Institutional Fund
Wealthbridge Investment Counsel Inc.
Calgary, AlbertaCIK 17994255 filings on record
Portfolio Value
$327.6K
Q1 2026
Holdings
42
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-1.7%
from $333.3K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Intl Equity Index F6.9%
- Vanguard Intl Equity Index F5.8%
- Goldman Sachs Group Inc5.4%
- Jpmorgan Chase & Co.5.2%
- Eaton Corp PLC3.9%
- Citigroup Inc3.8%
- Other69.0%
Portfolio Holdings
42 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Intl Equity Index F | 275.5K | $22.7K | 6.9% | +8.2K | Added |
| 2 | Vanguard Intl Equity Index F | 351.1K | $19.0K | 5.8% | +4.8K | Added |
| 3 | Goldman Sachs Group Inc | 20.8K | $17.6K | 5.4% | −355 | Reduced |
| 4 | Jpmorgan Chase & Co. | 58.2K | $17.1K | 5.2% | −485 | Reduced |
| 5 | Eaton Corp PLC | 35.4K | $12.6K | 3.9% | −235 | Reduced |
| 6 | Citigroup Inc | 110.2K | $12.5K | 3.8% | −825 | Reduced |
| 7 | Visa Inc | 39.9K | $12.0K | 3.7% | +170 | Added |
| 8 | Amazon Com Inc | 57.6K | $12.0K | 3.7% | +705 | Added |
| 9 | Vanguard Intl Equity Index F | 122.6K | $12.0K | 3.7% | +3.4K | Added |
| 10 | Apple Inc | 42.4K | $10.8K | 3.3% | −160 | Reduced |
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