WBH ADVISORY INC
Q3 2025 13F Holdings
- Locationbaltimore, MD
- Num holdings
686
- Value ($000)
$2,619,401
- Date Filed10/30/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $69.25 M | 5 % | 211,026 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $69.25 M | 5 % | 211,026 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $66.26 M | 5 % | 88,746 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $66.26 M | 5 % | 88,746 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $51.91 M | 4 % | 2,019,089 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $51.91 M | 4 % | 2,019,089 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $49.95 M | 4 % | 637,639 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $49.95 M | 4 % | 637,639 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $38.31 M | 3 % | 135,918 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $38.31 M | 3 % | 135,918 |
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