§ 13F · FUND PROFILE
Whitcomb & Hess, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $354.6T (13F)Positions · 54Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.9T 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 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR SERIES TRUST | 943K | $54.7T | 12.9% | +4% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 772K | $49.8T | 11.7% | +1% |
| 3 | SPYG | SPDR SERIES TRUST | 345K | $37.3T | 8.8% | −7% |
| 4 | BOXX | EA SERIES TRUST | 252K | $29.1T | 6.9% | +11% |
| 5 | IJH | ISHARES TR | 324K | $22.4T | 5.3% | +6% |
| 6 | IJR | ISHARES TR | 171K | $21.6T | 5.1% | +6% |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 357K | $20.0T | 4.7% | +1% |
| 8 | VMBS | VANGUARD SCOTTSDALE FDS | 397K | $18.7T | 4.4% | +9% |
| 9 | FLRN | SPDR SERIES TRUST | 502K | $15.5T | 3.6% | +11% |
| 10 | VGSH | VANGUARD SCOTTSDALE FDS | 262K | $15.4T | 3.6% | +11% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WHITCOMB SIGNAL
AC read
Whitcomb & Hess, Inc. is a Other fund managing $354597.3 trillion in assets. The fund runs a portfolio of 54 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