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Portfolio (Quarterly) Guide ↗

WBH ADVISORY INC

· CIK 0001259671
13F Portfolio $1.5B AUM 365 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 363 New
Page 6 of 19  ·  363 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 JAVA J P MORGAN EXCHANGE TRADED F 34,565.0 $2.7M 0.18% NEW $79.41 +4.5%
102 WMT WALMART INC Consumer Defensive 23,477.0 $2.7M 0.18% NEW $113.26 -8.4%
103 GWW WW GRAINGER INC Industrials 1,848.0 $2.5M 0.17% NEW $1360.10 -3.5%
104 GLDM WORLD GOLD TR Financial Services 31,326.0 $2.5M 0.17% NEW $79.42 +15.0%
105 VDC VANGUARD WORLD FD 10,923.0 $2.5M 0.17% NEW $225.49 +2.8%
106 IEF ISHARES TR 25,880.0 $2.4M 0.16% NEW $94.57 -1.9%
107 JGRO J P MORGAN EXCHANGE TRADED F 24,576.0 $2.4M 0.16% NEW $98.59 -4.4%
108 META META PLATFORMS INC Communication Services 4,291.0 $2.4M 0.16% NEW $563.23 -2.4%
109 XLRE SELECT SECTOR SPDR TR 54,243.0 $2.4M 0.16% NEW $44.03 +2.4%
110 VNQ VANGUARD INDEX FDS 24,407.0 $2.4M 0.16% NEW $96.43 +2.1%
111 VDE VANGUARD WORLD FD 15,654.0 $2.4M 0.16% NEW $150.13 +19.6%
112 VPU VANGUARD WORLD FD 11,726.0 $2.3M 0.15% NEW $195.73 -5.5%
113 HD HOME DEPOT INC Consumer Cyclical 6,265.0 $2.2M 0.15% NEW $352.67 -4.8%
114 YUM YUM BRANDS INC Consumer Cyclical 13,421.0 $2.1M 0.14% NEW $159.87 -4.3%
115 V VISA INC Financial Services 6,126.0 $2.1M 0.14% NEW $343.11 +8.1%
116 JMEE J P MORGAN EXCHANGE TRADED F 26,481.0 $2.1M 0.14% NEW $78.03 -0.2%
117 IVE ISHARES TR 8,855.0 $2.0M 0.14% NEW $227.07 +4.5%
118 SMH VANECK ETF TRUST 3,046.0 $2.0M 0.13% NEW $655.89 -14.6%
119 TRV TRAVELERS COMPANIES INC Financial Services 6,035.0 $2.0M 0.13% NEW $330.14 +10.1%
120 VEA VANGUARD TAX-MANAGED FDS 27,889.0 $2.0M 0.13% NEW $71.25 +3.0%
Page 6 of 19  ·  363 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.3%
Financial Services 19.9%
Industrials 15.1%
Healthcare 9.4%
Consumer Defensive 9.2%
Consumer Cyclical 8.6%
Communication Services 5.6%
Basic Materials 1.6%
Utilities 1.5%
Real Estate 1.5%