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CIK: 0001799425
Total reported value
$374.5M
$374.5M
47 檔
20.6%
According to the latest 13F quarterly dataset, WealthBridge Investment Counsel Inc. managed an equity portfolio of $374.5M at the end of Q2 2025, spanning 47 distinct U.S. exchange-listed positions.
In Q2 2025, WealthBridge Investment Counsel Inc. displayed an active expansion posture, initiating 1 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.61% | -0.18% | -2.31% | |
| 2 | ORCL | Oracle CORP | Stock-Tech | 5.55% | -0.31% | +0.71% | |
| 3 | GS | Goldman Sachs Group Inc | Stock-Financials | 5.20% | +0.06% | -2.79% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 4.52% | — | +0.33% | |
| 5 | ETN | Eaton Corporation plc | Stock-Industrials | 4.13% | +0.17% | +5.55% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.05% | +0.03% | +2.42% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.77% | — | -0.76% | |
| 8 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 3.47% | — | -1.62% | |
| 9 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 3.38% | -0.41% | +4.76% | |
| 10 | MET | Metlife Inc | Stock-Financials | 3.13% | -0.02% | -0.41% | |
| 11 | C | Citigroup Inc | Stock-Financials | 3.11% | +0.25% | -0.83% | |
| 12 | LH | Labcorp Holdings Inc | Stock-Healthcare | 2.96% | -0.22% | +1.75% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.95% | -0.25% | +0.55% | |
| 14 | ABT | Abbott Laboratories | Stock-Healthcare | 2.90% | -0.54% | +1.78% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 2.89% | — | -0.20% | |
| 16 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.62% | -0.27% | +0.49% | |
| 17 | GILD | Gilead Sciences Inc | Stock-Healthcare | 2.33% | -0.56% | -6.41% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 2.33% | +0.05% | +2.78% | |
| 19 | SBUX | Starbucks CORP | Stock-Consumer Disc | 2.27% | -0.01% | +5.73% | |
| 20 | FDX | Fedex CORP | Stock-Industrials | 2.27% | -0.75% | -3.75% | |
| 21 | MDT | Medtronic plc | Stock-Healthcare | 2.26% | -0.43% | +1.72% | |
| 22 | LHX | L3harris Technologies Inc | Stock-Industrials | 2.22% | -0.74% | +4.88% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.16% | -0.19% | -1.52% | |
| 24 | NOC | Northrop Grumman CORP | Stock-Industrials | 2.03% | -0.89% | +0.40% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.90% | -0.20% | +5.93% | |
| 26 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.86% | -0.49% | +0.54% | |
| 27 | OC | Owens Corning | Stock-Industrials | 1.74% | +0.43% | +2.89% | |
| 28 | MU | Micron Technology Inc | Stock-Tech | 1.61% | +2.39% | +61.71% | |
| 29 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.54% | -0.17% | +2.07% | |
| 30 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 1.49% | +0.29% | +58.14% | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.40% | -0.11% | -3.06% | |
| 32 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 1.22% | — | -10.49% | |
| 33 | BUG | Global X Cybersecurity ETF | ETF-Other | 1.19% | — | +1.75% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.18% | +0.01% | +289.82% | |
| 35 | DHR | Danaher CORP | Stock-Healthcare | 1.06% | -0.13% | +8.24% | |
| 36 | COP | Conocophillips | Stock-Energy | 1.04% | -0.47% | +12.90% | |
| 37 | ADBE | Adobe Inc | Stock-Tech | 0.87% | — | +42.54% | |
| 38 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.80% | +0.48% | +21.89% | |
| 39 | MSCI | Msci Inc | Stock-Financials | 0.67% | +0.05% | +20.46% | |
| 40 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.47% | — | -26.45% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.44% | +0.11% | — | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.41% | — | -1.21% | |
| 43 | IEV | Ishares Europe ETF | ETF-Other | 0.38% | — | — | |
| 44 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.32% | +0.01% | +20.53% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.12% | -0.01% | — | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.10% | — | — | |
| 47 | ADI | Analog Devices Inc | Stock-Tech | 0.09% | +0.30% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +1.6% | +0.71% | Add |
| 2 | META | Meta Platforms Inc-class A | +0.9% | +289.82% | Add |
| 3 | MU | Micron Technology Inc | +0.8% | +61.71% | Add |
| 4 | ETN | Eaton Corporation plc | +0.8% | +5.55% | Add |
| 5 | GS | Goldman Sachs Group Inc | +0.6% | -2.79% | Trim |
| 6 | VPL | Vanguard Ftse Pacific ETF | +0.6% | +58.14% | Add |
| 7 | MSFT | Microsoft CORP | +0.5% | +0.55% | Add |
| 8 | NVDA | Nvidia CORP | +0.4% | NEW | New buy |
| 9 | DIS | Walt Disney Co/the | +0.3% | +0.49% | Add |
| 10 | LHX | L3harris Technologies Inc | +0.2% | +4.88% | Add |
| 11 | SMH | Vaneck Semiconductor ETF | +0.2% | +21.89% | Add |
| 12 | AMZN | Amazon.com Inc | +0.2% | +2.42% | Add |
| 13 | ADBE | Adobe Inc | +0.2% | +42.54% | Add |
| 14 | C | Citigroup Inc | +0.2% | -0.83% | Trim |
| 15 | JPM | Jpmorgan Chase & Co | +0.2% | -2.31% | Trim |
| 16 | VGK | Vanguard Ftse Europe ETF | +0.1% | +4.76% | Add |
| 17 | LH | Labcorp Holdings Inc | +0.1% | +1.75% | Add |
| 18 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +5.93% | Add |
| 19 | MSCI | Msci Inc | +0.1% | +20.46% | Add |
| 20 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +20.53% | Add |
| 21 | BUG | Global X Cybersecurity ETF | 0% | +1.75% | Add |
| 22 | ADI | Analog Devices Inc | — | — | Unchanged |
| 23 | IWM | Ishares Russell 2000 ETF | — | — | Unchanged |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.21% | Trim |
| 25 | MA | Mastercard Inc - A | 0% | — | Unchanged |
| 26 | IEV | Ishares Europe ETF | 0% | — | Unchanged |
| 27 | DHR | Danaher CORP | -0.1% | +8.24% | Add |
| 28 | EEM | Ishares Msci Emerging Market | -0.1% | -1.62% | Trim |
| 29 | EFA | Ishares Msci Eafe ETF | -0.1% | -0.76% | Trim |
| 30 | COP | Conocophillips | -0.2% | +12.90% | Add |
| 31 | ABT | Abbott Laboratories | -0.2% | +1.78% | Add |
| 32 | KO | Coca-cola Co/the | -0.2% | -3.06% | Trim |
| 33 | OC | Owens Corning | -0.2% | +2.89% | Add |
| 34 | NOC | Northrop Grumman CORP | -0.3% | +0.40% | Add |
| 35 | MDT | Medtronic plc | -0.3% | +1.72% | Add |
| 36 | SBUX | Starbucks CORP | -0.3% | +5.73% | Add |
| 37 | VZ | Verizon Communications Inc | -0.3% | +0.54% | Add |
| 38 | INTC | Intel CORP | -0.4% | EXIT | Sold out |
| 39 | LYB | LyondellBasell Industries N.V. | -0.4% | -26.45% | Trim |
| 40 | MET | Metlife Inc | -0.4% | -0.41% | Trim |
| 41 | V | Visa Inc-class A Shares | -0.5% | +0.33% | Add |
| 42 | GILD | Gilead Sciences Inc | -0.5% | -6.41% | Trim |
| 43 | STZ | Constellation Brands Inc-a | -0.5% | -10.49% | Trim |
| 44 | TMO | Thermo Fisher Scientific Inc | -0.5% | +2.07% | Add |
| 45 | ABBV | Abbvie Inc | -0.5% | +2.78% | Add |
| 46 | FDX | Fedex CORP | -0.6% | -3.75% | Trim |
| 47 | AAPL | Apple Inc | -0.6% | -0.20% | Trim |
| 48 | MRK | Merck & Co. Inc. | -0.6% | -1.52% | Trim |
According to official SEC Form 13F filings, WealthBridge Investment Counsel Inc. reported a total U.S. public equity portfolio value of $374.5M across 47 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JPM, ORCL, GS) accounted for 20.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
NVDA
市值: $1.4M
Top Position Liquidated / Trimmed
INTC
前期市值: $1.0M
During Q2 2025, WealthBridge Investment Counsel Inc.'s top holdings by market value included JPM (5.6%)、ORCL (5.5%)、GS (5.2%). The largest single position, JPM, represented 5.6% of total portfolio value.
In Q2 2025, WealthBridge Investment Counsel Inc. made 44 total portfolio adjustments, initiating 1 new buys, adding to 28 positions, trimming 14 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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