Institutional Fund
Wbh Advisory Inc
Baltimore, MDCIK 12596715 filings on record
Portfolio Value
$1.34B
Q1 2026
Holdings
350
Reported positions
New Buys
20
Opened this quarter
QoQ Change
-1.1%
from $1.35B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds5.2%
- Vanguard World Fd4.3%
- Spdr Series Trust4.1%
- Schwab Strategic Tr4.0%
- Select Sector Spdr Tr3.0%
- Vanguard Star Fds2.9%
- Other76.5%
Portfolio Holdings
350 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 214.1K | $69.21M | 5.2% | −569 | Reduced |
| 2 | Vanguard World Fd | 80.8K | $57.10M | 4.3% | −7.5K | Reduced |
| 3 | Spdr Series Trust | 711.0K | $54.83M | 4.1% | +18.3K | Added |
| 4 | Schwab Strategic Tr | 2.12M | $53.63M | 4.0% | +86.9K | Added |
| 5 | Select Sector Spdr Tr | 298.7K | $40.30M | 3.0% | +9.3K | Added |
| 6 | Vanguard Star Fds | 491.3K | $38.33M | 2.9% | +10.5K | Added |
| 7 | Fidelity Merrimack Str Tr | 733.8K | $33.47M | 2.5% | +21.4K | Added |
| 8 | Blackrock ETF Trust | 1.05M | $25.91M | 1.9% | +42.9K | Added |
| 9 | Vanguard Bd Index Fds | 330.5K | $24.26M | 1.8% | −23.4K | Reduced |
| 10 | Vanguard Index Fds | 89.3K | $23.51M | 1.8% | −3.0K | Reduced |
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