WBH ADVISORY INC Q1 2026 Filing

Filed April 27, 2026

Portfolio Value

$710.5B

Holdings

350

Report Date

Q1 2026

Filing Type

13F-HR

All Holdings (350 positions)

StockValue
VOOVANGUARD INDEX FDS
$3.7M
CATCATERPILLAR INC
$3.6M
URTHISHARES INC
$3.3M
JPMJPMORGAN CHASE & CO
$3.2M
VISVANGUARD WORLD FD
$3.2M
NVDANVIDIA CORPORATION
$3.1M
VCRVANGUARD WORLD FD
$3.1M
CMICUMMINS INC
$3.1M
RSPINVESCO EXCHANGE TRADED FD T
$3.0M
WMTWALMART INC
$3.0M
TLHISHARES TR
$2.9M
VDEVANGUARD WORLD FD
$2.7M
QUALISHARES TR
$2.5M
METAMETA PLATFORMS INC
$2.5M
VPUVANGUARD WORLD FD
$2.4M
VDCVANGUARD WORLD FD
$2.2M
HDHOME DEPOT INC
$2.1M
GWWWW GRAINGER INC
$2.0M
YUMYUM BRANDS INC
$2.0M
VLUEISHARES TR
$1.9M
IVEISHARES TR
$1.9M
VVISA INC
$1.9M
TRVTRAVELERS COMPANIES INC
$1.8M
GSLCGOLDMAN SACHS ETF TR
$1.7M
VIGVANGUARD SPECIALIZED FUNDS
$1.7M
DEDEERE & CO
$1.6M
IWYISHARES TR
$1.6M
MAMASTERCARD INCORPORATED
$1.6M
AQLTISHARES TR
$1.5M
LOWLOWES COS INC
$1.5M
CVXCHEVRON CORPORATION
$1.5M
HONHONEYWELL INTL INC
$1.5M
WMWASTE MGMT INC DEL
$1.5M
PHPARKER-HANNIFIN CORP
$1.4M
ORCLORACLE CORP
$1.4M
XOMEXXON MOBIL CORP
$1.4M
PLTRPALANTIR TECHNOLOGIES INC
$1.4M
NOCNORTHROP GRUMMAN CORP
$1.3M
MRKMERCK & CO INC
$1.3M
ABBVABBVIE INC
$1.3M
RTXRTX CORPORATION
$1.3M
XARSPDR SERIES TRUST
$1.2M
NSCNORFOLK SOUTHN CORP
$1.2M
DONSTATE STR SPDR DOW JONES IND
$1.2M
CBCHUBB LTD SWITZ
$1.2M
PSAPUBLIC STORAGE OPER CO
$1.2M
SUISUN CMNTYS INC
$1.2M
TSLATESLA INC
$1.1M
PNCPNC FINL SVCS GROUP INC
$1.1M
ESGUISHARES TR
$1.1M
SMHVANECK ETF TRUST
$1.1M
ACWVISHARES INC
$1.1M
AXPAMERICAN EXPRESS CO
$993K
BLKBLACKROCK INC
$990K
SHWSHERWIN WILLIAMS CO
$977K
MLB1MERCADOLIBRE INC
$940K
APHAMPHENOL CORP
$930K
KLMNINVESCO EXCH TRADED FD TR II
$920K
GLWCORNING INC
$920K
4I1PHILIP MORRIS INTL INC
$902K
GSGOLDMAN SACHS GROUP INC
$843K
LMTLOCKHEED MARTIN CORP
$834K
VOVANGUARD INDEX FDS
$808K
SPGPINVESCO EXCHANGE TRADED FD T
$804K
AJGGALLAGHER ARTHUR J & CO
$790K
CITCINTAS CORP
$788K
VAWVANGUARD WORLD FD
$773K
UNPUNION PAC CORP
$773K
CEGCONSTELLATION ENERGY CORP
$768K
LITELUMENTUM HLDGS INC
$765K
URIUNITED RENTALS INC
$732K
BRK-BBERKSHIRE HATHAWAY INC DEL
$716K
TTTRANE TECHNOLOGIES PLC
$702K
ISRGINTUITIVE SURGICAL INC
$697K
INTUINTUIT
$694K
IBMINTERNATIONAL BUSINESS MACHS
$688K
IWDISHARES TR
$663K
NOWSERVICENOW INC
$653K
MDYSTATE STR SPDR S&P MIDCAP 40
$650K
EMREMERSON ELEC CO
$620K
AMGNAMGEN INC
$608K
MLMMARTIN MARIETTA MATLS INC
$599K
SOXXISHARES TR
$590K
AVGOBROADCOM INC
$586K
TMUST-MOBILE US INC
$579K
ETNEATON CORP PLC
$578K
LINLINDE PLC
$573K
GQ9SPDR GOLD TR
$564K
ADPAUTOMATIC DATA PROCESSING IN
$562K
SUBISHARES TR
$548K
GEGE AEROSPACE
$518K
IWFISHARES TR
$493K
DUKDUKE ENERGY CORP NEW
$492K
AMDADVANCED MICRO DEVICES INC
$492K
AFLAFLAC INC
$476K
AEPAMERICAN ELEC PWR CO INC
$474K
IXP*ISHARES TR
$474K
ABTABBOTT LABORATORIES
$464K
APDAIR PRODUCTS AND CHEMICALS I
$446K
GDGENERAL DYNAMICS CORP
$432K
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