WealthBridge Capital Management, LLC
•CIK: 1767313•Filing: Q4 2025
**WealthBridge Capital Management, LLC** manages $439M across a diversified portfolio of 208 positions. The strategy exhibits a clear tilt toward major U.S. equity indices, evidenced by top holdings including IVV ($44.5M) and SPY ($22.2M). Significant allocations are also directed toward sector-specific ETFs, notably RSP ($21.2M) and NDQ ($18.3M). Core technology and blue-chip names anchor the remaining exposure, with AAPL ($13.9M) and AMZN ($11.6M) representing substantial components of the current mandate.
Total AUM
$438.9M
QoQ Performance
+3.0%
Positions
126
Top 10 Concentration
42.6%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
SPY
IVV10.1%
SPY5.1%
RSP4.8%
BKLC4.4%
NDQ4.2%
BRK/B3.6%
AAPL3.2%
AMZN2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other59.3%
ETF15.5%
Technology10.9%
Financial6.1%
Consumer3.7%
Healthcare2.6%
Energy0.5%
Communication0.5%
🚪 Exited Positionssold since Q3 2025
—
ISHARES TR
SOLD
$456.8K
+15 more exited positions
Changes from Q3 2025
NEW6 new positions
↑88 increased
↓75 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023