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CIK: 0001799425
Total reported value
$374.5M
$374.5M
42 檔
24.7%
According to the latest 13F quarterly dataset, WealthBridge Investment Counsel Inc. managed an equity portfolio of $374.5M at the end of Q4 2025, spanning 42 distinct U.S. exchange-listed positions.
WealthBridge Investment Counsel Inc. executed strategic sector rebalancing during Q4 2025, establishing 1 new positions while fully exiting 5 holdings and trimming 13 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 6.71% | -0.41% | +82.82% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.68% | -0.18% | -0.71% | |
| 3 | GS | Goldman Sachs Group Inc | Stock-Financials | 5.59% | +0.06% | -3.36% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.59% | -0.20% | +184.31% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 4.18% | — | +1.29% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.94% | +0.03% | +0.62% | |
| 7 | C | Citigroup Inc | Stock-Financials | 3.89% | +0.25% | -0.13% | |
| 8 | MU | Micron Technology Inc | Stock-Tech | 3.55% | +2.39% | -3.10% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.47% | — | -0.08% | |
| 10 | ETN | Eaton Corporation plc | Stock-Industrials | 3.40% | +0.17% | +0.34% | |
| 11 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 3.23% | +0.29% | +72.85% | |
| 12 | ORCL | Oracle CORP | Stock-Tech | 3.12% | -0.31% | -5.04% | |
| 13 | MET | Metlife Inc | Stock-Financials | 2.83% | -0.02% | +0.08% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 2.82% | -0.25% | +9.11% | |
| 15 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.66% | -0.19% | +0.78% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 2.64% | +0.05% | +0.39% | |
| 17 | LH | Labcorp Holdings Inc | Stock-Healthcare | 2.62% | -0.22% | +0.32% | |
| 18 | FDX | Fedex CORP | Stock-Industrials | 2.58% | -0.75% | +0.29% | |
| 19 | ABT | Abbott Laboratories | Stock-Healthcare | 2.49% | -0.54% | +0.42% | |
| 20 | LHX | L3harris Technologies Inc | Stock-Industrials | 2.39% | -0.74% | +0.46% | |
| 21 | GILD | Gilead Sciences Inc | Stock-Healthcare | 2.37% | -0.56% | -0.16% | |
| 22 | MDT | Medtronic plc | Stock-Healthcare | 2.29% | -0.43% | -0.34% | |
| 23 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.18% | -0.27% | -1.69% | |
| 24 | NOC | Northrop Grumman CORP | Stock-Industrials | 2.17% | -0.89% | +1.48% | |
| 25 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.15% | -0.17% | +3.68% | |
| 26 | SBUX | Starbucks CORP | Stock-Consumer Disc | 2.02% | -0.01% | +4.48% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.63% | +0.01% | +37.18% | |
| 28 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.60% | +1.56% | — | |
| 29 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.54% | -0.49% | -4.70% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.27% | -0.11% | — | |
| 31 | OC | Owens Corning | Stock-Industrials | 1.16% | +0.43% | -10.64% | |
| 32 | DHR | Danaher CORP | Stock-Healthcare | 1.15% | -0.13% | +3.52% | |
| 33 | COP | Conocophillips | Stock-Energy | 1.03% | -0.47% | +1.95% | |
| 34 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.94% | +0.48% | — | |
| 35 | MSCI | Msci Inc | Stock-Financials | 0.80% | +0.05% | +14.65% | |
| 36 | ADBE | Adobe Inc | Stock-Tech | 0.70% | — | -0.12% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.49% | +0.11% | +2.02% | |
| 38 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.42% | +0.01% | +8.73% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.41% | — | +0.70% | |
| 40 | MA | Mastercard Inc - A | Stock-Financials | 0.11% | -0.01% | — | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.10% | — | -0.36% | |
| 42 | ADI | Analog Devices Inc | Stock-Tech | 0.10% | +0.30% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VWO | Vanguard Ftse Emerging Marke | +3.6% | +184.31% | Add |
| 2 | VGK | Vanguard Ftse Europe ETF | +3.1% | +82.82% | Add |
| 3 | VPL | Vanguard Ftse Pacific ETF | +1.4% | +72.85% | Add |
| 4 | MU | Micron Technology Inc | +1.3% | -3.10% | Trim |
| 5 | MRK | Merck & Co. Inc. | +0.5% | +0.78% | Add |
| 6 | FDX | Fedex CORP | +0.4% | +0.29% | Add |
| 7 | C | Citigroup Inc | +0.4% | -0.13% | Trim |
| 8 | TMO | Thermo Fisher Scientific Inc | +0.4% | +3.68% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.3% | +37.18% | Add |
| 10 | GS | Goldman Sachs Group Inc | +0.2% | -3.36% | Trim |
| 11 | GILD | Gilead Sciences Inc | +0.2% | -0.16% | Trim |
| 12 | DHR | Danaher CORP | +0.2% | +3.52% | Add |
| 13 | AAPL | Apple Inc | +0.1% | -0.08% | Trim |
| 14 | AMZN | Amazon.com Inc | +0.1% | +0.62% | Add |
| 15 | MSCI | Msci Inc | +0.1% | +14.65% | Add |
| 16 | SMH | Vaneck Semiconductor ETF | +0.1% | — | Unchanged |
| 17 | V | Visa Inc-class A Shares | +0.1% | +1.29% | Add |
| 18 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 19 | VEU | Vanguard Ftse All-world Ex-u | 0% | +8.73% | Add |
| 20 | SBUX | Starbucks CORP | 0% | +4.48% | Add |
| 21 | ADI | Analog Devices Inc | 0% | — | Unchanged |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +0.70% | Add |
| 23 | IWM | Ishares Russell 2000 ETF | — | -0.36% | Trim |
| 24 | MA | Mastercard Inc - A | — | — | Unchanged |
| 25 | NVDA | Nvidia CORP | 0% | +2.02% | Add |
| 26 | MSFT | Microsoft CORP | 0% | +9.11% | Add |
| 27 | COP | Conocophillips | 0% | +1.95% | Add |
| 28 | ADBE | Adobe Inc | 0% | -0.12% | Trim |
| 29 | MDT | Medtronic plc | -0.1% | -0.34% | Trim |
| 30 | JPM | Jpmorgan Chase & Co | -0.1% | -0.71% | Trim |
| 31 | ABBV | Abbvie Inc | -0.1% | +0.39% | Add |
| 32 | DIS | Walt Disney Co/the | -0.1% | -1.69% | Trim |
| 33 | LHX | L3harris Technologies Inc | -0.2% | +0.46% | Add |
| 34 | NOC | Northrop Grumman CORP | -0.2% | +1.48% | Add |
| 35 | MET | Metlife Inc | -0.2% | +0.08% | Add |
| 36 | ABT | Abbott Laboratories | -0.2% | +0.42% | Add |
| 37 | VZ | Verizon Communications Inc | -0.3% | -4.70% | Trim |
| 38 | LH | Labcorp Holdings Inc | -0.5% | +0.32% | Add |
| 39 | OC | Owens Corning | -0.5% | -10.64% | Trim |
| 40 | ETN | Eaton Corporation plc | -0.7% | +0.34% | Add |
| 41 | ORCL | Oracle CORP | -1.8% | -5.04% | Trim |
| 42 | EFA | Ishares Msci Eafe ETF | — | EXIT | Sold out |
| 43 | EEM | Ishares Msci Emerging Market | — | EXIT | Sold out |
| 44 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 45 | BUG | Global X Cybersecurity ETF | — | EXIT | Sold out |
| 46 | IEV | Ishares Europe ETF | — | EXIT | Sold out |
| 47 | LYB | LyondellBasell Industries N.V. | — | EXIT | Sold out |
According to official SEC Form 13F filings, WealthBridge Investment Counsel Inc. reported a total U.S. public equity portfolio value of $374.5M across 42 disclosed positions in Q4 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 VGK, JPM, GS) accounted for 24.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
PANW
市值: $5.3M
Top Position Liquidated / Trimmed
EFA
前期市值: $12.1M
During Q4 2025, WealthBridge Investment Counsel Inc.'s top holdings by market value included VGK (6.7%)、JPM (5.7%)、GS (5.6%). The largest single position, VGK, represented 6.7% of total portfolio value.
In Q4 2025, WealthBridge Investment Counsel Inc. made 43 total portfolio adjustments, initiating 1 new buys, adding to 24 positions, trimming 13 holdings, and fully liquidating 5 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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