13F Insight
DOSSIER · 13F-HR · Q2 2026

WBH ADVISORY INC

$1.5B in tracked AUM across 365 positions as of Q2 2026.

WA
CIK 0001259671 · last filed Jun 30, 2026
Total AUM
$1.5B
as of Q2 2026
Holdings
365
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

WBH ADVISORY INC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$78M211K5.2%02
VGT
VANGUARD WORLD FD
$76M638K5.1%03
SPYM
SPDR SERIES TRUST
$65M741K4.4%04
SCHB
SCHWAB STRATEGIC TR
$60M2.1M4.0%05
XLK
SELECT SECTOR SPDR TR
$54M285K3.6%06
VXUS
VANGUARD STAR FDS
$42M486K2.8%07
FBND
FIDELITY MERRIMACK STR TR
$33M729K2.2%08
09290C723
BLACKROCK ETF TRUST
$29M1.1M2.0%09
VB
VANGUARD INDEX FDS
$27M90K1.8%10
SCHX
SCHWAB STRATEGIC TR
$25M835K1.7%

Filing history

2026Q2Jun 30
$1.5B▲ 11.5%
365 positionsView →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 positionsLocked
Showing 12 of 48