WealthBridge Capital Management, LLC
Filing Date
Global Rank
#4,444
/ 8,603
▲ 43
· as of Mar 2026
Top Industry
Insurance - Diversified
12.2%
3Y Alpha vs SPY
-6.7%
Period ended 3 months ago
Filed Apr 17, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+48.2%
SPY
+76.0%
Annualised alpha
-6.7%
Max drawdown
−15.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
98 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
11.8%
−0.1 pts
Top 5
42.6%
−1.5 pts
Top 10
61.6%
−1.9 pts
HHI
500
Diversified−24
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 30.4% | $54,102,003 |
| Financial Services | 20.0% | $35,582,722 |
| Technology | 18.8% | $33,491,215 |
| Consumer Cyclical | 8.5% | $15,082,446 |
| Industrials | 6.7% | $11,907,843 |
| Healthcare | 5.9% | $10,502,287 |
| Communication Services | 4.4% | $7,877,736 |
| Consumer Defensive | 1.9% | $3,338,732 |
| Utilities | 1.4% | $2,514,719 |
| Real Estate | 1.2% | $2,058,317 |
| Energy | 0.8% | $1,444,108 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| STWD | Starwood Property Trust, Inc. | +8,509 | 60,071 | $1,034,422 | |
| AES | Aes Corp | +6,648 | 36,435 | $513,369 | |
| BTT | BlackRock Municipal 2030 Target Term Trust | +5,870 | 195,915 | $4,447,270 | |
| T | At&T Inc. | +5,280 | 21,564 | $625,140 | |
| PMM | Putnam Managed Municipal Income Trust | +2,500 | 36,500 | $224,475 | |
| DTE | Dte Energy Co | +1,956 | 9,223 | $1,348,587 | |
| PSF | Cohen & Steers Select Preferred & Income Fund, Inc. | +1,728 | 27,269 | $528,745 | |
| HIG | Hartford Insurance Group, Inc. | +1,504 | 3,573 | $483,176 | |
| ORLY | O Reilly Automotive Inc | +1,052 | 6,683 | $616,907 | |
| NFLX | Netflix Inc | +945 | 20,258 | $1,947,806 | |
| CVX | Chevron Corp | +638 | 1,972 | $408,006 | |
| V | Visa Inc. | +557 | 5,302 | $1,602,476 | |
| IBM | International Business Machines Corp | +553 | 1,721 | $417,153 | |
| UNP | Union Pacific Corp | +508 | 1,597 | $387,464 | |
| KO | Coca Cola Co | +488 | 3,920 | $298,116 | |
| SO | Southern Co | +373 | 3,816 | $368,320 | |
| ABR | Arbor Realty Trust Inc | +350 | 11,000 | $84,810 | |
| AVGO | Broadcom Inc. | +299 | 5,149 | $1,593,666 | |
| MSFT | Microsoft Corp | +296 | 12,693 | $4,698,567 | |
| JNJ | Johnson & Johnson | +291 | 2,682 | $655,588 | |
| AMAT | Applied Materials Inc /De | +283 | 1,422 | $486,025 | |
| VLO | Valero Energy Corp/Tx | +214 | 2,557 | $631,783 | |
| BLK | BlackRock, Inc. | +187 | 407 | $391,415 | |
| WMT | Walmart Inc. | +180 | 4,137 | $514,146 | |
| JPM | Jpmorgan Chase & Co | +149 | 10,472 | $3,080,443 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| RFI | Cohen & Steers Total Return Realty Fund Inc | −42,292 | 25,895 | $288,470 | |
| CEF | Sprott Physical Gold & Silver Trust | −6,000 | 10,358 | $494,283 | |
| PHYS | Sprott Physical Gold Trust | −2,693 | 10,169 | $360,389 | |
| IAU | Ishares Gold Trust | −1,723 | 23,390 | $2,062,062 | |
| APH | Amphenol Corp /De/ | −1,644 | 7,425 | $938,148 | |
| PANW | Palo Alto Networks Inc | −1,582 | 1,802 | $288,896 | |
| VBF | Invesco Bond Fund | −1,362 | 131,052 | $1,965,780 | |
| RNP | Cohen & Steers REIT & Preferred & Income Fund Inc | −1,150 | 16,950 | $334,932 | |
| RQI | Cohen & Steers Quality Income Realty Fund Inc | −1,000 | 18,286 | $220,346 | |
| BRK-B | Berkshire Hathaway Inc | −957 | 30,519 | $14,624,704 | |
| RCKY | Rocky Brands, Inc. | −796 | 8,355 | $323,505 | |
| VRT | Vertiv Holdings Co | −521 | 3,930 | $984,779 | |
| RTX | RTX Corp | −496 | 2,595 | $500,575 | |
| QQQ | Invesco Qqq Trust, Series 1 | −459 | 29,296 | $16,909,065 | |
| LDOS | Leidos Holdings, Inc. | −427 | 2,268 | $352,719 | |
| AMZN | Amazon Com Inc | −414 | 49,876 | $10,387,674 | |
| GE | General Electric Co | −412 | 1,494 | $423,952 | |
| PLPC | Preformed Line Products Co | −400 | 7,611 | $2,060,678 | |
| GLD | Spdr Gold Trust | −351 | 21,356 | $9,189,273 | |
| ONON | On Holding AG | −281 | 6,631 | $225,586 | |
| AAPL | Apple Inc. | −256 | 50,735 | $12,876,035 | |
| SPY | Spdr S&P 500 ETF Trust | −221 | 32,303 | $21,007,933 | |
| VEEV | Veeva Systems Inc | −185 | 2,122 | $372,750 | |
| IRM | Iron Mountain Inc | −161 | 4,130 | $421,838 | |
| TSLA | Tesla, Inc. | −120 | 4,878 | $1,813,396 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SPG | Simon Property Group Inc. | 2,773 | $517,247 | |
| IVZ | Invesco Ltd. | 16,301 | $395,951 | |
| PLTR | Palantir Technologies Inc. | 2,175 | $318,159 | |
| VZ | Verizon Communications Inc | 5,399 | $271,029 | |
| ETN | Eaton Corp plc | 609 | $217,821 | |
| OKE | Oneok Inc /New/ | 2,254 | $203,739 | |
| PSX | Phillips 66 | 1,101 | $200,580 | |
| No positions match the current search. | ||||
98 positions ·
$177,902,128 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 98 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 32,303 | $21,007,933 | 11.81% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 29,296 | $16,909,065 | 9.50% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 30,519 | $14,624,704 | 8.22% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 50,735 | $12,876,035 | 7.24% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 49,876 | $10,387,674 | 5.84% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 57,453 | $10,019,803 | 5.63% | |
| GLD |
Spdr Gold Trust
|
Reduced | 21,356 | $9,189,273 | 5.17% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 5,605 | $5,155,310 | 2.90% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 12,693 | $4,698,567 | 2.64% | |
| EMR |
Emerson Electric Co
Industrials
|
Reduced | 35,724 | $4,680,558 | 2.63% | |
| BTT |
BlackRock Municipal 2030 Target Term Trust
Financial Services
|
Added | 195,915 | $4,447,270 | 2.50% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 10,472 | $3,080,443 | 1.73% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 13,120 | $2,853,468 | 1.60% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 5,507 | $2,751,627 | 1.55% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Added | 4,421 | $2,726,695 | 1.53% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 4,416 | $2,526,526 | 1.42% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 8,719 | $2,507,235 | 1.41% | |
| IAU |
Ishares Gold Trust
|
Reduced | 23,390 | $2,062,062 | 1.16% | |
| PLPC |
Preformed Line Products Co
Industrials
|
Reduced | 7,611 | $2,060,678 | 1.16% | |
| VBF |
Invesco Bond Fund
Financial Services
|
Reduced | 131,052 | $1,965,780 | 1.10% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 20,258 | $1,947,806 | 1.09% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Added | 4,175 | $1,933,818 | 1.09% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 4,878 | $1,813,396 | 1.02% | |
| V |
Visa Inc.
Financial Services
|
Added | 5,302 | $1,602,476 | 0.90% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 5,149 | $1,593,666 | 0.90% | |
| DTE |
Dte Energy Co
Utilities
|
Added | 9,223 | $1,348,587 | 0.76% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 7,980 | $1,152,631 | 0.65% | |
| STWD |
Starwood Property Trust, Inc.
Real Estate
|
Added | 60,071 | $1,034,422 | 0.58% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Reduced | 3,930 | $984,779 | 0.55% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 3,100 | $963,449 | 0.54% | |
| APH |
Amphenol Corp /De/
Technology
|
Reduced | 7,425 | $938,148 | 0.53% | |
| LRCX |
Lam Research Corp
Technology
|
Held | 3,844 | $821,309 | 0.46% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 964 | $815,534 | 0.46% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Added | 1,325 | $727,451 | 0.41% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 720 | $717,429 | 0.40% | |
| ABT |
Abbott Laboratories
Healthcare
|
Held | 6,489 | $666,225 | 0.37% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 4,227 | $656,410 | 0.37% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 2,682 | $655,588 | 0.37% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Added | 2,557 | $631,783 | 0.36% | |
| T |
At&T Inc.
Communication Services
|
Added | 21,564 | $625,140 | 0.35% | |
| MU |
Micron Technology Inc
Technology
|
Added | 1,850 | $625,004 | 0.35% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
Added | 6,683 | $616,907 | 0.35% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 840 | $595,106 | 0.33% | |
| EME |
EMCOR Group, Inc.
Industrials
|
Added | 765 | $564,807 | 0.32% | |
| PSF |
Cohen & Steers Select Preferred & Income Fund, Inc.
Financial Services
|
Added | 27,269 | $528,745 | 0.30% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
NEW | 2,773 | $517,247 | 0.29% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 4,137 | $514,146 | 0.29% | |
| AES |
Aes Corp
Utilities
|
Added | 36,435 | $513,369 | 0.29% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 2,595 | $500,575 | 0.28% | |
| CEF |
Sprott Physical Gold & Silver Trust
Financial Services
|
Reduced | 10,358 | $494,283 | 0.28% |