Leith Wheeler Investment Counsel Ltd.
•CIK: 1353651•Filing: Q4 2025
**Leith Wheeler Investment Counsel Ltd.** manages $1.3B across a diversified portfolio of 87 positions. The fund exhibits significant concentration in core market leaders, notably holding IVV at $461.8M and GOOGL at $42.0M. Further substantial allocations include WFC ($37.9M), CRM ($37.1M), and UNH ($36.0M). This positioning suggests a tactical allocation favoring established mega-cap growth and financial sector exposure.
Total AUM
$1.3B
QoQ Performance
-9.8%
Positions
82
Top 10 Concentration
58.7%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IVV34.7%
LHX3.2%
GOOGL3.2%
WFC2.8%
CRM2.8%
UNH2.7%
DIS2.5%
MDT2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other38.1%
ETF34.8%
Technology10.1%
Financial6.6%
Healthcare5.2%
Communication2.5%
Consumer1.7%
Consumer Staples0.9%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW22 new positions
↑24 increased
↓35 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023