Bridgewater Advisors Q2 2026 Investment Changes

As reported by InsiderSet, Bridgewater Advisors Inc. managed a portfolio valued at $1.77 billion as of June 30, 2026. The fund's holdings reflect its focus on specific sectors and individual stocks.

The sector allocation shows Technology comprising approximately 12% ($213 million) and Financial Services around 8% ($145 million) of the portfolio, highlighting these areas as significant investment focuses. Other notable allocations include Communication Services (4%), Consumer Cyclical (3%), and Healthcare (2%).

This quarter saw several significant purchases, most notably in Dimensional ETF Trust's AVEM fund, which increased its position by 348% to $34.4 million worth of holdings (DFAI). Other substantial buys included American Century ETF TR funds (AVLV and AVUS) with increases of about 1.59% and 6.34% respectively, JPMorgan ETFs (JPST and JBND) adding approximately 7.17% and 6.19%, Vanguard ETFs like VCIT growing by around 5.76%, and KLA Corp (KLAC) seeing a massive increase of over 900%.

Conversely, Bridgewater Advisors also divested from certain holdings, though specific details regarding the percentage change in value for these exits are not provided. The fund exited Dimensional ETF Trust's DUHP and DFAE funds (DUHP), JPMorgan ETFs (JMUB, JMST, and SCHF) with percentage decreases ranging from -23.38% to -42.86%, and the Dimensional fund DFIC (DFIC) decreased by 14.39%. Additionally, they sold shares of The Baldwin Insurance Group Inc. (BWIN) (-43.32%) and exited SCHWAB STRATEGIC TR ETF (SCHF). No such activity is disclosed in this filing.

The portfolio's structure indicates a focus on specific Exchange Traded Funds (ETFs), with American Century funds, JPMorgan ETFs, and Dimensional Trust holdings being prominent. The fund also holds individual stocks like Apple (AAPL) and KLA Corp (KLAC). The top holdings by weight reveal a concentration in certain funds, with American Century ETF TR (AVLV), JPMorgan Exchange Traded Fund (JPST), Vanguard Scottsdale fund (VCIT), and Dimensional ETF Trust (DFAI) leading the list.

Furthermore, portfolio indicators suggest active trading. Bridgewater Advisors has a history of changing positions frequently (Bridgewater) and is known for both large purchases (like AVEM) and significant sales (noted in indicators). The fund's holdings include 469 distinct stocks, with the top five positions accounting for approximately 27.65% of the total portfolio value.