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Portfolio (Quarterly) Guide ↗

WealthBridge Capital Management, LLC

· CIK 0001767313
13F Portfolio $434M AUM 221 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 81 Added 71 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 PGR PROGRESSIVE CORP Financial Services 3,884 $884K 0.20% SOLD
2 UNH UNITEDHEALTH GROUP INC Healthcare 1,067 $352K 0.08% SOLD
3 FTXL FIRST TR EXCHANGE TRADED FD 2,314 $300K 0.07% SOLD
4 AGILON HEALTH INC 34,822 $24K 0.01% SOLD
Sector Allocation
Financial Services 43.2%
Technology 19.1%
Communication Services 9.2%
Consumer Cyclical 8.7%
Industrials 6.8%
Healthcare 6.0%
Energy 2.4%
Consumer Defensive 1.9%
Utilities 1.4%
Real Estate 1.2%