Exch Traded FD IIIFUMB
Share
0.2%
Value
$1m
Shares
57,274
+5%
Vanguard Index FDSVO
Share
0.2%
Value
$1m
Shares
14,169
Held
Proshares TRQLD
Share
0.2%
Value
$1m
Shares
11,528
-32%
Vertiv HoldingsVRT
Share
0.2%
Value
$1m
Shares
3,223
-18%
Goldman Sachs GroupGS
Share
0.2%
Value
$1m
Shares
1,052
+9%
Ishares TREFA
Share
0.2%
Value
$1m
Shares
10,080
New
Iron MountainIRM
Share
0.2%
Value
$1m
Shares
8,055
+95%
Ishares TRHDV
Share
0.2%
Value
$1m
Shares
36,950
+4%
Investment Managers SER TR IWUGI
Share
0.2%
Value
$932,991
Shares
9,699
-8%
Ishares TRITA
Share
0.2%
Value
$925,317
Shares
3,817
-3%
Invesco Exchange Traded FD TPSL
Share
0.2%
Value
$903,954
Shares
8,071
Held
CaterpillarCAT
Share
0.2%
Value
$896,611
Shares
842
Held
Exchange Traded Concepts TRUNUKZ
Share
0.2%
Value
$878,395
Shares
12,887
+21%
Select Sector Spdr TRXLK
Share
0.2%
Value
$875,249
Shares
4,594
Held
Ishares TRITOT
Share
0.2%
Value
$839,683
Shares
5,112
+4%
First TR Exchange Traded FDRDVY
Share
0.2%
Value
$796,773
Shares
9,829
Held
RBB FDUTWO
Share
0.2%
Value
$794,314
Shares
16,562
Held
First TR Exchange-Traded FDQTEC
Share
0.2%
Value
$794,039
Shares
2,372
+95%

Company	Share of fund	Value	Shares	Change
Ishares TRIVV	10.0%	$50m	67,115	+3%
Invesco Exchange Traded FD TRSP	4.9%	$25m	115,779	+2%
State STR Spdr S&P 500 ETF TSPY	4.8%	$24m	32,533	Held
BNY Mellon ETF TrustBKLC	4.4%	$22m	155,823	+7%
Invesco QQQ TRQQQ	4.4%	$22m	30,264	+3%
AppleAAPL	3.1%	$16m	54,692	+8%
Berkshire HathawayBRK-B	2.8%	$14m	28,293	-7%
Amazon.comAMZN	2.4%	$12m	49,716	Held
NvidiaNVDA	2.3%	$11m	56,812	Held
Ishares TRIGM	2.2%	$11m	66,166	-2%
AlphabetGOOG	1.9%	$10m	27,277	-4%
Vanguard Whitehall FDSVYM	1.8%	$9m	57,489	Held
Spdr Gold TRGLD	1.6%	$8m	21,374	Held
First TR Exchange-Traded FDGRID	1.6%	$8m	40,975	+7%
Ishares TRIYW	1.5%	$8m	30,218	-4%
Vanguard Specialized FundsVIG	1.5%	$7m	30,868	Held
First TR Exchange Traded FDAIRR	1.4%	$7m	51,937	+14%
Eli LillyLLY	1.3%	$7m	5,578	Held
Global X FDSPAVE	1.2%	$6m	102,030	+14%
Vanguard Index FDSVTI	1.1%	$6m	15,018	Held
Ishares TRUSMV	1.0%	$5m	54,152	-7%
Emerson ElectricEMR	1.0%	$5m	35,718	Held
Ishares TRICSH	1.0%	$5m	99,911	Held
MicrosoftMSFT	1.0%	$5m	13,263	+4%
Select Sector Spdr TRXLI	0.9%	$5m	24,963	+4%
Ishares TRIWM	0.9%	$5m	15,325	Held
Invesco Exchange Traded FD TPRFZ	0.9%	$4m	78,803	+3%
BlackRock Municipal 2030 Target Term TrustBTT	0.9%	$4m	191,230	-2%
JPMorgan ChaseJPM	0.7%	$3m	10,503	Held
AbbVieABBV	0.7%	$3m	13,209	Held
First TR Exchange-Traded FDFGD	0.6%	$3m	100,468	+17%
AlphabetGOOGL	0.6%	$3m	8,821	Held
Preformed Line ProductsPLPC	0.6%	$3m	7,611	Held
State STR Spdr S&P Midcap 40MDY	0.6%	$3m	4,438	Held
Alps ETF TRAMLP	0.6%	$3m	58,799	+4%
Ishares TRIWF	0.6%	$3m	23,863	Held
MastercardMA	0.6%	$3m	5,550	Held
First TR Exchange-Traded FDFDN	0.6%	$3m	10,705	-19%
ExxonMobil HoldingsXOM	0.6%	$3m	20,613	+28%
Wisdomtree TRAIVL	0.5%	$3m	20,865	Held
Ishares TRIVE	0.5%	$3m	11,797	Held
Invesco Exch Traded FD TR IISPLV	0.5%	$2m	32,498	-2%
Ishares TRDVY	0.5%	$2m	15,480	Held
Meta PlatformsMETA	0.5%	$2m	4,293	-3%
Invesco Exchange Traded FD TPTH	0.4%	$2m	36,956	New
State STR Spdr DOW Jones INDDIA	0.4%	$2m	4,175	Held
Micron TechnologyMU	0.4%	$2m	1,739	-6%
TeslaTSLA	0.4%	$2m	4,737	-3%
Invesco Bond FundVBF	0.4%	$2m	125,586	-4%
First TR Exch Traded FD IIIFPE	0.4%	$2m	106,416	+7%
BroadcomAVGO	0.4%	$2m	5,005	-3%
VisaV	0.4%	$2m	5,506	+4%
First TR Exchange-Traded FDQQEW	0.4%	$2m	11,737	-7%
Ishares TRMADE	0.4%	$2m	47,128	-22%
J P Morgan Exchange Traded FJMST	0.4%	$2m	36,211	+3%
First TR Exchange-Traded FDFSIG	0.4%	$2m	96,278	+9%
Spdr Series TrustROKT	0.4%	$2m	15,172	+8%
Pacer FDS TRTRFK	0.3%	$2m	16,454	-20%
Wisdomtree TRDLN	0.3%	$2m	18,187	Held
Proshares TRNOBL	0.3%	$2m	31,027	Held
Vanguard Index FDSVOO	0.3%	$2m	2,524	+6%
Ishares Gold TRIAU	0.3%	$2m	22,422	-4%
Invesco Exchange Traded FD TRSPS	0.3%	$2m	55,700	-5%
Lam ResearchLRCX	0.3%	$2m	3,844	Held
Tema ETF TrustWELD	0.3%	$2m	26,441	-2%
ProgressivePGR	0.3%	$2m	7,265	New
Wisdomtree TRDGRW	0.3%	$2m	16,008	-4%
Berkshire Hathaway INC DELBRK-A	0.3%	$1m	2	Held
DTE EnergyDTE	0.3%	$1m	9,638	+5%
Schwab Strategic TRSCHD	0.3%	$1m	46,155	Held
Fidelity Merrimack STR TRFBND	0.3%	$1m	31,963	-8%
Spdr Series TrustXAR	0.3%	$1m	5,074	+8%
Invesco Exch Traded FD TR IIGOVI	0.3%	$1m	52,381	+34%
NetflixNFLX	0.3%	$1m	19,881	Held
First TR Exchange-Traded FDCIBR	0.3%	$1m	15,341	Held
AmphenolAPH	0.3%	$1m	7,751	+4%
Vanguard Admiral FDSIVOO	0.3%	$1m	10,461	Held
Vaneck ETF TrustSMH	0.3%	$1m	2,061	-43%
Vaneck ETF TrustHYD	0.3%	$1m	25,620	+16%
Goldman Sachs ETF TRGTOP	0.3%	$1m	26,492	-2%
Procter & GamblePG	0.2%	$1m	7,969	Held
Spdr Series TrustFITE	0.2%	$1m	10,362	Held
First TR Exch Traded FD IIIFUMB	0.2%	$1m	57,274	+5%
Vanguard Index FDSVO	0.2%	$1m	14,169	Held
Proshares TRQLD	0.2%	$1m	11,528	-32%
Vertiv HoldingsVRT	0.2%	$1m	3,223	-18%
Goldman Sachs GroupGS	0.2%	$1m	1,052	+9%
Ishares TREFA	0.2%	$1m	10,080	New
Iron MountainIRM	0.2%	$1m	8,055	+95%
Ishares TRHDV	0.2%	$1m	36,950	+4%
Investment Managers SER TR IWUGI	0.2%	$932,991	9,699	-8%
Ishares TRITA	0.2%	$925,317	3,817	-3%
Invesco Exchange Traded FD TPSL	0.2%	$903,954	8,071	Held
CaterpillarCAT	0.2%	$896,611	842	Held
Exchange Traded Concepts TRUNUKZ	0.2%	$878,395	12,887	+21%
Select Sector Spdr TRXLK	0.2%	$875,249	4,594	Held
Ishares TRITOT	0.2%	$839,683	5,112	+4%
First TR Exchange Traded FDRDVY	0.2%	$796,773	9,829	Held
RBB FDUTWO	0.2%	$794,314	16,562	Held
First TR Exchange-Traded FDQTEC	0.2%	$794,039	2,372	+95%

Showing the largest 100 of 235.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 27.6% since 30 June 2025.

Where the money is

Technology8.4%

Financial services5.4%

Media & telecom3.5%

Retail & consumer3.2%

Industrials3.1%

Health care2.5%

Energy0.8%

Everyday goods0.7%

Real estate0.4%

Utilities0.4%

Other71.4%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.