Leith Wheeler Investment Counsel Ltd.
CIK 1353651 · Holdings on Jun 30, 2026 · First reported Aug 5, 2026
Top ten holdings
Q2 2026- IVV32.80%
- MSFT3.37%
- UNH3.08%
- GOOGL3.01%
- V2.75%
- BWA2.68%
- WFC2.57%
- LHX2.37%
- DIS2.33%
- MDT1.97%
Share classes counted separately56.93%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IVVWeight increased · +1.64 pp31.16% → 32.80%Shares -508 (-0.09%)
- MSFTWeight increased · +1.45 pp1.92% → 3.37%Shares +56.01K (+89.31%)
- HSICWeight decreased · -0.95 pp2.16% → 1.21%Shares -164.03K (-46.17%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $431.76M | 32.80% | 576.53K shares | 31.16% → 32.80%+1.64 pp -508 (-0.09%) | Reduced | ▾ |
| 02 | MSFTMICROSOFT CORP View history and evidence | $44.29M | 3.37% | 118.73K shares | 1.92% → 3.37%+1.45 pp +56.01K (+89.31%) | Added | ▾ |
| 03 | UNHUNITEDHEALTH GROUP INC View history and evidence | $40.51M | 3.08% | 97.47K shares | 2.45% → 3.08%+0.63 pp -11.96K (-10.93%) | Reduced | ▾ |
| 04 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $39.68M | 3.01% | 111.03K shares | 2.65% → 3.01%+0.36 pp -618 (-0.55%) | Reduced | ▾ |
| 05 | VVISA INC-CLASS A SHARESCOM CL A View history and evidence | $36.18M | 2.75% | 105.45K shares | 2.63% → 2.75%+0.12 pp +269 (+0.26%) | Added | ▾ |
| 06 | BWABORGWARNER INC View history and evidence | $35.27M | 2.68% | 531.20K shares | 2.21% → 2.68%+0.47 pp +38.40K (+7.79%) | Added | ▾ |
| 07 | WFCWELLS FARGO & CO View history and evidence | $33.82M | 2.57% | 409.25K shares | 2.69% → 2.57%-0.12 pp +559 (+0.14%) | Added | ▾ |
| 08 | LHXL3HARRIS TECHNOLOGIES INC View history and evidence | $31.14M | 2.37% | 107.17K shares | 3.06% → 2.37%-0.69 pp -225 (-0.21%) | Reduced | ▾ |
| 09 | DISWALT DISNEY CO/THE View history and evidence | $30.63M | 2.33% | 318.26K shares | 2.54% → 2.33%-0.21 pp -678 (-0.21%) | Reduced | ▾ |
| 10 | MDTMEDTRONIC PLCSHS View history and evidence | $25.88M | 1.97% | 330.81K shares | 2.32% → 1.97%-0.35 pp +7.43K (+2.30%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| QQQM INVESCO NASDAQ 100 ETF | Non-derivative | -106,290 | -$25.26M | SEC filing ↗ | SEC filing ↗ |
| WYNN WYNN RESORTS LTD | Non-derivative | -149,902 | -$15.22M | SEC filing ↗ | SEC filing ↗ |
| 78470E110 SPDR MSCI EAFA FOSSIL FUEL | Non-derivative | -222,164 | -$11.06M | SEC filing ↗ | SEC filing ↗ |
3 / 5 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1353651 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-05
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1316163080
}Research all 85 reported holdings.
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