DOSSIER · 13F-HR · Q1 2026

Leith Wheeler Investment Counsel Ltd.

$1.2B in tracked AUM across 84 positions as of Q1 2026.

LW
CIK 0001353651 · last filed Mar 31, 2026
Total AUM
$1.2B
as of Q1 2026
Holdings
84
positions
Whale Score
68
68
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Leith Wheeler Investment Counsel Ltd. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES CORE S AND P 500 ETF
$377M577K31.2%
02
LHX
L3HARRIS TECHNOLOGIES INC
$37M107K3.1%
03
WFC
WELLS FARGO and CO
$33M409K2.7%
04
GOOGL
ALPHABET INC-CL A
$32M112K2.7%
05
V
VISA INC-CLASS A SHARES
$32M105K2.6%
06
DIS
WALT DISNEY CO
$31M319K2.5%
07
UNH
UNITEDHEALTH GROUP INC
$30M109K2.4%
08
G5960L103
MEDTRONIC PLC
$28M323K2.3%
09
BWA
BORGWARNER INC
$27M493K2.2%
10
CRM
SALESFORCE.COM INC
$27M142K2.2%

Filing history

2026Q1Mar 31
$1.2B 9.2%
84 positionsView →
2025Q4Dec 31
$1.3B 9.8%
87 positionsView →
2025Q3Sep 30
$1.5B 3.0%
72 positionsView →
2025Q2Jun 30
$1.5B 5.9%
65 positionsLocked
2025Q1Mar 31
$1.4B 4.2%
75 positionsLocked
2024Q4Dec 31
$1.4B 3.2%
59 positionsLocked
2024Q3Sep 30
$1.4B 23.2%
60 positionsLocked
2024Q2Jun 30
$1.2B 12.5%
65 positionsLocked
2024Q1Mar 31
$1.0B 12.6%
64 positionsLocked
2023Q4Dec 31
$913M 20.7%
57 positionsLocked
2023Q3Sep 30
$757M 1.0%
58 positionsLocked
2023Q2Jun 30
$764M 12.3%
63 positionsLocked
Showing 12 of 33