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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AVUV AMERICAN CENTY ETF TR 162,813.0 $20.3M 5.73% -1K -0.6% $124.76 +0.6%
2 LLY ELI LILLY & CO Healthcare 918.0 $1.1M 0.31% -217.0 -19.1% $1199.73 -2.2%
3 PM PHILIP MORRIS INTL INC Consumer Defensive 2,744.0 $496K 0.14% -90.0 -3.2% $180.93 +6.1%
4 FMB FIRST TR EXCH TRADED FD III 4,045.0 $208K 0.06% -877.0 -17.8% $51.36 -2.6%
5 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 17,304.0 $201K 0.06% -2K -8.6% $11.60 -4.6%

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%