WBH ADVISORY INC
CIK 1259671
13F filing for Q2 2026・No. 2,016
- Holdings
- US$1.49B
- Quarter change
- +US$153.19M
- Entries
- 365
- Net bought (estimate)
- +US$8.39M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 23
- Sold out 10
- Cut 174
- Added 100
- Corporate actions 2
- Unchanged 66
Largest holdings
363 stocks worth US$1.49B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSTOTAL STK MKT | Cut | 210,936 | US$78.05M | 5.24% |
| VANGUARD WORLD FDINF TECH ETF | CutSplit 8:1 | 637,972 | US$76.25M | 5.12% |
| SPDR SERIES TRUSTST STR P500ETF | Added | 740,912 | US$65.11M | 4.37% |
| SCHWAB STRATEGIC TRUS BRD MKT ETF | Cut | 2,072,831 | US$60.03M | 4.03% |
| SELECT SECTOR SPDR TRST STR TECHN ETF | Cut | 285,011 | US$54.3M | 3.65% |
| VANGUARD STAR FDSVG TL INTL STK F | Cut | 486,009 | US$41.55M | 2.79% |
| FIDELITY MERRIMACK STR TRTOTAL BD ETF | Cut | 729,218 | US$33.17M | 2.23% |
| BLACKROCK ETF TRUSTDYNAMIC EQTY ACT | Added | 1,062,444 | US$29.47M | 1.98% |
| VANGUARD INDEX FDSSMALL CP ETF | Added | 89,618 | US$27.16M | 1.83% |
| SCHWAB STRATEGIC TRUS LRG CAP ETF | Added | 835,375 | US$24.59M | 1.65% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 5, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.