§ 13F · FUND PROFILE
Wheelhouse Advisory Group LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $202.9T (13F)Positions · 40Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.2T 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 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOOG | VANGUARD S&P 500 GROWTH ETF | 61K | $27.3T | 10.4% | +5% |
| 2 | VOO | VANGUARD S&P 500 ETF | 42K | $26.6T | 10.1% | +4% |
| 3 | VHT | VANGUARD HEALTH CARE ETF | 83K | $24.2T | 9.2% | +6% |
| 4 | DFSD | DIMENSIONAL SHRT DRT FXDINCM ETF | 462K | $22.2T | 8.4% | +42% |
| 5 | VV | VANGUARD LARGE CAP ETF | 66K | $20.9T | 7.9% | +6% |
| 6 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | 91K | $20.1T | 7.7% | +8% |
| 7 | MGK | VANGUARD MEGA CAP GROWTHETF | 48K | $20.0T | 7.6% | +2% |
| 8 | VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 23K | $17.9T | 6.8% | ±0% |
| 9 | AVSC | AVANTIS US SMALL CAP VALUE ETF | 160K | $16.5T | 6.3% | +7% |
| 10 | VO | VANGUARD MID CAP ETF | 45K | $13.1T | 5.0% | +9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WHEELHOUSE SIGNAL
AC read
Wheelhouse Advisory Group LLC is a Other fund managing $202882.5 trillion in assets. The fund runs a portfolio of 40 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