WBH ADVISORY INC - Portfolio Stock Holdings
WBH ADVISORY INC disclosed 363 stock positions in a recent SEC 13F filing. $1,265,942,478 of stock holdings were filed, with the largest holdings including VTI, SPYM, and SCHB. This filing represented positions held on March 31, 2026, and was filed on April 27, 2026.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:
March 31, 2026No. of Stocks:
363Est. Stock Holding Value:
$1,265,942,478Top Stock Holdings By Sector
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Portfolio Stock Holdings - WBH ADVISORY INC
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