WealthBridge Capital Management, LLC
Annual return '25
+15.8%
SPY '25
+17.7%
Alpha
-1.9ptsvs SPY
Invested
$434.2M
Holdings
220
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q1 2026: Sold 50.8% (1.9k → 952 shares)
9.8%
02
$RSP
INVESCO EXCHANGE TRADED FD T
Q1 2026: Increased +76.4% (432 → 762 shares)
5.0%
03
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: New position (2.1k shares)
4.8%
04
$BKLC
BNY MELLON ETF TRUST
Held since at least Q1 2024
4.2%
05
$NDQ
INVESCO QQQ TR
Q1 2026: Sold 23.6% (2.8k → 2.2k shares)
3.9%
06
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: Sold 1.5% (23.9k → 23.6k shares)
3.4%
07
$AAPL
APPLE INC
Q1 2026: Increased +0.9% (53.9k → 54.4k shares)
3.0%
08
$AMZN
AMAZON COM INC
Q1 2026: Increased +1.9% (36.4k → 37.1k shares)
2.4%
09
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +313.0% (14.6k → 60.2k shares)
2.3%
10
$GQ9
SPDR GOLD TR
Q1 2026: Sold 7.3% (25.2k → 23.3k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:09 UTC.