Bridgewater Advisors Inc.

NEW YORK, NY · CIK 1600319 · 13F filing filed 2026-08-05

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyNew York, NY

$1.8bn reported value +9.1% vs Q1 2026

478positions

44.3%in top 10

41 new 240 added 158 reduced 19 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	1,208,088	$112.5m6.13%	6.13%	Added +18.9k	+18,923 1.6%
2	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	810,647	$104.8m5.72%	5.72%	Added +48.3k	+48,337 6.3%
3	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	2,057,137	$103.7m5.65%	5.65%	Added +137.6k	+137,582 7.2%
4	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	255,661	$95.6m5.21%	5.21%	Added +16.4k	+16,373 6.8%
5	J P MORGAN EXCHANGE TRADED F ACTIVE BOND ETF JBND	JBND	1,722,643	$90.6m4.94%	4.94%	Added +100.4k	+100,385 6.2%
6	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	1,044,906	$84.8m4.62%	4.62%	Added +56.9k	+56,949 5.8%
7	APPLE INC COM AAPL	AAPL	215,688	$65.4m3.57%	3.57%	Reduced -421	-421 -0.2%
8	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	1,493,788	$63.1m3.44%	3.44%	Added +79.2k	+79,206 5.6%
9	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	607,391	$55.6m3.03%	3.03%	Added +55.7k	+55,745 10.1%
10	MICROSOFT CORP COM MSFT	MSFT	74,033	$36.1m1.97%	1.97%	Added +5.7k	+5,682 8.3%
11	J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL JMST	JMST	678,796	$34.5m1.88%	1.88%	Added +51.4k	+51,438 8.2%
12	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	381,114	$34.4m1.87%	1.87%	Added +296.1k	+296,110 348.4%
13	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	42,877	$32.5m1.77%	1.77%	Reduced -10.1k	-10,122 -19.1%
14	VANGUARD NY TAX FREE FDS TAX EXEMPT BD MUNY	MUNY	287,315	$29.2m1.59%	1.59%	Added +21.6k	+21,553 8.1%
15	ALPHABET INC CAP STK CL A GOOGL	GOOGL	76,085	$28.4m1.55%	1.55%	Added +11.3k	+11,303 17.4%
16	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	40,333	$28.1m1.53%	1.53%	Added +21.2k	+21,191 110.7%
17	NVIDIA CORPORATION COM NVDA	NVDA	128,408	$26.5m1.45%	1.45%	Added +1.2k	+1,230 1.0%
18	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	666,771	$25.5m1.39%	1.39%	Reduced -112.0k	-112,048 -14.4%
19	DIMENSIONAL ETF TRUST US HIGH PROFITAB US HIGH PROFITAB		548,221	$22.8m1.24%	1.24%	Reduced -419.1k	-419,081 -43.3%
20	J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF JMUB	JMUB	444,537	$22.1m1.20%	1.20%	Reduced -135.6k	-135,627 -23.4%
21	AMAZON COM INC COM AMZN	AMZN	76,356	$21.7m1.18%	1.18%	Added +3.4k	+3,368 4.6%
22	THE BALDWIN INSURANCE GRP IN COM CL A BWIN	BWIN	728,743	$21.5m1.17%	1.17%	New
23	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	28,632	$20.0m1.09%	1.09%	Reduced -7.1k	-7,076 -19.8%
24	AMERICAN CENTY ETF TR AVAN U S QUA ETF AVUQ	AVUQ	286,749	$19.1m1.04%	1.04%	New
25	DIMENSIONAL ETF TRUST INTL HIGH PROFIT DIHP	DIHP	527,312	$18.3m1.00%	1.00%	Reduced -17.4k	-17,415 -3.2%
26	JPMORGAN CHASE & CO COM JPM	JPM	48,665	$17.2m0.94%	0.94%	Added +5.3k	+5,324 12.3%
27	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	193,874	$16.0m0.87%	0.87%	Added +8.5k	+8,532 4.6%
28	ALPHABET INC CAP STK CL C GOOG	GOOG	42,598	$15.9m0.87%	0.87%	Added +4.1k	+4,147 10.8%
29	MARRIOTT INTL INC NEW CL A MAR	MAR	45,395	$15.6m0.85%	0.85%	Reduced -4.5k	-4,527 -9.1%
30	META PLATFORMS INC CL A META	META	26,083	$15.4m0.84%	0.84%	Added +1.2k	+1,181 4.7%
31	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	258,230	$14.5m0.79%	0.79%	Added +313	+313 0.1%
32	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	91,077	$14.4m0.78%	0.78%	Reduced -7.4k	-7,362 -7.5%
33	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	22,340	$11.9m0.65%	0.65%	Reduced -5.7k	-5,679 -20.3%
34	BROADCOM INC COM AVGO	AVGO	29,555	$11.6m0.63%	0.63%	Added +12.1k	+12,110 69.4%
35	AMERICAN CENTY ETF TR AVAN TOTA EQ ETF AVTM	AVTM	192,733	$10.5m0.57%	0.57%	Unchanged
36	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	18,684	$9.6m0.52%	0.52%	Added +451	+451 2.5%
37	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	249,214	$9.4m0.51%	0.51%	Reduced -187.0k	-186,968 -42.9%
38	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	204,444	$9.2m0.50%	0.50%	Reduced -522	-522 -0.2%
39	GOLDMAN SACHS GROUP INC COM GS	GS	8,812	$9.1m0.49%	0.49%	Added +1	+1 0.0%
40	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	37,096	$8.9m0.49%	0.49%	Reduced -148	-148 -0.4%
41	EXXON MOBIL CORP COM XOM	XOM	57,370	$8.9m0.49%	0.49%	Added +2.7k	+2,670 4.9%
42	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	11	$8.5m0.46%	0.46%	Unchanged
43	AON PLC SHS CL A AON	AON	21,836	$7.8m0.43%	0.43%	Reduced -21	-21 -0.1%
44	MASTERCARD INCORPORATED CL A MA	MA	13,335	$7.6m0.42%	0.42%	Added +29	+29 0.2%
45	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	18,352	$7.5m0.41%	0.41%	Added +103	+103 0.6%
46	KLA CORP COM NEW KLAC	KLAC	40,711	$7.4m0.40%	0.40%	Added +1.2k	+1,241 3.1%
47	CISCO SYS INC COM CSCO	CSCO	55,600	$6.4m0.35%	0.35%	Added +15.6k	+15,596 39.0%
48	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	76,767	$6.4m0.35%	0.35%	Reduced -6	-6 -0.0%
49	NETFLIX INC COM NFLX	NFLX	83,854	$6.1m0.34%	0.34%	Added +6.5k	+6,523 8.4%
50	JOHNSON & JOHNSON COM JNJ	JNJ	22,989	$5.8m0.32%	0.32%	Added +1.3k	+1,330 6.1%
51	VISA INC COM CL A V	V	15,930	$5.8m0.32%	0.32%	Reduced -125	-125 -0.8%
52	AMERICAN EXPRESS CO COM AXP	AXP	13,884	$4.8m0.26%	0.26%	Added +5.7k	+5,658 68.8%
53	ISHARES TR CORE S&P500 ETF IVV	IVV	6,229	$4.7m0.26%	0.26%	Unchanged
54	ELI LILLY & CO COM LLY	LLY	3,983	$4.5m0.24%	0.24%	Reduced -68	-68 -1.7%
55	WALMART INC COM WMT	WMT	38,961	$4.3m0.24%	0.24%	Added +15.5k	+15,469 65.8%
56	COLGATE PALMOLIVE CO COM CL	CL	47,827	$4.3m0.23%	0.23%	Reduced -511	-511 -1.1%
57	TESLA INC COM TSLA	TSLA	13,035	$4.2m0.23%	0.23%	Reduced -240	-240 -1.8%
58	APPLIED MATLS INC COM AMAT	AMAT	7,855	$4.0m0.22%	0.22%	Reduced -36	-36 -0.5%
59	SERVICENOW INC COM NOW	NOW	35,229	$4.0m0.22%	0.22%	Reduced -729	-729 -2.0%
60	ISHARES TR MSCI EAFE ETF EFA	EFA	37,837	$4.0m0.22%	0.22%	Reduced -20	-20 -0.1%
61	CUMMINS INC COM CMI	CMI	6,125	$4.0m0.22%	0.22%	Added +359	+359 6.2%
62	ROCKET COS INC COM CL A RKT	RKT	288,390	$3.8m0.21%	0.21%	Added +1.6k	+1,582 0.6%
63	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	135,090	$3.7m0.20%	0.20%	Added +112.3k	+112,299 492.7%
64	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	46,238	$3.7m0.20%	0.20%	Added +280	+280 0.6%
65	MICRON TECHNOLOGY INC COM MU	MU	4,453	$3.7m0.20%	0.20%	Added +155	+155 3.6%
66	DISNEY WALT CO COM DIS	DIS	34,377	$3.4m0.18%	0.18%	Added +6.1k	+6,072 21.4%
67	PROCTER AND GAMBLE CO COM PG	PG	23,745	$3.4m0.18%	0.18%	Added +7.9k	+7,918 50.0%
68	SPDR GOLD TR GOLD SHS GLD	GLD	8,791	$3.3m0.18%	0.18%	Added +549	+549 6.7%
69	ADVANCED MICRO DEVICES INC COM AMD	AMD	6,485	$3.1m0.17%	0.17%	Reduced -20	-20 -0.3%
70	VANGUARD WORLD FD INF TECH ETF VGT	VGT	27,211	$3.1m0.17%	0.17%	Reduced -190.5k	-190,469 -87.5%
71	MUELLER INDS INC COM MLI	MLI	46,495	$3.1m0.17%	0.17%	Added +2.8k	+2,759 6.3%
72	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	81,105	$3.1m0.17%	0.17%	Reduced -27.1k	-27,140 -25.1%
73	GE AEROSPACE COM NEW GE	GE	8,323	$3.1m0.17%	0.17%	Added +4.0k	+4,019 93.4%
74	MERCK & CO INC COM MRK	MRK	23,905	$3.1m0.17%	0.17%	Added +96	+96 0.4%
75	ISHARES TR CORE S&P MCP ETF IJH	IJH	40,037	$3.0m0.17%	0.17%	Added +33.2k	+33,238 488.9%
76	BANK AMERICA CORP COM BAC	BAC	45,590	$2.8m0.16%	0.16%	Added +556	+556 1.2%
77	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	37,725	$2.7m0.15%	0.15%	Unchanged
78	CBOE GLOBAL MKTS INC COM CBOE	CBOE	8,773	$2.6m0.14%	0.14%	Added +622	+622 7.6%
79	KAYNE ANDERSON ENERGY INFRST COM KYN	KYN	176,601	$2.6m0.14%	0.14%	Reduced -13.4k	-13,405 -7.1%
80	HOME DEPOT INC COM HD	HD	7,362	$2.5m0.14%	0.14%	Added +1.9k	+1,859 33.8%
81	ABBVIE INC COM ABBV	ABBV	9,702	$2.4m0.13%	0.13%	Reduced -101	-101 -1.0%
82	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	32,468	$2.3m0.13%	0.13%	Added +18.9k	+18,942 140.0%
83	VANGUARD INDEX FDS MID CAP ETF VO	VO	28,143	$2.3m0.13%	0.13%	Reduced -84.4k	-84,429 -75.0%
84	BLACKSTONE INC COM BX	BX	17,093	$2.3m0.12%	0.12%	Added +39	+39 0.2%
85	ISHARES TR ISHS 5-10YR INVT IGIB	IGIB	43,863	$2.3m0.12%	0.12%	Added +4.7k	+4,701 12.0%
86	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	1,390	$2.3m0.12%	0.12%	Added +19	+19 1.4%
87	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	9,932	$2.2m0.12%	0.12%	Reduced -356	-356 -3.5%
88	GE VERNOVA INC COM GEV	GEV	2,203	$2.2m0.12%	0.12%	Added +946	+946 75.3%
89	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	37,141	$2.2m0.12%	0.12%	Added +29.2k	+29,173 366.1%
90	PALO ALTO NETWORKS INC COM PANW	PANW	6,219	$2.2m0.12%	0.12%	Added +3.3k	+3,305 113.4%
91	CARDINAL HEALTH INC COM CAH	CAH	9,516	$2.2m0.12%	0.12%	Reduced -9.0k	-9,031 -48.7%
92	AMGEN INC COM AMGN	AMGN	5,459	$2.1m0.11%	0.11%	Added +2.9k	+2,914 114.5%
93	ESSENTIAL UTILS INC COM WTRG	WTRG	54,792	$2.1m0.11%	0.11%	Added +311	+311 0.6%
94	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	23,384	$2.0m0.11%	0.11%	Reduced -118.0k	-118,018 -83.5%
95	CATERPILLAR INC COM CAT	CAT	2,436	$2.0m0.11%	0.11%	Added +16	+16 0.7%
96	RTX CORPORATION COM RTX	RTX	9,272	$2.0m0.11%	0.11%	Reduced -15	-15 -0.2%
97	QUANTA SVCS INC COM PWR	PWR	2,892	$2.0m0.11%	0.11%	Reduced -5	-5 -0.2%
98	COCA COLA CO COM KO	KO	22,506	$2.0m0.11%	0.11%	Added +6.2k	+6,224 38.2%
99	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	10,901	$1.9m0.11%	0.11%	Reduced -46	-46 -0.4%
100	INTEL CORP COM INTC	INTC	19,929	$1.8m0.10%	0.10%	Added +1.8k	+1,788 9.9%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
CROWN CASTLE INC CCI	CCI	9,587	$511.6k9.6k shares
HONEYWELL INTL INC		1,158	$503.1k1.2k shares
ISHARES BITCOIN TRUST ETF IBIT	IBIT	10,100	$455.7k10.1k shares
MERCADOLIBRE INC MELI	MELI	295	$429.1k295 shares
DUPONT DE NEMOURS INC DWDP	DWDP	2,729	$382.2k2.7k shares
JANUS HENDERSON GROUP PLC		5,855	$302.7k5.9k shares
TOAST INC TOST	TOST	13,213	$291.6k13.2k shares
VANGUARD CHARLOTTE FDS BNDX	BNDX	5,421	$259.6k5.4k shares
HALLIBURTON CO HAL	HAL	6,795	$248.3k6.8k shares
WARNER BROS DISCOVERY INC WBD	WBD	8,242	$224.6k8.2k shares
LUMENTUM HLDGS INC LITE	LITE	236	$218.2k236 shares
MEDTRONIC PLC MDT	MDT	2,843	$216.7k2.8k shares
SPDR INDEX SHS FDS EEMX	EEMX	4,114	$216.7k4.1k shares
HILTON WORLDWIDE HLDGS INC HLT	HLT	837	$212.5k837 shares
VANECK ETF TRUST GDXJ	GDXJ	1,630	$210.2k1.6k shares
EBAY INC. EBAY	EBAY	1,827	$205.6k1.8k shares
VICI PPTYS INC VICI	VICI	7,278	$202.6k7.3k shares
LEXICON PHARMACEUTICALS INC LXRX	LXRX	82,209	$200.6k82.2k shares
WISDOMTREE TR DLN	DLN	2,112	$200.2k2.1k shares