Wealth Bridge Capital Management, LLC Portfolio Holdings

Wealth Bridge Capital Management, LLC

  • $414 Million
  • Q3 2025

Wealth Bridge Capital Management, LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $414 Million distributed in 214 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $42.2M, Spdr S&P 500 ETF Trust with a value of $21.2M, Invesco S&P 500 Equal Weight E with a value of $21M, Bny Mellon ETF Tr Us Large Cap with a value of $18.2M, and Berkshire Hathaway Inc Class B with a value of $16.3M.

Examining the 13F form we can see an increase of $29.8M in the current position value, from $384M to 414M.

Wealth Bridge Capital Management, LLC is based out at Westerville, OH

Below you can find more details about Wealth Bridge Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $414 Million
ETFs: $273 Million
Financial Services: $41.3 Million
Technology: $36.1 Million
Consumer Cyclical: $16.6 Million
Communication Services: $15.5 Million
Healthcare: $10.4 Million
Industrials: $10.4 Million
Consumer Defensive: $3.73 Million
Other: $5.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$42.2 Million 10.21% of portfolio
63,113
Q3 2025 Added 2.66%
$0
$21.2 Million 5.12% of portfolio
31,832
Q3 2025 Reduced 1.16%
$0
$21 Million 5.07% of portfolio
110,592
Q3 2025 Reduced 0.47%
$0
$18.2 Million 4.39% of portfolio
141,473
Q3 2025 Added 0.57%
$662B
$16.3 Million 3.93% of portfolio
32,345
Q3 2025 Reduced 2.75%
$0
$16 Million 3.87% of portfolio
26,715
Q3 2025 Added 2.21%
$4.3T
$13.1 Million 3.17% of portfolio
51,574
Q3 2025 Reduced 3.54%
$2.39T
$11.1 Million 2.69% of portfolio
50,639
Q3 2025 Reduced 3.26%
$465B
$10.6 Million 2.55% of portfolio
56,672
Q3 2025 Reduced 0.61%
$0
$8.71 Million 2.1% of portfolio
69,165
Q3 2025 Reduced 1.43%
$0
$8.17 Million 1.97% of portfolio
57,943
Q3 2025 Added 3.42%
$130B
$7.61 Million 1.84% of portfolio
21,410
Q3 2025 Added 0.78%
$1.74T
$7.16 Million 1.73% of portfolio
29,378
Q3 2025 Reduced 3.94%
$3.78T
$6.72 Million 1.62% of portfolio
12,977
Q3 2025 Reduced 0.92%
$0
$6.51 Million 1.57% of portfolio
33,250
Q3 2025 Reduced 1.34%
$0
$5.55 Million 1.34% of portfolio
30,448
Q3 2025 Added 3.36%
$0
$4.92 Million 1.19% of portfolio
14,983
Q3 2025 Added 0.04%
$0
$4.89 Million 1.18% of portfolio
32,341
Q3 2025 Added 9.16%
$0
$4.72 Million 1.14% of portfolio
19,518
Q3 2025 Added 22.84%
$75.4B
$4.69 Million 1.13% of portfolio
35,766
Q2 2025 Added 0.02%
$0
$4.68 Million 1.13% of portfolio
92,292
Q3 2025 Added 6.44%
$971B
$4.33 Million 1.05% of portfolio
5,675
Q3 2025 Reduced 3.12%
$0
$4.26 Million 1.03% of portfolio
189,673
Q3 2025 Reduced 5.76%
$0
$4.07 Million 0.98% of portfolio
42,109
Q3 2025 Added 16.04%
$0
$3.75 Million 0.91% of portfolio
13,399
Q3 2025 Reduced 1.26%
$0
$3.77 Million 0.91% of portfolio
79,196
Q3 2025 Added 11.1%
$0
$3.73 Million 0.9% of portfolio
24,172
Q3 2025 Reduced 1.97%
$0
$3.37 Million 0.82% of portfolio
74,290
Q3 2025 Added 1.49%
$881B
$3.27 Million 0.79% of portfolio
10,367
Q3 2025 Reduced 3.96%
$1.37T
$3.21 Million 0.78% of portfolio
4,377
Q3 2025 Reduced 4.33%
$512B
$3.12 Million 0.75% of portfolio
5,482
Q3 2025 Reduced 0.27%
$414B
$3.03 Million 0.73% of portfolio
13,092
Q3 2025 Added 2.28%
$0
$2.88 Million 0.69% of portfolio
20,377
Q3 2025 Added 6.33%
$0
$2.82 Million 0.68% of portfolio
6,024
Q3 2025 Reduced 2.22%
$0
$2.66 Million 0.64% of portfolio
4,464
Q3 2025 Added 6.13%
$0
$2.46 Million 0.59% of portfolio
52,478
Q3 2025 Added 1.5%
$0
$2.45 Million 0.59% of portfolio
11,858
Q3 2025 Reduced 2.75%
$1.29T
$2.46 Million 0.59% of portfolio
5,524
Q3 2025 Reduced 7.14%
$0
$2.41 Million 0.58% of portfolio
21,099
Q3 2025 Reduced 2.29%
$0
$2.38 Million 0.57% of portfolio
32,368
Q3 2025 Reduced 1.09%
$49.1B
$2.34 Million 0.56% of portfolio
1,949
Q3 2025 Reduced 0.46%
$0
$2.18 Million 0.53% of portfolio
137,698
Q3 2025 Added 5.7%
$0
$2.18 Million 0.53% of portfolio
15,366
Q3 2025 Added 0.37%
$1.65T
$2.12 Million 0.51% of portfolio
8,730
Q3 2025 Reduced 1.88%
$132B
$2.04 Million 0.49% of portfolio
8,265
Q3 2025 Added 0.5%
$0
$1.93 Million 0.47% of portfolio
4,169
Q3 2025 Reduced 1.79%
$0
$1.89 Million 0.46% of portfolio
28,082
Q3 2025 Reduced 1.04%
$65.3B
$1.81 Million 0.44% of portfolio
24,883
Q3 2025 Added 1.7%
$490B
$1.77 Million 0.43% of portfolio
15,688
Q3 2025 Added 2.09%

Summary

  • Portfolio
  • No. of Stocks 214
  • Current Value $414 Million
  • Prior Value $384 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 stocks
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