WealthBridge Capital Management, LLC
Filing Date
Global Rank
#4,428
/ 8,586
▲ 42
Top Industry
Insurance - Diversified
11.9%
3Y Alpha vs SPY
-7.4%
Period ended 3 months ago
Filed Apr 17, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+47.6%
SPY
+78.1%
Annualised alpha
-7.4%
Max drawdown
−15.6%
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
99 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
11.6%
−0.2 pts
Top 5
41.9%
−1.7 pts
Top 10
60.6%
−2.2 pts
HHI
487
Diversified−27
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 29.9% | $54,102,003 |
| Financial Services | 19.7% | $35,582,722 |
| Technology | 18.6% | $33,658,408 |
| Consumer Cyclical | 8.3% | $15,082,446 |
| Industrials | 6.6% | $11,907,843 |
| Healthcare | 5.8% | $10,502,287 |
| Communication Services | 4.4% | $7,877,736 |
| Energy | 2.3% | $4,171,222 |
| Consumer Defensive | 1.8% | $3,338,732 |
| Utilities | 1.4% | $2,514,719 |
| Real Estate | 1.1% | $2,058,317 |
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 | |
| XOM | Exxon Mobil Corp | +384 | 16,074 | $2,727,114 | |
| 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 | |
| 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. | ||||
99 positions ·
$180,796,435 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 99 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ABR |
Arbor Realty Trust Inc
Real Estate
|
Added | 11,000 | $84,810 | 0.05% | |
| EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
Financial Services
|
Held | 16,657 | $144,249 | 0.08% | |
| HTGC |
Hercules Capital, Inc.
Financial Services
|
Held | 12,000 | $177,240 | 0.10% | |
| PSX |
Phillips 66
Energy
|
NEW | 1,101 | $200,580 | 0.11% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Added | 1,069 | $202,682 | 0.11% | |
| OKE |
Oneok Inc /New/
Energy
|
NEW | 2,254 | $203,739 | 0.11% | |
| MSCI |
MSCI Inc.
Financial Services
|
Reduced | 398 | $214,525 | 0.12% | |
| ETN |
Eaton Corp plc
Industrials
|
NEW | 609 | $217,821 | 0.12% | |
| WM |
Waste Management Inc
Industrials
|
Held | 951 | $218,530 | 0.12% | |
| RQI |
Cohen & Steers Quality Income Realty Fund Inc
Financial Services
|
Reduced | 18,286 | $220,346 | 0.12% | |
| LEO |
Bny Mellon Strategic Municipals, Inc.
Financial Services
|
Held | 35,257 | $221,766 | 0.12% | |
| VGM |
Invesco Trust for Investment Grade Municipals
Financial Services
|
Held | 22,500 | $222,075 | 0.12% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 571 | $222,924 | 0.12% | |
| PMM |
Putnam Managed Municipal Income Trust
Financial Services
|
Added | 36,500 | $224,475 | 0.12% | |
| ONON |
On Holding AG
Consumer Cyclical
|
Reduced | 6,631 | $225,586 | 0.12% | |
| NXP |
Nuveen Select Tax Free Income Portfolio
Financial Services
|
Added | 17,361 | $249,130 | 0.14% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 414 | $250,217 | 0.14% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Added | 3,751 | $269,396 | 0.15% | |
| VZ |
Verizon Communications Inc
Communication Services
|
NEW | 5,399 | $271,029 | 0.15% | |
| GLDM |
World Gold Trust
|
Added | 2,947 | $273,157 | 0.15% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Reduced | 2,170 | $284,443 | 0.16% | |
| RFI |
Cohen & Steers Total Return Realty Fund Inc
Financial Services
|
Reduced | 25,895 | $288,470 | 0.16% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 1,802 | $288,896 | 0.16% | |
| CLH |
Clean Harbors Inc
Industrials
|
Reduced | 1,032 | $295,905 | 0.16% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 3,920 | $298,116 | 0.16% | |
| MQY |
Blackrock Muniyield Quality Fund, Inc.
Financial Services
|
Held | 28,000 | $307,440 | 0.17% | |
| NUV |
Nuveen Municipal Value Fund Inc
Financial Services
|
Held | 35,200 | $316,448 | 0.18% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
NEW | 2,175 | $318,159 | 0.18% | |
| RCKY |
Rocky Brands, Inc.
Consumer Cyclical
|
Reduced | 8,355 | $323,505 | 0.18% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 929 | $326,868 | 0.18% | |
| YUM |
Yum Brands Inc
Consumer Cyclical
|
Held | 2,118 | $329,306 | 0.18% | |
| UTF |
Cohen & Steers Infrastructure Fund Inc
Financial Services
|
Added | 12,935 | $334,757 | 0.19% | |
| RNP |
Cohen & Steers REIT & Preferred & Income Fund Inc
Financial Services
|
Reduced | 16,950 | $334,932 | 0.19% | |
| LDOS |
Leidos Holdings, Inc.
Technology
|
Reduced | 2,268 | $352,719 | 0.20% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
Reduced | 10,169 | $360,389 | 0.20% | |
| SO |
Southern Co
Utilities
|
Added | 3,816 | $368,320 | 0.20% | |
| VEEV |
Veeva Systems Inc
Healthcare
|
Reduced | 2,122 | $372,750 | 0.21% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 7,899 | $385,076 | 0.21% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 1,597 | $387,464 | 0.21% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 407 | $391,415 | 0.22% | |
| IVZ |
Invesco Ltd.
Financial Services
|
NEW | 16,301 | $395,951 | 0.22% | |
| CVX |
Chevron Corp
Energy
|
Added | 1,972 | $408,006 | 0.23% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 1,721 | $417,153 | 0.23% | |
| IRM |
Iron Mountain Inc
Real Estate
|
Reduced | 4,130 | $421,838 | 0.23% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 1,285 | $422,623 | 0.23% | |
| GE |
General Electric Co
Industrials
|
Reduced | 1,494 | $423,952 | 0.23% | |
| HIG |
Hartford Insurance Group, Inc.
Financial Services
|
Added | 3,573 | $483,176 | 0.27% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 1,422 | $486,025 | 0.27% | |
| CEF |
Sprott Physical Gold & Silver Trust
Financial Services
|
Reduced | 10,358 | $494,283 | 0.27% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 2,595 | $500,575 | 0.28% |