WBH ADVISORY INC: 13F holdings
CIK 12596712026Q2
| Positions | 363 |
|---|
| Reported value | $1.5bn |
|---|
| Filed | 2026-08-05 |
|---|
Change since last quarter
| Positions | 363 (+13 vs prior quarter) |
|---|
| Reported value | $1.5bn (+11.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 210,936 | $78.1m | 5.2% |
| VGT VANGUARD WORLD FD | 637,972 | $76.3m | 5.1% |
| SPYM SPDR SERIES TRUST | 740,912 | $65.1m | 4.4% |
| SCHB SCHWAB STRATEGIC TR | 2,072,831 | $60.0m | 4.0% |
| XLK SELECT SECTOR SPDR TR | 285,011 | $54.3m | 3.6% |
| VXUS VANGUARD STAR FDS | 486,009 | $41.5m | 2.8% |
| FBND FIDELITY MERRIMACK STR TR | 729,218 | $33.2m | 2.2% |
| BDYN BLACKROCK ETF TRUST | 1,062,444 | $29.5m | 2.0% |
| VB VANGUARD INDEX FDS | 89,618 | $27.2m | 1.8% |
| SCHX SCHWAB STRATEGIC TR | 835,375 | $24.6m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1259671")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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