WealthBridge Capital Management, LLC

Q3 2026 13F-HR Holdings

Location
Westerville, OH
Holdings as of
9/30/2026
Date filed
10/16/2026
Form type
13F-HR
Num holdings
250
Total value ($000)
$514,629
Net value change ($000)
+11,499 (2.3%)
New positions
24
Sold out positions
10
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
EXXONMOBIL HOLDINGS CORP 3,164 NEW
AAPL 2,263 14.3%
NVDA 1,739 15.3%
IVV 1,733 3.4%
MSFT 1,613 32.6%
BKLC 1,065 4.8%
SHV 974 NEW
SPYM 947 NEW
PTH 878 39.8%
QQQ 806 3.6%
Top Reduces (Value $000, Stocks/ETFs)
XOM -2,818 -100.0%
AIRR -1,193 -17.2%
EFA -1,047 -100.0%
PLPC -840 -26.9%
DTE -693 -47.2%
AMAT -601 -100.0%
GRID -573 -7.3%
BRK-B -531 -3.8%
PAVE -495 -8.2%
XLI -447 -9.7%
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