Wheelhouse Advisory Group LLC: 13F holdings
CIK 19989462026Q2
| Positions | 55 |
|---|
| Reported value | $354.4m |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 55 (+4 vs prior quarter) |
|---|
| Reported value | $354.4m (+17.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DFSD DIMENSIONAL ETF TRUST | 771,244 | $36.8m | 10.4% |
| SGOV ISHARES TR | 362,616 | $36.5m | 10.3% |
| VOOG VANGUARD ADMIRAL FDS INC | 383,497 | $31.7m | 8.9% |
| VOO VANGUARD INDEX FDS | 44,932 | $30.9m | 8.7% |
| VHT VANGUARD WORLD FD | 89,830 | $26.9m | 7.6% |
| VV VANGUARD INDEX FDS | 69,009 | $23.7m | 6.7% |
| VIG VANGUARD SPECIALIZED FUNDS | 96,222 | $22.8m | 6.4% |
| VGT VANGUARD WORLD FD | 188,828 | $22.6m | 6.4% |
| MGK VANGUARD WORLD FD | 254,581 | $22.4m | 6.3% |
| AVUV AMERICAN CENTY ETF TR | 162,813 | $20.3m | 5.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1998946")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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