§ 13F · FUND PROFILE
WBH ADVISORY INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.3B (13F)Positions · 343Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 214K | $69M | 5.2% | ±0% |
| 2 | VGT | VANGUARD WORLD FD | 81K | $57M | 4.3% | −9% |
| 3 | SPYM | SPDR SERIES TRUST | 711K | $55M | 4.1% | +3% |
| 4 | SCHB | SCHWAB STRATEGIC TR | 2.12M | $54M | 4.0% | +4% |
| 5 | XLK | SELECT SECTOR SPDR TR | 299K | $40M | 3.0% | +3% |
| 6 | VXUS | VANGUARD STAR FDS | 491K | $38M | 2.9% | +2% |
| 7 | FBND | FIDELITY MERRIMACK STR TR | 734K | $33M | 2.5% | +3% |
| 8 | BDYN | BLACKROCK ETF TRUST | 1.05M | $26M | 1.9% | +4% |
| 9 | BND | VANGUARD BD INDEX FDS | 330K | $24M | 1.8% | −7% |
| 10 | VB | VANGUARD INDEX FDS | 89K | $24M | 1.8% | −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 $1.3 billion in assets. The fund runs a broad portfolio of 343 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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