Wheelhouse Advisory Group LLC Portfolio Holdings

Wheelhouse Advisory Group LLC has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $232 Billion distributed in 45 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 $25.2B, Vanguard Index Fds S&P 500 ETF with a value of $24.6B, Vanguard Health Care ETF with a value of $20.4B, Vanguard Large Cap ETF with a value of $19.1B, and Vanguard Mega Cap Growth ETF with a value of $19B.

Examining the 13F form we can see an increase of $29.3B in the current position value, from $203B to 232B.

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.