Universe · entity
WBH ADVISORY INC
Institutional manager (13F) · CIK 1259671
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $956M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $69M | 214,106 |
| 2 | VANGUARD WORLD FD | $57M | 80,807 |
| 3 | SPDR SERIES TRUST | $55M | 710,952 |
| 4 | SCHWAB STRATEGIC TR | $54M | 2,119,640 |
| 5 | SELECT SECTOR SPDR TR | $40M | 298,721 |
| 6 | VANGUARD STAR FDS | $38M | 491,313 |
| 7 | FIDELITY MERRIMACK STR TR | $33M | 733,804 |
| 8 | BLACKROCK ETF TRUST | $26M | 1,052,246 |
| 9 | VANGUARD BD INDEX FDS | $24M | 330,479 |
| 10 | VANGUARD INDEX FDS | $24M | 89,261 |
| 11 | VANGUARD SCOTTSDALE FDS | $23M | 290,503 |
| 12 | VANGUARD SCOTTSDALE FDS | $22M | 376,638 |
| 13 | SCHWAB STRATEGIC TR | $22M | 742,117 |
| 14 | ISHARES TR | $22M | 32,892 |
| 15 | SCHWAB STRATEGIC TR | $21M | 815,782 |
| 16 | VANGUARD SCOTTSDALE FDS | $20M | 346,364 |
| 17 | ISHARES TR | $20M | 216,614 |
| 18 | BLACKROCK ETF TRUST | $19M | 774,685 |
| 19 | APPLE INC | $18M | 71,197 |
| 20 | SCHWAB STRATEGIC TR | $18M | 713,571 |
| 21 | SELECT SECTOR SPDR TR | $17M | 153,254 |
| 22 | SELECT SECTOR SPDR TR | $17M | 150,548 |
| 23 | VANGUARD WORLD FD | $16M | 58,724 |
| 24 | SELECT SECTOR SPDR TR | $16M | 317,870 |
| 25 | SPDR SERIES TRUST | $15M | 313,519 |
| 26 | MICROSOFT CORP | $15M | 40,632 |
| 27 | ISHARES TR | $15M | 101,638 |
| 28 | SELECT SECTOR SPDR TR | $14M | 86,728 |
| 29 | J P MORGAN EXCHANGE TRADED F | $13M | 251,459 |
| 30 | ISHARES U S ETF TR | $13M | 250,366 |
| 31 | SPDR SERIES TRUST | $13M | 211,868 |
| 32 | VANGUARD WORLD FD | $12M | 100,902 |
| 33 | CAPITAL GRP FIXED INCM ETF T | $12M | 527,177 |
| 34 | SELECT SECTOR SPDR TR | $12M | 78,986 |
| 35 | VANGUARD INTL EQUITY INDEX F | $11M | 80,772 |
| 36 | SPDR INDEX SHS FDS | $11M | 226,895 |
| 37 | ISHARES INC | $10M | 136,447 |
| 38 | J P MORGAN EXCHANGE TRADED F | $9M | 193,227 |
| 39 | ISHARES TR | $9M | 82,589 |
| 40 | SELECT SECTOR SPDR TR | $9M | 146,204 |
| 41 | BERKSHIRE HATHAWAY INC DEL | $9M | 18,003 |
| 42 | VANGUARD INTL EQUITY INDEX F | $9M | 112,282 |
| 43 | STATE STR SPDR S&P 500 ETF T | $8M | 12,963 |
| 44 | INVESCO EXCH TRADED FD TR II | $8M | 34,159 |
| 45 | INVESCO QQQ TR | $7M | 11,736 |
| 46 | SCHWAB STRATEGIC TR | $7M | 202,400 |
| 47 | ALPHABET INC | $7M | 22,195 |
| 48 | ELI LILLY & CO | $7M | 6,851 |
| 49 | VANGUARD BD INDEX FDS | $6M | 81,371 |
| 50 | ISHARES TR | $6M | 84,547 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.