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CIK: 0001259671
Total reported value
$1.5B
$1.5B
343 檔
18.5%
According to the latest 13F quarterly dataset, Wbh Advisory Inc managed an equity portfolio of $1.5B at the end of Q3 2025, spanning 343 distinct U.S. exchange-listed positions.
In Q3 2025, Wbh Advisory Inc displayed an active expansion posture, initiating 9 new positions and adding to 22 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 343 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.29% | +0.06% | +6.13% | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-Tech | 5.06% | +0.84% | -1.55% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.96% | +0.01% | -0.34% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.81% | +0.26% | +7.54% | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 2.93% | +0.63% | +5.28% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.66% | -0.08% | +0.90% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.17% | -0.28% | +6.52% | |
| 8 | BDYN | Ishares Dyn Act ETF | ETF-Other | 2.01% | +0.04% | — | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.96% | +0.02% | +10.20% | |
| 10 | BND | Vanguard Total Bond Market | ETF-Other | 1.92% | -0.28% | -1.14% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 1.80% | +0.06% | -2.09% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.68% | +0.07% | -2.64% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.68% | +0.01% | +1.14% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.64% | -0.11% | -1.95% | |
| 15 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.63% | -0.41% | +5.37% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.56% | -0.20% | +9.14% | |
| 17 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.53% | -0.12% | +8.98% | |
| 18 | XLF | Ss Financial Select Sector | ETF-Other | 1.50% | -0.06% | +14.56% | |
| 19 | BDVL | Ishares Dv Equity Active ETF | ETF-Other | 1.49% | -0.04% | — | |
| 20 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.42% | -0.11% | -4.60% | |
| 21 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.40% | -0.16% | -11.22% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.40% | -0.02% | -0.34% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.30% | -0.20% | -10.41% | |
| 24 | VHT | Vanguard Health Care ETF | ETF-Other | 1.24% | -0.07% | -3.86% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.20% | -0.02% | +3.68% | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.18% | +0.01% | -0.41% | |
| 27 | VFH | Vanguard Financials ETF | ETF-Other | 1.11% | -0.03% | -3.19% | |
| 28 | XLI | Ss Industrial Select Sector | ETF-Other | 1.10% | -0.05% | +9.86% | |
| 29 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.09% | +0.07% | +0.94% | |
| 30 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.92% | +0.01% | +1.36% | |
| 31 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.91% | — | -0.81% | |
| 32 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.88% | +0.06% | +22.98% | |
| 33 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.83% | -0.10% | +12.00% | |
| 34 | XLV | Ss Health Care Select Sector | ETF-Other | 0.80% | -0.15% | -2.41% | |
| 35 | MBB | Ishares Mbs ETF | ETF-Other | 0.75% | -0.08% | -10.97% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | -0.08% | -0.93% | |
| 37 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.69% | -0.06% | +5.52% | |
| 38 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.68% | +0.03% | -0.35% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.66% | — | +0.73% | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.61% | +0.02% | -1.33% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.61% | +0.05% | +5.28% | |
| 42 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.60% | +0.01% | +4.17% | |
| 43 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.59% | — | +31.57% | |
| 44 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.56% | -0.18% | -5.45% | |
| 45 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.56% | +0.01% | +49.02% | |
| 46 | XLE | Ss Energy Select Sector | ETF-Other | 0.52% | -0.05% | +14.39% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.51% | +0.01% | -1.27% | |
| 48 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.46% | -0.02% | +2.24% | |
| 49 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.45% | -0.19% | +17.16% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | +0.02% | -2.01% |
According to official SEC Form 13F filings, Wbh Advisory Inc reported a total U.S. public equity portfolio value of $1.5B across 343 disclosed positions in Q3 2025.
During Q3 2025, Wbh Advisory Inc's top holdings by market value included VTI (5.3%)、VGT (5.1%)、SCHB (4.0%). The largest single position, VTI, represented 5.3% 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 18.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
BDYN
市值: $26.3M
Top Position Liquidated / Trimmed
RSP
前期市值: $2.2M
In Q3 2025, Wbh Advisory Inc made 50 total portfolio adjustments, initiating 9 new buys, adding to 22 positions, trimming 18 holdings, and fully liquidating 1 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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