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Portfolio (Quarterly) Guide ↗

Wheelhouse Advisory Group LLC

· CIK 0001998946
13F Portfolio $263M AUM Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 49 New
Page 2 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON.COM INC Consumer Cyclical 4,723.0 $1.1M 0.42% NEW $232.53 +0.1%
22 TSLA TESLA INC Consumer Cyclical 2,387.0 $1.1M 0.41% NEW $454.43 -16.4%
23 MA MASTERCARD INC CLASS CLASS A Financial Services 1,458.0 $842K 0.32% NEW $577.56 -13.6%
24 VBK VANGUARD SMALL CAP GROWTH ETF 2,176.0 $664K 0.25% NEW $305.21 +17.2%
25 PG PROCTER & GAMBLE CO Consumer Defensive 4,438.0 $639K 0.24% NEW $144.07 +3.4%
26 AEE AMEREN CORP Utilities 6,248.0 $629K 0.24% NEW $100.75 +17.4%
27 WMT WALMART INC Consumer Defensive 5,541.0 $620K 0.24% NEW $111.93 +3.4%
28 GOOG ALPHABET INC CLASS CLASS C Communication Services 1,721.0 $542K 0.21% NEW $314.72 +6.3%
29 XOM EXXON MOBIL CORP Energy 3,843.0 $465K 0.18% NEW $121.02 +12.8%
30 BA BOEING CO Industrials 2,116.0 $462K 0.18% NEW $218.57 -0.6%
31 T AT&T INC Communication Services 18,632.0 $462K 0.18% NEW $24.81 -8.4%
32 PM PHILIP MORRIS INTL INC Consumer Defensive 2,791.0 $452K 0.17% NEW $162.01 +11.6%
33 ELV ELEVANCE HEALTH INC Healthcare 1,237.0 $431K 0.16% NEW $348.80 +13.3%
34 HD HOME DEPOT INC Consumer Cyclical 1,103.0 $382K 0.14% NEW $346.61 +0.6%
35 META META PLATFORMS INC CLASS A Communication Services 539.0 $360K 0.14% NEW $667.14 -17.5%
36 VTI VANGUARD TOTAL STOCK MARKET ETF 1,046.0 $354K 0.14% NEW $338.01 +7.2%
37 VUG VANGUARD GROWTH ETF 662.0 $326K 0.12% NEW $492.31 -83.2%
38 GOOGL ALPHABET INC CLASS A Communication Services 963.0 $302K 0.12% NEW $313.85 +7.5%
39 EALT INNOVATOR US EQY BUFFER ETF 6,020.0 $300K 0.11% NEW $49.81 -28.1%
40 VYM VANGUARD HIGH DIVIDEND YIELD ETF 2,031.0 $294K 0.11% NEW $144.60 +9.4%
Page 2 of 3  ·  49 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 36.7%
Consumer Cyclical 15.6%
Consumer Defensive 10.7%
Communication Services 9.2%
Healthcare 9.1%
Financial Services 7.5%
Utilities 4.7%
Industrials 3.9%
Energy 2.6%