Wbh Advisory Inc 13F Holdings · Q2 2026
Wbh Advisory Inc reported 363 securities worth $1.49B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VTI (5.24%), VGT (5.12%), SPYM (4.37%). Among its top 25 positions this quarter: 7 added, 18 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $78.1M | 5.24% | 210,936 | Trimmed |
| 2 | VGT | VANGUARD WORLD FD | $76.3M | 5.12% | 637,972 | Added |
| 3 | SPYM | SPDR SERIES TRUST | $65.1M | 4.37% | 740,912 | Added |
| 4 | SCHB | SCHWAB STRATEGIC TR | $60.0M | 4.03% | 2.1M | Trimmed |
| 5 | XLK | SELECT SECTOR SPDR TR | $54.3M | 3.65% | 285,011 | Trimmed |
| 6 | VXUS | VANGUARD STAR FDS | $41.5M | 2.79% | 486,009 | Trimmed |
| 7 | FBND | FIDELITY MERRIMACK STR TR | $33.2M | 2.23% | 729,218 | Trimmed |
| 8 | BDYN | BLACKROCK ETF TRUST | $29.5M | 1.98% | 1.1M | Added |
| 9 | VB | VANGUARD INDEX FDS | $27.2M | 1.83% | 89,618 | Added |
| 10 | SCHG | SCHWAB STRATEGIC TR | $24.5M | 1.65% | 725,363 | Trimmed |
| 11 | SCHX | SCHWAB STRATEGIC TR | $24.6M | 1.65% | 835,375 | Added |
| 12 | IVV | ISHARES TR | $24.3M | 1.63% | 32,486 | Trimmed |
| 13 | BND | VANGUARD BD INDEX FDS | $22.9M | 1.54% | 312,358 | Trimmed |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | $22.6M | 1.52% | 285,697 | Trimmed |
| 15 | BDVL | BLACKROCK ETF TRUST | $20.9M | 1.40% | 802,839 | Added |
| 16 | VGSH | VANGUARD SCOTTSDALE FDS | $20.9M | 1.40% | 359,071 | Added |
| 17 | AAPL | APPLE INC | $19.9M | 1.34% | 68,915 | Trimmed |
| 18 | SCHF | SCHWAB STRATEGIC TR | $19.7M | 1.32% | 710,794 | Trimmed |
| 19 | IEFA | ISHARES TR | $19.3M | 1.29% | 199,322 | Trimmed |
| 20 | VGIT | VANGUARD SCOTTSDALE FDS | $18.8M | 1.26% | 318,063 | Trimmed |
| 21 | SPSM | SPDR SERIES TRUST | $18.0M | 1.21% | 312,928 | Trimmed |
| 22 | VHT | VANGUARD WORLD FD | $17.0M | 1.14% | 56,991 | Trimmed |
| 23 | XLY | SELECT SECTOR SPDR TR | $17.0M | 1.14% | 144,694 | Trimmed |
| 24 | XLF | SELECT SECTOR SPDR TR | $16.7M | 1.12% | 310,703 | Trimmed |
| 25 | ITOT | ISHARES TR | $16.4M | 1.10% | 99,882 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR