StockDriftsStockDriftsTop 50 Wbh Advisory INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 5.24% | 210.9K | $78.1M | -1.48%(-3.17K) | $164.73(+131.91%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 5.12% | 638.0K | $76.3M | -1.31%(-8.48K) | $11.73(+927.16%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 4.37% | 740.9K | $65.1M | +4.21%(+29.96K) | $58.42(+55.85%) | 2026-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 4.03% | 2.07M | $60.0M | -2.21%(-46.81K) | $13.47(+122.11%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 3.65% | 285.0K | $54.3M | -4.59%(-13.71K) | $70.02(+166.71%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 2.79% | 486.0K | $41.5M | -1.08%(-5.30K) | $54.69(+59.59%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 2.23% | 729.2K | $33.2M | -0.62%(-4.59K) | $47.55(-5.52%) | 2026-06-30 | |
| BDYN | BLACKROCK ETF TRUST | 1.98% | 1.06M | $29.5M | +0.97%(+10.20K) | $25.30(+12.77%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 1.83% | 89.6K | $27.2M | +0.40%(+357) | $129.66(+136.31%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 1.65% | 835.4K | $24.6M | +2.40%(+19.59K) | $13.23(+130.82%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.55% | +54.27% | +7.47% | +43.38% |
| Top 20 Holdings Unweighted | +13.81% | +47.42% | +6.38% | +36.25% |
Wbh Advisory INC reports $1.49B in US-listed equity holdings across 363 positions in its most recent 13F filing. Its largest disclosed positions are VTI (5.2%), VGT (5.1%) and SPYM (4.4%). The top 20 holdings account for 47.24% of reported assets. Its disclosed equity book has returned +54.27% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wbh Advisory INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1259671). View Wbh Advisory INC’s 13F filings on SEC