Wheelhouse Advisory Group LLC - Portfolio overview

Wheelhouse Advisory Group LLC has 56 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SGOV - ISHARES TR, 11.07%
2. DFSD - DIMENSIONAL ETF TRUST, 9.28%
3. VOO - VANGUARD INDEX FDS, 8.16%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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