Wbh Advisory Inc Portfolio Holdings
Wbh Advisory Inc
- $1.34 Billion
- Q4 2025
Wbh Advisory Inc has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.34 Billion distributed in 343 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $83.4M, Vanguard Total Stock Market Et with a value of $70.8M, Vanguard Information Technolog with a value of $66.8M, Spdr Portfolio S&P 500 ETF (Ma with a value of $54.8M, and Schwab Strategic Tr Us Broad M with a value of $52.5M.
Examining the 13F form we can see an increase of $100M in the current position value, from $1.24B to 1.34B.
Below you can find more details about Wbh Advisory Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.34 Billion
ETFs: $1.13 Billion
Technology: $61.7 Million
Financial Services: $29.8 Million
Industrials: $26.4 Million
Consumer Defensive: $21.8 Million
Consumer Cyclical: $20 Million
Healthcare: $18.4 Million
Communication Services: $15.7 Million
Other: $12.4 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 343
- Current Value $1.34 Billion
- Prior Value $1.24 Billion
- Filing
- Period Q4 2025
- Filing Date January 26, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 9 stocks
- Additional Purchases 111 stocks
- Sold out of 0 stocks
- Reduced holdings in 139 stocks