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Portfolio (Quarterly) Guide ↗

Wheelhouse Advisory Group LLC

· CIK 0001998946
13F Portfolio $302M AUM 51 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 22 Added 19 Reduced 3 Exited
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VYM VANGUARD WHITEHALL FDS 2,085.0 $309K 0.10% +54.0 +2.7% $148.10 +6.8%
22 MO ALTRIA GROUP INC Consumer Defensive 3,906.0 $258K 0.09% +22.0 +0.6% $66.00 +11.8%
Page 2 of 2  ·  22 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 33.0%
Consumer Cyclical 17.3%
Consumer Defensive 11.8%
Healthcare 9.3%
Communication Services 9.0%
Financial Services 7.8%
Utilities 5.5%
Industrials 3.8%
Energy 2.6%