Fund HoldingsWealthBridge Capital Management, LLC

Total Portfolio Value
$503.13M
Total Bought
$85.52M
Total Sold
$52.04M
Net Transaction
+$33.48M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ISHARES TR067,115+67,115050,2619.99%+50,261
INVESCO QQQ TR030,264+30,264022,2874.43%+22,287
ISHARES TR
MSCI USA MIN ETF
054,152+54,15205,2241.04%+5,224
SELECT SECTOR SPDR TR
ST STR INDL ETF
024,963+24,96304,6240.92%+4,624
BNY MELLON ETF TRUST
US LRG CP CORE
0155,823+155,823022,3444.44%+22,344
STATE STR SPDR S&P 500 ETF T(SPY)032,533+32,533024,2954.83%+24,295
APPLE INC(AAPL)054,692+54,692015,8263.15%+15,826
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
113,487115,779+2,29221,78024,6344.90%+2,854
ISHARES TR066,166+66,166010,8242.15%+10,824
INVESCO EXCHANGE TRADED FD T
DORS WR HEAL ETF
036,956+36,95602,2080.44%+2,208
ISHARES TR030,218+30,21807,6221.51%+7,622
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
45,52451,937+6,4135,0436,9211.38%+1,877
ISHARES TR
US MANUF ETF
047,128+47,12801,8600.37%+1,860
FIRST TR EXCHANGE-TRADED FD
LTD DUR INVT ETF
096,278+96,27801,8150.36%+1,815
SPDR SERIES TRUST
SP KENSHO FINAL
015,172+15,17201,8130.36%+1,813
TEMA ETF TRUST026,441+26,44101,6620.33%+1,662
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
38,27040,975+2,7056,2607,8571.56%+1,597
PROGRESSIVE CORP(PGR)07,265+7,26501,5870.32%+1,587
ELI LILLY & CO(LLY)05,578+5,57806,6901.33%+6,690
ALPHABET INC(GOOG)027,277+27,27709,6381.92%+9,638
AMAZON COM INC(AMZN)049,716+49,716011,8492.36%+11,849
GLOBAL X FDS
US INFR DEV ETF
89,846102,030+12,1844,5656,0121.19%+1,447
SPDR SERIES TRUST
ST STR SP AERO
05,074+5,07401,4400.29%+1,440
MICRON TECHNOLOGY INC(MU)1,8501,739-1116252,0070.40%+1,382
NVIDIA CORPORATION(NVDA)056,812+56,812011,3682.26%+11,368
GOLDMAN SACHS ETF TR
TECHN OPPOR ETF
026,492+26,49201,3190.26%+1,319
SPDR SERIES TRUST
SP KENSHO FUTR
010,362+10,36201,1640.23%+1,164
PREFORMED LINE PRODS CO(PLPC)7,6117,61102,0613,1250.62%+1,064
ISHARES TR010,080+10,08001,0470.21%+1,047
INVESTMENT MANAGERS SER TR I
AXS ES NE EC ETF
09,699+9,69909330.19%+933
EXCHANGE TRADED CONCEPTS TRU012,887+12,88708780.17%+878
SELECT SECTOR SPDR TR
ST STR TECHN ETF
04,594+4,59408750.17%+875
INVESCO EXCHANGE TRADED FD T
RAFI US 1500
76,87978,803+1,9243,5264,3950.87%+868
LAM RESEARCH CORP(LRCX)3,8443,84408211,6660.33%+844
VANGUARD INDEX FDS015,018+15,01805,5571.10%+5,557
ISHARES TR015,325+15,32504,6050.92%+4,605
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
04,930+4,93007480.15%+748
SPDR SERIES TRUST
ST STR SP DIV
04,482+4,48206820.14%+682
VANGUARD SPECIALIZED FUNDS30,94330,868-756,6557,3041.45%+649
ALPHABET INC(GOOG)08,821+8,82103,1530.63%+3,153
SELECT SECTOR SPDR TR
ST STR CARE ETF
03,946+3,94606260.12%+626
IRON MTN INC DEL(IRM)4,1308,055+3,9254221,0170.20%+596
VANGUARD WHITEHALL FDS57,65657,489-1678,5399,0851.81%+546
FIRST TR EXCHANGE-TRADED FD02,372+2,37207940.16%+794
CLOROX CO DEL(CLX)05,487+5,48705240.10%+524
WISDOMTREE TR(WT)023,026+23,02605220.10%+522
SELECT SECTOR SPDR TR
ST STR FINL ETF
09,405+9,40505040.10%+504
SCHWAB STRATEGIC TR019,204+19,20405030.10%+503
WESTERN DIGITAL CORP(WDC)0786+78605020.10%+502
LOCKHEED MARTIN CORP(LMT)4141,467+1,0532507470.15%+497
PACER FDS TR
DATA & DIGI REVO
016,454+16,45401,7560.35%+1,756
ABBVIE INC(ABBV)013,209+13,20903,3240.66%+3,324
LAMAR ADVERTISING CO(LAMR)03,013+3,01304700.09%+470
FIRST TR EXCHANGE-TRADED FD
DJ GLBL DIVID
86,237100,468+14,2312,7543,2140.64%+460
ISHARES TR023,863+23,86302,9630.59%+2,963
FIRST TR EXCHANGE-TRADED FD01,766+1,76604380.09%+438
EMERSON ELEC CO(EMR)035,718+35,71805,1131.02%+5,113
AMPHENOL CORP07,751+7,75101,3670.27%+1,367
SPDR SERIES TRUST
ST STR BLO 1 ETF
04,609+4,60904220.08%+422
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
015,341+15,34101,3780.27%+1,378
STATE STR SPDR S&P MIDCAP 40(MDY)4,4214,438+172,7273,1220.62%+395
FIRST TR EXCHANGE TRADED FD
NASDAQ TRANSN
08,436+8,43603840.08%+384
JPMORGAN CHASE & CO(JPM)010,503+10,50303,4380.68%+3,438
INVESCO EXCH TRADED FD TR II39,17352,381+13,2081,0691,4220.28%+353
VANGUARD INDEX FDS2,3732,524+1511,4181,7340.34%+316
INVESCO EXCH TRADED FD TR II01,932+1,93203120.06%+312
ISHARES TR03,739+3,73903090.06%+309
CATERPILLAR INC(CAT)840842+25958970.18%+302
SCHWAB STRATEGIC TR09,669+9,66903010.06%+301
SCHWAB STRATEGIC TR05,657+5,65702980.06%+298
BROADCOM INC(AVGO)05,005+5,00501,8900.38%+1,890
WISDOMTREE TR(WT)020,865+20,86502,7360.54%+2,736
VISA INC(V)05,506+5,50601,8890.38%+1,889
SCHWAB STRATEGIC TR08,116+8,11602750.05%+275
ISHARES U S ETF TR
SHOR MAT MUN ETF
05,328+5,32802680.05%+268
FIRST TR EXCHANGE-TRADED FD011,737+11,73701,8730.37%+1,873
SELECT SECTOR SPDR TR
ST STR ENERG ETF
04,916+4,91602610.05%+261
GOLDMAN SACHS GROUP INC(GS)9641,052+888161,0640.21%+249
MICROSOFT CORP(MSFT)013,263+13,26304,9470.98%+4,947
GLOBAL X FDS
ARTIFICIAL ETF
09,967+9,96706540.13%+654
STATE STR SPDR DOW JONES IND(DIA)04,175+4,17502,1810.43%+2,181
PALO ALTO NETWORKS INC(PANW)01,571+1,57105360.11%+536
CUMMINS INC(CMI)0337+33702410.05%+241
GE AEROSPACE(GE)01,765+1,76506600.13%+660
ADVANCED MICRO DEVICES INC(AMD)0405+40502350.05%+235
UNITEDHEALTH GROUP INC(UNH)0566+56602350.05%+235
STANLEY BLACK & DECKER INC(SWK)02,465+2,46502320.05%+232
INVESCO EXCH TRADED FD TR II
FLOAT RATE ETF
09,117+9,11702270.05%+227
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0474+47402260.04%+226
SELECT SECTOR SPDR TR
ST STR STAPL ETF
02,720+2,72002260.04%+226
CAPITAL GROUP INTL FOCUS EQT
SHS CREAT UNIT
06,479+6,47902240.04%+224
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
04,887+4,88702240.04%+224
SCHWAB STRATEGIC TR06,142+6,14202220.04%+222
HOWMET AEROSPACE INC(HWM)0821+82102210.04%+221
SCHWAB STRATEGIC TR07,906+7,90602190.04%+219
CROWDSTRIKE HLDGS INC(CRWD)0571+57104360.09%+436
ISHARES TR01,943+1,94302130.04%+213
VANECK ETF TRUST
HIGH YLD MUNIETF
22,08525,620+3,5351,1071,3200.26%+212
MASTEC INC(MTZ)0493+49302050.04%+205
VANGUARD WORLD FD
INF TECH ETF
06,298+6,29807530.15%+753
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