§ 13F · FUND PROFILE
WBH ADVISORY INC.
AUM · $1.5B (13F)Positions · 365Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$29M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 211K | $78M | 5.2% | −1% |
| 2 | VGT | VANGUARD WORLD FD | 638K | $76M | 5.1% | +690% |
| 3 | SPYM | SPDR SERIES TRUST | 741K | $65M | 4.4% | +4% |
| 4 | SCHB | SCHWAB STRATEGIC TR | 2.07M | $60M | 4.0% | −2% |
| 5 | XLK | SELECT SECTOR SPDR TR | 285K | $54M | 3.6% | −5% |
| 6 | VXUS | VANGUARD STAR FDS | 486K | $42M | 2.8% | −1% |
| 7 | FBND | FIDELITY MERRIMACK STR TR | 729K | $33M | 2.2% | −1% |
| 8 | BDYN | BLACKROCK ETF TRUST | 1.06M | $29M | 2.0% | +1% |
| 9 | VB | VANGUARD INDEX FDS | 90K | $27M | 1.8% | ±0% |
| 10 | SCHX | SCHWAB STRATEGIC TR | 835K | $25M | 1.7% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WBH SIGNAL
AC read
WBH ADVISORY INC is a Other fund managing $1.5 billion in assets. The fund runs a broad portfolio of 365 positions.
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