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Robert Faulkner

Wealthbridge Capital Management, Llc

Assets Managed
$434.15M
Holdings
221
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
-1.09%(2Q avg: 0.96%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealthbridge Capital Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 221 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 434.15M in assets, with a quarterly growth rate of -1.09% and a 2-quarter average growth rate of 0.96%. The portfolio is managed by Robert Faulkner, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.12%
9.8%
$42.51M
65,078 shares@ $653.22 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 2.59%
5.02%
$21.78M
113,487 shares@ $191.92 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.67%
4.84%
$21.008M
32,303 shares@ $650.35 avg price
BKLC
Bny Mellon Us Lrg Cap Cor
Recent Activity
Decreased -1.14%
4.2%
$18.212M
145,919 shares@ $124.81 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -1.54%
3.9%
$16.909M
29,296 shares@ $577.18 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -3.04%
3.37%
$14.625M
30,519 shares@ $479.21 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.5%
2.97%
$12.876M
50,735 shares@ $253.8 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.82%
2.4%
$10.388M
49,876 shares@ $208.28 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.22%
2.31%
$10.02M
57,453 shares@ $174.4 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -1.61%
2.12%
$9.189M
21,356 shares@ $430.29 avg price

1-10 of 221