Research report

Bridgewater Associates Q1 2026 13F Holdings and Activity Re…

Verified Q1 2026 13F holdings for Bridgewater Associates, covering institutional activity, data dates, SEC sources, filing limits, and methods.

Q1 2026 Data as of：2026-03-31 Read the full public report

Bridgewater Associates

Ray Dalio

Period

Q2 2026

Portfolio Date

Jun 30, 2026

Stocks Held

996

Market Value

$24.4B

Holdings Value Trend

Q3 2024

Q4 2024

Q1 2025

Q2 2025

Q3 2025

Q4 2025

Q1 2026

Q2 2026

Top 5 Holdings

1

$ETF-SPY

SPDR S&P 500 ETF Trust

16.3%

% of Portfolio

2

$ETF-IVV

iShares Core S&P 500 ETF

9.2%

% of Portfolio

3

$NVDA

NVIDIA Corporation

3.2%

% of Portfolio

4

$AVGO

Broadcom Inc.

2.0%

% of Portfolio

5

$AMZN

Amazon.com, Inc.

2.0%

% of Portfolio

Historical Positions

SymbolQ2 2026Q1 2026Q4 2025Q3 2025
ETF-SPY16.3%12.7%11.1%6.7%
ETF-IVV9.2%7.8%10.4%10.6%
NVDA3.2%3.6%2.6%1.8%
AVGO2.0%2.5%--
AMZN2.0%4.1%1.6%-
GOOGL1.9%2.6%1.8%2.5%
LRCX1.7%-1.9%1.8%
ETF-VOO1.3%---
AMD1.3%---
ETF-EWY1.1%---

Post-Filing Contributors

Price change since reported price, ranked by portfolio contribution

ETF-SPY+0.97%
APH-12.36%
MSFT+31.44%
ETF-IVV+0.90%
AMZN+3.20%

Post-Filing Detractors

Price change since reported price, ranked by portfolio contribution

LRCX-37.87%
AMAT-42.55%
AMD-11.78%
ETF-EWY-13.06%
WDC-34.72%

Sector Analysis

Energy9.3%
Others0.5%
Materials6.8%
Utilities5.6%
Financials9.7%
Healthcare9.5%
Technology30.6%
Industrials11.2%

Trading Summary

1

$ES

0.3%

2

$APP

0.3%

3

$ED

0.3%

4

$NI

0.3%

5

$NOW

0.3%

6

$DUK

0.2%

7

$NTNX

0.2%

8

$APA

0.2%

9

$EXE

0.2%

10

$VMC

0.1%

11

$COF

0.1%

12

$DVN

0.1%

13

$XOM

0.1%

14

$PR

0.1%

15

$HAS

0.1%

16

$SW

0.1%

17

$CTVA

0.1%

18

$WSO

0.1%

19

$XP

0.1%

20

$EQT

0.1%

All Holdings

1

$ETF-SPY

16.3%

2

$ETF-IVV

9.2%

3

$NVDA

3.2%

4

$AVGO

2.0%

5

$AMZN

2.0%

6

$GOOGL

1.9%

7

$LRCX

1.7%

8

$ETF-VOO

1.3%

9

$AMD

1.3%

10

$ETF-EWY

1.1%

11

$MSFT

1.1%

12

$NEM

1.0%

13

$AMAT

0.9%

14

$ORCL

0.9%

15

$STX

0.8%

16

$JNJ

0.7%

17

$ETF-VWO

0.7%

18

$GEV

0.6%

19

$UNP

0.6%

20

$MU

0.6%

21

$ETF-MBB

0.5%

22

$MO

0.5%

23

$APH

0.5%

24

$ASML

0.5%

25

$B

0.5%

26

$CLS

0.5%

27

$VST

0.5%

28

$SHEL

0.5%

29

$SE

0.5%

30

$ETF-LQD

0.5%

31

$NUE

0.5%

32

$PCAR

0.5%

33

$WDC

0.5%

34

$ETF-IEMG

0.5%

35

$CSX

0.4%

36

$PBR

0.4%

37

$AAPL

0.4%

38

$LLY

0.4%

39

$PCG

0.4%

40

$KLAC

0.4%

41

$FIX

0.4%

42

$NXPI

0.4%

43

$WFC

0.4%

44

$EIX

0.4%

45

$ETF-EMXC

0.4%

46

$MPC

0.4%

47

$STLD

0.4%

48

$ES

0.3%

49

$TEL

0.3%

50

$ADI

0.3%