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CIK: 0001259671
Total reported value
$1.5B
$1.5B
350 檔
18.5%
The Q1 2026 SEC filing reveals that Wbh Advisory Inc held a total portfolio value of $1.5B, covering 350 public equity positions.
Wbh Advisory Inc executed strategic sector rebalancing during Q1 2026, establishing 20 new positions while fully exiting 13 holdings and trimming 89 positions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VGT, SPYM) accounted for 18.5% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 350 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.18% | +0.06% | -0.27% | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.28% | +0.84% | -8.52% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.11% | +0.26% | +2.65% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.02% | +0.01% | +4.27% | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 3.02% | +0.63% | +3.22% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.87% | -0.08% | +2.18% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.51% | -0.28% | +3.00% | |
| 8 | BDYN | Ishares Dyn Act ETF | ETF-Other | 1.94% | +0.04% | +4.25% | |
| 9 | BND | Vanguard Total Bond Market | ETF-Other | 1.82% | -0.28% | -6.62% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 1.76% | +0.06% | -3.29% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.72% | -0.20% | +6.21% | |
| 12 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.67% | -0.41% | +6.61% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.63% | +0.02% | -10.62% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.62% | +0.01% | -0.38% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.58% | +0.07% | -1.26% | |
| 16 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.51% | -0.11% | +4.56% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.49% | -0.20% | +6.19% | |
| 18 | BDVL | Ishares Dv Equity Active ETF | ETF-Other | 1.44% | -0.04% | -2.14% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.36% | -0.02% | -0.91% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.34% | -0.02% | +1.68% | |
| 21 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.26% | -0.12% | -7.72% | |
| 22 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.25% | -0.16% | -1.77% | |
| 23 | VHT | Vanguard Health Care ETF | ETF-Other | 1.21% | -0.07% | -5.55% | |
| 24 | XLF | Ss Financial Select Sector | ETF-Other | 1.18% | -0.06% | -10.88% | |
| 25 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.14% | +0.07% | +1.08% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 1.12% | -0.11% | -0.56% | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.09% | +0.01% | -3.16% | |
| 28 | XLI | Ss Industrial Select Sector | ETF-Other | 1.07% | -0.05% | -4.61% | |
| 29 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 1.01% | +0.01% | +37.27% | |
| 30 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.95% | +0.06% | +7.45% | |
| 31 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.95% | +0.01% | +1.13% | |
| 32 | VFH | Vanguard Financials ETF | ETF-Other | 0.91% | -0.03% | -7.56% | |
| 33 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.88% | -0.10% | +3.70% | |
| 34 | XLV | Ss Health Care Select Sector | ETF-Other | 0.87% | -0.15% | -3.24% | |
| 35 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.84% | — | -3.11% | |
| 36 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.79% | +0.01% | +16.39% | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.72% | +0.05% | +12.83% | |
| 38 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.68% | — | +6.87% | |
| 39 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.67% | -0.06% | +17.05% | |
| 40 | XLE | Ss Energy Select Sector | ETF-Other | 0.65% | -0.05% | -3.02% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | -0.08% | -1.15% | |
| 42 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.64% | +0.02% | +0.06% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.64% | — | +0.13% | |
| 44 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.62% | +0.03% | -3.92% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.51% | +0.01% | -3.78% | |
| 46 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.50% | -0.02% | +8.01% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.49% | +0.02% | -3.81% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.49% | +0.04% | -5.07% | |
| 49 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.48% | -0.18% | -7.55% | |
| 50 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.45% | -0.19% | -12.40% |
According to official SEC Form 13F filings, Wbh Advisory Inc reported a total U.S. public equity portfolio value of $1.5B across 350 disclosed positions in Q1 2026.
During Q1 2026, Wbh Advisory Inc's top holdings by market value included VTI (5.2%)、VGT (4.3%)、SPYM (4.1%). The largest single position, VTI, represented 5.2% of total portfolio value.
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Top New Position Initiated
RSP
市值: $3.0M
Top Position Liquidated / Trimmed
EMB
前期市值: $1.3M
In Q1 2026, Wbh Advisory Inc made 187 total portfolio adjustments, initiating 20 new buys, adding to 65 positions, trimming 89 holdings, and fully liquidating 13 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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