WealthBridge Capital Management, LLC
222 holdingsFiling period: 2026-03-31Current AUM: $490.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 65.1K | $42.5M | $48.8M | 9.96% | +74 | 2026-03-31 |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | 113.5K | $21.8M | $24.4M | 4.98% | +2.9K | 2026-03-31 |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 32.3K | $21.0M | $24.1M | 4.92% | -221 | 2026-03-31 |
| 4 | BKLC | BNY MELLON ETF TRUST | 145.9K | $18.2M | $20.9M | 4.25% | -1,691 | 2026-03-31 |
| 5 | QQQ | INVESCO QQQ TR | 29.3K | $16.9M | $20.2M | 4.11% | -459 | 2026-03-31 |
| 6 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 30.5K | $14.6M | $14.6M | 2.98% | -957 | 2026-03-31 |
| 7 | AAPL | APPLE INC | 50.7K | $12.9M | $15.7M | 3.20% | -256 | 2026-03-31 |
| 8 | AMZN | AMAZON COM INC | 49.9K | $10.4M | $13.5M | 2.76% | -414 | 2026-03-31 |
| 9 | NVDA | NVIDIA CORPORATION | 57.5K | $10.0M | $11.5M | 2.35% | +121 | 2026-03-31 |
| 10 | GLD | SPDR GOLD TR | 21.4K | $9.2M | $7.9M | 1.62% | -351 | 2026-03-31 |
| 11 | VYM | VANGUARD WHITEHALL FDS | 57.7K | $8.5M | $9.3M | 1.90% | +1.0K | 2026-03-31 |
| 12 | GOOG | ALPHABET INC | 28.3K | $8.1M | $10.1M | 2.06% | -422 | 2026-03-31 |
| 13 | IGM | ISHARES TR | 67.8K | $8.0M | $10.4M | 2.12% | +290 | 2026-03-31 |
| 14 | VIG | VANGUARD SPECIALIZED FUNDS | 30.9K | $6.7M | $7.4M | 1.51% | +925 | 2026-03-31 |
| 15 | GRID | FIRST TR EXCHANGE-TRADED FD | 38.3K | $6.3M | $6.9M | 1.40% | +2.1K | 2026-03-31 |
| 16 | IYW | ISHARES TR | 31.4K | $5.7M | $7.5M | 1.52% | -515 | 2026-03-31 |
| 17 | USMV | ISHARES TR | 58.4K | $5.4M | $5.7M | 1.17% | +433 | 2026-03-31 |
| 18 | LLY | ELI LILLY & CO | 5.6K | $5.2M | $6.4M | 1.31% | +25 | 2026-03-31 |
| 19 | AIRR | FIRST TR EXCHANGE TRADED FD | 45.5K | $5.0M | $5.3M | 1.09% | -2,374 | 2026-03-31 |
| 20 | ICSH | ISHARES TR | 98.8K | $5.0M | $5.0M | 1.02% | +2.8K | 2026-03-31 |
| 21 | VTI | VANGUARD INDEX FDS | 14.8K | $4.7M | $5.4M | 1.11% | -199 | 2026-03-31 |
| 22 | MSFT | MICROSOFT CORP | 12.7K | $4.7M | $5.9M | 1.20% | +296 | 2026-03-31 |
| 23 | EMR | EMERSON ELEC CO | 35.7K | $4.7M | $5.4M | 1.09% | -42 | 2026-03-31 |
| 24 | PAVE | GLOBAL X FDS | 89.8K | $4.6M | $5.1M | 1.03% | +5.5K | 2026-03-31 |
| 25 | BTT | BLACKROCK MUN TARGET TERM TR | 195.9K | $4.4M | $4.4M | 0.90% | +5.9K | 2026-03-31 |
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