WBH ADVISORY INC Q4 2025 Filing
Filed January 26, 2026
Portfolio Value
$1.4T
Holdings
343
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (343 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | HDHOME DEPOT INC | 6,536 | $2.2B | 0.17% | |
| 102 | VVISA INC | 6,372 | $2.2B | 0.17% | |
| 103 | JAVAJ P MORGAN EXCHANGE TRADED F | 30,614 | $2.2B | 0.16% | |
| 104 | VOOVANGUARD INDEX FDS | 3,482 | $2.2B | 0.16% | |
| 105 | XLRESELECT SECTOR SPDR TR | 52,469 | $2.1B | 0.16% | |
| 106 | VEAVANGUARD TAX-MANAGED FDS | 33,809 | $2.1B | 0.16% | |
| 107 | VDEVANGUARD WORLD FD | 16,733 | $2.1B | 0.16% | |
| 108 | YUMYUM BRANDS INC | 13,596 | $2.1B | 0.15% | |
| 109 | VDCVANGUARD WORLD FD | 9,667 | $2.0B | 0.15% | |
| 110 | JGROJ P MORGAN EXCHANGE TRADED F | 21,910 | $2.0B | 0.15% | |
| 111 | VTEBVANGUARD MUN BD FDS | 39,505 | $2.0B | 0.15% | |
| 112 | SCHRSCHWAB STRATEGIC TR | 78,829 | $2.0B | 0.15% | |
| 113 | IVEISHARES TR | 9,321 | $2.0B | 0.15% | |
| 114 | TRVTRAVELERS COMPANIES INC | 6,758 | $2.0B | 0.15% | |
| 115 | GWWWW GRAINGER INC | 1,909 | $1.9B | 0.14% | |
| 116 | ORCLORACLE CORP | 9,634 | $1.9B | 0.14% | |
| 117 | BACBANK AMERICA CORP | 33,533 | $1.8B | 0.14% | |
| 118 | MAMASTERCARD INCORPORATED | 3,204 | $1.8B | 0.14% | |
| 119 | GSLCGOLDMAN SACHS ETF TR | 13,667 | $1.8B | 0.13% | |
| 120 | NVDANVIDIA CORPORATION | 9,503 | $1.8B | 0.13% | |
| 121 | VIGVANGUARD SPECIALIZED FUNDS | 7,941 | $1.7B | 0.13% | |
| 122 | IWYISHARES TR | 6,218 | $1.7B | 0.13% | |
| 123 | SCHZSCHWAB STRATEGIC TR | 72,661 | $1.7B | 0.13% | |
| 124 | PLTRPALANTIR TECHNOLOGIES INC | 9,478 | $1.7B | 0.12% | |
| 125 | DISDISNEY WALT CO | 14,693 | $1.7B | 0.12% | |
| 126 | JMEEJ P MORGAN EXCHANGE TRADED F | 25,319 | $1.6B | 0.12% | |
| 127 | LOWLOWES COS INC | 6,478 | $1.6B | 0.12% | |
| 128 | JPIEJ P MORGAN EXCHANGE TRADED F | 33,550 | $1.6B | 0.11% | |
| 129 | BCCCGLOBAL X FDS | 32,016 | $1.5B | 0.11% | |
| 130 | FEZSPDR INDEX SHS FDS | 23,106 | $1.5B | 0.11% | |
| 131 | AQLTISHARES TR | 10,506 | $1.5B | 0.11% | |
| 132 | WMWASTE MGMT INC DEL | 6,504 | $1.4B | 0.11% | |
| 133 | ABBVABBVIE INC | 6,254 | $1.4B | 0.11% | |
| 134 | IUSBISHARES TR | 30,435 | $1.4B | 0.10% | |
| 135 | USIGISHARES TR | 27,129 | $1.4B | 0.10% | |
| 136 | CSXCSX CORP | 37,681 | $1.4B | 0.10% | |
| 137 | PHPARKER-HANNIFIN CORP | 1,539 | $1.4B | 0.10% | |
| 138 | MCXMCCORMICK & CO INC | 19,826 | $1.4B | 0.10% | |
| 139 | EMBISHARES TR | 14,004 | $1.3B | 0.10% | |
| 140 | FLOTISHARES TR | 26,362 | $1.3B | 0.10% | |
| 141 | DEDEERE & CO | 2,873 | $1.3B | 0.10% | |
| 142 | HONHONEYWELL INTL INC | 6,475 | $1.3B | 0.09% | |
| 143 | RTXRTX CORPORATION | 6,759 | $1.2B | 0.09% | |
| 144 | SUISUN CMNTYS INC | 9,935 | $1.2B | 0.09% | |
| 145 | DONSPDR DOW JONES INDL AVERAGE | 2,563 | $1.2B | 0.09% | |
| 146 | XLGINVESCO EXCHANGE TRADED FD T | 20,624 | $1.2B | 0.09% | |
| 147 | NSCNORFOLK SOUTHN CORP | 4,226 | $1.2B | 0.09% | |
| 148 | AXPAMERICAN EXPRESS CO | 3,294 | $1.2B | 0.09% | |
| 149 | KOCOCA COLA CO | 17,355 | $1.2B | 0.09% | |
| 150 | XARSPDR SERIES TRUST | 4,939 | $1.2B | 0.09% | |
| 151 | MRKMERCK & CO INC | 11,313 | $1.2B | 0.09% | |
| 152 | TFISPDR SERIES TRUST | 25,883 | $1.2B | 0.09% | |
| 153 | NKENIKE INC | 18,568 | $1.2B | 0.09% | |
| 154 | ESGUISHARES TR | 7,907 | $1.2B | 0.09% | |
| 155 | TSLATESLA INC | 2,542 | $1.1B | 0.08% | |
| 156 | EZUISHARES INC | 17,785 | $1.1B | 0.08% | |
| 157 | CBCHUBB LIMITED | 3,637 | $1.1B | 0.08% | |
| 158 | PNCPNC FINL SVCS GROUP INC | 5,419 | $1.1B | 0.08% | |
| 159 | IEFISHARES TR | 11,604 | $1.1B | 0.08% | |
| 160 | NOCNORTHROP GRUMMAN CORP | 1,943 | $1.1B | 0.08% | |
| 161 | AORISHARES TR | 17,034 | $1.1B | 0.08% | |
| 162 | BLKBLACKROCK INC | 1,034 | $1.1B | 0.08% | |
| 163 | PSAPUBLIC STORAGE OPER CO | 4,256 | $1.1B | 0.08% | |
| 164 | EWJISHARES INC | 13,543 | $1.1B | 0.08% | |
| 165 | ACWVISHARES INC | 9,125 | $1.1B | 0.08% | |
| 166 | MLB1MERCADOLIBRE INC | 537 | $1.1B | 0.08% | |
| 167 | INTUINTUIT | 1,630 | $1.1B | 0.08% | |
| 168 | CVXCHEVRON CORP NEW | 7,056 | $1.1B | 0.08% | |
| 169 | NEENEXTERA ENERGY INC | 12,907 | $1.0B | 0.08% | |
| 170 | APHAMPHENOL CORP NEW | 7,420 | $1.0B | 0.07% | |
| 171 | SCHVSCHWAB STRATEGIC TR | 33,002 | $977.0M | 0.07% | |
| 172 | SHWSHERWIN WILLIAMS CO | 3,000 | $972.0M | 0.07% | |
| 173 | IBMINTERNATIONAL BUSINESS MACHS | 3,253 | $963.0M | 0.07% | |
| 174 | NOWSERVICENOW INC | 6,275 | $961.0M | 0.07% | |
| 175 | XOMEXXON MOBIL CORP | 7,788 | $937.0M | 0.07% | |
| 176 | 4I1PHILIP MORRIS INTL INC | 5,751 | $922.0M | 0.07% | |
| 177 | CEGCONSTELLATION ENERGY CORP | 2,594 | $916.0M | 0.07% | |
| 178 | IJHISHARES TR | 13,736 | $906.0M | 0.07% | |
| 179 | SPGPINVESCO EXCHANGE TRADED FD T | 7,607 | $866.0M | 0.06% | |
| 180 | GSGOLDMAN SACHS GROUP INC | 980 | $861.0M | 0.06% | |
| 181 | CITCINTAS CORP | 4,574 | $860.0M | 0.06% | |
| 182 | ISRGINTUITIVE SURGICAL INC | 1,500 | $849.0M | 0.06% | |
| 183 | IYGISHARES TR | 9,070 | $836.0M | 0.06% | |
| 184 | AJGGALLAGHER ARTHUR J & CO | 3,166 | $819.0M | 0.06% | |
| 185 | VOVANGUARD INDEX FDS | 2,793 | $810.0M | 0.06% | |
| 186 | URIUNITED RENTALS INC | 1,000 | $809.0M | 0.06% | |
| 187 | VAWVANGUARD WORLD FD | 3,711 | $770.0M | 0.06% | |
| 188 | KLMNINVESCO EXCH TRADED FD TR II | 6,438 | $768.0M | 0.06% | |
| 189 | IGVISHARES TR | 7,201 | $761.0M | 0.06% | |
| 190 | AMTAMERICAN TOWER CORP NEW | 4,309 | $756.0M | 0.06% | |
| 191 | SBUXSTARBUCKS CORP | 8,962 | $754.0M | 0.06% | |
| 192 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $754.0M | 0.06% | |
| 193 | SPHYSPDR SERIES TRUST | 31,795 | $752.0M | 0.06% | |
| 194 | ABTABBOTT LABS | 5,881 | $736.0M | 0.05% | |
| 195 | MUNIPIMCO ETF TR | 13,947 | $730.0M | 0.05% | |
| 196 | UNPUNION PAC CORP | 3,136 | $725.0M | 0.05% | |
| 197 | ADPAUTOMATIC DATA PROCESSING IN | 2,816 | $724.0M | 0.05% | |
| 198 | CHRCHURCHILL DOWNS INC | 6,100 | $694.0M | 0.05% | |
| 199 | USMVISHARES TR | 7,361 | $693.0M | 0.05% | |
| 200 | GNMAISHARES TR | 15,525 | $691.0M | 0.05% |