Leith Wheeler Investment Counsel Ltd.

CIK 0001353651 · VANCOUVER, A1 · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source

Leith Wheeler Investment Counsel Ltd. reported 85 positions worth $1.32B as of June 30, 2026 (13F filed August 5, 2026). Largest holding: IVV (32.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.32B
2026 Q2
Positions
85
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
56.9%
Est. Net Flow (Q)
2026 Q2
10 / 85 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES CORE S AND P 500 ETFSH$431.8M32.80%576,529
2MSFTMICROSOFT CORPSH$44.3M3.37%118,732
3UNHUNITEDHEALTH GROUP INCSH$40.5M3.08%97,475
4GOOGLALPHABET INC-CL ASH$39.7M3.01%111,029
5VVISA INC-CLASS A SHARESSH$36.2M2.75%105,448
6BWABORGWARNER INCSH$35.3M2.68%531,201
7WFCWELLS FARGO and COSH$33.8M2.57%409,248
8LHXL3HARRIS TECHNOLOGIES INCSH$31.1M2.37%107,169
9DISWALT DISNEY COSH$30.6M2.33%318,257
10MDTMEDTRONIC PLCSH$25.9M1.97%330,814

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Leith Wheeler Investment Counsel Ltd. hold as of Q2 2026?

Leith Wheeler Investment Counsel Ltd. reported 85 positions worth $1.32B in its Q2 2026 13F filing. Largest positions: IVV (32.8%), MSFT (3.4%), UNH (3.1%), GOOGL (3.0%) and V (2.7%).

What did Leith Wheeler Investment Counsel Ltd. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Leith Wheeler Investment Counsel Ltd. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.