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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SGOV ISHARES TR 350,428.0 $35.3M 11.69% NEW $100.66 -0.0%
2 AVUV AMERICAN CENTY ETF TR 163,828.0 $18.1M 6.00% NEW $110.47 +13.1%
3 BDEC INNOVATOR ETFS TRUST 6,020.0 $289K 0.10% NEW $48.00 +8.9%
4 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 18,929.0 $208K 0.07% NEW $10.98 +5.6%
5 NHC NATIONAL HEALTHCARE CORP Healthcare 1,264.0 $202K 0.07% NEW $159.64 +29.4%

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%