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Jeremy Ash

Wealthbridge Investment Counsel Inc.

Assets Managed
$374.542M
Holdings
44
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
14.34%(2Q avg: 6.32%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealthbridge Investment Counsel Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 44 positions.

Assets under management

The assets under management (AUM) of Wealthbridge Investment Counsel Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 374.542M in assets, with a quarterly growth rate of 14.34% and a 2-quarter average growth rate of 6.32%. The portfolio is managed by Jeremy Ash, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VGK
Vanguard Ftse Europe Etf
Recent Activity
Increased 0.13%
6.53%
$24.427M
275,892 shares@ $88.54 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Decreased -0.05%
5.6%
$20.943M
350,860 shares@ $59.7 avg price
GS
Goldman Sachs Group Inc
Recent Activity
Decreased -3.39%
5.44%
$20.358M
20,129 shares@ $1011.38 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -0.83%
5.05%
$18.896M
57,728 shares@ $327.33 avg price
MU
Micron Technology Inc
Recent Activity
Decreased -25.7%
4.35%
$16.277M
14,101 shares@ $1154.32 avg price
C
Citigroup Inc
Recent Activity
Decreased -1.36%
4.07%
$15.211M
108,679 shares@ $139.97 avg price
ETN
Eaton Corp Plc
Recent Activity
Increased 0.15%
4.03%
$15.089M
35,410 shares@ $426.13 avg price
VPL
Vanguard Ftse Pacific Etf
Recent Activity
Increased 4.42%
3.96%
$14.805M
127,975 shares@ $115.69 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.74%
3.7%
$13.835M
58,046 shares@ $238.35 avg price
V
Visa Inc-class A Shares
Recent Activity
Increased 0.76%
3.68%
$13.776M
40,152 shares@ $343.1 avg price

1-10 of 44