Q3 2026 13F · SEC CIK 1799425
WealthBridge Investment Counsel Inc.
Wealth managerFiled 2026-10-13 for Q3 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $376.9M
- Reported positions
- 44
- Top holdings a year, 3 yrs
- +17.1%
- Average holding period
- 6.4 yrs
WealthBridge Investment Counsel Inc. is a wealth manager that reported 44 positions worth $376.9M in its Q3 2026 13F, filed 2026-10-13. Its largest holdings were Vanguard Ftse Europe ETF (VGK, 6.3%), Vanguard Intl Equity Index F (VWO, 5.5%), Jpmorgan Chase & Co (JPM, 4.9%). A portfolio copying its top holdings returned 17.1% 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 Q2 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 Q3 2026, against Q2 2026.
New positions
No new positions among the largest holdings.
Added to
- ADI Analog Devices Inc+54.7% shares
- NFLX Netflix Inc.+14.3% shares
- NVDA Nvidia Corporation+6.4% shares
Reduced
- MU Micron Technology Inc-18.8% shares
- FDXF Fedex Fght Hldg Co Inc-17.1% shares
- GS Goldman Sachs Group Inc-7.3% shares
- DIS Disney Walt Co-5.3% shares
Sold out
Nothing sold out.
Share counts compared with the Q2 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
- +17.1% /yr
- S&P 500 +20.4%
- 5 years
- +7.9% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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 |
|---|---|---|
| Q3 2026 | $376.9M | 44 |
| 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 |
Questions about WealthBridge Investment Counsel Inc.'s portfolio
What stocks does WealthBridge Investment Counsel Inc. own?
WealthBridge Investment Counsel Inc.'s latest 13F, for Q3 2026 and filed Oct 13, 2026, lists 44 positions worth $376.9M. The largest are Vanguard Ftse Europe ETF (VGK) at 6.3%, Vanguard Intl Equity Index F (VWO) at 5.5%, Jpmorgan Chase & Co (JPM) at 4.9%, Goldman Sachs Group Inc (GS) at 4.5% and Eaton Corp PLC (ETN) at 3.9%.
What did WealthBridge Investment Counsel Inc. buy last quarter?
In Q3 2026, WealthBridge Investment Counsel Inc. added Analog Devices Inc (ADI) (+54.7% shares), Netflix Inc. (NFLX) (+14.3% shares) and Nvidia Corporation (NVDA) (+6.4% shares), compared with its Q2 2026 filing.
What did WealthBridge Investment Counsel Inc. sell last quarter?
In Q3 2026, WealthBridge Investment Counsel Inc. Micron Technology Inc (MU) (-18.8% shares), Fedex Fght Hldg Co Inc (FDXF) (-17.1% shares) and Goldman Sachs Group Inc (GS) (-7.3% shares), compared with its Q2 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 +17.1% 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: +7.9% 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 Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.