WealthBridge Investment Counsel
Latest statistics and disclosures from WealthBridge Investment Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VGK, JPM, GS, VWO, V, and represent 27.73% of WealthBridge Investment Counsel's stock portfolio.
- Added to shares of these 10 stocks: VWO (+$12M), VGK (+$10M), PANW (+$5.3M), VPL, META, MSFT, MSCI, SBUX, TMO, V.
- Started 1 new stock position in PANW.
- Reduced shares in these 10 stocks: EFA (-$12M), EEM (-$12M), BUG, IEV, , GS, ORCL, OC, MU, VZ.
- Sold out of its positions in BUG, EEM, EFA, IEV, LYB.
- WealthBridge Investment Counsel was a net buyer of stock by $3.8M.
- WealthBridge Investment Counsel has $333M in assets under management (AUM), dropping by 2.74%.
- Central Index Key (CIK): 0001799425
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Portfolio Holdings for WealthBridge Investment Counsel
WealthBridge Investment Counsel holds 42 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard FTSE Europe Index Etp (VGK) | 6.7 | $22M | +82% | 267k | 83.61 |
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| JP Morgan Chase Common Stock (JPM) | 5.7 | $19M | 59k | 322.23 |
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| Goldman Sachs Common Stock (GS) | 5.6 | $19M | -3% | 21k | 879.01 |
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| Vanguard FTSE Emerging Markets Index Etp (VWO) | 5.6 | $19M | +184% | 346k | 53.76 |
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| Visa Common Stock (V) | 4.2 | $14M | 40k | 350.71 |
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| Amazon.com Common Stock (AMZN) | 3.9 | $13M | 57k | 230.81 |
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| Citigroup Common Stock (C) | 3.9 | $13M | 111k | 116.69 |
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| Micron Technology Common Stock (MU) | 3.6 | $12M | -3% | 42k | 285.40 |
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| Apple Common Stock (AAPL) | 3.5 | $12M | 43k | 271.87 |
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| Eaton Common Stock (ETN) | 3.4 | $11M | 36k | 318.50 |
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| Vanguard FTSE Pacific Index Etp (VPL) | 3.2 | $11M | +72% | 119k | 90.40 |
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| Oracle Common Stock (ORCL) | 3.1 | $10M | -5% | 53k | 194.90 |
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| MetLife Common Stock (MET) | 2.8 | $9.4M | 120k | 78.94 |
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| Microsoft Common Stock (MSFT) | 2.8 | $9.4M | +9% | 19k | 483.63 |
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| Merck Common Stock (MRK) | 2.7 | $8.9M | 84k | 105.26 |
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| AbbVie Common Stock (ABBV) | 2.6 | $8.8M | 39k | 228.50 |
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| Labcorp Holdings Common Stock (LH) | 2.6 | $8.7M | 35k | 250.89 |
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| FedEx Common Stock (FDX) | 2.6 | $8.6M | 30k | 288.86 |
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| Abbott Laboratories Common Stock (ABT) | 2.5 | $8.3M | 66k | 125.30 |
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| L3Harris Technologies Common Stock (LHX) | 2.4 | $8.0M | 27k | 293.55 |
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| Gilead Sciences Common Stock (GILD) | 2.4 | $7.9M | 64k | 122.74 |
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| Medtronic Common Stock (MDT) | 2.3 | $7.6M | 80k | 96.06 |
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| Walt Disney Common Stock (DIS) | 2.2 | $7.3M | 64k | 113.77 |
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| Northrop Grumman Common Stock (NOC) | 2.2 | $7.2M | 13k | 570.21 |
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| Thermo Fisher Scientific Common Stock (TMO) | 2.2 | $7.2M | +3% | 12k | 579.42 |
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| Starbucks Common Stock (SBUX) | 2.0 | $6.7M | +4% | 80k | 84.20 |
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| Meta Platforms Common Stock (META) | 1.6 | $5.4M | +37% | 8.3k | 660.12 |
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| Palo Alto Networks Common Stock (PANW) | 1.6 | $5.3M | NEW | 29k | 184.21 |
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| Verizon Communications Common Stock (VZ) | 1.5 | $5.1M | -4% | 126k | 40.73 |
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| Coca-Cola Common Stock (KO) | 1.3 | $4.2M | 60k | 69.91 |
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| Owens Corning Common Stock (OC) | 1.2 | $3.9M | -10% | 34k | 111.92 |
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| Danaher Common Stock (DHR) | 1.2 | $3.8M | +3% | 17k | 228.94 |
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| ConocoPhillips Common Stock (COP) | 1.0 | $3.4M | 37k | 93.60 |
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| VanEck Semiconductor Index Etp (SMH) | 0.9 | $3.1M | 8.7k | 360.12 |
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| Msci Common Stock (MSCI) | 0.8 | $2.7M | +14% | 4.7k | 573.76 |
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| Adobe Common Stock (ADBE) | 0.7 | $2.3M | 6.7k | 349.98 |
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| Nvidia Common Stock (NVDA) | 0.5 | $1.6M | +2% | 8.8k | 186.52 |
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| Vanguard FTSE All-World Ex US Etp (VEU) | 0.4 | $1.4M | +8% | 19k | 73.57 |
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| SPDR S&P 500 Etp (SPY) | 0.4 | $1.4M | 2.0k | 681.93 |
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| Mastercard Common Stock (MA) | 0.1 | $361k | 632.00 | 571.20 |
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| iShares Russell 2000 Index Etp (IWM) | 0.1 | $345k | 1.4k | 246.08 |
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| Analog Devices Common Stock (ADI) | 0.1 | $330k | 1.2k | 271.60 |
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Past Filings by WealthBridge Investment Counsel
SEC 13F filings are viewable for WealthBridge Investment Counsel going back to 2019
- WealthBridge Investment Counsel 2025 Q4 filed Jan. 22, 2026
- WealthBridge Investment Counsel 2025 Q3 filed Oct. 6, 2025
- WealthBridge Investment Counsel 2025 Q2 filed July 11, 2025
- WealthBridge Investment Counsel 2025 Q1 filed April 11, 2025
- WealthBridge Investment Counsel 2024 Q4 filed Jan. 15, 2025
- WealthBridge Investment Counsel 2024 Q3 filed Oct. 9, 2024
- WealthBridge Investment Counsel 2024 Q2 filed July 16, 2024
- WealthBridge Investment Counsel 2024 Q1 filed April 19, 2024
- WealthBridge Investment Counsel 2023 Q4 filed Jan. 17, 2024
- WealthBridge Investment Counsel 2023 Q3 filed Oct. 17, 2023
- WealthBridge Investment Counsel 2023 Q2 filed July 26, 2023
- WealthBridge Investment Counsel 2023 Q1 filed April 19, 2023
- WealthBridge Investment Counsel 2022 Q4 filed Feb. 2, 2023
- WealthBridge Investment Counsel 2022 Q3 filed Oct. 13, 2022
- WealthBridge Investment Counsel 2022 Q2 filed July 26, 2022
- WealthBridge Investment Counsel 2022 Q1 filed April 5, 2022