WealthBridge Capital Management, LLC holds a diversified book of 235 stocks worth $503.1M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Invesco Dorsey Wright Health and trimmed Berkshire Hathaway Inc-CL B. Their largest long position is Ishares Core S&P 500 ETF at 10% of the equity book. Cloning the disclosed picks since 2024 would be +25% (+13.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1767313/holdings"
Use Arkolith to show WealthBridge Capital Management, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 1.7 points over this window.
Growth of $10,000 cloning WealthBridge Capital Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
31% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as WealthBridge Capital Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $568.7B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $18.5B |
| ROYAL BANK OF CANADA | 79 / 80 | $153.5B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $96.0B |
| LPL Financial LLC | 79 / 80 | $88.8B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $148.9B |
| COMMONWEALTH EQUITY SERVICES, LLC | 78 / 80 | $20.6B |
| UBS Group AG | 77 / 80 | $142.7B |
Ranked by how many of WealthBridge Capital Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $50.3M | 67.1K | 10.0% | ▲+3.1% Added · +2K sh | |
| 2 | Invesco Exchange Traded FD T S&P500 EQL WGT | $24.6M | 115.8K | 4.9% | ▲+2.0% Added · +2K sh | |
| 3 | State STR SPDR S&P 500 ETF T TR UNIT | $24.3M | 32.5K | 4.8% | ▲+0.7% Added · +230 sh | |
| 4 | Bny Mellon ETF Trust US LRG CP CORE | $22.3M | 155.8K | 4.4% | ▲+6.8% Added · +10K sh | |
| 5 | Invesco QQQ TR UNIT SER 1 | $22.3M | 30.3K | 4.4% | ▲+3.3% Added · +968 sh | |
| 6 | Apple Inc COM | $15.8M | 54.7K | 3.1% | ▲+7.8% Added · +4K sh | |
| 7 | Berkshire Hathaway Inc Del CL B NEW | $14.2M | 28.3K | 2.8% | ▼−7.3% Reduced · −2K sh | |
| 8 | Amazon Com Inc COM | $11.8M | 49.7K | 2.4% | ▼−0.3% Reduced · −160 sh | |
| 9 | Nvidia Corporation COM | $11.4M | 56.8K | 2.3% | ▼−1.1% Reduced · −641 sh | |
| 10 | Ishares TR EXPND TEC SC ETF | $10.8M | 66.2K | 2.2% | ▼−2.4% Reduced · −2K sh | |
| 11 | Alphabet Inc CAP STK CL C | $9.6M | 27.3K | 1.9% | ▼−3.7% Reduced · −1K sh | |
| 12 | Vanguard Whitehall FDS HIGH DIV YLD | $9.1M | 57.5K | 1.8% | ▼−0.3% Reduced · −167 sh | |
| 13 | SPDR Gold TR GOLD SHS | $7.9M | 21.4K | 1.6% | ▲+0.1% Added · +18 sh | |
| 14 | First TR Exchange-Traded FD NASDQ CLN EDGE | $7.9M | 41.0K | 1.6% | ▲+7.1% Added · +3K sh | |
| 15 | Ishares TR U.S. TECH ETF | $7.6M | 30.2K | 1.5% | ▼−3.6% Reduced · −1K sh | |
| 16 | Vanguard Specialized Funds DIV APP ETF | $7.3M | 30.9K | 1.5% | ▼−0.2% Reduced · −75 sh | |
| 17 | First TR Exchange Traded FD RBA INDL ETF | $6.9M | 51.9K | 1.4% | ▲+14% Added · +6K sh | |
| 18 | Eli Lilly & Co COM | $6.7M | 5.6K | 1.3% | ▼−0.5% Reduced · −27 sh | |
| 19 | Global X FDS US INFR DEV ETF | $6.0M | 102.0K | 1.2% | ▲+14% Added · +12K sh | |
| 20 | Vanguard Index FDS TOTAL STK MKT | $5.6M | 15.0K | 1.1% | ▲+1.7% Added · +252 sh | |
| 21 | Ishares TR MSCI USA MIN ETF | $5.2M | 54.2K | 1.0% | ▼−7.3% Reduced · −4K sh | |
| 22 | Emerson Elec Co COM | $5.1M | 35.7K | 1.0% | ▼~0% Reduced · −6 sh | |
| 23 | Ishares TR ULTRA SHORT DUR | $5.1M | 99.9K | 1.0% | ▲+1.1% Added · +1K sh | |
| 24 | Microsoft Corp COM | $4.9M | 13.3K | 1.0% | ▲+4.5% Added · +570 sh | |
| 25 | Select Sector SPDR TR ST STR INDL ETF | $4.6M | 25.0K | 0.9% | ▲+4.1% Added · +982 sh | |
| 26 | Ishares TR RUSSELL 2000 ETF | $4.6M | 15.3K | 0.9% | ▼−1.4% Reduced · −214 sh | |
| 27 | Invesco Exchange Traded FD T RAFI US 1500 | $4.4M | 78.8K | 0.9% | ▲+2.5% Added · +2K sh | |
| 28 | BlackRock Mun Target Term TR COM SHS BEN IN | $4.4M | 191.2K | 0.9% | ▼−2.4% Reduced · −5K sh | |
| 29 | JPMorgan Chase & Co COM | $3.4M | 10.5K | 0.7% | ▲+0.3% Added · +31 sh | |
| 30 | Abbvie Inc COM | $3.3M | 13.2K | 0.7% | ▲+0.7% Added · +89 sh | |
| 31 | First TR Exchange-Traded FD DJ GLBL DIVID | $3.2M | 100.5K | 0.6% | ▲+17% Added · +14K sh | |
| 32 | Alphabet Inc CAP STK CL A | $3.2M | 8.8K | 0.6% | ▲+1.2% Added · +102 sh | |
| 33 | Preformed Line Prods Co COM | $3.1M | 7.6K | 0.6% | —Held | |
| 34 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $3.1M | 4.4K | 0.6% | ▲+0.4% Added · +17 sh | |
| 35 | ALPS ETF TR ALERIAN MLP | $3.0M | 58.8K | 0.6% | ▲+4.3% Added · +2K sh | |
| 36 | Ishares TR RUS 1000 GRW ETF | $3.0M | 23.9K | 0.6% | ▲+305% Added · +18K sh | |
| 37 | Mastercard Incorporated CL A | $2.9M | 5.5K | 0.6% | ▲+0.8% Added · +43 sh | |
| 38 | First TR Exchange-Traded FD DJ INTERNT IDX | $2.8M | 10.7K | 0.6% | ▼−19% Reduced · −2K sh | |
| 39 | Exxon Mobil Corp COM | $2.8M | 20.6K | 0.6% | ▲+28% Added · +5K sh | |
| 40 | Wisdomtree TR US AI ENHANCED | $2.7M | 20.9K | 0.5% | ▼−1.0% Reduced · −220 sh | |
| 41 | Ishares TR S&P 500 VAL ETF | $2.7M | 11.8K | 0.5% | ▼−1.0% Reduced · −120 sh | |
| 42 | Invesco Exch Traded FD TR II S&P500 LOW VOL | $2.4M | 32.5K | 0.5% | ▼−2.2% Reduced · −732 sh | |
| 43 | Ishares TR SELECT DIVID ETF | $2.4M | 15.5K | 0.5% | ▲+0.2% Added · +36 sh | |
| 44 | Meta Platforms Inc CL A | $2.4M | 4.3K | 0.5% | ▼−2.8% Reduced · −123 sh | |
| 45 | Invesco Exchange Traded FD T DORS WR HEAL ETF | $2.2M | 37.0K | 0.4% | ▲New New position | |
| 46 | State STR SPDR Dow Jones Ind UT SER 1 | $2.2M | 4.2K | 0.4% | —Held | |
| 47 | Micron Technology Inc COM | $2.0M | 1.7K | 0.4% | ▼−6.0% Reduced · −111 sh | |
| 48 | Tesla Inc COM | $2.0M | 4.7K | 0.4% | ▼−2.9% Reduced · −141 sh | |
| 49 | Invesco BD FD COM | $1.9M | 125.6K | 0.4% | ▼−4.2% Reduced · −5K sh | |
| 50 | First TR Exch Traded FD III PFD SECS INC ETF | $1.9M | 106.4K | 0.4% | ▲+7.2% Added · +7K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 235 | $503.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 17, 2026 | 221 | $434.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 208 | $438.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 7, 2025 | 214 | $426.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 210 | $394.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 201 | $353.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 3, 2025 | 200 | $360.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 7, 2024 | 210 | $350.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.