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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	MUB	ISHARES TR	—	1,996	$212K	0.07%	SOLD

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%