WealthBridge Capital Management, LLC

Q1 2026 13F-HR Holdings

Location
Westerville, OH
Holdings as of
3/31/2026
Date filed
4/17/2026
Form type
13F-HR
Num holdings
221
Total value ($000)
$434,150
Net value change ($000)
-4,789 (-1.1%)
New positions
17
Sold out positions
4
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SMH 1,393 NEW
GOVI 1,069 NEW
SHV 990 NEW
XOM 839 44.4%
GRID 727 13.1%
HDV 647 206.1%
RSP 588 2.8%
GLD 586 6.8%
PAVE 533 13.2%
SPG 517 NEW
Top Reduces (Value $000, Stocks/ETFs)
IVV -2,014 -4.5%
QQEW -1,498 -48.2%
RDVY -1,403 -67.6%
QQQ -1,370 -7.5%
MSFT -1,296 -21.6%
AMZN -1,220 -10.5%
BRK-B -1,196 -7.6%
SPY -1,171 -5.3%
BKLC -1,095 -5.7%
AAPL -986 -7.1%
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