WealthBridge Investment Counsel Inc.

The portfolio is well-balanced between individual equities and Exchange Traded Funds (ETFs). While the previous quarter appeared to have a concentrated focus, the current quarter reveals a broader mandate that includes significant exposure to international markets through Vanguard ETFs. The average position size is approximately $7.93K, though the top 10 holdings account for 46.7% of the total assets, suggesting a core-satellite approach where top positions drive performance while smaller holdings provide diversification.

2. Key Holdings

The portfolio is anchored by a mix of international equity exposure and major U.S. financial institutions.