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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 4 of 19  ·  363 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPTS SPDR SERIES TRUST 172,324.0 $5.0M 0.34% NEW $29.01 -0.2%
62 MBB ISHARES TR 52,017.0 $4.9M 0.33% NEW $94.52 -1.5%
63 VV VANGUARD INDEX FDS 14,122.0 $4.9M 0.33% NEW $343.91 +2.5%
64 GOOG ALPHABET INC 13,647.0 $4.8M 0.32% NEW $353.34
65 IJR ISHARES TR 32,063.0 $4.8M 0.32% NEW $148.31 -0.7%
66 MTUM ISHARES TR 13,697.0 $4.7M 0.32% NEW $342.84 -11.0%
67 VWO VANGUARD INTL EQUITY INDEX F 78,491.0 $4.7M 0.32% NEW $59.69 +1.3%
68 SPHQ INVESCO EXCHANGE TRADED FD T 51,841.0 $4.7M 0.31% NEW $90.10 -4.6%
69 VOO VANGUARD INDEX FDS 6,706.0 $4.6M 0.31% NEW $686.79 +2.5%
70 AMZN AMAZON COM INC Consumer Cyclical 19,123.0 $4.6M 0.31% NEW $238.34 +8.5%
71 BSV VANGUARD BD INDEX FDS 58,139.0 $4.5M 0.30% NEW $77.91 -0.4%
72 JPLD J P MORGAN EXCHANGE TRADED F 85,565.0 $4.5M 0.30% NEW $52.19 -0.3%
73 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 4,740.0 $4.4M 0.30% NEW $935.41 +1.3%
74 IVW ISHARES TR 32,058.0 $4.4M 0.30% NEW $137.53 +0.9%
75 BLACKROCK ETF TRUST 169,946.0 $4.4M 0.29% NEW $25.62
76 VTV VANGUARD INDEX FDS 18,916.0 $4.1M 0.28% NEW $217.93 +3.9%
77 PG PROCTER & GAMBLE CO Consumer Defensive 27,645.0 $4.1M 0.27% NEW $146.64 -1.3%
78 XLP SELECT SECTOR SPDR TR 48,591.0 $4.0M 0.27% NEW $83.07 +3.5%
79 SCHD SCHWAB STRATEGIC TR 125,203.0 $4.0M 0.27% NEW $31.71 +10.7%
80 CMI CUMMINS INC Industrials 5,475.0 $3.9M 0.26% NEW $713.16 -17.6%
Page 4 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%