§ 13F · FUND PROFILE
WBH ADVISORY INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1173.3T (13F)Positions · 334Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 215K | $72.0T | 5.3% | +2% |
| 2 | VGT | VANGUARD WORLD FD | 88K | $66.6T | 4.9% | ±0% |
| 3 | SPYM | SPDR SERIES TRUST | 693K | $55.6T | 4.1% | +9% |
| 4 | SCHB | SCHWAB STRATEGIC TR | 2.03M | $53.3T | 3.9% | +1% |
| 5 | XLK | SELECT SECTOR SPDR TR | 289K | $41.7T | 3.1% | +113% |
| 6 | VXUS | VANGUARD STAR FDS | 481K | $36.3T | 2.7% | +1% |
| 7 | FBND | FIDELITY MERRIMACK STR TR | 712K | $32.8T | 2.4% | +16% |
| 8 | SCHG | SCHWAB STRATEGIC TR | 830K | $27.1T | 2.0% | +3% |
| 9 | BND | VANGUARD BD INDEX FDS | 354K | $26.2T | 1.9% | +4% |
| 10 | BDYN | BLACKROCK ETF TRUST | 1.01M | $25.8T | 1.9% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WBH SIGNAL
AC read
WBH ADVISORY INC is a Other fund managing $1173287.7 trillion in assets. The fund runs a broad portfolio of 334 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed