Bridgewater Advisors Inc. Portfolio Stock Holdings
Bridgewater Advisors Inc. disclosed 456 stock positions valued at approximately $1.7 billion in its latest SEC 13F filing. The largest holdings include AMERICAN CENTY ETF TR, J P MORGAN EXCHANGE TRADED F, and AMERICAN CENTY ETF TR. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 456
- Portfolio Value
- $1.7B
Holdings by Sector
Bridgewater Advisors Inc. Portfolio Holdings in Q1 2026
451 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVLV | Other | 6.24% | 1,189,165 | +38,587 | +3.35% | $104,967,552 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 5.77% | 1,919,555 | +51,567 | +2.76% | $96,975,927 |
| AMERICAN CENTY ETF TR | AVUS | Other | 5.67% | 762,310 | +61,598 | +8.79% | $95,349,696 |
| VANGUARD INDEX FDS | VTI | Other | 5.19% | 239,288 | +14,436 | +6.42% | $87,270,773 |
| J P MORGAN EXCHANGE TRADED F | JBND | Other | 5.15% | 1,622,258 | +376,275 | +30.20% | $86,515,030 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 4.85% | 987,957 | +107,920 | +12.26% | $81,565,729 |
| APPLE INC | AAPL | Technology | 3.84% | 216,109 | +27,281 | +14.45% | $64,588,489 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 3.50% | 1,414,582 | +93,206 | +7.05% | $58,903,193 |
| AMERICAN CENTY ETF TR | AVDE | Other | 3.00% | 551,646 | +39,906 | +7.80% | $50,403,892 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.34% | 52,999 | +609 | +1.16% | $39,341,920 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 2.30% | 967,302 | +54,984 | +6.03% | $38,595,365 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 1.90% | 627,358 | -62,262 | -9.03% | $31,919,970 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 1.76% | 778,819 | -102,225 | -11.60% | $29,661,309 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 1.73% | 580,164 | +124,986 | +27.46% | $29,135,858 |
| NVIDIA CORPORATION | NVDA | Technology | 1.71% | 127,178 | -5,676 | -4.27% | $28,720,518 |
| MICROSOFT CORP | MSFT | Technology | 1.65% | 68,351 | -1,512 | -2.16% | $27,696,500 |
| ALPHABET INC | GOOGL | Communication Services | 1.55% | 64,782 | -3,985 | -5.79% | $26,002,126 |
| INVESCO QQQ TR | QQQ | Other | 1.52% | 35,708 | -8,955 | -20.05% | $25,521,064 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.17% | 72,988 | +1,559 | +2.18% | $19,716,209 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 1.11% | 544,727 | -146,279 | -21.17% | $18,646,017 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 1.03% | 49,922 | +2,491 | +5.25% | $17,374,975 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 1.03% | 436,182 | +23,842 | +5.78% | $17,338,228 |
| META PLATFORMS INC | META | Communication Services | 0.91% | 24,902 | -112 | -0.45% | $15,355,189 |
| ALPHABET INC | GOOG | Communication Services | 0.91% | 38,451 | -1,931 | -4.78% | $15,343,567 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.91% | 98,439 | +3,966 | +4.20% | $15,297,422 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.84% | 185,342 | +8,946 | +5.07% | $14,178,627 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.83% | 28,019 | -17,987 | -39.10% | $13,929,384 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.81% | 257,917 | +335 | +0.13% | $13,574,169 |
| VANGUARD INDEX FDS | VOO | Other | 0.78% | 19,142 | +550 | +2.96% | $13,062,770 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.77% | 43,341 | +552 | +1.29% | $13,013,265 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.53% | 204,966 | -1,636 | -0.79% | $8,858,647 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.53% | 18,233 | -383 | -2.06% | $8,852,292 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.51% | 37,244 | -554 | -1.47% | $8,516,945 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.50% | 8,811 | -513 | -5.50% | $8,389,183 |
| EXXON MOBIL CORP | XOM | Energy | 0.49% | 54,700 | -2,892 | -5.02% | $8,290,895 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.48% | 85,004 | -2,548 | -2.91% | $8,065,195 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.48% | 11 | - | - | $8,002,501 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.43% | 18,249 | -862 | -4.51% | $7,295,874 |
| BROADCOM INC | AVGO | Technology | 0.43% | 17,445 | +397 | +2.33% | $7,270,722 |
| KLA CORP | KLAC | Technology | 0.43% | 3,947 | -294 | -6.93% | $7,252,118 |
| AON PLC | AON | Financial Services | 0.40% | 21,857 | +21,857 | +100.00% | $6,785,112 |
| NETFLIX INC. | NFLX | Communication Services | 0.40% | 77,331 | +11,588 | +17.63% | $6,771,097 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.39% | 13,306 | -260 | -1.92% | $6,528,445 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.37% | 76,773 | -33 | -0.04% | $6,197,126 |
| MUELLER INDS INC | MLI | Industrials | 0.36% | 43,736 | -3,703 | -7.81% | $6,103,372 |
| TESLA INC | TSLA | Consumer Cyclical | 0.35% | 13,275 | -623 | -4.48% | $5,911,004 |
| VISA INC | V | Financial Services | 0.31% | 16,055 | -815 | -4.83% | $5,142,668 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.30% | 21,659 | -945 | -4.18% | $4,990,777 |
| ISHARES TR | IVV | Other | 0.28% | 6,229 | +65 | +1.05% | $4,645,161 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 0.26% | 108,245 | +10,443 | +10.68% | $4,374,178 |
| WORLD GOLD TR | GLDM | Other | 0.25% | 45,958 | - | - | $4,263,983 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.25% | 48,338 | -1,392 | -2.80% | $4,242,710 |
| ELI LILLY & CO | LLY | Healthcare | 0.24% | 4,051 | +110 | +2.79% | $4,115,008 |
| CUMMINS INC | CMI | Industrials | 0.24% | 5,766 | -284 | -4.69% | $4,088,536 |
| CISCO SYS INC | CSCO | Technology | 0.24% | 40,004 | -2,760 | -6.45% | $4,056,842 |
| ISHARES TR | EFA | Other | 0.23% | 37,857 | -772 | -2.00% | $3,930,692 |
| ROCKET COS INC | RKT | Financial Services | 0.23% | 286,808 | +45,806 | +19.01% | $3,874,317 |
| SPDR GOLD TR | GLD | Other | 0.21% | 8,242 | -532 | -6.06% | $3,548,353 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.21% | 4,298 | +4 | +0.09% | $3,454,089 |
| APPLIED MATLS INC | AMAT | Technology | 0.20% | 7,891 | -808 | -9.29% | $3,414,039 |
| CARDINAL HEALTH INC | CAH | Healthcare | 0.20% | 18,547 | -1,954 | -9.53% | $3,379,132 |
| SERVICENOW INC | NOW | Technology | 0.19% | 35,958 | +4,675 | +14.94% | $3,130,119 |
| WALMART INC | WMT | Consumer Defensive | 0.18% | 23,492 | -128 | -0.54% | $3,088,443 |
| VANGUARD WORLD FD | VGT | Other | 0.18% | 27,210 | +23,796 | +697.01% | $3,087,019 |
| CBOE GLOBAL MKTS INC | CBOE | Financial Services | 0.18% | 8,151 | -910 | -10.04% | $2,988,850 |
| DISNEY WALT CO | DIS | Communication Services | 0.18% | 28,305 | -425 | -1.48% | $2,969,195 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.17% | 6,505 | -385 | -5.59% | $2,897,933 |
| MERCK & CO INC | MRK | Healthcare | 0.16% | 23,809 | +53 | +0.22% | $2,701,170 |
| KAYNE ANDERSON ENERGY INFRST | KYN | Financial Services | 0.16% | 190,006 | +1,073 | +0.57% | $2,682,885 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.15% | 8,226 | -341 | -3.98% | $2,541,828 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.15% | 37,725 | -150 | -0.40% | $2,483,846 |
| IES HOLDINGS INC | IESC | Industrials | 0.13% | 3,343 | - | - | $2,265,819 |
| BANK AMERICA CORP | BAC | Financial Services | 0.13% | 45,034 | -359 | -0.79% | $2,244,502 |
| QUANTA SVCS INC | PWR | Industrials | 0.13% | 2,897 | -57 | -1.93% | $2,214,945 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.13% | 10,288 | -744 | -6.74% | $2,184,118 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.13% | 15,827 | -2,852 | -15.27% | $2,183,235 |
| CATERPILLAR INC | CAT | Industrials | 0.13% | 2,420 | +22 | +0.92% | $2,183,130 |
| INTEL CORP | INTC | Technology | 0.13% | 18,141 | -4,048 | -18.24% | $2,182,136 |
| ASML HLDG NV | ASML | Other | 0.13% | 1,371 | +43 | +3.24% | $2,169,109 |
| VANGUARD INDEX FDS | VO | Other | 0.13% | 28,143 | +20,056 | +248.00% | $2,168,124 |
| ISHARES TR | IGIB | Other | 0.12% | 39,162 | -186 | -0.47% | $2,078,719 |
| VANGUARD INDEX FDS | VUG | Other | 0.12% | 23,567 | +17,992 | +322.73% | $2,062,369 |
| ABBVIE INC | ABBV | Healthcare | 0.12% | 9,803 | -299 | -2.96% | $2,043,827 |
| BLACKSTONE INC | BX | Financial Services | 0.12% | 17,054 | -225 | -1.30% | $2,030,439 |
| ESSENTIAL UTILS INC | WTRG | Utilities | 0.12% | 54,481 | -123 | -0.23% | $2,022,477 |
| ORACLE CORP | ORCL | Technology | 0.12% | 10,373 | -1,532 | -12.87% | $1,968,310 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.12% | 10,947 | -619 | -5.35% | $1,935,931 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.11% | 6,700 | -309 | -4.41% | $1,847,303 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.11% | 1,785 | +45 | +2.59% | $1,843,682 |
| DT MIDSTREAM INC | DTM | Energy | 0.11% | 12,257 | -1,318 | -9.71% | $1,774,524 |
| PFIZER INC | PFE | Healthcare | 0.10% | 67,640 | +2,450 | +3.76% | $1,755,922 |
| BOEING CO | BA | Industrials | 0.10% | 7,331 | -122 | -1.64% | $1,750,846 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.10% | 5,503 | -330 | -5.66% | $1,664,826 |
| RTX CORPORATION | RTX | Industrials | 0.10% | 9,287 | +63 | +0.68% | $1,654,159 |
| MORGAN STANLEY | MS | Financial Services | 0.10% | 8,367 | +2,035 | +32.14% | $1,621,729 |
| VANGUARD STAR FDS | VXUS | Other | 0.09% | 18,362 | +100 | +0.55% | $1,562,239 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.09% | 16,276 | -1 | -0.01% | $1,543,810 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 0.09% | 5,248 | +1 | +0.02% | $1,543,662 |
| NOVARTIS AG | NVS | Healthcare | 0.09% | 10,249 | -870 | -7.82% | $1,534,788 |
| ROYAL BK CDA | RY | Financial Services | 0.09% | 8,479 | -1,395 | -14.13% | $1,525,589 |