Universe · entity
Whitcomb & Hess, Inc.
Institutional manager (13F) · CIK 1813577
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $426M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SPDR SERIES TRUST | $55M | 963,988 |
| 2 | VANGUARD TAX-MANAGED FDS | $50M | 779,154 |
| 3 | SPDR SERIES TRUST | $35M | 352,548 |
| 4 | EA SERIES TRUST | $33M | 280,582 |
| 5 | ISHARES TR | $22M | 329,892 |
| 6 | ISHARES TR | $22M | 174,606 |
| 7 | VANGUARD INTL EQUITY INDEX F | $20M | 362,302 |
| 8 | VANGUARD SCOTTSDALE FDS | $19M | 406,916 |
| 9 | SPDR SERIES TRUST | $16M | 513,410 |
| 10 | VANGUARD SCOTTSDALE FDS | $16M | 266,677 |
| 11 | VANECK ETF TRUST | $14M | 153,434 |
| 12 | INVESCO EXCH TRADED FD TR II | $14M | 715,864 |
| 13 | SELECT SECTOR SPDR TR | $14M | 221,624 |
| 14 | GLOBAL X FDS | $13M | 179,496 |
| 15 | ISHARES INC | $12M | 216,761 |
| 16 | ISHARES INC | $11M | 288,842 |
| 17 | ISHARES INC | $11M | 280,458 |
| 18 | ISHARES INC | $10M | 369,421 |
| 19 | VANECK ETF TRUST | $10M | 414,471 |
| 20 | SCHWAB STRATEGIC TR | $3M | 113,482 |
| 21 | VANGUARD SCOTTSDALE FDS | $3M | 42,546 |
| 22 | ISHARES TR | $2M | 18,485 |
| 23 | ISHARES TR | $2M | 24,084 |
| 24 | FRANKLIN TEMPLETON ETF TR | $2M | 82,956 |
| 25 | SPDR SERIES TRUST | $2M | 60,501 |
| 26 | ISHARES TR | $2M | 12,576 |
| 27 | VANECK ETF TRUST | $2M | 77,426 |
| 28 | ISHARES TR | $1M | 7,074 |
| 29 | LIQUIDIA CORPORATION | $1M | 29,945 |
| 30 | SCHWAB STRATEGIC TR | $1M | 31,888 |
| 31 | APPLE INC | $933k | 3,676 |
| 32 | PROFESIONALLY MANAGED PORTFO | $919k | 17,383 |
| 33 | DBX ETF TR | $715k | 19,782 |
| 34 | MICROSOFT CORP | $680k | 1,837 |
| 35 | STATE STR SPDR S&P 500 ETF T | $657k | 1,011 |
| 36 | ISHARES INC | $635k | 15,559 |
| 37 | VANGUARD INDEX FDS | $582k | 1,814 |
| 38 | VANGUARD STAR FDS | $576k | 7,473 |
| 39 | NVENT ELEC PLC | $496k | 4,192 |
| 40 | VANGUARD ADMIRAL FDS INC | $479k | 4,172 |
| 41 | VANECK ETF TRUST | $427k | 4,852 |
| 42 | ABBVIE INC | $414k | 1,906 |
| 43 | VANGUARD BD INDEX FDS | $380k | 5,155 |
| 44 | PENTAIR PLC | $365k | 4,193 |
| 45 | CAMBRIA ETF TR | $353k | 10,633 |
| 46 | INVESCO EXCH TRADED FD TR II | $292k | 2,764 |
| 47 | CHEVRON CORPORATION | $289k | 1,398 |
| 48 | INVESCO QQQ TR | $286k | 495 |
| 49 | ISHARES TR | $281k | 2,645 |
| 50 | GORMAN RUPP CO | $278k | 4,477 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.