WBH ADVISORY INC

Est. AUM

$1.33B

13F long equity, this entity only

Positions

345

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$69.2M	214106	5.19%	SOLE
2	VANGUARD WORLD FD	INF TECH ETF	$57.1M	80807	4.29%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$54.8M	710952	4.12%	SOLE
4	SCHWAB STRATEGIC TR	US BRD MKT ETF	$53.6M	2119640	4.03%	SOLE
5	SELECT SECTOR SPDR TR	STATE STREET TEC	$40.3M	298721	3.02%	SOLE
6	VANGUARD STAR FDS	VG TL INTL STK F	$38.3M	491313	2.88%	SOLE
7	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$33.5M	733804	2.51%	SOLE
8	BLACKROCK ETF TRUST	DYNAMIC EQTY ACT	$25.9M	1052246	1.94%	SOLE
9	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$24.3M	330479	1.82%	SOLE
10	VANGUARD INDEX FDS	SMALL CP ETF	$23.5M	89261	1.76%	SOLE
11	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$23.0M	290503	1.72%	SOLE
12	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$22.3M	376638	1.68%	SOLE
13	SCHWAB STRATEGIC TR	US LCAP GR ETF	$21.8M	742117	1.64%	SOLE
14	ISHARES TR	CORE S&P500 ETF	$21.6M	32892	1.62%	SOLE
15	SCHWAB STRATEGIC TR	US LRG CAP ETF	$21.1M	815782	1.58%	SOLE
16	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$20.2M	346364	1.52%	SOLE
17	ISHARES TR	CORE MSCI EAFE	$19.9M	216614	1.49%	SOLE
18	BLACKROCK ETF TRUST	DISCIPLINED VOLA	$19.3M	774685	1.45%	SOLE
19	APPLE INC	COM	$18.2M	71197	1.37%	SOLE
20	SCHWAB STRATEGIC TR	INTL EQTY ETF	$17.9M	713571	1.35%	SOLE
21	SELECT SECTOR SPDR TR	STATE STREET CON	$16.8M	153254	1.26%	SOLE
22	SELECT SECTOR SPDR TR	STATE STREET COM	$16.7M	150548	1.26%	SOLE
23	VANGUARD WORLD FD	HEALTH CAR ETF	$16.1M	58724	1.21%	SOLE
24	SELECT SECTOR SPDR TR	STATE STREET FIN	$15.7M	317870	1.18%	SOLE
25	SPDR SERIES TRUST	STATE STREET SPD	$15.3M	313519	1.14%	SOLE
26	MICROSOFT CORP	COM	$15.0M	40632	1.13%	SOLE
27	ISHARES TR	CORE S&P TTL STK	$14.6M	101638	1.09%	SOLE
28	SELECT SECTOR SPDR TR	STATE STREET IND	$14.3M	86728	1.07%	SOLE
29	J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$13.5M	251459	1.01%	SOLE
30	ISHARES U S ETF TR	SHORT DURATION B	$12.7M	250366	0.95%	SOLE
31	SPDR SERIES TRUST	STATE STREET SPD	$12.6M	211868	0.95%	SOLE
32	VANGUARD WORLD FD	FINANCIALS ETF	$12.2M	100902	0.92%	SOLE
33	CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$11.8M	527177	0.88%	SOLE
34	SELECT SECTOR SPDR TR	STATE STREET HEA	$11.7M	78986	0.88%	SOLE
35	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$11.3M	80772	0.85%	SOLE
36	SPDR INDEX SHS FDS	STATE STREET SPD	$10.5M	226895	0.79%	SOLE
37	ISHARES INC	CORE MSCI EMKT	$9.6M	136447	0.72%	SOLE
38	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$9.1M	193227	0.68%	SOLE
39	ISHARES TR	IBOXX INV CP ETF	$9.0M	82589	0.67%	SOLE
40	SELECT SECTOR SPDR TR	STATE STREET ENE	$8.6M	146204	0.65%	SOLE
41	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$8.6M	18003	0.65%	SOLE
42	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$8.5M	112282	0.64%	SOLE
43	STATE STR SPDR S&P 500 ETF T	TR UNIT	$8.5M	12963	0.64%	SOLE
44	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$8.2M	34159	0.62%	SOLE
45	INVESCO QQQ TR	UNIT SER 1	$6.9M	11736	0.51%	SOLE
46	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$6.7M	202400	0.50%	SOLE
47	ALPHABET INC	CAP STK CL A	$6.6M	22195	0.50%	SOLE
48	ELI LILLY & CO	COM	$6.5M	6851	0.49%	SOLE
49	VANGUARD BD INDEX FDS	SHORT TRM BOND	$6.4M	81371	0.48%	SOLE
50	ISHARES TR	CORE MSCI EURO	$6.0M	84547	0.45%	SOLE

1–50 of 345

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.