Long-term investor
Wealthbridge Capital Management, LLC @wealthbridgecapitalmanag
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001767313).
Record
- Tracked since 2025-06-30 (434 days), 81 trades recorded
- Returns: week n/a · month n/a · 90 days +12.1% · 6 months +11.7% · 1 year +20.1% · all +20.1%
- Max drawdown -2.5% · Sharpe 1.10 · win rate 26% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 10.0% · long · since 2025-06-30
- RSP · 4.9% · long · since 2025-06-30
- SPY · 4.8% · long · since 2025-06-30
- BKLC · 4.4% · long · since 2025-06-30
- 46090E103 · 4.4% · long · since 2025-06-30
- AAPL · 3.1% · long · since 2025-06-30
- BRK-B · 2.8% · long · since 2025-06-30
- AMZN · 2.4% · long · since 2025-06-30
- NVDA · 2.3% · long · since 2025-06-30
- IGM · 2.2% · long · since 2025-06-30
- GOOG · 1.9% · long · since 2025-06-30
- VYM · 1.8% · long · since 2025-06-30