Wheelhouse Advisory Group LLC — 13F holdings

Wheelhouse Advisory Group LLC reported 56 holdings worth $378M in its 13F filing for Q3 2026, filed October 20, 2026.

Largest positions

1. DFSD DIMENSIONAL ETF TRUST — $40.2M (10.6%)
2. SGOV ISHARES TR — $37.7M (10.0%)
3. VOOG VANGUARD ADMIRAL FDS INC — $34.7M (9.2%)
4. VOO VANGUARD INDEX FDS — $33.3M (8.8%)
5. VHT VANGUARD WORLD FD — $29.6M (7.8%)
6. VV VANGUARD INDEX FDS — $25.4M (6.7%)
7. MGK VANGUARD WORLD FD — $24.8M (6.6%)
8. VGT VANGUARD WORLD FD — $24.2M (6.4%)
9. VIG VANGUARD SPECIALIZED FUNDS — $24.0M (6.3%)
10. AVUV AMERICAN CENTY ETF TR — $20.4M (5.4%)