WBH ADVISORY INC
CIK: 0001259671SEC EDGAR →
Portfolio Value
$1.4B
Holdings
343
As of
Q4 2025
New Positions
343
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 214,675 | $72.0M | 5.33% |
| 2 | VANGUARD WORLD FD | 88,336 | $66.6M | 4.93% |
| 3 | SPDR SERIES TRUST | 692,609 | $55.6M | 4.11% |
| 4 | SCHWAB STRATEGIC TR | 2,032,771 | $53.3M | 3.95% |
| 5 | SELECT SECTOR SPDR TR | 289,404 | $41.7M | 3.09% |
| 6 | VANGUARD STAR FDS | 480,838 | $36.3M | 2.69% |
| 7 | FIDELITY MERRIMACK STR TR | 712,397 | $32.8M | 2.43% |
| 8 | SCHWAB STRATEGIC TR | 830,325 | $27.1M | 2.01% |
| 9 | VANGUARD BD INDEX FDS | 353,925 | $26.2M | 1.94% |
| 10 | BLACKROCK ETF TRUST | 1,009,318 | $25.8M | 1.91% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (343)
$72.0M · 215K shares
$66.6M · 88K shares
$55.6M · 693K shares
$53.3M · 2.0M shares
$41.7M · 289K shares
$36.3M · 481K shares
$32.8M · 712K shares
$27.1M · 830K shares
$26.2M · 354K shares
$25.8M · 1.0M shares
$23.8M · 92K shares
$22.6M · 33K shares
$22.2M · 826K shares
$21.8M · 274K shares
$21.2M · 353K shares
$19.8M · 166K shares
$19.8M · 41K shares
$19.6M · 792K shares
$19.5M · 357K shares
$19.5M · 72K shares
$19.5M · 331K shares
$18.2M · 204K shares
$18.0M · 153K shares
$17.9M · 62K shares
$16.9M · 702K shares
$15.6M · 105K shares
$14.6M · 109K shares
$14.5M · 310K shares
$14.1M · 91K shares
$12.6M · 82K shares
$12.1M · 209K shares
$11.9M · 233K shares
$11.8M · 83K shares
$11.5M · 508K shares
$9.9M · 183K shares
$9.2M · 18K shares
$9.0M · 36K shares
$8.8M · 13K shares
$8.7M · 195K shares
$8.6M · 181K shares
$8.3M · 112K shares
$8.1M · 121K shares
$7.8M · 71K shares
$7.8M · 7K shares
$7.5M · 12K shares
$7.2M · 23K shares
$6.9M · 88K shares
$6.8M · 97K shares
$6.7M · 151K shares
$6.7M · 71K shares
$6.1M · 187K shares
$5.7M · 30K shares
$5.4M · 64K shares
$5.2M · 11K shares
$5.1M · 36K shares
$4.8M · 165K shares
$4.8M · 102K shares
$4.8M · 24K shares
$4.7M · 25K shares
$4.4M · 14K shares
$4.4M · 21K shares
$4.3M · 5K shares
$4.3M · 150K shares
$4.2M · 14K shares
$4.2M · 35K shares
$4.1M · 77K shares
$4.1M · 13K shares
$4.1M · 129K shares
$4.1M · 41K shares
$4.1M · 33K shares
$4.0M · 20K shares
$3.9M · 17K shares
$3.6M · 67K shares
$3.5M · 45K shares
$3.5M · 24K shares
$3.5M · 12K shares
$3.4M · 51K shares
$3.4M · 18K shares
$3.2M · 47K shares
$3.2M · 117K shares
$3.1M · 55K shares
$3.0M · 123K shares
$3.0M · 41K shares
$3.0M · 35K shares
$2.9M · 6K shares
$2.8M · 5K shares
$2.8M · 37K shares
$2.8M · 66K shares
$2.8M · 27K shares
$2.7M · 29K shares
$2.6M · 24K shares
$2.6M · 13K shares
$2.5M · 6K shares
$2.5M · 34K shares
$2.5M · 14K shares
$2.5M · 54K shares
$2.4M · 80K shares
$2.3M · 3K shares
$2.3M · 7K shares
$2.3M · 25K shares
$2.2M · 7K shares
$2.2M · 6K shares
$2.2M · 31K shares
$2.2M · 3K shares
$2.1M · 52K shares
$2.1M · 34K shares
$2.1M · 17K shares
$2.1M · 14K shares
$2.0M · 10K shares
$2.0M · 22K shares
$2.0M · 40K shares
$2.0M · 79K shares
$2.0M · 9K shares
$2.0M · 7K shares
$1.9M · 2K shares
$1.9M · 10K shares
$1.8M · 34K shares
$1.8M · 3K shares
$1.8M · 14K shares
$1.8M · 10K shares
$1.7M · 8K shares
$1.7M · 6K shares
$1.7M · 73K shares
$1.7M · 9K shares
$1.7M · 15K shares
$1.6M · 25K shares
$1.6M · 6K shares
$1.6M · 34K shares
$1.5M · 32K shares
$1.5M · 23K shares
$1.5M · 11K shares
$1.4M · 7K shares
$1.4M · 6K shares
$1.4M · 30K shares
$1.4M · 27K shares
$1.4M · 38K shares
$1.4M · 2K shares
$1.4M · 20K shares
$1.3M · 14K shares
$1.3M · 26K shares
$1.3M · 3K shares
$1.3M · 6K shares
$1.2M · 7K shares
$1.2M · 10K shares
$1.2M · 3K shares
$1.2M · 21K shares
$1.2M · 4K shares
$1.2M · 3K shares
$1.2M · 17K shares
$1.2M · 5K shares
$1.2M · 11K shares
$1.2M · 26K shares
$1.2M · 19K shares
$1.2M · 8K shares
$1.1M · 3K shares
$1.1M · 18K shares
$1.1M · 4K shares
$1.1M · 5K shares
$1.1M · 12K shares
$1.1M · 2K shares
$1.1M · 17K shares
$1.1M · 1K shares
$1.1M · 4K shares
$1.1M · 14K shares
$1.1M · 9K shares
$1.1M · 537 shares
$1.1M · 2K shares
$1.1M · 7K shares
$1.0M · 13K shares
$1.0M · 7K shares
$977K · 33K shares
$972K · 3K shares
$963K · 3K shares
$961K · 6K shares
$937K · 8K shares
$922K · 6K shares
$916K · 3K shares
$906K · 14K shares
$866K · 8K shares
$861K · 980 shares
$860K · 5K shares
$849K · 2K shares
$836K · 9K shares
$819K · 3K shares
$810K · 3K shares
$809K · 1K shares
$770K · 4K shares
$768K · 6K shares
$761K · 7K shares
$756K · 4K shares
$754K · 9K shares
$754K · 1 shares
$752K · 32K shares
$736K · 6K shares
$730K · 14K shares
$725K · 3K shares
$724K · 3K shares
$694K · 6K shares
$693K · 7K shares
$691K · 16K shares
$690K · 1K shares
$681K · 2K shares
$680K · 3K shares
$665K · 9K shares
$661K · 8K shares
$653K · 8K shares
$652K · 1K shares
$651K · 16K shares
$649K · 19K shares
$648K · 6K shares
$648K · 2K shares
$641K · 14K shares
$630K · 1K shares
$628K · 9K shares
$621K · 5K shares
$612K · 8K shares
$591K · 26K shares
$578K · 9K shares
$577K · 12K shares
$571K · 2K shares
$563K · 2K shares
$554K · 26K shares
$551K · 11K shares
$549K · 5K shares
$548K · 29K shares
$540K · 4K shares
$530K · 21K shares
$525K · 2K shares
$525K · 7K shares
$519K · 1K shares
$518K · 2K shares
$516K · 3K shares
$513K · 10K shares
$512K · 2K shares
$501K · 9K shares
$498K · 4K shares
$495K · 1K shares
$492K · 4K shares
$487K · 4K shares
$483K · 4K shares
$479K · 12K shares
$472K · 27K shares
$469K · 991 shares
$463K · 10K shares
$431K · 9K shares
$430K · 17K shares
$428K · 3K shares
$417K · 4K shares
$414K · 17K shares
$411K · 14K shares
$409K · 2K shares
$409K · 1K shares
$402K · 1K shares
$401K · 5K shares
$401K · 2K shares
$395K · 19K shares
$392K · 5K shares
$391K · 5K shares
$390K · 9K shares
$390K · 3K shares
$386K · 3K shares
$385K · 2K shares
$382K · 4K shares
$380K · 2K shares
$380K · 7K shares
$375K · 1K shares
$369K · 1K shares
$369K · 3K shares
$368K · 1K shares
$366K · 1K shares
$365K · 979 shares
$363K · 1K shares
$362K · 3K shares
$362K · 1K shares
$352K · 2K shares
$351K · 2K shares
$346K · 7K shares
$345K · 21K shares
$344K · 1K shares
$343K · 5K shares
$334K · 5K shares
$328K · 4K shares
$327K · 8K shares
$324K · 3K shares
$319K · 8K shares
$319K · 2K shares
$318K · 7K shares
$316K · 10K shares
$313K · 2K shares
$300K · 5K shares
$297K · 7K shares
$296K · 3K shares
$294K · 4K shares
$293K · 3K shares
$292K · 5K shares
$286K · 1K shares
$281K · 871 shares
$280K · 3K shares
$278K · 3K shares
$272K · 794 shares
$272K · 1K shares
$270K · 5K shares
$268K · 1K shares
$265K · 2K shares
$264K · 7K shares
$264K · 1K shares
$261K · 3K shares
$260K · 6K shares
$259K · 3K shares
$256K · 5K shares
$254K · 11K shares
$253K · 2K shares
$250K · 5K shares
$249K · 6K shares
$248K · 2K shares
$248K · 2K shares
$245K · 5K shares
$245K · 701 shares
$242K · 1K shares
$241K · 493 shares
$240K · 1K shares
$239K · 4K shares
$238K · 2K shares
$237K · 2K shares
$237K · 4K shares
$236K · 4K shares
$235K · 5K shares
$228K · 2K shares
$227K · 1K shares
$220K · 1K shares
$218K · 2K shares
$212K · 1K shares
$211K · 682 shares
$210K · 729 shares
$209K · 1K shares
$207K · 2K shares
$206K · 466 shares
$206K · 3K shares
$206K · 2K shares
$204K · 2K shares
$204K · 2K shares
$109K · 29K shares
$31K · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 201 | $1.1B | 83.5% |
| Technology | 28 | $59.9M | 4.4% |
| Unknown | 20 | $49.8M | 3.7% |
| Industrials | 29 | $26.5M | 2.0% |
| Healthcare | 15 | $19.1M | 1.4% |
| Consumer Defensive | 10 | $19.1M | 1.4% |
| Consumer Cyclical | 13 | $18.4M | 1.4% |
| Communication Services | 8 | $17.6M | 1.3% |
| Basic Materials | 7 | $3.5M | 0.3% |
| Real Estate | 3 | $3.1M | 0.2% |
| Utilities | 5 | $3.1M | 0.2% |
| Energy | 4 | $2.5M | 0.2% |