AiSiWhale

AI & tech investing

WealthBridge Capital Management, LLC

CIK 1767313

13F filing for Q2 2026・No. 3,880

Holdings
US$503.13M
Quarter change
+US$68.98M
Entries
235
Net bought (estimate)
+US$12.71M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 27
  • Sold out 13
  • Cut 72
  • Added 102
  • Corporate actions 0
  • Unchanged 34

Largest holdings

235 stocks worth US$503.13M, options and bonds left out.

StockThis quarterValueWeight
IVVISHARES TRCORE S&P500 ETFAddedUS$50.26M9.99%
RSPINVESCO EXCHANGE TRADED FD TS&P500 EQL WGTAddedUS$24.63M4.90%
SPYSTATE STR SPDR S&P 500 ETF TTR UNITAddedUS$24.29M4.83%
BNY MELLON ETF TRUSTUS LRG CP COREAddedUS$22.34M4.44%
QQQInvesco QQQUNIT SER 1AddedUS$22.29M4.43%
AAPLAppleCOMAddedUS$15.83M3.15%
BRK.BBERKSHIRE HATHAWAY INC DELCL B NEWCutUS$14.16M2.81%
AMZNAmazonCOMCutUS$11.85M2.36%
NVDANvidiaCOMCutUS$11.37M2.26%
ISHARES TREXPND TEC SC ETFCutUS$10.82M2.15%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.