WealthBridge Capital Management, LLC

CIK

1767313

Location

WESTERVILLE, OH

Portfolio Value

Small $206,242,762

Diversification

Diversified

Filing Date

Global Rank

#1,143 / 2,968 ▲ 3292

Top Industry

Consumer Electronics 11.0%

3Y Alpha vs SPY

-0.8%

Period ended 29 days ago

Filed Jul 24, 2026 · 5d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+64.5%

SPY

+67.9%

Annualised alpha

-0.8%

Max drawdown

−16.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

11.8%

+0.2 pts

Top 5

42.9%

+0.9 pts

Top 10

60.3%

−0.3 pts

HHI

497

Diversified+11

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	Putnam Managed Municipal Income Trust	+3,500	40,000	$261,600
RFI	Cohen & Steers Total Return Realty Fund Inc	+2,193	28,088	$317,956
IVZ	Invesco Ltd.	+1,729	18,030	$475,811
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
GOOGL	Alphabet Inc.	+102	8,821	$3,152,360
PSX	Phillips 66	+100	1,201	$203,029
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
STWD	Starwood Property Trust, Inc.	−15,026	45,045	$737,837
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	−2,226	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
KO	Coca Cola Co	−38	3,882	$315,490
PEP	Pepsico Inc	−35	4,192	$567,596
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

7 positions

Ticker	Company	Shares	Value
AES	Aes Corp	36,435	$513,369
BLK	BlackRock, Inc.	407	$391,415
LDOS	Leidos Holdings, Inc.	2,268	$352,719
PLTR	Palantir Technologies Inc.	2,175	$318,159
ONON	On Holding AG	6,631	$225,586
OKE	Oneok Inc /New/	2,254	$203,739
DHR	Danaher Corp /De/	1,069	$202,682
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	-2,226	$14,157,534	−3.2%	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	Added	8,821	+102	$3,152,360	+25.7%	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	+45.7%	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.