account_balance

Investment manager · 13F filer · SEC CIK 1259671

WBH Advisory Inc

Reported value$1.48Bas of Sep 30, 2026
Positions361 15 new, 17 sold out
Top 10 weight33.1%VGT alone is 5%
FiledNov 536 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VGT Vanguard World Fd 5.3% Held
VTI Vanguard Index FDS 5.2% Trimmed −3%
SPYM SPDR Series Trust 4.7% Added +5%
SCHB Schwab Strategic Tr 4.0% Trimmed −3%
XLK Select Sector SPDR Tr 3.6% Trimmed −6%
VXUS Vanguard Star FDS 2.7% Held
BDYN BlackRock ETF Trust 2.0% Held
FBND Fidelity Merrimack STR Tr 2.0% Trimmed −7%
SCHG Schwab Strategic Tr 1.9% Added +6%
SCHX Schwab Strategic Tr 1.8% Added +4%
IVV iShares Tr 1.7% Held
VB Vanguard Index FDS 1.7% Trimmed −4%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 5, 2026, compared with the Aug 5, 2026 filing
add_circleNew
  • JSCP $4.11M
  • JUSA $2.09M
  • VPLS $1.78M
  • SHLD $1.26M
arrow_upwardAdded
  • VUSB +685%
  • BFLX +264%
  • BINC +55%
  • JIRE +27%
arrow_downwardTrimmed
  • SCHO −32%
  • MINT −20%
  • LQD −18%
  • XLI −15%
remove_circleSold out
  • SPHQ $4.67M
  • EWJ $1.31M
  • MGK $627K
  • ODFL $433K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist