Bridgewater Advisors Inc.
Latest Qtr return
+15.9%
SPY latest qtr
+17.6%
Alpha
-1.7ptsvs SPY
Invested
$1.8B
Holdings
475
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AVLV
AMERICAN CENTY ETF TR
Q1 2026: Increased +1.6% (1.19M → 1.21M shares)
6.1%
+0.5%
~$93.09 Jun 2026
02
$AVUS
AMERICAN CENTY ETF TR
Q1 2026: Increased +6.3% (762.3k → 810.6k shares)
5.7%
+0.3%
~$129.31 Jun 2026
03
$JPST
J P MORGAN EXCHANGE TRADED F
Q1 2026: Increased +7.2% (1.92M → 2.06M shares)
5.7%
-0.1%
~$50.40 Jun 2026
04
$VTI
VANGUARD INDEX FDS
Q1 2026: Increased +6.8% (239.3k → 255.7k shares)
5.2%
+0.7%
~$373.84 Jun 2026
05
$JBND
J P MORGAN EXCHANGE TRADED F
Q1 2026: Increased +6.2% (1.62M → 1.72M shares)
4.9%
-1.4%
~$52.59 Jun 2026
06
$VCIT
VANGUARD SCOTTSDALE FDS
Q1 2026: Increased +5.8% (988.0k → 1.04M shares)
4.6%
-1.9%
~$81.11 Jun 2026
07
$AAPL
APPLE INC
Q1 2026: Sold 0.2% (216.1k → 215.7k shares)
3.6%
+9.5%
~$303.42 Jun 2026
08
$DFAI
DIMENSIONAL ETF TRUST
Q1 2026: Increased +5.6% (1.41M → 1.49M shares)
3.4%
-1.0%
~$42.27 Jun 2026
09
$AVDE
AMERICAN CENTY ETF TR
Q1 2026: Increased +10.1% (551.6k → 607.4k shares)
3.0%
-9.0%
~$91.56 Jun 2026
10
$MSFT
MICROSOFT CORP
Q1 2026: Increased +8.3% (68.4k → 74.0k shares)
2.0%
+1.6%
~$487.65 Jun 2026
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Bridgewater Advisors Inc.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2026-03-31 · Last refreshed 17:04 UTC.