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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
Page 3 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VYM VANGUARD WHITEHALL FDS 2,091.0 $330K 0.09% $158.00 +4.0%
42 AMAT APPLIED MATLS INC Technology 452.0 $327K 0.09% NEW $722.69 -36.1%
43 BDEC INNOVATOR ETFS TRUST 6,020.0 $320K 0.09% $53.20 +2.8%
44 SMH VANECK ETF TRUST 478.0 $314K 0.09% NEW $656.41 -15.7%
45 MO ALTRIA GROUP INC Consumer Defensive 4,119.0 $296K 0.08% +213.0 +5.5% $71.95 -4.6%
46 META META PLATFORMS INC Communication Services 485.0 $273K 0.08% $563.62 +2.6%
47 V VISA INC Financial Services 777.0 $267K 0.07% $343.22 +11.2%
48 USB US BANCORP Financial Services 4,410.0 $266K 0.07% $60.40 +3.4%
49 NEE NEXTERA ENERGY INC Utilities 2,965.0 $260K 0.07% +200.0 +7.2% $87.76 -6.7%
50 QQQ INVESCO QQQ TR Financial Services 345.0 $254K 0.07% NEW $735.70 -2.6%
51 EMR EMERSON ELEC CO Industrials 1,756.0 $251K 0.07% $143.11 +8.4%
52 DE DEERE & CO Industrials 344.0 $218K 0.06% NEW $633.68 -0.5%
53 MCD MCDONALDS CORP Consumer Cyclical 803.0 $217K 0.06% $270.15 -1.9%
54 FMB FIRST TR EXCH TRADED FD III 4,045.0 $208K 0.06% -877.0 -17.8% $51.36 -2.6%
55 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 17,304.0 $201K 0.06% -2K -8.6% $11.60 -4.6%
Page 3 of 3  ·  55 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 33.4%
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%