StockDriftsStockDriftsTop 43 Wealthbridge Investment Counsel INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGK | Vanguard FTSE Europe Index | 6.34% | 275.4K | $23.9M | -0.19%(-525) | $72.01(+20.03%) | 2026-09-30 | |
| VWO | Vanguard FTSE Emerging Markets Index | 5.5% | 349.8K | $20.7M | -0.32%(-1.11K) | $49.19(+17.98%) | 2026-09-30 | |
| JPM | JP Morgan Chase | 4.9% | 55.8K | $18.5M | -3.33%(-1.92K) | $127.01(+162.60%) | 2026-09-30 | |
| GS | Goldman Sachs | 4.46% | 18.7K | $16.8M | -7.25%(-1.46K) | $225.59(+288.21%) | 2026-09-30 | |
| ETN | Eaton | 3.94% | 34.6K | $14.9M | -2.30%(-815) | $116.34(+236.50%) | 2026-09-30 | |
| VPL | Vanguard FTSE Pacific Index | 3.94% | 128.1K | $14.8M | +0.09%(+110) | $81.47(+35.05%) | 2026-09-30 | |
| V | Visa | 3.78% | 39.7K | $14.3M | -1.16%(-465) | $188.55(+113.70%) | 2026-09-30 | |
| AMZN | Amazon.com | 3.78% | 57.2K | $14.2M | -1.53%(-890) | $116.24(+125.78%) | 2026-09-30 | |
| AAPL | Apple | 3.69% | 41.8K | $13.9M | -1.44%(-610) | $70.02(+389.79%) | 2026-09-30 | |
| C | Citigroup | 3.63% | 105.6K | $13.7M | -2.79%(-3.04K) | $63.86(+90.55%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.42% | +53.75% | +6.34% | +36.01% |
| Top 20 Holdings Unweighted | +14.12% | +48.62% | +5.77% | +32.40% |
Wealthbridge Investment Counsel INC reports $376.89M in US-listed equity holdings across 44 positions in its most recent 13F filing. Its largest disclosed positions are VGK (6.3%), VWO (5.5%) and JPM (4.9%). The top 20 holdings account for 72.13% of reported assets. Its disclosed equity book has returned +53.75% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wealthbridge Investment Counsel INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1799425). View Wealthbridge Investment Counsel INC’s 13F filings on SEC