WBH ADVISORY INC - Portfolio overview

WBH ADVISORY INC has 370 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 4.98%
2. VGT - VANGUARD WORLD FD, 4.11%
3. SPYM - SPDR SERIES TRUST, 3.94%

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

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