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Investment manager · 13F filer · SEC CIK 1353651
Leith Wheeler Investment Counsel Ltd.
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Reported value$1.35Bas of Sep 30, 2026
Positions101 18 new, 2 sold out
Top 10 weight56.1%IVV alone is 31%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Core S and P 500 ETF
30.7%Trimmed −6%
MSFTMicrosoft Corp
4.6%Added +2%
GOOGLAlphabet Inc.
3.7%Added +32%
VVisa Inc.
2.8%
METAMeta Platforms, Inc.
2.5%
WFCWells Fargo & Company
2.4%
CRMSalesforce, Inc.
2.4%
BWABorgWarner Inc
2.4%
UNHUnitedHealth Group Inc
2.3%−12%
VEUVanguard Ftse All-World Ex-U
2.2%
DISWalt Disney Co
2.2%−11%
MDTMedtronic PLC
2.1%
IVViShares Core S and P 500 ETF
30.7%Trimmed −6%
MSFTMicrosoft Corp
4.6%
GOOGLAlphabet Inc.
3.7%
V2.8%META2.5%WFC2.4%CRM2.4%BWA2.4%UNH2.3%VEU2.2%
DIS2.2%MDT2.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Core S and P 500 ETF 30.7% Trimmed −6%
MSFT Microsoft Corp 4.6% Added +2%GOOGL Alphabet Inc. 3.7% Added +32%V Visa Inc. 2.8% HeldMETA Meta Platforms, Inc. 2.5% HeldWFC Wells Fargo & Company 2.4% HeldCRM Salesforce, Inc. 2.4% HeldBWA BorgWarner Inc 2.4% HeldUNH UnitedHealth Group Inc 2.3% Trimmed −12%VEU Vanguard Ftse All-World Ex-U 2.2% New
DIS Walt Disney Co 2.2% Trimmed −11%MDT Medtronic PLC 2.1% HeldWhat changed
Biggest moves since Jun 30, 2026
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