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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 2 of 19  ·  363 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPSM SPDR SERIES TRUST 312,928.0 $18.0M 1.21% NEW $57.67 -0.7%
22 VHT VANGUARD WORLD FD 56,991.0 $17.0M 1.15% NEW $299.01 +9.6%
23 XLY SELECT SECTOR SPDR TR 144,694.0 $17.0M 1.14% NEW $117.28 +0.6%
24 XLF SELECT SECTOR SPDR TR 310,703.0 $16.7M 1.12% NEW $53.61 +7.2%
25 ITOT ISHARES TR 99,882.0 $16.4M 1.10% NEW $164.27 +2.3%
26 XLC SELECT SECTOR SPDR TR 151,813.0 $16.3M 1.09% NEW $107.13 +4.0%
27 XLI SELECT SECTOR SPDR TR 82,260.0 $15.2M 1.02% NEW $185.23 -2.7%
28 JBND J P MORGAN EXCHANGE TRADED F 284,435.0 $15.2M 1.02% NEW $53.50 -1.6%
29 NEAR ISHARES U S ETF TR 296,264.0 $15.0M 1.01% NEW $50.66 -0.2%
30 MSFT MICROSOFT CORP Technology 40,212.0 $15.0M 1.01% NEW $373.02 +29.5%
31 SPMD SPDR SERIES TRUST 210,799.0 $14.2M 0.96% NEW $67.56 -0.4%
32 VFH VANGUARD WORLD FD 99,170.0 $13.1M 0.88% NEW $131.60 +6.9%
33 VT VANGUARD INTL EQUITY INDEX F 79,947.0 $12.5M 0.84% NEW $156.95 +2.4%
34 SPDW SPDR INDEX SHS FDS 237,189.0 $12.0M 0.80% NEW $50.39 +3.2%
35 CGCP CAPITAL GRP FIXED INCM ETF T 517,825.0 $11.5M 0.78% NEW $22.29 -1.3%
36 IEMG ISHARES INC 137,989.0 $11.4M 0.77% NEW $82.84 -1.5%
37 XLV SELECT SECTOR SPDR TR 67,750.0 $10.7M 0.72% NEW $158.66 +10.1%
38 JCPB J P MORGAN EXCHANGE TRADED F 216,414.0 $10.2M 0.68% NEW $46.94 -1.7%
39 VEU VANGUARD INTL EQUITY INDEX F 117,122.0 $9.8M 0.66% NEW $83.75 +2.3%
40 QQQM INVESCO EXCH TRADED FD TR II 32,038.0 $9.7M 0.65% NEW $302.97 -3.0%
Page 2 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%