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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 3 of 19  ·  363 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPY STATE STR SPDR S&P 500 ETF T Financial Services 12,822.0 $9.6M 0.64% NEW $746.78 +2.5%
42 LQD ISHARES TR 83,217.0 $9.1M 0.61% NEW $109.07 -2.9%
43 XLE SELECT SECTOR SPDR TR 168,827.0 $9.0M 0.60% NEW $53.11 +19.8%
44 BERKSHIRE HATHAWAY INC DEL 17,001.0 $8.5M 0.57% NEW $500.38
45 LLY ELI LILLY & CO Healthcare 6,633.0 $8.0M 0.54% NEW $1199.53 +4.6%
46 QQQ INVESCO QQQ TR Financial Services 10,503.0 $7.7M 0.52% NEW $736.44 -3.1%
47 GOOGL ALPHABET INC Communication Services 21,425.0 $7.7M 0.51% NEW $357.38 -3.5%
48 MINT PIMCO ETF TR 74,295.0 $7.5M 0.50% NEW $100.81 -0.1%
49 SCHE SCHWAB STRATEGIC TR 196,138.0 $7.1M 0.48% NEW $36.26 +2.0%
50 SPEM SPDR INDEX SHS FDS 133,067.0 $6.9M 0.46% NEW $51.78 +1.2%
51 IXUS ISHARES TR 64,191.0 $6.1M 0.41% NEW $95.44 +2.6%
52 IYW ISHARES TR 23,717.0 $6.0M 0.40% NEW $252.23 -2.0%
53 SCHO SCHWAB STRATEGIC TR 239,495.0 $5.8M 0.39% NEW $24.14 -0.2%
54 VOX VANGUARD WORLD FD 31,097.0 $5.7M 0.38% NEW $183.95 +1.1%
55 VUG VANGUARD INDEX FDS 62,074.0 $5.3M 0.36% NEW $86.14 +1.6%
56 JNJ JOHNSON & JOHNSON Healthcare 20,928.0 $5.3M 0.36% NEW $253.97 +6.4%
57 AGG ISHARES TR 53,188.0 $5.3M 0.35% NEW $98.98 -1.6%
58 SCHA SCHWAB STRATEGIC TR 141,443.0 $5.1M 0.34% NEW $36.13 -3.6%
59 CAT CATERPILLAR INC Industrials 4,745.0 $5.1M 0.34% NEW $1064.79 -22.2%
60 BINC BLACKROCK ETF TRUST II 95,702.0 $5.0M 0.34% NEW $52.34 -0.6%
Page 3 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%