WealthBridge Investment Counsel Inc.
•CIK: 1799425•Filing: Q4 2025
**WealthBridge Investment Counsel Inc.** manages $333M across a diversified portfolio of 42 positions. The fund exhibits significant concentration in US large-cap technology and financial sectors, notably holding VGK at $22.3M and JPM at $18.9M. Further allocations include substantial exposure to GS ($18.6M) and VWO ($18.6M), alongside key tech names like AMZN ($13.1M) and AAPL ($11.6M). This structure suggests a core focus on established, market-leading equities across global and domestic indices.
Total AUM
$333.3M
QoQ Performance
+2.7%
Positions
42
Top 10 Concentration
46.0%
Latest Filing
Q4 2025
Top Holdings Allocation
VGK
JPM
GS
VWO
VGK6.7%
JPM5.7%
GS5.6%
VWO5.6%
V4.2%
AMZN3.9%
TRVC3.9%
MU3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other41.5%
Financial17.1%
Healthcare15.8%
Technology12.2%
Consumer6.0%
Industrial2.6%
Communication2.2%
Consumer Staples1.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑24 increased
↓13 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023