Wealth Bridge Capital Management, LLC Portfolio Holdings

Wealth Bridge Capital Management, LLC

  • $419 Million
  • Q4 2025

Wealth Bridge Capital Management, LLC has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $419 Million distributed in 208 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 $43.9M, Spdr S&P 500 ETF Trust with a value of $21.7M, Invesco S&P 500 Equal Weight E with a value of $20.7M, Bny Mellon ETF Tr Us Large Cap with a value of $19M, and Invesco Qqq Trust, Series 1 with a value of $18M.

Examining the 13F form we can see an increase of $4.83M in the current position value, from $414M to 419M.

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 $419 Million
ETFs: $279 Million
Financial Services: $39.1 Million
Technology: $36 Million
Consumer Cyclical: $16.7 Million
Communication Services: $15.8 Million
Healthcare: $11.9 Million
Industrials: $10 Million
Consumer Defensive: $3.07 Million
Other: $5.87 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$219M
$274,000 0.07% of portfolio
9,151
Q4 2025 Reduced 1.08%
$238M
$20,000 0.0% of portfolio
34,822
Q1 2023 Reduced 0.33%

Summary

  • Portfolio
  • No. of Stocks 208
  • Current Value $419 Million
  • Prior Value $414 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 7 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
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