1y return+21.1%S&P 500 +20.9%
3y return+61.7%S&P 500 +68.5%
5y return+54.8%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 December 31, 2018: $258 against $299 in the S&P 500.2
WealthBridge Capital Management, LLCS&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 |
|---|---|---|---|
| IVVIshares Tr | $50.3M | 10.0% | +3.1% |
| RSPInvesco Exchange Traded Fd T | $24.6M | 4.9% | +2.0% |
| SPYState Str Spdr S&p 500 Etf T | $24.3M | 4.8% | |
| BKLCBny Mellon Etf Trust | $22.3M | 4.4% | +6.8% |
| QQQInvesco Qqq Tr | $22.3M | 4.4% | +3.3% |
| AAPLApple Inc | $15.8M | 3.1% | +7.8% |
| BRK/BBerkshire Hathaway Inc Del | $14.2M | 2.8% | −7.3% |
| AMZNAmazon Com Inc | $11.8M | 2.4% | |
| NVDANvidia Corporation | $11.4M | 2.3% | −1.1% |
| IGMIshares Tr | $10.8M | 2.2% | −2.4% |
| GOOGAlphabet Inc | $9.6M | 1.9% | −3.7% |
| VYMVanguard Whitehall Fds | $9.1M | 1.8% | |
| GLDSpdr Gold Tr | $7.9M | 1.6% | |
| GRIDFirst Tr Exchange-traded Fd | $7.9M | 1.6% | +7.1% |
| IYWIshares Tr | $7.6M | 1.5% | −3.6% |
| VIGVanguard Specialized Funds | $7.3M | 1.5% | |
| AIRRFirst Tr Exchange Traded Fd | $6.9M | 1.4% | +14.1% |
| LLYEli Lilly & Co | $6.7M | 1.3% | |
| PAVEGlobal X Fds | $6.0M | 1.2% | +13.6% |
| VTIVanguard Index Fds | $5.6M | 1.1% | +1.7% |
| USMVIshares Tr | $5.2M | 1.0% | −7.3% |
| EMREmerson Elec Co | $5.1M | 1.0% | |
| ICSHIshares Tr | $5.1M | 1.0% | +1.1% |
| MSFTMicrosoft Corp | $4.9M | 1.0% | +4.5% |
| XLISelect Sector Spdr Tr | $4.6M | 0.9% | +4.1% |
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 |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $11.4M |
| PLPCPreformed Line Prods Co | December 31, 2020 | +499.9% | $3.1M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $3.2M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $9.6M |
| IYWIshares Tr | June 30, 2020 | +273.9% | $7.6M |
| IGMIshares Tr | June 30, 2020 | +251.6% | $10.8M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $3.4M |
| LLYEli Lilly & Co | December 31, 2022 | +227.9% | $6.7M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $15.8M |
| QQQInvesco Qqq Tr | June 30, 2020 | +197.4% | $22.3M |
Sold off last quarter
- SHVIshares Tr was $990K
- AESAes Corp was $513K
- SPYMSpdr Series Trust was $405K
- BLKBlackrock Inc was $391K
- IDOGAlps Etf Tr was $390K
- LDOSLeidos Holdings Inc was $353K
- FXUFirst Tr Exchange-traded Fd was $351K
- PLTRPalantir Technologies Inc was $318K
- MISLFirst Tr Exchange-traded Fd was $307K
- AGGIshares Tr was $257K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.0% | +14.8% |
| March 31, 2026 | −2.5% | −4.6% |
| December 31, 2025 | +2.3% | +2.4% |
| September 30, 2025 | +7.5% | +7.8% |
| June 30, 2025 | +8.0% | +10.5% |
| March 31, 2025 | −2.8% | −4.6% |
| December 31, 2024 | +1.3% | +2.1% |
| September 30, 2024 | +5.7% | +5.4% |
| June 30, 2024 | +2.9% | +4.0% |
| March 31, 2024 | +8.6% | +10.0% |
| December 31, 2023 | +9.8% | +11.2% |
| September 30, 2023 | −3.1% | −3.6% |
| June 30, 2023 | +6.1% | +8.3% |
| March 31, 2023 | +5.6% | +7.0% |
| December 31, 2022 | +7.0% | +7.1% |
| September 30, 2022 | −5.0% | −5.3% |
| June 30, 2022 | −16.4% | −16.5% |
| March 31, 2022 | −5.1% | −4.9% |
| December 31, 2021 | +7.1% | +10.7% |
| September 30, 2021 | −1.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: WealthBridge Capital Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1767313&type=13F-HR&dateb=&owner=include&count=40CIK 1767313
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1767313/000195175726001059/Filed July 24, 2026 · accession 0001951757-26-001059