SEC Form 13F

WBH ADVISORY INC 13F Holdings

Report period2026-06-30
Publicly available2026-08-06
Reported value$1,488,469,692
Positions363

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVTITOTAL STK MKT$78,054,941210,936
VANGUARD WORLD FDVGTINF TECH ETF$76,250,406637,972
SPDR SERIES TRUSTSPYMST STR P500ETF$65,111,354740,912
SCHWAB STRATEGIC TRSCHBUS BRD MKT ETF$60,029,1962,072,831
SELECT SECTOR SPDR TRXLKST STR TECHN ETF$54,300,326285,011
VANGUARD STAR FDSVXUSVG TL INTL STK F$41,548,916486,009
FIDELITY MERRIMACK STR TRFBNDTOTAL BD ETF$33,172,133729,218
BLACKROCK ETF TRUSTBDYNDYNAMIC EQTY ACT$29,472,2001,062,444
VANGUARD INDEX FDSVBSMALL CP ETF$27,164,99189,618
SCHWAB STRATEGIC TRSCHXUS LRG CAP ETF$24,585,074835,375

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page