Wbh Advisory
$1.3B Assets Reported
363 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 214,106 | $69M | 5.2% |
| VGT | VANGUARD WORLD FD | 80,807 | $57M | 4.3% |
| SPYM | SPDR SERIES TRUST | 710,952 | $55M | 4.1% |
| SCHB | SCHWAB STRATEGIC TR | 2,119,640 | $54M | 4.0% |
| XLK | SELECT SECTOR SPDR TR | 298,721 | $40M | 3.0% |
| VXUS | VANGUARD STAR FDS | 491,313 | $38M | 2.9% |
| FBND | FIDELITY MERRIMACK STR TR | 733,804 | $33M | 2.5% |
| BDYN | BLACKROCK ETF TRUST | 1,052,246 | $26M | 1.9% |
| BND | VANGUARD BD INDEX FDS | 330,479 | $24M | 1.8% |
| VB | VANGUARD INDEX FDS | 89,261 | $24M | 1.8% |
Track Wbh Advisory's 13F portfolio: $1.3B in reported holdings, 363 positions. Top holdings, AUM, and quarterly changes on SentiSense.