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Robert Faulkner

Wealthbridge Capital Management, Llc

Assets Managed
$503.13M
Holdings
235
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
15.89%(2Q avg: 7.4%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealthbridge Capital Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 235 positions.

Assets under management

The assets under management (AUM) of Wealthbridge Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 503.13M in assets, with a quarterly growth rate of 15.89% and a 2-quarter average growth rate of 7.4%. The portfolio is managed by Robert Faulkner, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 3.14%
9.99%
$50.261M
67,115 shares@ $748.89 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 2.02%
4.9%
$24.634M
115,779 shares@ $212.77 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.72%
4.83%
$24.295M
32,533 shares@ $746.78 avg price
BKLC
Bny Mellon Us Lrg Cap Cor
Recent Activity
Increased 6.79%
4.45%
$22.344M
155,823 shares@ $143.4 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 3.31%
4.43%
$22.287M
30,264 shares@ $736.41 avg price
AAPL
Apple Inc
Recent Activity
Increased 7.8%
3.15%
$15.826M
54,692 shares@ $289.36 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -7.29%
2.82%
$14.158M
28,293 shares@ $500.4 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.32%
2.36%
$11.849M
49,716 shares@ $238.35 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.11%
2.26%
$11.368M
56,812 shares@ $200.1 avg price
IGM
Ishares Expanded Tech Sector
Recent Activity
Decreased -2.43%
2.16%
$10.824M
66,166 shares@ $163.59 avg price

1-10 of 235