Bridgewater Advisors Inc.

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
478
Total value ($000)
$1,834,184
Net value change ($000)
+153,004 (9.1%)
New positions
41
Sold out positions
19
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVEM 26,323 326.4%
BWIN 21,482 NEW
AVUQ 19,092 NEW
VOO 15,025 115.0%
AVUS 9,475 9.9%
MSFT 8,405 30.3%
VTI 8,305 9.5%
AVLV 7,493 7.1%
JPST 6,704 6.9%
AVDE 5,209 10.3%
Top Reduces (Value $000, Stocks/ETFs)
DUHP -15,789 -40.9%
DFAE -7,905 -45.6%
JMUB -7,065 -24.2%
SPY -6,856 -17.4%
QQQ -5,477 -21.5%
DFIC -4,157 -14.0%
MLI -3,009 -49.3%
NVDA -2,187 -7.6%
DIA -2,062 -14.8%
MAR -1,812 -10.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type