WealthBridge Investment Counsel Inc.
SEC Form 13F institutional filer · CIK 0001799425
13F-HR · 36 reported holdings · 2026-03-31
Reported long-US-equity value
$0.00B
Top-10 concentration
47.0%
WealthBridge Investment Counsel Inc. — $265K AUM allocation strategy
WealthBridge Investment Counsel Inc. files SEC Form 13F and reports $265K of long US equity value across 36 reported holdings for 2026-03-31.
Its largest sector bet is Financials 25.5%, followed by Industrials 18.2% and Health Care 16.5%.
The top 10 holdings account for 47% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
WealthBridge Investment Counsel Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$265K
total across 36 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
47% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$PANW +2.18K sh · −$343+$NVDA +1.43K sh · +$142+$MRK +1.03K sh · +$1.39K
Biggest trims (shares)
−$MU −22.5K sh · −$5.43K−$VZ −4.42K sh · +$973−$DIS −3.13K sh · −$1.41K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Diversified Banks11.2%—
- Aerospace & Defense9.5%—
- Investment Banking & Brokerage6.6%—
- Biotechnology6.5%—
- Electrical Components & Equipment4.8%—
- Transaction & Payment Processing Services4.6%—
- Broadline Retail4.6%—
- Technology Hardware, Storage & Peripherals4.1%—
- Other holdings48.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GS | Goldman Sachs Group Inc | 20.8K | $17.6K | -355 | 6.6% |
| $JPM | JP Morgan Chase & Co | 58.2K | $17.1K | -485 | 6.5% |
| $ETN | Eaton Corporation PLC | 35.4K | $12.6K | -235 | 4.8% |
| $C | Citigroup Inc | 110K | $12.5K | -825 | 4.7% |
| $V | Visa Inc | 39.9K | $12K | +170 | 4.5% |
| $AMZN | Amazon.com Inc | 57.6K | $12K | +705 | 4.5% |
| $AAPL | Apple Inc | 42.4K | $10.8K | -160 | 4.1% |
| $FDX | FedEx Corporation | 29.8K | $10.6K | +0 | 4.0% |
| $MRK | Merck & Company Inc | 85.2K | $10.3K | +1.03K | 3.9% |
| $LH | Labcorp Holdings Inc | 35K | $9.35K | +185 | 3.5% |
…and 26 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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