13F Insight
DOSSIER · 13F-HR · Q1 2026

WBH ADVISORY INC

$1.3B in tracked AUM across 350 positions as of Q1 2026.

WA
CIK 0001259671 · last filed Mar 31, 2026
Total AUM
$1.3B
as of Q1 2026
Holdings
350
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

WBH ADVISORY INC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$69M214K5.2%02
VGT
VANGUARD WORLD FD
$57M81K4.3%03
SPYM
SPDR SERIES TRUST
$55M711K4.1%04
SCHB
SCHWAB STRATEGIC TR
$54M2.1M4.0%05
XLK
SELECT SECTOR SPDR TR
$40M299K3.0%06
VXUS
VANGUARD STAR FDS
$38M491K2.9%07
FBND
FIDELITY MERRIMACK STR TR
$33M734K2.5%08
09290C723
BLACKROCK ETF TRUST
$26M1.1M1.9%09
BND
VANGUARD BD INDEX FDS
$24M330K1.8%10
VB
VANGUARD INDEX FDS
$24M89K1.8%

Filing history

2026Q1Mar 31
$1.3B▼ 1.1%
350 positionsView →2025Q4Dec 31
$1.4B▲ 3.1%
343 positionsView →2025Q3Sep 30
$1.3B▲ 11.6%
343 positionsView →2025Q2Jun 30
$1.2B▲ 9.5%
334 positionsLocked2025Q1Mar 31
$1.1B▼ 0.5%
325 positionsLocked2024Q4Dec 31
$1.1B▲ 2.0%
322 positionsLocked2024Q3Sep 30
$1.1B▲ 6.9%
324 positionsLocked2024Q2Jun 30
$988M▲ 1.7%
310 positionsLocked2024Q1Mar 31
$972M▲ 8.1%
310 positionsLocked2023Q4Dec 31
$899M▲ 10.3%
305 positionsLocked2023Q3Sep 30
$815M▼ 3.4%
290 positionsLocked2023Q2Jun 30
$844M▲ 5.4%
298 positionsLocked
Showing 12 of 47