WealthBridge Capital Management, LLC

All 13F Filings

Location
Westerville, OH
Most recent 13F
Q2 2026
Holdings value ($000)
503,130
Description
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Website
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Founded
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Chairman
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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
Q2 2026 7/24/2026 235 503,130 13F-HR WealthBridge Capital Management, LLC
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 182.1 K 36.2% 21.69 K 0 21.69 K
ETFs 319.3 K 63.5% 47.86 K 0 47.86 K
Debt 1.7 K 0.3% 59 0 59
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Fund Snapshot

Q2 2026
Latest filed
7/24/2026
Total value ($000)
503,130
Holdings
235
QoQ value change ($000)
68,980 (15.9%)
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.