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 | |
|---|---|---|---|---|---|---|---|
151
Enterprise Products Partners
EPD
$80.1B
| $1.03M | 0.06% |
27,108
| – | – |
2025 Q3
3 quarters
|
|
152
Amphenol
APH
$197B
| $1.02M | 0.06% |
12,538
-88
| -0.7% | -$6.34K |
2025 Q1
5 quarters
|
|
153
United Rentals
URI
$68.4B
| $1.02M | 0.06% |
912
+6
| +0.7% | +$5.71K |
2025 Q1
5 quarters
|
|
154
iShares MSCI Norway ETF
ENOR
$329M
| $1.01M | 0.05% |
29,055
| – | – |
2021 Q1
21 quarters
|
|
155
IES Holdings
IESC
$7.31B
| $996K | 0.05% |
2,748
-3,938
| -59% | -$1.27M |
2025 Q1
5 quarters
|
|
156
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.5B
| $996K | 0.05% |
1,435
| – | – |
2025 Q1
5 quarters
|
|
157
iShares MSCI Emerging Markets ETF
EEM
$28.1B
| $996K | 0.05% |
15,485
+8,679
| +128% | +$567K |
2013 Q4
50 quarters
|
|
158
Texas Instruments
TXN
$275B
| $992K | 0.05% |
3,688
-2
| -0.1% | -$555 |
2025 Q1
5 quarters
|
|
159
SAP
SAP
$270B
| $991K | 0.05% |
5,225
+1,028
| +24% | +$175K |
2025 Q1
5 quarters
|
|
160
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.78B
| $986K | 0.05% |
15,843
-1,756
| -10% | -$104K |
2023 Q1
13 quarters
|
|
161
EQT Corp
EQT
$32.5B
| $981K | 0.05% |
18,630
+14,904
| +400% | +$836K |
2026 Q1
1 quarter
|
|
162
iShares Europe ETF
IEV
$1.61B
| $970K | 0.05% |
13,000
| – | – |
2024 Q3
7 quarters
|
|
163
Corning
GLW
$96.6B
| $963K | 0.05% |
6,604
+59
| +0.9% | +$10.7K |
2025 Q1
5 quarters
|
|
164
Avantis Responsible International Equity ETF
AVSD
$384M
| $962K | 0.05% |
11,804
+453
| +4% | +$35.7K |
2025 Q1
5 quarters
|
|
165
Qualcomm
QCOM
$186B
| $955K | 0.05% |
6,304
+109
| +2% | +$20.4K |
2022 Q2
16 quarters
|
|
166
Vanguard FTSE Developed Markets ETF
VEA
$229B
| $952K | 0.05% |
13,398
+154
| +1% | +$10.7K |
2021 Q1
21 quarters
|
|
167
Dimensional International Sustainability Core 1 ETF
DFSI
$1.2B
| $941K | 0.05% |
20,366
+562
| +3% | +$25.3K |
2025 Q1
5 quarters
|
|
168
iShares Core MSCI EAFE ETF
IEFA
$192B
| $931K | 0.05% |
9,431
+663
| +8% | +$63.7K |
2025 Q1
5 quarters
|
|
169
iShares MSCI Sweden ETF
EWD
$1.17B
| $930K | 0.05% |
17,685
| – | – |
2021 Q1
21 quarters
|
|
170
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
| $926K | 0.05% |
3,090
-70
| -2% | -$20.1K |
2025 Q1
5 quarters
|
|
171
Citigroup
C
$202B
| $925K | 0.05% |
7,069
+235
| +3% | +$30.6K |
2025 Q1
5 quarters
|
|
172
Marsh
MRSH
$98.4B
| $921K | 0.05% |
4,790
-86
| -2% | -$14.4K |
2025 Q1
5 quarters
|
|
173
CrowdStrike
CRWD
$231B
| $915K | 0.05% |
5,719
-977
| -15% | -$139K |
2025 Q1
5 quarters
|
|
174
iShares MSCI Switzerland ETF
EWL
$3.12B
| $905K | 0.05% |
14,330
| – | – |
2021 Q1
21 quarters
|
|
175
Adobe
ADBE
$92.1B
| $903K | 0.05% |
3,593
-205
| -5% | -$48.6K |
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.