Wheelhouse Advisory Group LLC has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $263 Billion distributed in 49 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard S&P 500 Growth ETF with a value of $27.3B, Vanguard Index Fds S&P 500 ETF with a value of $26.6B, Vanguard Health Care ETF with a value of $24.2B, Dimensional ETF Tr Short Durat with a value of $22.2B, and Vanguard Large Cap ETF with a value of $20.9B.
Examining the 13F form we can see an increase of $30.7B in the current position value, from $232B to 263B.
Wheelhouse Advisory Group LLC is based out at St. Louis, MO
Below you can find more details about Wheelhouse Advisory Group LLC portfolio as well as his latest detailed transactions.
