Bridgewater Advisors Portfolio holdings
Bridgewater Advisors is an independent New York wealth manager for affluent families, combining investing, financial planning and tax advice. Milton Stern and Leo Marzen founded the firm, and Marzen remains its managing partner. It invests for the long term, spreads portfolios across asset classes, sectors and regions, checks on its outside managers on an ongoing basis, and manages portfolios with taxes in mind. Its clients are families, executives, entrepreneurs, attorneys and academics, many going through major life changes.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$27.3M |
| 2 |
Avantis U.S. Quality ETF
AVUQ
|
+$18.4M |
| 3 |
Baldwin Insurance Group
BWIN
|
+$15.8M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$14.1M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$6.95M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Information Technology ETF
VGT
|
+$20.9M |
| 2 |
U.S. High Relative Profitability Portfolio ETF Class Shares
DUHP
|
+$16.7M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$7.34M |
| 4 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
+$7.23M |
| 5 |
JPMorgan Municipal ETF
JMUB
|
+$6.83M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 65.19% |
| 2 | Technology | 11.85% |
| 3 | Financials | 7.68% |
| 4 | Communication Services | 4.13% |
| 5 | Consumer Discretionary | 3.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
126
FedEx
FDX
$74.8B
| $1.39M | 0.08% |
4,501
+3,631
| +417% | +$1.32M |
2025 Q3
3 quarters
|
|
127
Thermo Fisher Scientific
TMO
$259B
| $1.37M | 0.07% |
2,380
+12
| +0.5% | +$5.76K |
2025 Q1
5 quarters
|
|
128
Uber
UBER
$141B
| $1.36M | 0.07% |
18,965
+10,725
| +130% | +$786K |
2025 Q1
5 quarters
|
|
129
Toronto Dominion Bank
TD
$202B
| $1.31M | 0.07% |
10,811
+186
| +2% | +$20.4K |
2024 Q2
8 quarters
|
|
130
US Bancorp
USB
$94.2B
| $1.29M | 0.07% |
20,503
-37
| -0.2% | -$2.07K |
2013 Q4
50 quarters
|
|
131
DXC Technology
DXC
$2.31B
| $1.29M | 0.07% |
119,277
+852
| +0.7% | +$8.83K |
2021 Q2
20 quarters
|
|
132
Stryker
SYK
$119B
| $1.26M | 0.07% |
3,809
+1,850
| +94% | +$583K |
2025 Q1
5 quarters
|
|
133
KB Financial Group
KB
$39.4B
| $1.26M | 0.07% |
10,504
+2,054
| +24% | +$217K |
2025 Q1
5 quarters
|
|
134
Invesco S&P 500 Pure Growth ETF
RPG
$1.73B
| $1.26M | 0.07% |
22,000
| – | – |
2023 Q3
11 quarters
|
|
135
Philip Morris
PM
$307B
| $1.26M | 0.07% |
6,701
+40
| +0.6% | +$6.94K |
2025 Q1
5 quarters
|
|
136
Dimensional US Large Cap Value ETF
DFLV
$7.43B
| $1.26M | 0.07% |
30,630
| – | – |
2025 Q1
5 quarters
|
|
137
3M
MMM
$96B
| $1.23M | 0.07% |
8,114
-100
| -1% | -$15.2K |
2025 Q1
5 quarters
|
|
138
Seagate
STX
$125B
| $1.23M | 0.07% |
1,534
+57
| +4% | +$43.5K |
2025 Q3
3 quarters
|
|
139
Nucor
NUE
$58.7B
| $1.23M | 0.07% |
4,831
+30
| +0.6% | +$6.79K |
2025 Q1
5 quarters
|
|
140
Vanguard Morningstar Value ETF
VTV
$197B
| $1.22M | 0.07% |
5,525
-84
| -1% | -$17.5K |
2025 Q1
5 quarters
|
|
141
iShares Russell 1000 Value ETF
IWD
$84.7B
| $1.19M | 0.06% |
4,663
-242
| -5% | -$56.4K |
2025 Q1
5 quarters
|
|
142
Danaher
DHR
$163B
| $1.15M | 0.06% |
5,862
-71
| -1% | -$12.9K |
2025 Q1
5 quarters
|
|
143
Salesforce
CRM
$179B
| $1.1M | 0.06% |
5,920
+3,273
| +124% | +$576K |
2025 Q1
5 quarters
|
|
144
Woori Financial
WF
$17.1B
| $1.09M | 0.06% |
15,751
+2,815
| +22% | +$183K |
2024 Q2
8 quarters
|
|
145
Oracle
ORCL
$396B
| $1.09M | 0.06% |
7,677
-2,696
| -26% | -$489K |
2025 Q1
5 quarters
|
|
146
DexCom
DXCM
$30.4B
| $1.08M | 0.06% |
12,347
+26
| +0.2% | +$1.73K |
2024 Q2
8 quarters
|
|
147
MetLife
MET
$64B
| $1.07M | 0.06% |
11,146
+7,064
| +173% | +$570K |
2025 Q1
5 quarters
|
|
148
Energy Transfer Partners
ET
$66.9B
| $1.07M | 0.06% |
52,833
+3
| +0% | +$58 |
2021 Q2
20 quarters
|
|
149
Abbott
ABT
$186B
| $1.06M | 0.06% |
9,917
-264
| -3% | -$24.1K |
2024 Q2
8 quarters
|
|
150
Shopify
SHOP
$189B
| $1.05M | 0.06% |
9,015
-43
| -0.5% | -$4.91K |
2025 Q1
5 quarters
|
|
Similar funds
Bridgewater Advisors's Q2 2026 Portfolio in Review
As of Q2 2026, Bridgewater Advisors held 497 positions worth $1.84B, up 9.3% from $1.68B the previous quarter. Its ten largest holdings account for 44% of the portfolio.
Bridgewater Advisors deployed $94.9M of net new capital in Q2 2026, opening 41 new positions and adding to 239 existing holdings. Its largest new stake was Avantis U.S. Quality ETF: 286,749 shares worth $19.1M.
By sector, the portfolio is most concentrated in Miscellaneous at 65% of assets, down from 67% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Vanguard Information Technology ETF, an estimated $20.9M trimmed.
- Bridgewater Advisors's largest Q2 2026 buy was Avantis U.S. Quality ETF: 286,749 shares worth $19.1M.
- Bridgewater Advisors added most to Avantis Emerging Markets Equity ETF in Q2 2026, an estimated $27.3M increase.
- Bridgewater Advisors's biggest Q2 2026 reduction was Vanguard Information Technology ETF, cutting an estimated $20.9M.
- Bridgewater Advisors fully exited Crown Castle in Q2 2026, selling an estimated $512K.
- Bridgewater Advisors's ten largest holdings make up 44% of its $1.84B portfolio in Q2 2026.
- Bridgewater Advisors opened 41 new positions and closed 19 in Q2 2026.
- Bridgewater Advisors's portfolio value rose 9.3% quarter-over-quarter to $1.84B.
Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.