WealthBridge Capital Management, LLC

CIK 0001767313 · Q2 2026

13F Equity AUM

$503.1M

+15.9% QoQ

Positions

235

+14 QoQ

AUM Rank

#4,912

Top 39%

Skill Alpha (FF)

-0.9%/yr^ns

No Clear Edge

Rank #4,116 · Top 50%

vs S&P -2.1%/yr (unadj.)

Quarters Tracked

~7 years

Portfolio Concentration

Top 5: 28.6%Top 10: 41.3%Top 20: 56.1%

IVV10.0%

RSP4.9%

SPY4.8%

BKLC4.4%

NDQ4.4%

AAPL3.1%

BRK/B2.8%

AMZN2.4%

NVDA2.3%

IGM2.1%

Others (225)58.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services75.2%

Technology8.6%

Communication Services3.5%

Consumer Cyclical3.2%

Industrials3.1%

Healthcare2.5%

Other3.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 235Median: 0.13%Avg: 0.43%

0–0.5%

194(28.4%)

0.5–1%

18(12.4%)

1–3%

17(27.5%)

3–5%

5(21.7%)

5%+

1(10.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 235vs 20 funds

0%Low

235

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New27Increased103Decreased71Exited13

New Positions

PTH0.4%

+37K

PGR0.3%

+7K

EFA0.2%

+10K

WDC0.1%

+786

CLX0.1%

+5K

GCC0.1%

+23K

FBT0.1%

+2K

LAMR0.1%

+3K

FTXR0.1%

+8K

SPMO0.1%

+2K

Increased

HDV0.2%

+30K(+422%)

IWF0.6%

+18K(+305%)

NOBL0.3%

+15K(+100%)

FGD0.6%

+14K(+17%)

GOVI0.3%

+13K(+34%)

PAVE1.2%

+12K(+14%)

VO0.2%

+11K(+298%)

BKLC4.4%

+10K(+7%)

FSIG0.4%

+8K(+9%)

FPE0.4%

+7K(+7%)

Decreased

SHLD0.1%

-17,596(-60%)

STWD0.1%

-15,026(-25%)

MADE0.4%

-12,953(-22%)

VBF0.4%

-5,466(-4%)

QLD0.2%

-5,313(-32%)

NUV0.1%

-5,000(-14%)

BTT0.9%

-4,685(-2%)

USMV1.0%

-4,246(-7%)

TRFK0.3%

-4,071(-20%)

RSPS0.3%

-2,990(-5%)

Exited

-8,966

-36,435

-9,365

-5,290

-407

-2,268

-7,080

-6,859

-2,175

-2,587

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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