Wbh Advisory
$1.5B 13F equity value
372 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Wbh Advisory covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 210,936 | $78M | 5.2% |
| VGT | VANGUARD WORLD FD | 637,972 | $76M | 5.1% |
| SPYM | SPDR SERIES TRUST | 740,912 | $65M | 4.4% |
| SCHB | SCHWAB STRATEGIC TR | 2,072,831 | $60M | 4.0% |
| XLK | SELECT SECTOR SPDR TR | 285,011 | $54M | 3.6% |
| VXUS | VANGUARD STAR FDS | 486,009 | $42M | 2.8% |
| FBND | FIDELITY MERRIMACK STR TR | 729,218 | $33M | 2.2% |
| BDYN | BLACKROCK ETF TRUST | 1,062,444 | $29M | 2.0% |
| VB | VANGUARD INDEX FDS | 89,618 | $27M | 1.8% |
| SCHX | SCHWAB STRATEGIC TR | 835,375 | $25M | 1.7% |
Track Wbh Advisory's 13F portfolio: $1.5B in reported holdings, 372 positions. Top holdings and quarterly changes on SentiSense.
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