SEC Form 13F

Wheelhouse Advisory Group LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-24
Reported value$354,359,441
Positions55

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFSDSHOR DUR FIX ETF$36,826,906771,244
ISHARES TRSGOV0-3 MTH TREASURY$36,504,521362,616
VANGUARD ADMIRAL FDS INCVOOG500 GRTH IDX F$31,684,535383,497
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$30,859,94244,932
VANGUARD WORLD FDVHTHEALTH CAR ETF$26,860,04689,830
VANGUARD INDEX FDSVVLARGE CAP ETF$23,732,89269,009
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$22,767,98296,222
VANGUARD WORLD FDVGTINF TECH ETF$22,568,717188,828
VANGUARD WORLD FDMGKMEGA GRWTH IND$22,380,223254,581
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$20,312,510162,813

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

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