WBH ADVISORY INC
•CIK: 1259671•Filing: Q4 2025
**WBH ADVISORY INC** manages $1.4B across a diversified portfolio of 343 positions. The strategy shows significant allocation toward US equity exposure, notably VTI ($72.0M) and VGT ($66.6M). Core holdings also include sector bets like SPYM ($55.6M) and XLK ($41.7M), alongside substantial fixed income and international allocations such as BND ($26.2M) and VXUS ($36.3M). This structure suggests a growth-oriented mandate with tactical tilts across major asset classes.
Total AUM
$1.4B
QoQ Performance
+3.1%
Positions
189
Top 10 Concentration
33.8%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
VTI5.3%
VGT4.9%
SPYM4.1%
SCHB3.9%
XLK3.1%
VXUS2.7%
FBND2.4%
SCHG2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other86.5%
Technology4.8%
ETF2.6%
Financial1.9%
Consumer1.7%
Healthcare1.2%
Industrial0.6%
Consumer Staples0.4%
🚪 Exited Positionssold since Q3 2025
+140 more exited positions
Changes from Q3 2025
NEW2 new positions
↑81 increased
↓98 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023