WBH ADVISORY INC - Portfolio Stock Holdings
WBH ADVISORY INC disclosed 378 stock positions in a recent SEC 13F filing. $1,482,248,069 of stock holdings were filed, with the largest holdings including VGT, VTI, and SPYM. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $1,737,525,543 and has 16 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
378Est. Stock Holding Value:
$1,482,248,069Top Stock Holdings By Sector
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Portfolio Stock Holdings - WBH ADVISORY INC
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