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Wealthbridge Investment Counsel Inc.
WealthBridge Investment Counsel Inc. is a registered investment advisory firm headquartered in Chicago, Illinois. Founded in 2019, WealthBridge specializes in bespoke investment management and advisory services for high-net-worth individuals, families, and institutions. The firm manages diversified portfolios of primarily US and international equities and provides long-term portfolio management based on client objectives. WealthBridge typically maintains a small team of investment professionals, focusing on relationship-based advisory models. As of its latest filings, WealthBridge manages several hundred million dollars in client assets.
Investment Strategy
WealthBridge Investment Counsel Inc. employs a diversified, research-driven investment approach, primarily investing in large-cap US and international equities through direct investments and ETFs. The firm emphasizes long-term growth, constructing portfolios that focus on quality companies with strong fundamentals and proven track records. Portfolio turnover is generally low, and the firm incorporates both top-down macroeconomic and bottom-up security analysis to align client portfolios with their risk tolerances and objectives.
Latest 13F Filing Activity
Wealthbridge Investment Counsel Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 46 equity positions with a total 13F market value of $324M. The fund increased holdings in Micron Technology, Apple, Abbvie among other positions. Wealthbridge Investment Counsel Inc. reduced exposure to Constellation Brands, Oracle, Walt Disney among others.
Top Holdings
Equity Positions (46)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JPM | JP Morgan Chase | 5.75% | $18.6M | 59,121 | $136.31 | $315.43 | +$1.3M |
G GS | Goldman Sachs | 5.38% | $17.5M | 21,928 | $235.47 | $796.35 | +$1.4M |
O ORCL | Oracle | 4.87% | $15.8M | 56,200 | $58.05 | $281.24 | -$1.3M |
V V | Visa | 4.12% | $13.4M | 39,177 | $192.75 | $341.38 | -$580.0K |
E ETN | Eaton | 4.09% | $13.3M | 35,475 | $120.19 | $374.25 | +$547.0K |
Industry Allocation
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