Universe · entity
WealthBridge Capital Management, LLC
Institutional manager (13F) · CIK 1767313
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $330M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $43M | 65,078 |
| 2 | INVESCO EXCHANGE TRADED FD T | $22M | 113,487 |
| 3 | STATE STR SPDR S&P 500 ETF T | $21M | 32,303 |
| 4 | BNY MELLON ETF TRUST | $18M | 145,919 |
| 5 | INVESCO QQQ TR | $17M | 29,296 |
| 6 | BERKSHIRE HATHAWAY INC DEL | $15M | 30,519 |
| 7 | APPLE INC | $13M | 50,735 |
| 8 | AMAZON COM INC | $10M | 49,876 |
| 9 | NVIDIA CORPORATION | $10M | 57,453 |
| 10 | SPDR GOLD TR | $9M | 21,356 |
| 11 | VANGUARD WHITEHALL FDS | $9M | 57,656 |
| 12 | ALPHABET INC | $8M | 28,334 |
| 13 | ISHARES TR | $8M | 67,815 |
| 14 | VANGUARD SPECIALIZED FUNDS | $7M | 30,943 |
| 15 | FIRST TR EXCHANGE-TRADED FD | $6M | 38,270 |
| 16 | ISHARES TR | $6M | 31,350 |
| 17 | ISHARES TR | $5M | 58,398 |
| 18 | ELI LILLY & CO | $5M | 5,605 |
| 19 | FIRST TR EXCHANGE TRADED FD | $5M | 45,524 |
| 20 | ISHARES TR | $5M | 98,779 |
| 21 | VANGUARD INDEX FDS | $5M | 14,766 |
| 22 | MICROSOFT CORP | $5M | 12,693 |
| 23 | EMERSON ELEC CO | $5M | 35,724 |
| 24 | GLOBAL X FDS | $5M | 89,846 |
| 25 | BLACKROCK MUN TARGET TERM TR | $4M | 195,915 |
| 26 | SELECT SECTOR SPDR TR | $4M | 23,981 |
| 27 | ISHARES TR | $4M | 15,539 |
| 28 | INVESCO EXCHANGE TRADED FD T | $4M | 76,879 |
| 29 | FIRST TR EXCHANGE-TRADED FD | $3M | 13,175 |
| 30 | JPMORGAN CHASE & CO | $3M | 10,472 |
| 31 | ALPS ETF TR | $3M | 56,372 |
| 32 | ABBVIE INC | $3M | 13,120 |
| 33 | FIRST TR EXCHANGE-TRADED FD | $3M | 86,237 |
| 34 | MASTERCARD INCORPORATED | $3M | 5,507 |
| 35 | EXXON MOBIL CORP | $3M | 16,074 |
| 36 | STATE STR SPDR S&P MIDCAP 40 | $3M | 4,421 |
| 37 | META PLATFORMS INC | $3M | 4,416 |
| 38 | ISHARES TR | $3M | 11,917 |
| 39 | ISHARES TR | $3M | 5,896 |
| 40 | ALPHABET INC | $3M | 8,719 |
| 41 | WISDOMTREE TR | $2M | 21,085 |
| 42 | INVESCO EXCH TRADED FD TR II | $2M | 33,230 |
| 43 | ISHARES TR | $2M | 15,444 |
| 44 | GLOBAL X FDS | $2M | 29,243 |
| 45 | ISHARES GOLD TR | $2M | 23,390 |
| 46 | PREFORMED LINE PRODS CO | $2M | 7,611 |
| 47 | ISHARES TR | $2M | 60,081 |
| 48 | INVESCO BD FD | $2M | 131,052 |
| 49 | NETFLIX INC. | $2M | 20,258 |
| 50 | STATE STR SPDR DOW JONES IND | $2M | 4,175 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.