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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 1 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOOG VANGUARD S&P 500 GROWTH ETF 60,990.0 $27.3M 10.39% NEW $447.77 -82.2%
2 VOO VANGUARD S&P 500 ETF 42,039.0 $26.6M 10.10% NEW $631.73 +6.1%
3 VHT VANGUARD HEALTH CARE ETF 83,447.0 $24.2M 9.19% NEW $289.46 +4.1%
4 DFSD DIMENSIONAL SHRT DRT FXDINCM ETF 461,742.0 $22.2M 8.44% NEW $48.02 -0.4%
5 VV VANGUARD LARGE CAP ETF 65,735.0 $20.9M 7.93% NEW $317.19 +6.1%
6 VIG VANGUARD DIVIDEND APPRECIATION ETF 90,847.0 $20.1M 7.65% NEW $221.47 +5.9%
7 MGK VANGUARD MEGA CAP GROWTHETF 48,049.0 $20.0M 7.60% NEW $416.00 -79.7%
8 VGT VANGUARD INFORMATION TECHNOLOGY ETF 23,467.0 $17.9M 6.79% NEW $760.91 -85.0%
9 AVSC AVANTIS US SMALL CAP VALUE ETF 160,205.0 $16.5M 6.27% NEW $102.91 -29.1%
10 VO VANGUARD MID CAP ETF 44,764.0 $13.1M 4.99% NEW $292.93 -72.7%
11 DFNM DIMENSIONAL NATIONL MUNPL BND ETF 226,824.0 $10.9M 4.16% NEW $48.17 +0.3%
12 VFH VANGUARD FINANCIALS ETF 80,676.0 $10.9M 4.13% NEW $134.50 -2.3%
13 BIL ST STERT SPDR BLMBG 1 3 MN T BL ETF 67,032.0 $6.1M 2.33% NEW $91.37 +0.3%
14 NVDA NVIDIA CORP Technology 12,499.0 $2.3M 0.89% NEW $187.55 +2.7%
15 AAPL APPLE INC Technology 8,496.0 $2.3M 0.88% NEW $273.11 +3.9%
16 BND VANGUARD TOTAL BOND MARKET ETF 27,777.0 $2.1M 0.79% NEW $74.27 -0.8%
17 MSFT MICROSOFT CORP Technology 4,089.0 $2.0M 0.76% NEW $487.57 -23.5%
18 VTEB VANGUARD MUNI BND TAX EXEMPT ETF 37,495.0 $1.9M 0.72% NEW $50.28 +0.6%
19 BIV VANGUARD INTERMEDIATE TERM BOND ETF 22,133.0 $1.7M 0.66% NEW $78.10 -1.4%
20 LLY ELI LILLY AND CO Healthcare 1,135.0 $1.2M 0.47% NEW $1079.97 +11.9%
Page 1 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%