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Portfolio (Quarterly) Guide ↗

Wheelhouse Advisory Group LLC

· CIK 0001998946
13F Portfolio $354M AUM 55 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 32 Added 5 Reduced 1 Exited
Page 1 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFSD DIMENSIONAL ETF TRUST 771,244.0 $36.8M 10.39% +154K +24.9% $47.75 -1.0%
2 SGOV ISHARES TR 362,616.0 $36.5M 10.30% +12K +3.5% $100.67 +0.0%
3 VOOG VANGUARD ADMIRAL FDS INC 383,497.0 $31.7M 8.94% +321K +512.2% $82.62 +1.9%
4 VOO VANGUARD INDEX FDS 44,932.0 $30.9M 8.71% +1K +3.3% $686.81 +3.0%
5 VHT VANGUARD WORLD FD 89,830.0 $26.9M 7.58% +5K +5.4% $299.01 +7.3%
6 VV VANGUARD INDEX FDS 69,009.0 $23.7M 6.70% +2K +2.5% $343.91 +3.1%
7 VIG VANGUARD SPECIALIZED FUNDS 96,222.0 $22.8M 6.42% +3K +3.7% $236.62 +2.7%
8 VGT VANGUARD WORLD FD 188,828.0 $22.6M 6.37% +165K +687.0% $119.52 +0.5%
9 MGK VANGUARD WORLD FD 254,581.0 $22.4M 6.32% +205K +412.6% $87.91 +2.5%
10 DFNM DIMENSIONAL ETF TRUST 318,359.0 $15.4M 4.34% +41K +14.9% $48.34 -1.7%
11 VO VANGUARD INDEX FDS 189,521.0 $15.3M 4.31% +144K +312.0% $80.57 +2.4%
12 VFH VANGUARD WORLD FD 88,023.0 $11.6M 3.27% +4K +5.2% $131.60 +7.9%
13 BIL SPDR SERIES TRUST 72,788.0 $6.7M 1.88% +2K +3.3% $91.64 +0.0%
14 AAPL APPLE INC Technology 9,583.0 $2.8M 0.78% +297.0 +3.2% $289.37 +10.5%
15 BND VANGUARD BD INDEX FDS 33,649.0 $2.5M 0.70% +4K +14.8% $73.41 -1.5%
16 VTEB VANGUARD MUN BD FDS 48,395.0 $2.4M 0.69% +665.0 +1.4% $50.58 -2.3%
17 BIV VANGUARD BD INDEX FDS 29,153.0 $2.2M 0.63% +5K +21.9% $76.70 -1.7%
18 NVDA NVIDIA CORPORATION Technology 11,088.0 $2.2M 0.63% +332.0 +3.1% $200.09 +8.7%
19 MSFT MICROSOFT CORP Technology 4,115.0 $1.5M 0.43% +97.0 +2.4% $373.01 +37.7%
20 AMZN AMAZON COM INC Consumer Cyclical 4,399.0 $1.0M 0.30% +563.0 +14.7% $238.34 +11.8%
Page 1 of 2  ·  32 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 33.4%
Consumer Cyclical 17.0%
Healthcare 13.8%
Consumer Defensive 10.3%
Financial Services 8.6%
Industrials 4.9%
Communication Services 4.8%
Utilities 4.7%
Energy 2.4%