Wealth Bridge Capital Management, LLC Portfolio Holdings
Wealth Bridge Capital Management, LLC
- $384 Million
- Q2 2025
Wealth Bridge Capital Management, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $384 Million distributed in 210 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $38.2M, Invesco S&P 500 Equal Weight E with a value of $20.2M, Spdr S&P 500 ETF Trust with a value of $19.9M, Bny Mellon ETF Tr Us Large Cap with a value of $16.7M, and Berkshire Hathaway Inc Class B with a value of $16.2M.
Examining the 13F form we can see an increase of $35.8M in the current position value, from $348M to 384M.
Wealth Bridge Capital Management, LLC is based out at Westerville, OH
Below you can find more details about Wealth Bridge Capital Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 210
- Current Value $384 Million
- Prior Value $348 Million
- Filing
- Period Q2 2025
- Filing Date August 12, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 19 stocks
- Additional Purchases 101 stocks
- Sold out of 0 stocks
- Reduced holdings in 64 stocks