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

WBH ADVISORY INC

WBH ADVISORY's holding co. based in New York, NY — $1.3B in tracked AUM across 350 positions as of Q1 2026.

WA
WBH ADVISORY·New York, NY·Holding Co.
CIK 0001259671 · last filed Mar 31, 2026
Total AUM
$1.3B
▲ 18.4%
vs prior
Holdings
350
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
Top sector
Tech
25% weight
concentration
AI Analysis · Q1 2026 · 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

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