13F filer

WBH Advisory

As of Jun 30, 2026 Filed Aug 5, 2026 CIK 1259671 SEC filings ↗

13F Value

$1.49B

Positions

363

Top Position

VTI5.2%

Top 5

22.4%

Latest filing changes

vs Mar 31, 2026

1 VUG Vanguard Morningstar Growth Index Fund — ETF Shares +537.7%+$4.5M

2 MTUM iShares MSCI USA Momentum Factor ETF +768.0%+$4.2M

3 SCHO Schwab Short-Term U.S. Treasury ETF +102.7%+$2.9M

4 SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF +4.2%+$2.6M

5 NEAR iShares Short Duration Bond Active ETF +18.3%+$2.3M

Holdings363

#							Trend (4Q)
1	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	5.2%	$78.1M	-1.5%	210.9K	5.2%		ETF
2	VGT Vanguard Information Technology Index Fund — ETF Shares	5.1%	$76.3M	—	638.0K	4.3%	—	ETF
3	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	4.4%	$65.1M	+4.2%	740.9K	4.1%		ETF
4	SCHB Schwab U.S. Broad Market ETF	4.0%	$60.0M	-2.2%	2.07M	4.0%		ETF
5	XLK State Street(R) Technology Select Sector SPDR(R) ETF	3.6%	$54.3M	-4.6%	285.0K	3.0%		ETF
6	VXUS Vanguard Total International Stock Index Fund — ETF Shares	2.8%	$41.5M	-1.1%	486.0K	2.9%		ETF
7	FBND Fidelity Total Bond ETF	2.2%	$33.2M	-0.6%	729.2K	2.5%		ETF
8	BDYN Blackrock ETF Trust — Dynamic Eqty Act	2.0%	$29.5M	+1.0%	1.06M	1.9%		ETF
9	VB Vanguard Morningstar Small-Cap Index Fund — ETF Shares	1.8%	$27.2M	+0.4%	89.6K	1.8%		ETF
10	SCHX Schwab U.S. Large-Cap ETF	1.7%	$24.6M	+2.4%	835.4K	1.6%		ETF
11	SCHG Schwab U.S. Large-Cap Growth ETF	1.6%	$24.5M	-2.3%	725.4K	1.6%		ETF
12	IVV iShares Core S&P 500 ETF	1.6%	$24.3M	-1.2%	32.5K	1.6%		ETF
13	BND Vanguard Total Bond Market Index Fund — ETF Shares	1.5%	$22.9M	-5.5%	312.4K	1.8%		ETF
14	VCSH Vanguard Short-Term Corporate Bond Index Fund — ETF Shares	1.5%	$22.6M	-1.7%	285.7K	1.7%		ETF
15	VGSH Vanguard Short-Term Treasury Index Fund — ETF Shares	1.4%	$20.9M	+3.7%	359.1K	1.5%		ETF
16	BDVL Blackrock ETF Trust — Disc Vola Eq ETF	1.4%	$20.9M	+3.6%	802.8K	1.4%		ETF
17	AAPL Apple	1.3%	$19.9M	-3.2%	68.9K	1.4%		Common Stock
18	SCHF Schwab International Equity ETF	1.3%	$19.7M	-0.4%	710.8K	1.3%		ETF
19	IEFA iShares Core MSCI EAFE ETF	1.3%	$19.3M	-8.0%	199.3K	1.5%		ETF
20	VGIT Vanguard Intermediate-Term Treasury ETF	1.3%	$18.8M	-15.6%	318.1K	1.7%		ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing9

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.