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CIK 0001799425 • 7 13F filings • Apr 11, 2025 – Oct 13, 2026
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=jivedata("wealthbridge-investment-counsel-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Abbott Laboratories | Common Stock | $9K | 3.1% | 64,643 SH | |
| AbbVie | Common Stock | $8K | 2.9% | 37,591 SH | |
| Adobe | Common Stock | $2K | 0.7% | 4,842 SH | |
| Amazon.com | Common Stock | $11K | 3.8% | 55,566 SH | |
| Analog Devices | Common Stock | $245 | 0.1% | 1,215 SH | |
| Apple | Common Stock | $10K | 3.5% | 43,504 SH | |
| Citigroup | Common Stock | $8K | 2.9% | 113,784 SH | |
| Coca-Cola | Common Stock | $5K | 1.6% | 62,875 SH | |
| ConocoPhillips | Common Stock | $3K | 1.2% | 31,790 SH | |
| Constellation Brands | Common Stock | $5K | 1.7% | 25,745 SH | |
| Danaher | Common Stock | $3K | 1.1% | 15,235 SH | |
| Eaton | Common Stock | $9K | 3.3% | 33,785 SH | |
| FedEx | Common Stock | $8K | 2.8% | 31,970 SH | |
| Gilead Sciences | Common Stock | $8K | 2.8% | 69,405 SH | |
| Global X Cybersecurity Index | ETP | $3K | 1.1% | 97,400 SH | |
| Goldman Sachs | Common Stock | $13K | 4.6% | 23,303 SH | |
| Intel | Common Stock | $1K | 0.4% | 45,300 SH | |
| iShares MSCI EAFE | ETP | $11K | 3.9% | 130,975 SH | |
| iShares MSCI Emerging Market | ETP | $10K | 3.6% | 225,610 SH | |
| iShares Russell 2000 Index | ETP | $275 | 0.1% | 1,377 SH | |
| iShares S&P Europe 350 | ETP | $1K | 0.4% | 18,700 SH | |
| JP Morgan Chase | Common Stock | $15K | 5.5% | 61,131 SH | |
| L3Harris Technologies | Common Stock | $5K | 2.0% | 26,028 SH | |
| Labcorp Holdings | Common Stock | $8K | 2.9% | 34,201 SH | |
| LyondellBasell | Common Stock | $2K | 0.9% | 33,835 SH | |
| Mastercard | Common Stock | $346 | 0.1% | 632 SH | |
| Medtronic | Common Stock | $7K | 2.6% | 78,685 SH | |
| Merck | Common Stock | $8K | 2.8% | 85,635 SH | |
| Meta Platforms | Common Stock | $730 | 0.3% | 1,267 SH | |
| MetLife | Common Stock | $10K | 3.5% | 120,660 SH | |
| Micron Technology | Common Stock | $2K | 0.8% | 24,875 SH | |
| Microsoft | Common Stock | $7K | 2.5% | 18,168 SH | |
| MSCI | Common Stock | $2K | 0.6% | 2,957 SH | |
| Northrop Grumman | Common Stock | $6K | 2.3% | 12,452 SH | |
| Oracle | Common Stock | $11K | 4.0% | 77,705 SH | |
| Owens Corning | Common Stock | $5K | 2.0% | 38,020 SH | |
| SPDR S&P 500 | ETP | $1K | 0.4% | 2,071 SH | |
| Starbucks | Common Stock | $7K | 2.6% | 72,368 SH | |
| Thermo Fisher Scientific | Common Stock | $6K | 2.1% | 11,487 SH | |
| VanEck Semiconductor Index | ETP | $2K | 0.6% | 7,240 SH | |
| Vanguard FTSE All-World Ex US | ETP | $733 | 0.3% | 12,080 SH | |
| Vanguard FTSE Emerging Markets Index | ETP | $5K | 1.8% | 111,820 SH | |
| Vanguard FTSE Europe Index | ETP | $9K | 3.3% | 128,565 SH | |
| Vanguard FTSE Pacific Index | ETP | $3K | 0.9% | 35,320 SH | |
| Verizon Communications | Common Stock | $6K | 2.2% | 131,800 SH | |
| Visa | Common Stock | $14K | 5.0% | 39,174 SH | |
| Walt Disney | Common Stock | $6K | 2.3% | 64,811 SH |
| 13F-HR |
| 0001799425-25-000008 |
| $324K |
| View |
| Jul 15, 2026 | Q2 2026 | 13F-HR | 0001799425-26-000003 | $375K | View |
| Jul 11, 2025 | Q2 2025 | 13F-HR | 0001799425-25-000005 | $308K | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0001799425-26-000002 | $328K | View |
| Apr 11, 2025 | Q1 2025 | 13F-HR | 0001799425-25-000004 | $275K | View |