Long-term investor
Wealthbridge Investment Counsel Inc. @wealthbridgeinvestmentco
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001799425).
Record
- Tracked since 2025-06-30 (445 days), 49 trades recorded
- Returns: week n/a · month n/a · 90 days +6.7% · 6 months n/a · 1 year +13.9% · all +13.9%
- Max drawdown n/a · win rate 43% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VGK · 6.5% · long · since 2025-06-30
- VWO · 5.6% · long · since 2025-06-30
- GS · 5.4% · long · since 2025-06-30
- JPM · 5.0% · long · since 2025-06-30
- MU · 4.3% · long · since 2025-06-30
- C · 4.1% · long · since 2025-06-30
- ETN · 4.0% · long · since 2025-06-30
- VPL · 4.0% · long · since 2025-06-30
- AMZN · 3.7% · long · since 2025-06-30
- V · 3.7% · long · since 2025-06-30
- AAPL · 3.3% · long · since 2025-06-30
- PANW · 3.1% · long · since 2025-12-31