Holdings of WBH ADVISORY INC

Name: Holdings of WBH ADVISORY INC
Creator: Titelia

326 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 32.7 % of the equity sleeve

Sector breakdown

Funds 4.6 %
Technology 3.9 %
Financials 2.1 %
Industrials 2.1 %
Consumer staples 1.6 %
Consumer discretionary 1.4 %
Health care 1.4 %
Communication 1.3 %
Utilities 0.3 %
Materials 0.2 %
Energy 0.2 %
Real estate 0.1 %
Unattributed 80.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

US 100.0 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	US	326	1.3B $	100.00 %

Positions

Rank	Company	Shares	Value
1	Vanguard Total Stock Market ETF	214,106	69.2M $
2	Vanguard Information Technology ETF	80,807	57.1M $
3	SPDR Series Trust	710,952	54.8M $
4	Schwab US Broad Market ETF	2,119,640	53.6M $
5	SELECT SECTOR SPDR TRUST (THE)	298,721	40.3M $
6	Vanguard Total International S	491,313	38.3M $
7	Fidelity Total Bond ETF	733,804	33.5M $
8	Vanguard Total Bond Market ETF	330,479	24.3M $
9	Vanguard Small-Cap ETF	89,261	23.5M $
10	VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF	290,503	23M $
11	Vanguard Scottsdale Funds	376,638	22.3M $
12	Schwab Strategic Trust	742,117	21.8M $
13	iShares Core S&P 500 ETF	32,892	21.6M $
14	Schwab U.S. Large-Cap ETF	815,782	21.1M $
15	Vanguard Scottsdale Funds	346,364	20.2M $
16	iShares Core MSCI EAFE ETF	216,614	19.9M $
17	Apple Inc	71,197	18.2M $
18	Schwab International Equity ETF	713,571	17.9M $
19	Select Sector Spdr Trust	153,254	16.8M $
20	SELECT SECTOR SPDR TRUST (THE)	150,548	16.7M $
21	Vanguard World Fund	58,724	16.1M $
22	Select Sector Spdr Trust	317,870	15.7M $
23	SPDR Series Trust	313,519	15.2M $
24	Microsoft Corp	40,632	15M $
25	iShares Core S&P Total U.S. Stock Market ETF	101,638	14.6M $
26	Select Sector Spdr Trust	86,728	14.3M $
27	J P Morgan Exchange Traded Fund Trust	251,459	13.5M $
28	ISHARES U S ETF TR	250,366	12.7M $
29	SPDR Series Trust	211,868	12.6M $
30	Vanguard Financials ETF	100,902	12.2M $
31	Capital Group Core Plus Income ETF	527,177	11.8M $
32	State Street Health Care Select Sector SPDR ETF	78,986	11.7M $
33	Vanguard Total World Stock ETF	80,772	11.3M $
34	State Street SPDR Portfolio Developed World ex-US ETF	226,895	10.5M $
35	iShares Core MSCI Emerging Markets ETF	136,447	9.6M $
36	Jpmorgan Core Plus Bond Etf	193,227	9.1M $
37	iShares iBoxx USD Investment Grade Corporate Bond ETF	82,589	9M $
38	Select Sector Spdr Trust	146,204	8.6M $
39	Berkshire Hathaway Inc	18,003	8.6M $
40	Vanguard FTSE All-World ex-US ETF	112,282	8.5M $
41	State Street SPDR S&P 500 ETF Trust	12,963	8.5M $
42	INVESCO EXCHANGE-TRADED FUND TRUST II	34,159	8.2M $
43	Invesco QQQ Trust Series 1	11,736	6.9M $
44	Schwab Emerging Markets Equity ETF	202,400	6.7M $
45	Alphabet Inc	22,195	6.6M $
46	Eli Lilly & Co	6,851	6.5M $
47	Vanguard Short-term Bond Etf	81,371	6.4M $
48	iShares Core MSCI Europe ETF	84,547	6M $
49	State Street SPDR Portfolio Emerging Markets ETF	120,091	5.7M $
50	iShares Core MSCI Total International Stock ETF	64,040	5.6M $
51	iShares MBS ETF	57,475	5.4M $
52	Vanguard World Fund	29,877	5.4M $
53	iShares Core U.S. Aggregate Bond ETF	52,656	5.2M $
54	Johnson & Johnson	21,228	5.2M $
55	State Street SPDR Portfolio Short Term Treasury ETF	163,542	4.8M $
56	Costco Wholesale Corp	4,742	4.7M $
57	BlackRock ETF Trust II	89,202	4.6M $
58	Schwab U.S. Small-Cap ETF	150,183	4.4M $
59	iShares U.S. Technology ETF	23,717	4.4M $
60	Vanguard Value ETF	21,895	4.3M $
61	Procter & Gamble Co/The	29,876	4.3M $
62	Vanguard Growth ETF	9,734	4.3M $
63	Select Sector Spdr Trust	52,542	4.3M $
64	Alphabet Inc	14,434	4.3M $
65	Vanguard International Equity Index Funds	78,045	4.2M $
66	McDonald's Corp.	13,664	4.2M $
67	Vanguard Large-Cap ETF	13,725	4.1M $
68	iShares Core S&P Small-Cap ETF	32,897	4.1M $
69	Amazon.com Inc	18,303	3.9M $
70	Vanguard Scottsdale Funds	69,817	3.8M $
71	Vanguard S&P 500 Value ETF	18,627	3.8M $
72	iShares Trust	32,845	3.8M $
73	J.P. MORGAN EXCHANGE-TRADED FUND TRUST	57,128	3.7M $
74	PepsiCo Inc	23,824	3.7M $
75	Schwab US Dividend Equity ETF	120,758	3.7M $
76	Vanguard S&P 500 ETF	6,091	3.7M $
77	Caterpillar Inc	4,878	3.6M $
78	iShares Core Dividend Growth ETF	48,469	3.4M $
79	Ishares Inc	18,058	3.3M $
80	iShares MSCI Global Gold Miners ETF	39,662	3.3M $
81	JPMorgan Chase & Co	10,825	3.2M $
82	Vanguard World Fund	10,048	3.2M $
83	NVIDIA Corp	17,531	3.1M $
84	VANGUARD WORLD FUND	8,492	3.1M $
85	Cummins Inc	5,547	3.1M $
86	State Street Utilities Select Sector SPDR ETF	65,947	3M $
87	SPDR Gold MiniShares Trust	32,170	3M $
88	Schwab Long-Term U.S. Treasury ETF	95,285	3M $
89	Invesco S&P 500 Equal Weight ETF	15,401	3M $
90	Walmart Inc	23,653	3M $
91	iShares Trust	28,954	2.9M $
92	Schwab Short-Term U.S. Treasury ETF	118,172	2.9M $
93	iShares MSCI EAFE ETF	27,999	2.8M $
94	State Street Materials Select Sector SPDR ETF	54,497	2.7M $
95	JPMorgan International Research Enhanced Equity ETF	34,968	2.7M $
96	VANGUARD ENERGY ETF VANGUARD ENERGY ETF	15,928	2.7M $
97	Cisco Systems, Inc.	33,717	2.6M $
98	iShares Trust	13,125	2.5M $
99	Meta Platforms Inc	4,273	2.5M $
100	J.P. MORGAN EXCHANGE-TRADED FUND TRUST	33,324	2.4M $