13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001799425
Total reported value
$374.5M
$374.5M
42 檔
23.8%
During the Q1 2026 filing period, WealthBridge Investment Counsel Inc. (CIK: 0001799425) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $374.5M across 42 reported positions.
WealthBridge Investment Counsel Inc. executed strategic sector rebalancing during Q1 2026, establishing 1 new positions while fully exiting 1 holdings and trimming 18 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 6.93% | -0.41% | +3.08% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.79% | -0.20% | +1.38% | |
| 3 | GS | Goldman Sachs Group Inc | Stock-Financials | 5.38% | +0.06% | -1.68% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.23% | -0.18% | -0.83% | |
| 5 | ETN | Eaton Corporation plc | Stock-Industrials | 3.86% | +0.17% | -0.66% | |
| 6 | C | Citigroup Inc | Stock-Financials | 3.81% | +0.25% | -0.74% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 3.68% | — | +0.43% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.66% | +0.03% | +1.24% | |
| 9 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 3.66% | +0.29% | +2.85% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.29% | — | -0.38% | |
| 11 | FDX | Fedex CORP | Stock-Industrials | 3.24% | -0.75% | — | |
| 12 | MRK | Merck & Co. Inc. | Stock-Healthcare | 3.13% | -0.19% | +1.22% | |
| 13 | LH | Labcorp Holdings Inc | Stock-Healthcare | 2.85% | -0.22% | +0.53% | |
| 14 | LHX | L3harris Technologies Inc | Stock-Industrials | 2.84% | -0.74% | -0.65% | |
| 15 | GILD | Gilead Sciences Inc | Stock-Healthcare | 2.71% | -0.56% | -0.82% | |
| 16 | NOC | Northrop Grumman CORP | Stock-Industrials | 2.59% | -0.89% | -1.74% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 2.57% | +0.05% | +0.52% | |
| 18 | MET | Metlife Inc | Stock-Financials | 2.56% | -0.02% | -0.92% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 2.37% | -0.31% | -1.31% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 2.25% | -0.25% | +2.55% | |
| 21 | BA | Boeing Co/the | Stock-Industrials | 2.24% | -0.03% | — | |
| 22 | SBUX | Starbucks CORP | Stock-Consumer Disc | 2.20% | -0.01% | +0.56% | |
| 23 | MDT | Medtronic plc | Stock-Healthcare | 2.10% | -0.43% | -0.31% | |
| 24 | ABT | Abbott Laboratories | Stock-Healthcare | 2.08% | -0.54% | +0.38% | |
| 25 | MU | Micron Technology Inc | Stock-Tech | 1.96% | +2.39% | -54.26% | |
| 26 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.89% | -0.17% | +1.51% | |
| 27 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.87% | -0.49% | -3.50% | |
| 28 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.79% | -0.27% | -4.90% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.54% | +0.01% | +7.09% | |
| 30 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.53% | +1.56% | +7.52% | |
| 31 | COP | Conocophillips | Stock-Energy | 1.47% | -0.47% | -0.10% | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.38% | -0.11% | -1.82% | |
| 33 | OC | Owens Corning | Stock-Industrials | 1.11% | +0.43% | -2.10% | |
| 34 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.02% | +0.48% | — | |
| 35 | DHR | Danaher CORP | Stock-Healthcare | 0.97% | -0.13% | — | |
| 36 | MSCI | Msci Inc | Stock-Financials | 0.74% | +0.05% | -3.22% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.55% | +0.11% | +16.15% | |
| 38 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.45% | +0.01% | +5.02% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.41% | — | +1.54% | |
| 40 | ADI | Analog Devices Inc | Stock-Tech | 0.12% | +0.30% | — | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.11% | — | +2.14% | |
| 42 | MA | Mastercard Inc - A | Stock-Financials | 0.10% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FDX | Fedex CORP | +0.7% | — | Unchanged |
| 2 | MRK | Merck & Co. Inc. | +0.5% | +1.22% | Add |
| 3 | ETN | Eaton Corporation plc | +0.5% | -0.66% | Trim |
| 4 | LHX | L3harris Technologies Inc | +0.5% | -0.65% | Trim |
| 5 | COP | Conocophillips | +0.4% | -0.10% | Trim |
| 6 | VPL | Vanguard Ftse Pacific ETF | +0.4% | +2.85% | Add |
| 7 | NOC | Northrop Grumman CORP | +0.4% | -1.74% | Trim |
| 8 | GILD | Gilead Sciences Inc | +0.3% | -0.82% | Trim |
| 9 | VZ | Verizon Communications Inc | +0.3% | -3.50% | Trim |
| 10 | LH | Labcorp Holdings Inc | +0.2% | +0.53% | Add |
| 11 | VGK | Vanguard Ftse Europe ETF | +0.2% | +3.08% | Add |
| 12 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +1.38% | Add |
| 13 | SBUX | Starbucks CORP | +0.2% | +0.56% | Add |
| 14 | KO | Coca-cola Co/the | +0.1% | -1.82% | Trim |
| 15 | SMH | Vaneck Semiconductor ETF | +0.1% | — | Unchanged |
| 16 | NVDA | Nvidia CORP | +0.1% | +16.15% | Add |
| 17 | VEU | Vanguard Ftse All-world Ex-u | 0% | +5.02% | Add |
| 18 | ADI | Analog Devices Inc | 0% | — | Unchanged |
| 19 | IWM | Ishares Russell 2000 ETF | 0% | +2.14% | Add |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +1.54% | Add |
| 21 | MA | Mastercard Inc - A | 0% | — | Unchanged |
| 22 | OC | Owens Corning | -0.1% | -2.10% | Trim |
| 23 | MSCI | Msci Inc | -0.1% | -3.22% | Trim |
| 24 | ABBV | Abbvie Inc | -0.1% | +0.52% | Add |
| 25 | PANW | Palo Alto Networks Inc | -0.1% | +7.52% | Add |
| 26 | C | Citigroup Inc | -0.1% | -0.74% | Trim |
| 27 | META | Meta Platforms Inc-class A | -0.1% | +7.09% | Add |
| 28 | DHR | Danaher CORP | -0.2% | — | Unchanged |
| 29 | AAPL | Apple Inc | -0.2% | -0.38% | Trim |
| 30 | MDT | Medtronic plc | -0.2% | -0.31% | Trim |
| 31 | GS | Goldman Sachs Group Inc | -0.2% | -1.68% | Trim |
| 32 | TMO | Thermo Fisher Scientific Inc | -0.3% | +1.51% | Add |
| 33 | MET | Metlife Inc | -0.3% | -0.92% | Trim |
| 34 | AMZN | Amazon.com Inc | -0.3% | +1.24% | Add |
| 35 | DIS | Walt Disney Co/the | -0.4% | -4.90% | Trim |
| 36 | ABT | Abbott Laboratories | -0.4% | +0.38% | Add |
| 37 | JPM | Jpmorgan Chase & Co | -0.5% | -0.83% | Trim |
| 38 | V | Visa Inc-class A Shares | -0.5% | +0.43% | Add |
| 39 | MSFT | Microsoft CORP | -0.6% | +2.55% | Add |
| 40 | ORCL | Oracle CORP | -0.8% | -1.31% | Trim |
| 41 | MU | Micron Technology Inc | -1.6% | -54.26% | Trim |
| 42 | BA | Boeing Co/the | — | NEW | New buy |
| 43 | ADBE | Adobe Inc | — | 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 Q1 2026.
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, VWO, GS) accounted for 23.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
BA
市值: $7.3M
Top Position Liquidated / Trimmed
ADBE
前期市值: $2.3M
During Q1 2026, WealthBridge Investment Counsel Inc.'s top holdings by market value included VGK (6.9%)、VWO (5.8%)、GS (5.4%). The largest single position, VGK, represented 6.9% of total portfolio value.
In Q1 2026, WealthBridge Investment Counsel Inc. made 38 total portfolio adjustments, initiating 1 new buys, adding to 18 positions, trimming 18 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.