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CIK: 0001259671
Total reported value
$1.5B
$1.5B
325 檔
14.0%
As reported in its official Q1 2025 Form 13F filing, Wbh Advisory Inc's tracked investment portfolio stood at $1.5B with 325 total positions.
In Q1 2025, Wbh Advisory Inc displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VGT, SCHB) accounted for 14.0% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 325 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.98% | +0.06% | +8.20% | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.75% | +0.84% | -1.67% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.27% | +0.01% | +4.28% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.81% | -0.08% | +2.94% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.57% | -0.28% | +12.74% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.50% | +0.26% | +24.65% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 2.40% | +0.63% | -4.19% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.08% | -0.11% | -9.07% | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.97% | -0.11% | -9.52% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.91% | +0.01% | +5.90% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 1.90% | +0.06% | -2.05% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.80% | +0.07% | -0.30% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 1.78% | -0.28% | +12.70% | |
| 14 | VHT | Vanguard Health Care ETF | ETF-Other | 1.73% | -0.07% | -3.40% | |
| 15 | XLF | Ss Financial Select Sector | ETF-Other | 1.72% | -0.06% | -2.02% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.57% | +0.02% | +2.24% | |
| 17 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.57% | -0.12% | -4.91% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.56% | -0.02% | -1.50% | |
| 19 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.55% | -0.41% | +18.02% | |
| 20 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.49% | -0.16% | +7.50% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.45% | -0.20% | +9.80% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.44% | -0.20% | -2.29% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.31% | -0.02% | +1.62% | |
| 24 | VFH | Vanguard Financials ETF | ETF-Other | 1.29% | -0.03% | -1.00% | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.21% | +0.01% | -0.52% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-Other | 1.18% | -0.15% | +10.77% | |
| 27 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.16% | — | +26.06% | |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.12% | +0.07% | +1.79% | |
| 29 | XLI | Ss Industrial Select Sector | ETF-Other | 1.04% | -0.05% | +20.09% | |
| 30 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.00% | +0.01% | +2.01% | |
| 31 | MBB | Ishares Mbs ETF | ETF-Other | 0.99% | -0.08% | +5.00% | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.98% | — | -14.95% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.93% | -0.08% | -1.73% | |
| 34 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.87% | -0.10% | +6.66% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.79% | -0.18% | -1.60% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.77% | — | -0.85% | |
| 37 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.73% | -0.06% | -1.04% | |
| 38 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.71% | +0.06% | +7.61% | |
| 39 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.66% | +0.03% | -0.16% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.65% | +0.04% | -6.40% | |
| 41 | XLE | Ss Energy Select Sector | ETF-Other | 0.64% | -0.05% | -21.00% | |
| 42 | VTV | Vanguard Value ETF | ETF-Other | 0.61% | -0.04% | -21.06% | |
| 43 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.60% | +0.02% | +3.35% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.05% | -0.74% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.59% | +0.05% | -0.78% | |
| 46 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.52% | +0.01% | +8.47% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.52% | +0.01% | +8.34% | |
| 48 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.51% | -0.02% | +3.81% | |
| 49 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.49% | -0.19% | +95.55% | |
| 50 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.46% | -0.02% | -11.42% |
According to official SEC Form 13F filings, Wbh Advisory Inc reported a total U.S. public equity portfolio value of $1.5B across 325 disclosed positions in Q1 2025.
During Q1 2025, Wbh Advisory Inc's top holdings by market value included VTI (5.0%)、VGT (4.8%)、SCHB (4.3%). The largest single position, VTI, represented 5.0% of total portfolio value.
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Top New Position Initiated
VTI
市值: $53.4M
In Q1 2025, Wbh Advisory Inc made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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