WealthBridge Investment Counsel Inc.

Q4 2025 13F-HR Holdings

Location
Calgary, A0
Holdings as of
12/31/2025
Date filed
1/22/2026
Form type
13F-HR
Num holdings
42
Total value ($000)
$333,277
Net value change ($000)
+8,891 (2.7%)
New positions
1
Sold out positions
5
Turnover %
10.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/6/2025 Next filing: 4/8/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VWO 12,018 182.1%
VGK 10,681 91.5%
PANW 5,340 NEW
VPL 4,717 77.9%
MU 4,678 65.3%
MRK 1,850 26.4%
C 1,671 14.8%
FDX 1,599 22.9%
TMO 1,383 23.9%
GS 1,166 6.7%
Top Reduces (Value $000, Stocks/ETFs)
EFA -12,136 -100.0%
EEM -11,849 -100.0%
ORCL -5,404 -34.2%
BUG -3,505 -100.0%
ETN -1,940 -14.6%
OC -1,598 -29.3%
LH -1,229 -12.3%
IEV -1,159 -100.0%
LYB -1,122 -100.0%
VZ -680 -11.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type