EdgeMarket › What Wbh Advisory Inc reported owning
What Wbh Advisory Inc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.3BPositions
350Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VTI Vanguard Morningstar Total Stock Market ETF | 69.2M | 5.2% | 214.1K | 378.24 | +20.5% |
| VGT Vanguard Information Tech ETF | 57.1M | 4.3% | 80.8K | 118.42 | +38.5% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 54.8M | 4.1% | 711.0K | 90.13 | +20.1% |
| SCHB Schwab U.S. Broad Market ETF | 53.6M | 4.0% | 2.1M | 29.61 | +20.4% |
| XLK State Street Technology Select Sector SPDR ETF | 40.3M | 3.0% | 298.7K | 183.31 | +41.1% |
| VXUS Vanguard Total International Stock ETF | 38.3M | 2.9% | 491.3K | 87.71 | +22.7% |
| FBND Fidelity Total Bond ETF | 33.5M | 2.5% | 733.8K | 44.90 | -2.1% |
| BDYN iShares Dynamic Equity Active ETF | 25.9M | 1.9% | 1.1M | 28.23 | — |
| BND Vanguard Total Bond Market ETF | 24.3M | 1.8% | 330.5K | 72.23 | -1.8% |
| VB Vanguard Morningstar Small-Cap ETF | 23.5M | 1.8% | 89.3K | 304.76 | +24.4% |
| VCSH Vanguard Short-Term Corporate Bond ETF | 23.0M | 1.7% | 290.5K | 78.59 | -1.3% |
| VGIT Vanguard Intermediate-Term Treasury ETF | 22.3M | 1.7% | 376.6K | 58.31 | -2.3% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 21.8M | 1.6% | 742.1K | 35.32 | +17.3% |
| IVV iShares Core S&P 500 ETF | 21.6M | 1.6% | 32.9K | 769.31 | +20.0% |
| SCHX Schwab U.S. Large-Cap ETF | 21.1M | 1.6% | 815.8K | 30.21 | +19.6% |
| VGSH Vanguard Short-Term Treasury ETF | 20.2M | 1.5% | 346.4K | 58.13 | -0.9% |
| IEFA iShares Core MSCI EAFE ETF | 19.9M | 1.5% | 216.6K | 100.85 | +16.8% |
| BDVL iShares Disciplined Volatility Equity Active E | 19.3M | 1.4% | 774.7K | 26.64 | — |
| AAPL Apple Inc. | 18.2M | 1.4% | 71.2K | 309.35 | +36.9% |
| SCHF Schwab International Equity ETF | 17.9M | 1.3% | 713.6K | 28.46 | +24.7% |
| XLY State Street Consumer Discretionary Select Sec | 16.8M | 1.3% | 153.3K | 118.02 | +3.7% |
| XLC State Street Communication Services Select Sec | 16.7M | 1.3% | 150.5K | 111.40 | +1.4% |
| VHT Vanguard Health Care ETF | 16.1M | 1.2% | 58.7K | 327.70 | +28.7% |
| XLF State Street Financial Select Sector SPDR ETF | 15.7M | 1.2% | 317.9K | 57.48 | +8.7% |
| SPSM State Street SPDR Portfolio S&P 600 Small Cap | 15.2M | 1.1% | 313.5K | 57.28 | +28.7% |
| MSFT MICROSOFT CORP | 15.0M | 1.1% | 40.6K | 483.24 | -4.4% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 14.6M | 1.1% | 101.6K | 167.97 | +20.5% |
| XLI State Street Industrial Select Sector SPDR ETF | 14.3M | 1.1% | 86.7K | 180.25 | +19.2% |
| JBND JPMorgan Active Bond ETF | 13.5M | 1.0% | 251.5K | 52.65 | -1.7% |
| NEAR iShares Short Duration Bond Active ETF | 12.7M | 0.9% | 250.4K | 50.55 | -1.1% |
| SPMD State Street SPDR Portfolio S&P 400 Mid Cap ET | 12.6M | 0.9% | 211.9K | 67.27 | +20.8% |
| VFH Vanguard Financials ETF | 12.2M | 0.9% | 100.9K | 140.72 | +9.1% |
| CGCP Capital Group Core Plus Income ETF | 11.8M | 0.9% | 527.2K | 22.00 | -2.5% |
| XLV State Street Health Care Select Sector SPDR ET | 11.7M | 0.9% | 79.0K | 174.62 | +27.0% |
| VT Vanguard Total World Stock Index ETF | 11.3M | 0.8% | 80.8K | 160.77 | +21.2% |
| SPDW State Street SPDR Portfolio Developed World ex | 10.5M | 0.8% | 226.9K | 52.02 | +24.4% |
| IEMG iShares Core MSCI Emerging Markets ETF | 9.6M | 0.7% | 136.4K | 81.57 | +31.9% |
| JCPB JPMorgan Core Plus Bond ETF | 9.1M | 0.7% | 193.2K | 46.16 | -1.8% |
| LQD iShares iBoxx $ Investment Grade Corporate Bon | 9.0M | 0.7% | 82.6K | 105.92 | -3.5% |
| XLE State Street Energy Select Sector SPDR ETF | 8.6M | 0.6% | 146.2K | 63.64 | +48.3% |
| unmapped CUSIP 084670702 | 8.6M | 0.6% | 18.0K | — | — |
| VEU Vanguard FTSE All World Ex US ETF | 8.5M | 0.6% | 112.3K | 85.69 | +23.3% |
| SPY SPDR S&P 500 ETF TRUST | 8.5M | 0.6% | 13.0K | 765.72 | +20.0% |
| QQQM Invesco NASDAQ 100 ETF | 8.2M | 0.6% | 34.2K | 293.76 | +26.1% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 6.9M | 0.5% | 11.7K | 713.44 | +26.1% |
| SCHE Schwab Emerging Markets Equity ETF | 6.7M | 0.5% | 202.4K | 36.97 | +17.7% |
| GOOGL Alphabet Inc. | 6.6M | 0.5% | 22.2K | 344.82 | +73.0% |
| LLY ELI LILLY & Co | 6.5M | 0.5% | 6.9K | 1,255.40 | +78.0% |
| BSV Vanguard Short-Term Bond ETF | 6.4M | 0.5% | 81.4K | 77.57 | -1.4% |
| IEUR iShares Core MSCI Europe ETF | 6.0M | 0.5% | 84.5K | 78.41 | +16.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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