account_balance
Investment manager · 13F filer · SEC CIK 1998946
Wheelhouse Advisory Group LLC
Reported value$378Mas of Sep 30, 2026
Positions56 4 new, 3 sold out
Top 10 weight77.8%DFSD alone is 11%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFSDDimensional ETF Trust
10.6%Added +12%
SGOViShares Tr
10.0%Added +3%
VOOGVanguard Admiral FDS Inc
9.2%Added +6%
VOOVanguard Index FDS
8.8%Added +6%
VHTVanguard World Fd
7.8%Added +4%
VVVanguard Index FDS
6.7%Added +5%
MGKVanguard World Fd
6.6%Added +5%
VGTVanguard World Fd
6.4%Added +2%
VIGVanguard Specialized Funds
6.3%Added +7%
AVUVAmerican Centy ETF Tr
5.4%Added +6%
VOVanguard Index FDS
4.2%+7%
DFNMDimensional ETF Trust
4.1%+5%
DFSDDimensional ETF Trust
10.6%+12%
SGOViShares Tr
10.0%
VOOGVanguard Admiral FDS Inc
9.2%
VOOVanguard Index FDS
8.8%
VHTVanguard World Fd
7.8%
VVVanguard Index FDS
6.7%+5%
MGKVanguard World Fd
6.6%+5%
VGTVanguard World Fd
6.4%+2%
VIGVanguard Specialized Funds
6.3%+7%
AVUV5.4%
VO4.2%
DFNM
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
DFSD Dimensional ETF Trust 10.6% Added +12%
SGOV iShares Tr 10.0% Added +3%
VOOG Vanguard Admiral FDS Inc 9.2% Added +6%
VOO Vanguard Index FDS 8.8% Added +6%
VHT Vanguard World Fd 7.8% Added +4%
VV Vanguard Index FDS 6.7% Added +5%
MGK Vanguard World Fd 6.6% Added +5%
VGT Vanguard World Fd 6.4% Added +2%
VIG Vanguard Specialized Funds 6.3% Added +7%
AVUV American Centy ETF Tr 5.4% Added +6%
VO Vanguard Index FDS 4.2% Added +7%
DFNM Dimensional ETF Trust 4.1% Added +5%
What changed
Biggest moves since Jun 30, 2026
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