WBH Advisory Inc holds a diversified book of 363 stocks worth $1.5B as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Pimco Enhanced Short Maturit and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard Total Stock MKT ETF at 5% of the equity book. Cloning the disclosed picks since 2024 would be +24% (+12.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1259671/holdings"
Use Arkolith to show WBH ADVISORY INC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.7 points over this window.
Growth of $10,000 cloning WBH Advisory Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
14% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as WBH Advisory Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 79 / 80 | $400.2B |
| JPMORGAN CHASE & CO | 79 / 80 | $374.1B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $156.9B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $120.7B |
| ROYAL BANK OF CANADA | 79 / 80 | $116.1B |
| LPL Financial LLC | 79 / 80 | $108.8B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 79 / 80 | $82.0B |
| Cetera Investment Advisers | 79 / 80 | $29.4B |
Ranked by how many of WBH Advisory Inc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $78.1M | 210.9K | 5.2% | ▼−1.5% Reduced · −3K sh | |
| 2 | Vanguard World FD INF TECH ETF | $76.3M | 638.0K | 5.1% | ▲+690% Added · +557K sh | |
| 3 | SPDR Series Trust ST STR P500ETF | $65.1M | 740.9K | 4.4% | ▲+4.2% Added · +30K sh | |
| 4 | Schwab Strategic TR US BRD MKT ETF | $60.0M | 2.07M | 4.0% | ▼−2.2% Reduced · −47K sh | |
| 5 | Select Sector SPDR TR ST STR TECHN ETF | $54.3M | 285.0K | 3.6% | ▼−4.6% Reduced · −14K sh | |
| 6 | Vanguard Star FDS VG TL INTL STK F | $41.5M | 486.0K | 2.8% | ▼−1.1% Reduced · −5K sh | |
| 7 | Fidelity Merrimack STR TR TOTAL BD ETF | $33.2M | 729.2K | 2.2% | ▼−0.6% Reduced · −5K sh | |
| 8 | BlackRock ETF Trust DYNAMIC EQTY ACT | $29.5M | 1.06M | 2.0% | ▲+1.0% Added · +10K sh | |
| 9 | Vanguard Index FDS SMALL CP ETF | $27.2M | 89.6K | 1.8% | ▲+0.4% Added · +357 sh | |
| 10 | Schwab Strategic TR US LRG CAP ETF | $24.6M | 835.4K | 1.7% | ▲+2.4% Added · +20K sh | |
| 11 | Schwab Strategic TR US LCAP GR ETF | $24.5M | 725.4K | 1.6% | ▼−2.3% Reduced · −17K sh | |
| 12 | Ishares TR CORE S&P500 ETF | $24.3M | 32.5K | 1.6% | ▼−1.2% Reduced · −406 sh | |
| 13 | Vanguard BD Index FDS TOTAL BND MRKT | $22.9M | 312.4K | 1.5% | ▼−5.5% Reduced · −18K sh | |
| 14 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $22.6M | 285.7K | 1.5% | ▼−1.6% Reduced · −5K sh | |
| 15 | Vanguard Scottsdale FDS SHORT TERM TREAS | $20.9M | 359.1K | 1.4% | ▲+3.7% Added · +13K sh | |
| 16 | BlackRock ETF Trust DISC VOLA EQ ETF | $20.9M | 802.8K | 1.4% | ▲+3.6% Added · +28K sh | |
| 17 | Apple Inc COM | $19.9M | 68.9K | 1.3% | ▼−3.2% Reduced · −2K sh | |
| 18 | Schwab Strategic TR INTL EQTY ETF | $19.7M | 710.8K | 1.3% | ▼−0.4% Reduced · −3K sh | |
| 19 | Ishares TR CORE MSCI EAFE | $19.3M | 199.3K | 1.3% | ▼−8.0% Reduced · −17K sh | |
| 20 | Vanguard Scottsdale FDS INTER TERM TREAS | $18.8M | 318.1K | 1.3% | ▼−16% Reduced · −59K sh | |
| 21 | SPDR Series Trust ST STR SP600 SML | $18.0M | 312.9K | 1.2% | ▼−0.2% Reduced · −591 sh | |
| 22 | Vanguard World FD HEALTH CAR ETF | $17.0M | 57.0K | 1.1% | ▼−3.0% Reduced · −2K sh | |
| 23 | Select Sector SPDR TR ST STR DISCR ETF | $17.0M | 144.7K | 1.1% | ▼−5.6% Reduced · −9K sh | |
| 24 | Select Sector SPDR TR ST STR FINL ETF | $16.7M | 310.7K | 1.1% | ▼−2.3% Reduced · −7K sh | |
| 25 | Ishares TR CORE S&P TTL STK | $16.4M | 99.9K | 1.1% | ▼−1.7% Reduced · −2K sh | |
| 26 | Select Sector SPDR TR ST STR SVC ETF | $16.3M | 151.8K | 1.1% | ▲+0.8% Added · +1K sh | |
| 27 | Select Sector SPDR TR ST STR INDL ETF | $15.2M | 82.3K | 1.0% | ▼−5.2% Reduced · −4K sh | |
| 28 | J P Morgan Exchange Traded F ACTIVE BOND ETF | $15.2M | 284.4K | 1.0% | ▲+13% Added · +33K sh | |
| 29 | Ishares U S ETF TR SHOR DURA BD ETF | $15.0M | 296.3K | 1.0% | ▲+18% Added · +46K sh | |
| 30 | Microsoft Corp COM | $15.0M | 40.2K | 1.0% | ▼−1.0% Reduced · −420 sh | |
| 31 | SPDR Series Trust ST STR P400MID | $14.2M | 210.8K | 1.0% | ▼−0.5% Reduced · −1K sh | |
| 32 | Vanguard World FD FINANCIALS ETF | $13.1M | 99.2K | 0.9% | ▼−1.7% Reduced · −2K sh | |
| 33 | Vanguard Intl Equity Index F TT WRLD ST ETF | $12.5M | 79.9K | 0.8% | ▼−1.0% Reduced · −825 sh | |
| 34 | SPDR Index SHS FDS ST STR PO EX ETF | $12.0M | 237.2K | 0.8% | ▲+4.5% Added · +10K sh | |
| 35 | Capital Grp Fixed Incm ETF T CORE PLUS INCM | $11.5M | 517.8K | 0.8% | ▼−1.8% Reduced · −9K sh | |
| 36 | Ishares Inc CORE MSCI EMKT | $11.4M | 138.0K | 0.8% | ▲+1.1% Added · +2K sh | |
| 37 | Select Sector SPDR TR ST STR CARE ETF | $10.7M | 67.8K | 0.7% | ▼−14% Reduced · −11K sh | |
| 38 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $10.2M | 216.4K | 0.7% | ▲+12% Added · +23K sh | |
| 39 | Vanguard Intl Equity Index F ALLWRLD EX US | $9.8M | 117.1K | 0.7% | ▲+4.3% Added · +5K sh | |
| 40 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $9.7M | 32.0K | 0.7% | ▼−6.2% Reduced · −2K sh | |
| 41 | State STR SPDR S&P 500 ETF T TR UNIT | $9.6M | 12.8K | 0.6% | ▼−1.1% Reduced · −141 sh | |
| 42 | Ishares TR IBOXX INV CP ETF | $9.1M | 83.2K | 0.6% | ▲+0.8% Added · +628 sh | |
| 43 | Select Sector SPDR TR ST STR ENERG ETF | $9.0M | 168.8K | 0.6% | ▲+15% Added · +23K sh | |
| 44 | Berkshire Hathaway Inc Del CL B NEW | $8.5M | 17.0K | 0.6% | ▼−5.6% Reduced · −1K sh | |
| 45 | Eli Lilly & Co COM | $8.0M | 6.6K | 0.5% | ▼−3.2% Reduced · −218 sh | |
| 46 | Invesco QQQ TR UNIT SER 1 | $7.7M | 10.5K | 0.5% | ▼−11% Reduced · −1K sh | |
| 47 | Alphabet Inc CAP STK CL A | $7.7M | 21.4K | 0.5% | ▼−3.5% Reduced · −770 sh | |
| 48 | Pimco ETF TR ENHAN SHRT MA AC | $7.5M | 74.3K | 0.5% | ▲New New position | |
| 49 | Schwab Strategic TR EMRG MKTEQ ETF | $7.1M | 196.1K | 0.5% | ▼−3.1% Reduced · −6K sh | |
| 50 | SPDR Index SHS FDS ST PORT MARK ETF | $6.9M | 133.1K | 0.5% | ▲+11% Added · +13K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 5, 2026 | 365 | $1.5B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 350 | $1.3B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 343 | $1.4B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 343 | $1.3B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 30, 2025 | 334 | $1.2B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 325 | $1.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 31, 2025 | 322 | $1.1B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 324 | $1.1B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.