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Wealthbridge Investment Counsel Inc.

Portfolio Manager
WealthBridge Investment Counsel Inc.
Performance
-2.00% (2026 Q1)
AUM (13F)
$327.57M
# of Holdings
42
Performance Rank
Allocation (Top 20)
72.4%

Wealthbridge Investment Counsel Inc. Holdings Map

Top 42 Wealthbridge Investment Counsel Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VGK
Vanguard FTSE Europe Index
6.93%275.5K$22.7M
+3.08%(+8.24K)
2025-Q1: 128.6K shares2025-Q2: 134.7K shares2025-Q3: 146.2K shares2025-Q4: 267.3K shares2026-Q1: 275.5K shares
$71.99(+21.68%)
2026-03-31
VWO
Vanguard FTSE Emerging Markets Index
5.79%351.1K$19.0M
+1.38%(+4.78K)
2025-Q1: 111.8K shares2025-Q2: 118.5K shares2025-Q3: 121.8K shares2025-Q4: 346.3K shares2026-Q1: 351.1K shares
$49.19(+21.86%)
2026-03-31
GS
Goldman Sachs
5.38%20.8K$17.6M
-1.68%(-355)
2025-Q1: 23.3K shares2025-Q2: 22.7K shares2025-Q3: 21.9K shares2025-Q4: 21.2K shares2026-Q1: 20.8K shares
$225.59(+323.51%)
2026-03-31
JPM
JP Morgan Chase
5.23%58.2K$17.1M
-0.83%(-485)
2025-Q1: 61.1K shares2025-Q2: 59.7K shares2025-Q3: 59.1K shares2025-Q4: 58.7K shares2026-Q1: 58.2K shares
$127.01(+136.40%)
2026-03-31
ETN
Eaton
3.86%35.4K$12.6M
-0.66%(-235)
2025-Q1: 33.8K shares2025-Q2: 35.7K shares2025-Q3: 35.5K shares2025-Q4: 35.6K shares2026-Q1: 35.4K shares
$115.96(+250.92%)
2026-03-31
C
Citigroup
3.81%110.2K$12.5M
-0.74%(-825)
2025-Q1: 113.8K shares2025-Q2: 112.8K shares2025-Q3: 111.2K shares2025-Q4: 111.0K shares2026-Q1: 110.2K shares
$63.86(+94.33%)
2026-03-31
V
Visa
3.68%39.9K$12.0M
+0.43%(+170)
2025-Q1: 39.2K shares2025-Q2: 39.3K shares2025-Q3: 39.2K shares2025-Q4: 39.7K shares2026-Q1: 39.9K shares
$187.55(+70.79%)
2026-03-31
AMZN
Amazon.com
3.66%57.6K$12.0M
+1.24%(+705)
2025-Q1: 55.6K shares2025-Q2: 56.9K shares2025-Q3: 56.6K shares2025-Q4: 56.9K shares2026-Q1: 57.6K shares
$115.48(+133.92%)
2026-03-31
VPL
Vanguard FTSE Pacific Index
3.66%122.6K$12.0M
+2.85%(+3.40K)
2025-Q1: 35.3K shares2025-Q2: 55.9K shares2025-Q3: 68.9K shares2025-Q4: 119.2K shares2026-Q1: 122.6K shares
$80.40(+41.86%)
2026-03-31
AAPL
Apple
3.29%42.4K$10.8M
-0.38%(-160)
2025-Q1: 43.5K shares2025-Q2: 43.4K shares2025-Q3: 42.6K shares2025-Q4: 42.6K shares2026-Q1: 42.4K shares
$70.02(+326.85%)
2026-03-31

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