WealthBridge Investment Counsel Inc.
CIK: 0001799425SEC EDGAR →
Portfolio Value
$333.3M
Holdings
42
As of
Q4 2025
New Positions
0
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard FTSE Europe Index | 267,301 | $22.3M | 6.71% |
| 2 | JP Morgan Chase | 58,701 | $18.9M | 5.68% |
| 3 | Vanguard FTSE Emerging Markets Index | 346,295 | $18.6M | 5.59% |
| 4 | Visa | 39,682 | $13.9M | 4.18% |
| 5 | Amazon.com | 56,916 | $13.1M | 3.94% |
| 6 | Citigroup | 111,009 | $13.0M | 3.89% |
| 7 | Micron Technology | 41,496 | $11.8M | 3.55% |
| 8 | Apple | 42,561 | $11.6M | 3.47% |
| 9 | Eaton | 35,595 | $11.3M | 3.40% |
| 10 | Vanguard FTSE Pacific Index | 119,165 | $10.8M | 3.23% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 14 | $104.4M | 35.9% |
| Healthcare | 8 | $54.1M | 18.6% |
| Technology | 8 | $52.8M | 18.2% |
| Industrials | 5 | $31.8M | 10.9% |
| Consumer Cyclical | 2 | $19.9M | 6.8% |
| Unknown | 1 | $13.0M | 4.5% |
| Communication Services | 2 | $7.3M | 2.5% |
| Consumer Defensive | 1 | $4.2M | 1.5% |
| Energy | 1 | $3.4M | 1.2% |