WBH ADVISORY INC
Q1 2026 13F Holdings
- Locationbaltimore, MD
- Num holdings
350
- Value ($000)
$1,335,282
- Date Filed 04/27/2026
- Form type13F-HR
- CIK 0001259671
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $69.21M | 5 % | 214,106 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $57.1M | 4 % | 80,807 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | $54.83M | 4 % | 710,952 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $53.63M | 4 % | 2,119,640 | ||
SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 | $40.3M | 3 % | 298,721 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $38.33M | 3 % | 491,313 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $33.47M | 3 % | 733,804 | ||
BLACKROCK ETF TRUST | DYNAMIC EQTY ACT | 09290C723 | $25.91M | 2 % | 1,052,246 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $24.26M | 2 % | 330,479 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $23.51M | 2 % | 89,261 |
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