Wheelhouse Advisory Group LLC

**Wheelhouse Advisory Group LLC** manages $263M across a concentrated portfolio of 49 positions. The strategy exhibits a strong tilt toward established, large-cap equity indices, evidenced by top holdings including VOOG ($27.3M) and VOO ($26.6M). Significant allocations are also directed toward sector-specific plays, notably VHT ($24.2M) and DFSD ($22.2M). This structure suggests a core mandate focused on broad market exposure supplemented by targeted, high-conviction sector bets.

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