WealthBridge Capital Management, LLC

CIK

1767313

Location

WESTERVILLE, OH

Portfolio Value

Small $206,242,762

Diversification

Diversified

Filing Date

Global Rank

#4,514 / 8,700 ▼ 572

Top Industry

Consumer Electronics 11.0%

Period ended 2 months ago

Filed Jul 24, 2026 · 51d

26 quarters · since Mar 2020

Portfolio Concentration

103 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.8%

−6.9 pts

Top 5

42.9%

+4.8 pts

Top 10

60.3%

+9.3 pts

HHI

497

Diversified−29

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	29.9%	$61,767,678	7
Technology	20.3%	$41,766,533	14
Financial Services	18.1%	$37,373,357	27
Consumer Cyclical	7.9%	$16,298,830	7
Industrials	7.7%	$15,814,164	17
Healthcare	6.1%	$12,479,050	8
Communication Services	3.8%	$7,814,134	5
Energy	2.0%	$4,181,459	4
Consumer Defensive	1.8%	$3,728,487	6
Real Estate	1.4%	$2,891,389	5
Utilities	1.0%	$2,127,681	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
XOM	ExxonMobil Holdings Corp	+4,539	20,613	$2,818,209
T	At&T Inc.	+4,458	26,022	$538,655
AAPL	Apple Inc.	+3,957	54,692	$15,825,677
IRM	Iron Mountain Inc	+3,925	8,055	$1,017,427
PMM	Franklin Managed Municipal Income Trust	+3,500	40,000	$261,600
RFI	Cohen & Steers Total Return Realty Fund Inc	+2,193	28,088	$317,956
VZ	Verizon Communications Inc	+1,342	6,741	$285,413
ORLY	O Reilly Automotive Inc	+1,298	7,981	$734,970
CVX	Chevron Corp	+1,167	3,139	$520,320
LMT	Lockheed Martin Corp	+1,053	1,467	$747,377
GLDM	World Gold Trust	+1,049	3,996	$317,362
QQQ	Invesco Qqq Trust, Series 1	+968	30,264	$22,286,409
NXP	Nuveen Select Tax Free Income Portfolio	+731	18,092	$258,896
RTX	RTX Corp	+679	3,274	$621,176
MSFT	Microsoft Corp	+570	13,263	$4,947,364
DTE	Dte Energy Co	+415	9,638	$1,468,542
HIG	Hartford Insurance Group, Inc.	+335	3,908	$517,888
APH	Amphenol Corp /De/	+326	7,751	$1,366,656
GE	General Electric Co	+271	1,765	$659,633
SPY	Spdr S&P 500 ETF Trust	+230	32,533	$24,294,668
V	Visa Inc.	+204	5,506	$1,889,053
PHYS	Sprott Physical Gold Trust	+128	10,297	$310,660
PSX	Phillips 66	+100	1,201	$203,029
RNP	Cohen & Steers REIT & Preferred & Income Fund Inc	+100	17,050	$346,115
ABBV	AbbVie Inc.	+89	13,209	$3,323,912
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−28,232	8,821	$3,152,360
STWD	Starwood Property Trust, Inc.	−15,026	45,045	$737,837
IVZ	Invesco Ltd.	−7,338	18,030	$475,811
VBF	Invesco Bond Fund	−5,466	125,586	$1,903,883
NUV	Nuveen Municipal Value Fund Inc	−5,000	30,200	$278,444
BTT	BlackRock Municipal 2030 Target Term Trust	−4,685	191,230	$4,350,482
BRK-B	Berkshire Hathaway Inc	−2,228	28,293	$14,157,534
IAU	Ishares Gold Trust	−968	22,422	$1,693,085
MCD	Mcdonalds Corp	−921	2,179	$589,005
VRT	Vertiv Holdings Co	−707	3,223	$1,079,124
NVDA	Nvidia Corp	−641	56,812	$11,367,513
AMAT	Applied Materials Inc /De	−591	831	$600,813
VEEV	Veeva Systems Inc	−578	1,544	$274,013
ABT	Abbott Laboratories	−408	6,081	$551,789
NFLX	Netflix Inc	−377	19,881	$1,419,503
PWR	Quanta Services, Inc.	−248	1,077	$775,483
PANW	Palo Alto Networks Inc	−231	1,571	$535,742
AMZN	Amazon Com Inc	−160	49,716	$11,849,311
AVGO	Broadcom Inc.	−144	5,005	$1,890,638
TSLA	Tesla, Inc.	−141	4,737	$1,992,382
META	Meta Platforms, Inc.	−123	4,293	$2,418,203
MU	Micron Technology Inc	−111	1,739	$2,007,310
VLO	Valero Energy Corp/Tx	−100	2,457	$639,901
SPG	Simon Property Group Inc.	−61	2,712	$606,538
CVS	CVS HEALTH Corp	−61	3,690	$381,730
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
PGR	Progressive Corp/Oh/	7,265	$1,587,039
CLX	Clorox Co /De/	5,487	$523,679
WDC	Western Digital Corp	786	$502,033
LAMR	Lamar Advertising Co/New	3,013	$469,967
CMI	Cummins Inc	337	$240,351
AMD	Advanced Micro Devices Inc	405	$235,268
UNH	Unitedhealth Group Inc	566	$235,246
SWK	Stanley Black & Decker, Inc.	2,465	$232,005
TSM	Taiwan Semiconductor Manufacturing Co Ltd	474	$226,368
HWM	Howmet Aerospace Inc.	821	$220,734
MTZ	Mastec Inc	493	$205,117
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	432,774	$76,604,848
ABI	VictoryShares Pioneer Asset-Based Income ETF	197,766	$25,942,583
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	124,507	$9,013,753
VIGI	Vanguard International Dividend Appreciation ETF	57,656	$8,538,853
AGNG	Global X Funds Global X Aging Population ETF	163,491	$7,604,551
VB	Vanguard Morningstar Small-Cap ETF	22,609	$6,733,699
VIG	Vanguard Dividend Appreciation ETF	30,943	$6,654,601
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	43,518	$6,151,586
BKAG	BNY Mellon Core Bond ETF	145,919	$6,070,711
BKF	iShares MSCI BIC ETF	31,350	$5,687,517
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	55,880	$5,523,235
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	38,335	$5,476,082
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	98,779	$5,000,192
BAB	Invesco Taxable Municipal Bond ETF	103,365	$4,453,923
CVY	Invesco Zacks Multi-Asset Income ETF	85,165	$4,149,463
ACES	ALPS Clean Energy ETF	65,737	$3,357,474
FNDA	Schwab Fundamental U.S. Small Company ETF	111,270	$3,016,744
AFK	VanEck Africa Index ETF	29,833	$2,898,439
—		27,206	$2,540,119
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	14,372	$2,237,570
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	35,128	$1,790,825
CAAA	First Trust AAA CMBS ETF	88,624	$1,678,538
FAAA	Fidelity AAA CLO ETF	34,777	$1,586,526
FAB	First Trust Multi Cap Value AlphaDEX Fund	19,640	$1,402,805
ANEW	ProShares MSCI Transformational Changes ETF	20,966	$1,383,742
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

103 tracked positions · $206,242,762 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 103 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	32,533	+230	$24,294,668	+15.6%	11.78%
QQQ	Invesco Qqq Trust, Series 1	Added	30,264	+968	$22,286,409	+31.8%	10.81%
AAPL	Apple Inc. Technology	Added	54,692	+3,957	$15,825,677	+22.9%	7.67%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	28,293	-2,228	$14,157,534	−11.9%	6.86%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	49,716	-160	$11,849,311	+14.1%	5.75%
NVDA	Nvidia Corp Technology	Reduced	56,812	-641	$11,367,513	+13.5%	5.51%
GLD	Spdr Gold Trust	Added	21,374	+18	$7,873,754	−14.3%	3.82%
LLY	ELI LILLY & Co Healthcare	Reduced	5,578	-27	$6,690,421	+29.8%	3.24%
EMR	Emerson Electric Co Industrials	Reduced	35,718	-6	$5,113,031	+9.2%	2.48%
MSFT	Microsoft Corp Technology	Added	13,263	+570	$4,947,364	+5.3%	2.40%
BTT	BlackRock Municipal 2030 Target Term Trust Financial Services	Reduced	191,230	-4,685	$4,350,482	−2.2%	2.11%
JPM	Jpmorgan Chase & Co Financial Services	Added	10,503	+31	$3,437,946	+11.6%	1.67%
ABBV	AbbVie Inc. Healthcare	Added	13,209	+89	$3,323,912	+16.5%	1.61%
GOOGL	Alphabet Inc. Communication Services	Reduced	8,821	-28,232	$3,152,360	−70.4%	1.53%
PLPC	Preformed Line Products Co Industrials	Held	7,611	0	$3,124,772	+51.6%	1.52%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	4,438	+17	$3,121,422	+14.5%	1.51%
MA	Mastercard Inc Financial Services	Added	5,550	+43	$2,850,480	+3.6%	1.38%
XOM	ExxonMobil Holdings Corp Energy	Added	20,613	+4,539	$2,818,209	+3.3%	1.37%
META	Meta Platforms, Inc. Communication Services	Reduced	4,293	-123	$2,418,203	−4.3%	1.17%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	4,175	0	$2,180,978	+12.8%	1.06%
MU	Micron Technology Inc Technology	Reduced	1,739	-111	$2,007,310	+221.2%	0.97%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	4,737	-141	$1,992,382	+9.9%	0.97%
VBF	Invesco Bond Fund Financial Services	Reduced	125,586	-5,466	$1,903,883	−3.1%	0.92%
AVGO	Broadcom Inc. Technology	Reduced	5,005	-144	$1,890,638	+18.6%	0.92%
V	Visa Inc. Financial Services	Added	5,506	+204	$1,889,053	+17.9%	0.92%
IAU	Ishares Gold Trust	Reduced	22,422	-968	$1,693,085	−17.9%	0.82%
LRCX	Lam Research Corp Technology	Held	3,844	0	$1,665,720	+102.8%	0.81%
PGR	Progressive Corp/Oh/ Financial Services	NEW	7,265	NEW	$1,587,039	NEW	0.77%
DTE	Dte Energy Co Utilities	Added	9,638	+415	$1,468,542	+8.9%	0.71%
NFLX	Netflix Inc Communication Services	Reduced	19,881	-377	$1,419,503	−27.1%	0.69%
APH	Amphenol Corp /De/ Technology	Added	7,751	+326	$1,366,656	−27.2%	0.66%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	7,969	-11	$1,168,574	+1.4%	0.57%
VRT	Vertiv Holdings Co Industrials	Reduced	3,223	-707	$1,079,124	+9.6%	0.52%
GS	Goldman Sachs Group Inc Financial Services	Added	1,052	+88	$1,063,961	+30.5%	0.52%
IRM	Iron Mountain Inc Real Estate	Added	8,055	+3,925	$1,017,427	+141.2%	0.49%
CAT	Caterpillar Inc Industrials	Added	842	+2	$896,645	+50.7%	0.43%
PWR	Quanta Services, Inc. Industrials	Reduced	1,077	-248	$775,483	+6.6%	0.38%
LMT	Lockheed Martin Corp Industrials	Added	1,467	+1,053	$747,377	+198.7%	0.36%
STWD	Starwood Property Trust, Inc. Real Estate	Reduced	45,045	-15,026	$737,837	−28.7%	0.36%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Added	7,981	+1,298	$734,970	+19.1%	0.36%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	730	+10	$682,893	−4.8%	0.33%
JNJ	Johnson & Johnson Healthcare	Added	2,685	+3	$681,909	+4.0%	0.33%
EME	EMCOR Group, Inc. Industrials	Added	806	+41	$668,883	+18.4%	0.32%
GE	General Electric Co Industrials	Added	1,765	+271	$659,633	+55.6%	0.32%
VLO	Valero Energy Corp/Tx Energy	Reduced	2,457	-100	$639,901	+1.3%	0.31%
RTX	RTX Corp Industrials	Added	3,274	+679	$621,176	+24.1%	0.30%
SPG	Simon Property Group Inc. Real Estate	Reduced	2,712	-61	$606,538	+17.3%	0.29%
AMAT	Applied Materials Inc /De Technology	Reduced	831	-591	$600,813	+23.6%	0.29%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	2,179	-921	$589,005	−38.9%	0.29%
PEP	Pepsico Inc Consumer Defensive	Reduced	4,192	-35	$567,596	−13.5%	0.28%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.