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Wealthbridge Capital Management, LLC
CIK:0001767313
Investment Adviser
$0 AUM
210 holdings
Westerville, OH, USA
Latest filing:Jun 30, 2025
WealthBridge Capital Management is an SEC Registered Investment Advisor providing financial planning and investment services.
Investment Strategy
Customized financial planning and investment management with a focus on client goals and values.
Latest 13F Filing Activity
Wealthbridge Capital Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 209 equity positions with a total 13F market value of $394M. The fund increased holdings in Ishares TR, Invesco QQQ TR, Nvidia Corporation among other positions. Wealthbridge Capital Management, LLC reduced exposure to Berkshire Hathaway Inc. Del, Apple Inc., Blackrock Mun Target Term TR among others.
Top Buys
Top Holdings
Equity Positions (209)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 9.68% | $38.2M | 61,475 | $360.29 | $620.90 | +$4.7M |
R RSP | INVESCO EXCHANGE TRADED FD T | 5.12% | $20.2M | 111,111 | $118.88 | $181.74 | +$1.4M |
S SPY | SPDR S&P 500 ETF TR | 5.05% | $19.9M | 32,207 | $296.52 | $617.85 | +$2.2M |
B BKLC | BNY MELLON ETF TRUST | 4.22% | $16.7M | 140,671 | $94.92 | $118.43 | +$2.6M |
| BERKSHIRE HATHAWAY INC DEL | 4.10% | $16.2M | 33,261 | $208.70 | $485.77 | -$1.6M |
Industry Allocation
FIRE, MARINE & CASUALTY INSURANCE
+4.7%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+4.6%
ELECTRONIC COMPUTERS
+3.1%
SEMICONDUCTORS & RELATED DEVICES
+2.9%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+2.6%
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