Leith Wheeler Investment Counsel
Leith Wheeler Investment Counsel reported 85 stocks worth $1.3B in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are IVV (32.8%), MSFT (3.4%) and UNH (3.1%). Compared with Q1 2026, the fund opened new positions in CCL, EFAX and VSGX, added to MSFT, V and BWA, trimmed UNH, GOOGL and LHX and sold out of QQQM, WYNN and KD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $432M | 32.8% | 577K | No change | 8 of 8 | |
| 2 |  MSFT Microsoft Corp | $44.3M | 3.4% | 119K | +56K (+89%) | 8 of 8 | |
| 3 |  UNH Unitedhealth Group Inc | $40.5M | 3.1% | 97K | −12K (−11%) | 7 of 8 | |
| 4 |  GOOGL Alphabet Inc | $39.7M | 3.0% | 111K | −618 (−1%) | 8 of 8 | |
| 5 |  V Visa Inc | $36.2M | 2.8% | 105K | +269 (+0%) | 8 of 8 | |
| 6 |  BWA Borgwarner Inc | $35.3M | 2.7% | 531K | +38K (+8%) | 6 of 8 | |
| 7 |  WFC Wells Fargo Co New | $33.8M | 2.6% | 409K | +559 (+0%) | 7 of 8 | |
| 8 |  LHX L3HARRIS Technologies in | $31.1M | 2.4% | 107K | −225 (−0%) | 8 of 8 | |
| 9 |  DIS Disney Walt Co | $30.6M | 2.3% | 318K | −678 (−0%) | 8 of 8 | |
| 10 |  MDT Medtronic PLC F | $25.9M | 2.0% | 331K | +7,430 (+2%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 5, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Leith Wheeler Investment Counsel 13F FAQ
What does Leith Wheeler Investment Counsel own?
Leith Wheeler Investment Counsel reported 85 stocks worth $1.3B in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are IVV (32.8%), MSFT (3.4%) and UNH (3.1%). The table above lists every position in the filing (the top 10 without an account).
What did Leith Wheeler Investment Counsel buy and sell in Q2 2026?
Compared with Q1 2026: 6 new positions, 23 added to, 46 trimmed and 5 sold out. New positions include CCL, EFAX and VSGX. It sold all of QQQM, WYNN and KD.
When will Leith Wheeler Investment Counsel file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Leith Wheeler Investment Counsel's portfolio worth?
The Q2 2026 filing reports $1.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.