Whitcomb & Hess, Inc.
CIK: 1813577SEC EDGAR →
Portfolio Value
$349.0B
Holdings
65
As of
Q3 2026
New Positions
2
Closed Positions
4
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 1,005,556 | $61.5B | 17.61% |
| 2 | VANGUARD TAX-MANAGED FDS | 798,473 | $56.4B | 16.15% |
| 3 | ISHARES TR | 342,645 | $24.7B | 7.06% |
| 4 | VANGUARD INTL EQUITY INDEX F | 374,645 | $22.2B | 6.37% |
| 5 | VANGUARD SCOTTSDALE FDS | 432,362 | $19.2B | 5.50% |
| 6 | SPDR SERIES TRUST | 537,870 | $16.6B | 4.75% |
| 7 | VANGUARD SCOTTSDALE FDS | 281,232 | $16.2B | 4.64% |
| 8 | INVESCO EXCH TRADED FD TR II | 758,374 | $14.5B | 4.15% |
| 9 | VANECK ETF TRUST | 160,171 | $14.1B | 4.03% |
| 10 | SELECT SECTOR SPDR TR | 223,875 | $13.8B | 3.94% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 46 | $346.8B | 99.4% |
| Healthcare | 4 | $758.5M | 0.2% |
| Industrials | 3 | $556.4M | 0.2% |
| Technology | 4 | $313.0M | 0.1% |
| Consumer Defensive | 1 | $235.9M | 0.1% |
| Basic Materials | 1 | $212.1M | 0.1% |
| Consumer Cyclical | 1 | $82.3M | 0.0% |
| Communication Services | 1 | $62.5M | 0.0% |
| Unknown | 3 | $794K | 0.0% |
| Energy | 1 | $290K | 0.0% |