Q2 2026 13F · SEC CIK 1799425
WealthBridge Investment Counsel Inc.
Wealth managerFiled 2026-07-15 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $374.5M
- Reported positions
- 44
- Top holdings a year, 3 yrs
- +17.0%
- Average holding period
- 5.8 yrs
WealthBridge Investment Counsel Inc. is a wealth manager that reported 44 positions worth $374.5M in its Q2 2026 13F, filed 2026-07-15. Its largest holdings were Vanguard Intl Equity Index F (VGK, 6.5%), Vanguard Intl Equity Index F (VWO, 5.6%), Goldman Sachs Group Inc (GS, 5.4%). A portfolio copying its top holdings returned 17.0% a year over the last 3 years, against 20.4% for the S&P 500.
WealthBridge Investment Counsel Inc. holdings all 44 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What WealthBridge Investment Counsel Inc. bought and sold in Q2 2026, against Q1 2026.
New positions
- NFLX Netflix Inc Total0.6% of 13F
- FDXF Fedex Fght Hldg Co Inc0.5% of 13F
Added to
- ADI Analog Devices Inc+228.4% shares
- NVDA Nvidia Corporation Com+19.8% shares
- MSCI MSCI Inc+17.9% shares
- META Meta Platforms Inc Class A+16.6% shares
- PANW Palo Alto Networks Inc+8.8% shares
- OC Owens Corning New+7.3% shares
Reduced
- MU Micron Technology Inc-25.7% shares
- MET Metlife Inc-5.2% shares
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +19.4% /yr
- S&P 500 +20.1%
- 3 years
- +17.0% /yr
- S&P 500 +20.4%
- 5 years
- +7.7% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $374.5M | 44 |
| Q1 2026 | $327.6M | 42 |
| Q4 2025 | $333.3M | 42 |
| Q3 2025 | $324.4M | 46 |
| Q2 2025 | $308.4M | 47 |
| Q1 2025 | $274.8M | 47 |
| Q4 2024 | $272.5M | 46 |
| Q3 2024 | $281.7M | 47 |
| Q2 2024 | $261.4M | 44 |
| Q1 2024 | $269.5M | 43 |
| Q4 2023 | $250.0M | 43 |
| Q3 2023 | $229.3M | 43 |
Questions about WealthBridge Investment Counsel Inc.'s portfolio
What stocks does WealthBridge Investment Counsel Inc. own?
WealthBridge Investment Counsel Inc.'s latest 13F, for Q2 2026 and filed Jul 15, 2026, lists 44 positions worth $374.5M. The largest are Vanguard Intl Equity Index F (VGK) at 6.5%, Vanguard Intl Equity Index F (VWO) at 5.6%, Goldman Sachs Group Inc (GS) at 5.4%, Jpmorgan Chase & Co (JPM) at 5.0% and Micron Technology Inc (MU) at 4.3%.
What did WealthBridge Investment Counsel Inc. buy last quarter?
In Q2 2026, WealthBridge Investment Counsel Inc. added a new position in Netflix Inc Total (NFLX), a new position in Fedex Fght Hldg Co Inc (FDXF), Analog Devices Inc (ADI) (+228.4% shares), Nvidia Corporation Com (NVDA) (+19.8% shares) and MSCI Inc (MSCI) (+17.9% shares), compared with its Q1 2026 filing.
What did WealthBridge Investment Counsel Inc. sell last quarter?
In Q2 2026, WealthBridge Investment Counsel Inc. Micron Technology Inc (MU) (-25.7% shares) and Metlife Inc (MET) (-5.2% shares), compared with its Q1 2026 filing.
How has WealthBridge Investment Counsel Inc.'s portfolio performed?
A portfolio copying WealthBridge Investment Counsel Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.4% against +20.1%. Over 5 years: +7.7% a year against +11.6%.
When is WealthBridge Investment Counsel Inc.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. WealthBridge Investment Counsel Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.