1y return+16.9%S&P 500 +20.9%
3y return+47.3%S&P 500 +68.5%
5y return+39.8%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2021: $148 against $188 in the S&P 500.2
Bridgewater Advisors Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AVLVAmerican Centy Etf Tr | $112.5M | 6.1% | +1.6% |
| AVUSAmerican Centy Etf Tr | $104.8M | 5.7% | +6.3% |
| JPSTJ P Morgan Exchange Traded F | $103.7M | 5.7% | +7.2% |
| VTIVanguard Index Fds | $95.6M | 5.2% | +6.8% |
| JBNDJ P Morgan Exchange Traded F | $90.6M | 4.9% | +6.2% |
| VCITVanguard Scottsdale Fds | $84.8M | 4.6% | +5.8% |
| AAPLApple Inc | $65.4M | 3.6% | |
| DFAIDimensional Etf Trust | $63.1M | 3.4% | +5.6% |
| AVDEAmerican Centy Etf Tr | $55.6M | 3.0% | +10.1% |
| MSFTMicrosoft Corp | $36.1M | 2.0% | +8.3% |
| JMSTJ P Morgan Exchange Traded F | $34.5M | 1.9% | +8.2% |
| AVEMAmerican Centy Etf Tr | $34.4M | 1.9% | +348.3% |
| SPYState Str Spdr S&p 500 Etf T | $32.5M | 1.8% | −19.1% |
| MUNYVanguard Ny Tax Free Fds | $29.2M | 1.6% | +8.1% |
| GOOGLAlphabet Inc | $28.4M | 1.5% | +17.4% |
| VOOVanguard Index Fds | $28.1M | 1.5% | +110.7% |
| NVDANvidia Corporation | $26.5M | 1.4% | |
| DFICDimensional Etf Trust | $25.5M | 1.4% | −14.4% |
| Dimensional Etf TrustCUSIP 25434V831 | $22.8M | 1.2% | −43.3% |
| JMUBJ P Morgan Exchange Traded F | $22.1M | 1.2% | −23.4% |
| AMZNAmazon Com Inc | $21.7M | 1.2% | +4.6% |
| BWINThe Baldwin Insurance Grp In | $21.5M | 1.2% | New |
| QQQInvesco Qqq Tr | $20.0M | 1.1% | −19.8% |
| AVUQAmerican Centy Etf Tr | $19.1M | 1.0% | New |
| DIHPDimensional Etf Trust | $18.3M | 1.0% | −3.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc | March 31, 2021 | +246.5% | $28.4M |
| GOOGAlphabet Inc | March 31, 2021 | +241.6% | $15.9M |
| AAPLApple Inc | March 31, 2021 | +136.9% | $65.4M |
| AVGOBroadcom Inc | June 30, 2024 | +135.3% | $11.6M |
| MARMarriott Intl Inc New | March 31, 2023 | +123.2% | $15.6M |
| JPMJpmorgan Chase & Co | March 31, 2021 | +115.0% | $17.2M |
| AVLVAmerican Centy Etf Tr | June 30, 2022 | +97.9% | $112.5M |
| BRK/BBerkshire Hathaway Inc Del | March 31, 2021 | +95.9% | $9.6M |
| AVEMAmerican Centy Etf Tr | December 31, 2022 | +91.3% | $34.4M |
| METAMeta Platforms Inc | March 31, 2021 | +91.3% | $15.4M |
Sold off last quarter
- CCICrown Castle Inc was $512K
- Honeywell Intl IncCUSIP 438516106 was $503K
- IBITIshares Bitcoin Trust Etf was $456K
- MELIMercadolibre Inc was $429K
- Dupont De Nemours IncCUSIP 26614N102 was $382K
- Janus Henderson Group PLCCUSIP G4474Y214 was $303K
- TOSTToast Inc was $292K
- BNDXVanguard Charlotte Fds was $260K
- HALHalliburton Co was $248K
- Warner Bros Discovery IncCUSIP 934423104 was $225K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.4% | +14.8% |
| March 31, 2026 | −1.7% | −4.6% |
| December 31, 2025 | +2.5% | +2.4% |
| September 30, 2025 | +6.1% | +7.8% |
| June 30, 2025 | +8.1% | +10.5% |
| March 31, 2025 | −2.0% | −4.6% |
| December 31, 2024 | −0.3% | +2.1% |
| September 30, 2024 | +5.4% | +5.4% |
| June 30, 2024 | +1.0% | +4.0% |
| March 31, 2024 | +4.8% | +10.0% |
| December 31, 2023 | +10.0% | +11.2% |
| September 30, 2023 | −2.7% | −3.6% |
| June 30, 2023 | +3.8% | +8.3% |
| March 31, 2023 | +4.1% | +7.0% |
| December 31, 2022 | +7.1% | +7.1% |
| September 30, 2022 | −5.1% | −5.3% |
| June 30, 2022 | −14.6% | −16.5% |
| March 31, 2022 | −6.6% | −4.9% |
| December 31, 2021 | +8.9% | +10.7% |
| September 30, 2021 | −0.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Bridgewater Advisors Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1600319&type=13F-HR&dateb=&owner=include&count=40CIK 1600319
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1600319/000160031926000004/Filed August 5, 2026 · accession 0001600319-26-000004