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Wealthbridge Capital Management - Q3 2026 13F Filings

WE

Wealthbridge Capital Management, LLC

CIK: 0001767313
Address: Ohio Westerville 550 Polaris Parkway Suite 560
$514.63 M
Portfolio Value
250
Assets Held
Reporting Period: Q3 2026
Filing Status:
Active
Last Updated: 10/16/2026

Portfolio Summary (Q3 2026)

View Full Portfolio Analysis

Top Buys

Q3 2026
1. BKLC Bny Mellon Us Large Cap Core Equity Etf
+$15.8 M
2. SHV Ishares Short Treasury Bond Etf
+$973,633
3. SPLG Spdr Portfolio S&P 500 Etf
+$947,222
4. PTH Invesco Dorsey Wright Healthcare Momentum Etf
+$840,371.53
5. PULS Pgim Ultra Short Bond Etf
+$723,811

Top Sells

Q3 2026
1. EFA Ishares Msci Eafe Etf
−$1.05 M
2. PLPC Preformed Line Products Company
−$814,399.93
3. AMAT Applied Materials
−$600,900
4. BRK.B Berkshire Hathaway
−$461,600
5. DTE Dte Energy Company
−$397,799.01

Asset Allocation

Stocks/ETFs
+2.28%
$513.61 M 99.80%
Options
$0 0.00%
Debt
$0 0.00%
Other
+2.88%
$1.01 M 0.20%

Sector Allocation (Stocks)

Wealthbridge Capital Management Q3 2026 Filing Summary

Wealthbridge Capital Management, LLC filed its 13F report for Q3 2026 on October 16, 2026. The portfolio totaled 514.63 M reflecting a +2.29% change from the prior quarter, spanning 250 assets. The top 10 holdings comprised 42.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 24 new positions and 9 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Wealthbridge Capital Management’s Q3 2026 Filing

Wealthbridge Capital Management submitted their Form 13F-HR for the Q3 2026 period on 10/16/2026. This was the only submission for the quarter.

In the Q3 2026 filing, Wealthbridge Capital Management reported a managed portfolio value of 514.63 M, consisting of 250 individual positions.

This page displays the raw filing documents. To see which stocks Wealthbridge Capital Management bought or sold during Q3 2026, please visit Wealthbridge Capital Management's Portfolio Analysis page.