WealthBridge Capital Management, LLC

Q4 2025 13F-HR Holdings

Location
Westerville, OH
Holdings as of
12/31/2025
Date filed
1/21/2026
Form type
13F-HR
Num holdings
208
Total value ($000)
$438,939
Net value change ($000)
+12,816 (3.0%)
New positions
7
Sold out positions
12
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/7/2025 Next filing: 4/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
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)
IVV 2,283 5.4%
QQQ 2,240 14.0%
GOOGL 1,869 26.1%
LLY 1,666 38.5%
SHLD 1,429 615.9%
BKLC 1,145 6.3%
GTOP 1,114 NEW
GLD 992 13.0%
SPY 973 4.6%
AAPL 730 5.6%
Top Reduces (Value $000, Stocks/ETFs)
PKW -1,314 -100.0%
PGR -1,157 -56.7%
BSJP -898 -100.0%
MSFT -726 -10.8%
NFLX -526 -22.5%
MO -512 -100.0%
iSHARES TRUST -457 -100.0%
BRK-B -440 -2.7%
ROP -407 -100.0%
META -346 -10.8%
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