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WBH ADVISORY INC 13F holdings

Filed 2026-08-05 · WBH ADVISORY INC · 365 positions · $1.5B

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TickerCompanySharesValue% of portfolio
VTIVANGUARD INDEX FDS210.9K$78.1M5.2%
VGTVANGUARD WORLD FD638.0K$76.3M5.1%
SPYMSPDR SERIES TRUST740.9K$65.1M4.4%
SCHBSCHWAB STRATEGIC TR2.1M$60.0M4.0%
XLKSELECT SECTOR SPDR TR285.0K$54.3M3.6%
VXUSVANGUARD STAR FDS486.0K$41.5M2.8%
FBNDFIDELITY MERRIMACK STR TR729.2K$33.2M2.2%
BDYNBLACKROCK ETF TRUST1.1M$29.5M2.0%
VBVANGUARD INDEX FDS89.6K$27.2M1.8%
SCHXSCHWAB STRATEGIC TR835.4K$24.6M1.7%
SCHGSCHWAB STRATEGIC TR725.4K$24.5M1.6%
IVVISHARES TR32.5K$24.3M1.6%
BNDVANGUARD BD INDEX FDS312.4K$22.9M1.5%
VCSHVANGUARD SCOTTSDALE FDS285.7K$22.6M1.5%
VGSHVANGUARD SCOTTSDALE FDS359.1K$20.9M1.4%
BDVLBLACKROCK ETF TRUST802.8K$20.9M1.4%
AAPLAPPLE INC68.9K$19.9M1.3%
SCHFSCHWAB STRATEGIC TR710.8K$19.7M1.3%
IEFAISHARES TR199.3K$19.3M1.3%
VGITVANGUARD SCOTTSDALE FDS318.1K$18.8M1.3%
SPSMSPDR SERIES TRUST312.9K$18.0M1.2%
VHTVANGUARD WORLD FD57.0K$17.0M1.1%
XLYSELECT SECTOR SPDR TR144.7K$17.0M1.1%
XLFSELECT SECTOR SPDR TR310.7K$16.7M1.1%
ITOTISHARES TR99.9K$16.4M1.1%
XLCSELECT SECTOR SPDR TR151.8K$16.3M1.1%
XLISELECT SECTOR SPDR TR82.3K$15.2M1.0%
JBNDJ P MORGAN EXCHANGE TRADED F284.4K$15.2M1.0%
NEARISHARES U S ETF TR296.3K$15.0M1.0%
MSFTMICROSOFT CORP40.2K$15.0M1.0%
SPMDSPDR SERIES TRUST210.8K$14.2M1.0%
VFHVANGUARD WORLD FD99.2K$13.1M0.9%
VTVANGUARD INTL EQUITY INDEX F79.9K$12.5M0.8%
SPDWSPDR INDEX SHS FDS237.2K$12.0M0.8%
CGCPCAPITAL GRP FIXED INCM ETF T517.8K$11.5M0.8%
ACWIISHARES INC138.0K$11.4M0.8%
XLVSELECT SECTOR SPDR TR67.8K$10.7M0.7%
JCPBJ P MORGAN EXCHANGE TRADED F216.4K$10.2M0.7%
VEUVANGUARD INTL EQUITY INDEX F117.1K$9.8M0.7%
QQQMINVESCO EXCH TRADED FD TR II32.0K$9.7M0.7%
SPYSTATE STR SPDR S&P 500 ETF T12.8K$9.6M0.6%
LQDISHARES TR83.2K$9.1M0.6%
XLESELECT SECTOR SPDR TR168.8K$9.0M0.6%
BRK-BBERKSHIRE HATHAWAY INC DEL17.0K$8.5M0.6%
LLYELI LILLY & CO6.6K$8.0M0.5%
QQQINVESCO QQQ TR10.5K$7.7M0.5%
GOOGLALPHABET INC21.4K$7.7M0.5%
MINTPIMCO ETF TR74.3K$7.5M0.5%
SCHESCHWAB STRATEGIC TR196.1K$7.1M0.5%
SPEMSPDR INDEX SHS FDS133.1K$6.9M0.5%
IXUSISHARES TR64.2K$6.1M0.4%
IYWISHARES TR23.7K$6.0M0.4%
SCHOSCHWAB STRATEGIC TR239.5K$5.8M0.4%
VOXVANGUARD WORLD FD31.1K$5.7M0.4%
VUGVANGUARD INDEX FDS62.1K$5.3M0.4%
JNJJOHNSON & JOHNSON20.9K$5.3M0.4%
AGGISHARES TR53.2K$5.3M0.4%
SCHASCHWAB STRATEGIC TR141.4K$5.1M0.3%
CATCATERPILLAR INC4.7K$5.1M0.3%
BINCBLACKROCK ETF TRUST II95.7K$5.0M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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