WBH ADVISORY INC
Q4 2025 13F Holdings
- Locationbaltimore, MD
- Num holdings
343
- Value ($000)
$1,350,486
- Date Filed01/26/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $71.97M | 5 % | 214,675 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $66.59M | 5 % | 88,336 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | $55.56M | 4 % | 692,609 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $53.32M | 4 % | 2,032,771 | ||
SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 | $41.67M | 3 % | 289,404 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $36.27M | 3 % | 480,838 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $32.8M | 2 % | 712,397 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $27.09M | 2 % | 830,325 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $26.22M | 2 % | 353,925 | ||
BLACKROCK ETF TRUST | DYNAMIC EQTY ACT | 09290C723 | $25.85M | 2 % | 1,009,318 |
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