WealthBridge Capital Management, LLC

Q1 2025 13F Holdings

  • Location
    westerville, OH
  • Num holdings

    201

  • Value ($000)

    $353,917

  • Date Filed
    04/25/2025
  • Form type
    13F-HR
  • CIK
    0001767313
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
$33.44M
9 %

59,520

RSP
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
$18.79M
5 %

108,462

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
$17.75M
5 %

33,329

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$17.69M
5 %

31,616

BKLC
BKLC

BNY MELLON ETF TRUST

US LRG CP CORE
$14.07M
4 %

132,302

AAPL
AAPL

APPLE INC

COM
$12.15M
3 %

54,706

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$11.31M
3 %

24,128

AMZN
AMZN

AMAZON COM INC

COM
$9.67M
3 %

50,830

VYM
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
$7.17M
2 %

55,615

IGM
IGM

ISHARES TR

EXPND TEC SC ETF
$6.29M
2 %

69,360

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