WBH ADVISORY INC — 13F holdings

WBH ADVISORY INC reported 365 holdings worth $1.49B in its 13F filing for Q2 2026, filed August 5, 2026.

Largest positions

  1. VTI VANGUARD INDEX FDS — $78.1M (5.2%)
  2. VGT VANGUARD WORLD FD — $76.3M (5.1%)
  3. SPYM SPDR SERIES TRUST — $65.1M (4.4%)
  4. SCHB Schwab Strategic Tr — $60.0M (4.0%)
  5. XLK SELECT SECTOR SPDR TR — $54.3M (3.6%)
  6. VXUS VANGUARD STAR FDS — $41.5M (2.8%)
  7. FBND FIDELITY MERRIMACK STR TR — $33.2M (2.2%)
  8. BDYN BLACKROCK ETF TRUST — $29.5M (2.0%)
  9. VB VANGUARD INDEX FDS — $27.2M (1.8%)
  10. SCHX SCHWAB STRATEGIC TR — $24.6M (1.7%)