WBH ADVISORY INC
Q2 2025 13F Holdings
- Locationbaltimore, MD
- Num holdings
334
- Value ($000)
$1,173,288
- Date Filed07/29/2025
- Form type13F-HR
- CIK0001259671
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $60.44 M | 5 % | 198,845 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $59.79 M | 5 % | 90,146 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $48.28 M | 4 % | 2,025,879 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $43.10 M | 4 % | 592,919 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $32.69 M | 3 % | 129,097 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $32.45 M | 3 % | 469,701 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $26.36 M | 2 % | 576,197 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $25.23 M | 2 % | 342,632 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $22.44 M | 2 % | 94,705 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $21.33 M | 2 % | 730,249 |
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