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CIK: 0001259671
Total reported value
$1.5B
$1.5B
334 檔
16.4%
During the Q2 2025 filing period, Wbh Advisory Inc (CIK: 0001259671) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.5B across 334 reported positions.
In Q2 2025, Wbh Advisory Inc displayed an active expansion posture, initiating 8 new positions and adding to 22 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 334 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.15% | +0.06% | +2.29% | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-Tech | 5.10% | +0.84% | -3.93% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.11% | +0.01% | -4.67% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.67% | +0.26% | +45.29% | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 2.79% | +0.63% | +3.67% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.77% | -0.08% | -3.21% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.25% | -0.28% | -4.50% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 2.15% | -0.28% | +31.73% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 1.91% | +0.06% | +3.23% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.82% | +0.02% | +8.63% | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.79% | +0.07% | -1.55% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.79% | -0.11% | -28.77% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.72% | +0.01% | -10.61% | |
| 14 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.72% | -0.41% | +20.25% | |
| 15 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.65% | -0.11% | -8.06% | |
| 16 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.61% | -0.16% | +5.72% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.58% | -0.20% | +18.33% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.55% | -0.20% | +6.99% | |
| 19 | XLF | Ss Financial Select Sector | ETF-Other | 1.42% | -0.06% | -13.89% | |
| 20 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.42% | -0.12% | -9.99% | |
| 21 | VHT | Vanguard Health Care ETF | ETF-Other | 1.38% | -0.07% | -6.98% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.26% | -0.02% | -4.43% | |
| 23 | VFH | Vanguard Financials ETF | ETF-Other | 1.24% | -0.03% | -1.66% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.23% | +0.01% | +0.22% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.23% | -0.02% | -7.95% | |
| 26 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.11% | +0.07% | +3.69% | |
| 27 | XLI | Ss Industrial Select Sector | ETF-Other | 1.07% | -0.05% | +0.59% | |
| 28 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.96% | +0.01% | -1.17% | |
| 29 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.95% | — | -18.39% | |
| 30 | MBB | Ishares Mbs ETF | ETF-Other | 0.92% | -0.08% | +2.31% | |
| 31 | XLV | Ss Health Care Select Sector | ETF-Other | 0.88% | -0.15% | -11.24% | |
| 32 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.82% | -0.10% | +3.77% | |
| 33 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.79% | +0.06% | +22.09% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.77% | -0.08% | -0.73% | |
| 35 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.76% | — | -20.67% | |
| 36 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.71% | -0.06% | +6.08% | |
| 37 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.70% | +0.03% | -0.08% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.68% | — | -11.96% | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.66% | -0.18% | -9.27% | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.65% | +0.02% | +7.19% | |
| 41 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.61% | +0.01% | +15.36% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.59% | +0.05% | -2.43% | |
| 43 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.56% | — | +164.11% | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.56% | -0.04% | -2.85% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.53% | +0.01% | -5.18% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.51% | +0.04% | -8.68% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.51% | -0.05% | -1.09% | |
| 48 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.50% | — | — | |
| 49 | XLE | Ss Energy Select Sector | ETF-Other | 0.48% | -0.05% | -8.92% | |
| 50 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.46% | -0.02% | -10.56% |
According to official SEC Form 13F filings, Wbh Advisory Inc reported a total U.S. public equity portfolio value of $1.5B across 334 disclosed positions in Q2 2025.
During Q2 2025, Wbh Advisory Inc's top holdings by market value included VTI (5.2%)、VGT (5.1%)、SCHB (4.1%). The largest single position, VTI, represented 5.2% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VGT, SCHB) accounted for 16.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
JCPB
市值: $5.8M
Top Position Liquidated / Trimmed
RSP
前期市值: $2.2M
In Q2 2025, Wbh Advisory Inc made 50 total portfolio adjustments, initiating 8 new buys, adding to 22 positions, trimming 18 holdings, and fully liquidating 2 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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