Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WBH ADVISORY INC (CIK 1259671) reported $1.34B across 349 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($69.2M, 5.18%), VGT ($57.1M, 4.28%), SPLG ($54.8M, 4.11%), SCHB ($53.6M, 4.02%), XLK ($40.3M, 3.02%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $69.2M | 5.18% | 214,106 | Trimmed |
| 2 | VGT | VANGUARD WORLD FD | $57.1M | 4.28% | 80,807 | Trimmed |
| 3 | SPLG | SPDR SERIES TRUST | $54.8M | 4.11% | 710,952 | Added |
| 4 | SCHB | SCHWAB STRATEGIC TR | $53.6M | 4.02% | 2.1M | Added |
| 5 | XLK | SELECT SECTOR SPDR TR | $40.3M | 3.02% | 298,721 | Added |
| 6 | VXUS | VANGUARD STAR FDS | $38.3M | 2.87% | 491,313 | Added |
| 7 | FBND | FIDELITY MERRIMACK STR TR | $33.5M | 2.51% | 733,804 | Added |
| 8 | DYNF | BLACKROCK ETF TRUST | $25.9M | 1.94% | 1.1M | Added |
| 9 | BND | VANGUARD BD INDEX FDS | $24.3M | 1.82% | 330,479 | Trimmed |
| 10 | VB | VANGUARD INDEX FDS | $23.5M | 1.76% | 89,261 | Trimmed |
| 11 | VCSH | VANGUARD SCOTTSDALE FDS | $23.0M | 1.72% | 290,503 | Added |
| 12 | VGIT | VANGUARD SCOTTSDALE FDS | $22.3M | 1.67% | 376,638 | Added |
| 13 | SCHG | SCHWAB STRATEGIC TR | $21.8M | 1.63% | 742,117 | Trimmed |
| 14 | IVV | ISHARES TR | $21.6M | 1.62% | 32,892 | Trimmed |
| 15 | SCHX | SCHWAB STRATEGIC TR | $21.1M | 1.58% | 815,782 | Trimmed |
| 16 | VGSH | VANGUARD SCOTTSDALE FDS | $20.2M | 1.51% | 346,364 | Added |
| 17 | IEFA | ISHARES TR | $19.9M | 1.49% | 216,614 | Added |
| 18 | DYNF | BLACKROCK ETF TRUST | $19.3M | 1.44% | 774,685 | Trimmed |
| 19 | AAPL | APPLE INC | $18.2M | 1.36% | 71,197 | Trimmed |
| 20 | SCHF | SCHWAB STRATEGIC TR | $17.9M | 1.34% | 713,571 | Added |
| 21 | XLY | SELECT SECTOR SPDR TR | $16.8M | 1.26% | 153,254 | Trimmed |
| 22 | XLC | SELECT SECTOR SPDR TR | $16.7M | 1.25% | 150,548 | Trimmed |
| 23 | VHT | VANGUARD WORLD FD | $16.1M | 1.21% | 58,724 | Trimmed |
| 24 | XLF | SELECT SECTOR SPDR TR | $15.7M | 1.18% | 317,870 | Trimmed |
| 25 | SPSM | SPDR SERIES TRUST | $15.2M | 1.14% | 313,519 | Added |
Source: SEC Form 13F filings · as of 2026-03-31