Wbh Advisory
Wbh Advisory reported 363 stocks worth $1.5B in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are VTI (5.2%), VGT (5.1%) and SPYM (4.4%). Compared with Q1 2026, the fund opened new positions in MINT, SPHQ and JPLD, added to VGT, SPYM and BDYN, trimmed VTI, SCHB and XLK and sold out of RSP, T and RACE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $78.1M | 5.2% | 211K | −3,170 (−1%) | 8 of 8 | |
| 2 |  VGT Vanguard World FD | $76.3M | 5.1% | 638K | +557K (+690%) | 8 of 8 | |
| 3 |  SPYM Spdr Series Trust | $65.1M | 4.4% | 741K | +30K (+4%) | 8 of 8 | |
| 4 |  SCHB Schwab US Broad Market ETF | $60M | 4.0% | 2.1M | −47K (−2%) | 8 of 8 | |
| 5 |  XLK Select Sector Spdr TR | $54.3M | 3.6% | 285K | −14K (−5%) | 8 of 8 | |
| 6 |  VXUS Vanguard Star Fds | $41.5M | 2.8% | 486K | −5,304 (−1%) | 8 of 8 | |
| 7 |  FBND Fidelity Total Bond ETF | $33.2M | 2.2% | 729K | −4,586 (−1%) | 8 of 8 | |
| 8 |  BDYN Ishares Dynamic Equity Active ETF | $29.5M | 2.0% | 1.1M | +10K (+1%) | 4 of 8 | |
| 9 |  VB Vanguard Index Fds | $27.2M | 1.8% | 90K | +357 (+0%) | 8 of 8 | |
| 10 |  SCHX Schwab US Large Cap ETF | $24.6M | 1.6% | 835K | +20K (+2%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 RSP Invesco Exchange Traded FD T | $3M | 15K |
HONEYWELL INTL INC | $1.5M | 6,476 |
 T At&T Inc | $471K | 17K |
 RACE Ferrari N V | $342K | 1,000 |
 ACN Accenture PLC Ireland | $315K | 1,598 |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 5, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Wbh Advisory 13F FAQ
What does Wbh Advisory own?
Wbh Advisory reported 363 stocks worth $1.5B in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are VTI (5.2%), VGT (5.1%) and SPYM (4.4%). The table above lists every position in the filing (the top 10 without an account).
What did Wbh Advisory buy and sell in Q2 2026?
Compared with Q1 2026: 23 new positions, 90 added to, 169 trimmed and 10 sold out. New positions include MINT, SPHQ and JPLD. It sold all of RSP, T and RACE.
When will Wbh Advisory file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Wbh Advisory's portfolio worth?
The Q2 2026 filing reports $1.5B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.