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CIK: 0001259671
Total reported value
$1.5B
$1.5B
343 檔
19.4%
In Q4 2025, Wbh Advisory Inc's U.S. equity holdings reached a combined market value of $1.5B, distributed across 343 disclosed stock positions.
In Q4 2025, Wbh Advisory Inc displayed an active expansion posture, initiating 2 new positions and adding to 31 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VGT, SPYM) accounted for 19.4% of total reported equity market value during Q4 2025.
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 | 5.33% | +0.06% | +1.73% | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.93% | +0.84% | -0.46% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.11% | +0.26% | +8.62% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.95% | +0.01% | +0.68% | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 3.09% | +0.63% | +112.93% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.69% | -0.08% | +1.46% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.43% | -0.28% | +16.06% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.01% | +0.02% | +3.18% | |
| 9 | BND | Vanguard Total Bond Market | ETF-Other | 1.94% | -0.28% | +4.49% | |
| 10 | BDYN | Ishares Dyn Act ETF | ETF-Other | 1.91% | +0.04% | -2.81% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 1.76% | +0.06% | -0.46% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.67% | +0.01% | +0.38% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.65% | +0.07% | -1.32% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.61% | -0.20% | +7.25% | |
| 15 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.57% | -0.41% | -0.38% | |
| 16 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.47% | -0.12% | +98.75% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.46% | -0.11% | -1.29% | |
| 18 | BDVL | Ishares Dv Equity Active ETF | ETF-Other | 1.45% | -0.04% | +1.35% | |
| 19 | XLF | Ss Financial Select Sector | ETF-Other | 1.45% | -0.06% | -2.29% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.45% | -0.02% | -0.01% | |
| 21 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.44% | -0.11% | +5.15% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.35% | -0.20% | +4.64% | |
| 23 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.34% | -0.16% | -1.12% | |
| 24 | VHT | Vanguard Health Care ETF | ETF-Other | 1.33% | -0.07% | -0.73% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.25% | -0.02% | +3.64% | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.16% | +0.01% | -1.41% | |
| 27 | VFH | Vanguard Financials ETF | ETF-Other | 1.08% | -0.03% | -1.13% | |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.08% | +0.07% | +0.34% | |
| 29 | XLI | Ss Industrial Select Sector | ETF-Other | 1.04% | -0.05% | -2.92% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-Other | 0.94% | -0.15% | +8.90% | |
| 31 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.90% | +0.01% | -0.49% | |
| 32 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.88% | +0.06% | +4.00% | |
| 33 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.87% | — | -3.57% | |
| 34 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.85% | -0.10% | +5.79% | |
| 35 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.73% | +0.01% | +35.92% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.68% | -0.08% | -1.29% | |
| 37 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.67% | +0.03% | -1.88% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.65% | — | -0.94% | |
| 39 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.64% | +0.01% | +5.36% | |
| 40 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.63% | — | +10.61% | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.61% | +0.02% | -0.15% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.60% | +0.05% | +0.04% | |
| 43 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.58% | -0.06% | -12.59% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.04% | -1.73% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.55% | +0.01% | +9.48% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.53% | +0.02% | -2.01% | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.51% | -0.18% | -4.86% | |
| 48 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.51% | -0.19% | +10.52% | |
| 49 | XLE | Ss Energy Select Sector | ETF-Other | 0.50% | -0.05% | +96.90% | |
| 50 | MBB | Ishares Mbs ETF | ETF-Other | 0.50% | -0.08% | -31.06% |
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 Q4 2025.
During Q4 2025, Wbh Advisory Inc's top holdings by market value included VTI (5.3%)、VGT (4.9%)、SPYM (4.1%). The largest single position, VTI, represented 5.3% of total portfolio value.
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Top New Position Initiated
EMB
市值: $1.3M
Top Position Liquidated / Trimmed
SPHQ
前期市值: $717.5K
In Q4 2025, Wbh Advisory Inc made 50 total portfolio adjustments, initiating 2 new buys, adding to 31 positions, trimming 16 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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