WealthBridge Capital Management, LLC
All 13F Filings
- Location
- Westerville, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 434,150
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/17/2026 | 221 | 434,150 | 13F-HR | WealthBridge Capital Management, LLC |
| Q4 2025 | 1/21/2026 | 208 | 438,939 | 13F-HR | WealthBridge Capital Management, LLC |
| Q3 2025 | 11/7/2025 | 214 | 426,123 | 13F-HR | WealthBridge Capital Management, LLC |
| Q2 2025 | 8/12/2025 | 210 | 394,367 | 13F-HR | WealthBridge Capital Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 160.4 K | 37.0% | 0 | 170.5 K | -170.5 K |
| ETFs | 271.5 K | 62.6% | 165.2 K | 0 | 165.2 K |
| Debt | 1.641 K | 0.4% | 489 | 0 | 489 |
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Fund Snapshot
Q1 2026
Latest filed
4/17/2026
Total value ($000)
434,150
Holdings
221
QoQ value change ($000)
-4,789
(-1.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.