Whitcomb & Hess, Inc. Q2 2025 Filing

Filed July 3, 2025

Portfolio Value

$354.6B

Holdings

54

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (54 positions)

#StockSharesValue% PortfolioType
1
SPYVSPDR SERIES TRUST
885,530$46.3B13.07%
2
VEAVANGUARD TAX-MANAGED FDS
759,390$43.3B12.21%
3
SPYGSPDR SERIES TRUST
371,449$35.4B9.98%
4
BOXXEA SERIES TRUST
214,134$24.1B6.80%
5
IJHISHARES TR
298,923$18.5B5.23%
6
VWOVANGUARD INTL EQUITY INDEX F
351,683$17.4B4.91%
7
IJRISHARES TR
154,763$16.9B4.77%
8
VMBSVANGUARD SCOTTSDALE FDS
332,406$15.4B4.34%
9
VGSHVANGUARD SCOTTSDALE FDS
217,162$12.8B3.60%
10
FLRNSPDR SERIES TRUST
410,546$12.7B3.57%
11
GDXVANECK ETF TRUST
225,262$11.7B3.31%
12
PGHYINVESCO EXCH TRADED FD TR II
572,073$11.4B3.21%
13
EWPISHARES INC
251,640$11.1B3.12%
14
ECHISHARES INC
290,368$9.1B2.58%
15
EMLCVANECK ETF TRUST
359,976$9.1B2.57%
16
XLESELECT SECTOR SPDR TR
97,862$8.3B2.34%
17
EWMISHARES INC
332,936$8.1B2.29%
18
EWZISHARES INC
279,016$8.0B2.27%
19
LITGLOBAL X FDS
192,021$7.4B2.08%
20
VGITVANGUARD SCOTTSDALE FDS
40,244$2.4B0.68%
21
SCHFSCHWAB STRATEGIC TR
104,966$2.3B0.65%
22
IVWISHARES TR
18,718$2.1B0.58%
23
ITOTISHARES TR
14,355$1.9B0.55%
24
SHYISHARES TR
22,775$1.9B0.53%
25
SPSBSPDR SERIES TRUST
58,502$1.8B0.50%
26
FLBRFRANKLIN TEMPLETON ETF TR
84,147$1.5B0.43%
27
HYEMVANECK ETF TRUST
73,796$1.5B0.41%
28
IVEISHARES TR
6,237$1.2B0.34%
29
SCHESCHWAB STRATEGIC TR
32,126$968.3M0.27%
30
MSFTMICROSOFT CORP
1,855$922.6M0.26%
31
AAPLAPPLE INC
3,473$712.6M0.20%
32
HYLBDBX ETF TR
18,188$671.5M0.19%
33
LEMBISHARES INC
15,439$623.6M0.18%
34
VTIVANGUARD INDEX FDS
1,949$592.3M0.17%
35
SPYSPDR S&P 500 ETF TR
873$539.3M0.15%
36
VXUSVANGUARD STAR FDS
7,473$516.3M0.15%
37
PNRPENTAIR PLC
4,193$430.4M0.12%
38
VIOOVANGUARD ADMIRAL FDS INC
4,160$421.1M0.12%
39
MUBISHARES TR
3,520$367.7M0.10%
40
GVALCAMBRIA ETF TR
13,006$354.2M0.10%
41
LQDALIQUIDIA CORPORATION
27,827$346.7M0.10%
42
VONGVANGUARD SCOTTSDALE FDS
3,119$340.6M0.10%
43
REMXVANECK ETF TRUST
8,203$332.9M0.09%
44
ABBVABBVIE INC
1,741$323.1M0.09%
45
JPMJPMORGAN CHASE & CO.
1,094$317.3M0.09%
46
BNDVANGUARD BD INDEX FDS
4,179$307.7M0.09%
47
NVTNVENT ELECTRIC PLC
4,192$307.1M0.09%
48
IBMINTERNATIONAL BUSINESS MACHS
902$265.9M0.07%
49
DONSPDR DOW JONES INDL AVERAGE
597$263.0M0.07%
50
NDQINVESCO QQQ TR
450$248.2M0.07%
51
SPLVINVESCO EXCH TRADED FD TR II
3,026$220.3M0.06%
52
4I1PHILIP MORRIS INTL INC
1,188$216.4M0.06%
53
CLFCLEVELAND-CLIFFS INC NEW
22,929$174.3M0.05%
54
WENWENDYS CO
11,748$134.2M0.04%