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.
Wheelhouse Advisory Group LLC (CIK 1998946) reported $301.8M across 51 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SGOV ($35.3M, 11.69%), DFSD ($29.6M, 9.80%), VOO ($26.0M, 8.61%), VOOG ($25.5M, 8.46%), VHT ($23.2M, 7.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $35.3M | 11.69% | 350,428 | New |
| 2 | DFSD | DIMENSIONAL ETF TRUST | $29.6M | 9.80% | 617,530 | Added |
| 3 | VOO | VANGUARD INDEX FDS | $26.0M | 8.61% | 43,490 | Added |
| 4 | VOOG | VANGUARD ADMIRAL FDS INC | $25.5M | 8.46% | 62,639 | Added |
| 5 | VHT | VANGUARD WORLD FD | $23.2M | 7.69% | 85,250 | Added |
| 6 | VV | VANGUARD INDEX FDS | $20.1M | 6.67% | 67,329 | Added |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | $20.0M | 6.61% | 92,795 | Added |
| 8 | MGK | VANGUARD WORLD FD | $18.2M | 6.05% | 49,661 | Added |
| 9 | AVUV | AMERICAN CENTY ETF TR | $18.1M | 6.00% | 163,828 | New |
| 10 | VGT | VANGUARD WORLD FD | $16.7M | 5.55% | 23,992 | Added |
| 11 | DFNM | DIMENSIONAL ETF TRUST | $13.3M | 4.40% | 276,943 | Added |
| 12 | VO | VANGUARD INDEX FDS | $13.2M | 4.38% | 45,998 | Added |
| 13 | VFH | VANGUARD WORLD FD | $10.1M | 3.35% | 83,692 | Added |
| 14 | BIL | SPDR SERIES TRUST | $6.5M | 2.14% | 70,452 | Added |
| 15 | VTEB | VANGUARD MUN BD FDS | $2.4M | 0.79% | 47,730 | Added |
| 16 | AAPL | APPLE INC | $2.4M | 0.78% | 9,286 | Added |
| 17 | BND | VANGUARD BD INDEX FDS | $2.2M | 0.72% | 29,317 | Added |
| 18 | NVDA | NVIDIA CORPORATION | $1.9M | 0.62% | 10,756 | Trimmed |
| 19 | BIV | VANGUARD BD INDEX FDS | $1.8M | 0.61% | 23,912 | Added |
| 20 | TSLA | TESLA INC | $1.6M | 0.53% | 4,312 | Added |
| 21 | MSFT | MICROSOFT CORP | $1.5M | 0.49% | 4,018 | Trimmed |
| 22 | LLY | ELI LILLY & CO | $1.0M | 0.35% | 1,135 | Hold |
| 23 | AMZN | AMAZON COM INC | $798,924 | 0.26% | 3,836 | Trimmed |
| 24 | AEE | AMEREN CORP | $688,808 | 0.23% | 6,266 | Added |
| 25 | WMT | WALMART INC | $681,247 | 0.23% | 5,482 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31