WBH Advisory Inc. ETF holdings
Baltimore, MD
Reported $1.3B in 210 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.3B
ETFs held
210
Change from prior quarter
+12.2%
With price moves
ETFs as a share of its 13F
85.8%
of $1.5B
Top 10 of 210 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VTI | Vanguard Morningstar Total Stock Market ETF | $78.1M | 210,936 | −3,170 shares |
| VGT | Vanguard Information Technology ETF | $76.3M | 637,972 | +557,165 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $65.1M | 740,912 | +29,960 shares |
| SCHB | Schwab U.S. Broad Market ETF | $60.0M | 2,072,831 | −46,809 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $54.3M | 285,011 | −13,710 shares |
| VXUS | Vanguard Total International Stock ETF | $41.5M | 486,009 | −5,304 shares |
| FBND | Fidelity Total Bond ETF | $33.2M | 729,218 | −4,586 shares |
| BDYN | iShares Dynamic Equity Active ETF | $29.5M | 1,062,444 | +10,198 shares |
| VB | Vanguard Morningstar Small-Cap ETF | $27.2M | 89,618 | +357 shares |
| SCHX | Schwab U.S. Large-Cap ETF | $24.6M | 835,375 | +19,593 shares |
200 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001259671. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does WBH Advisory Inc. own?
WBH Advisory Inc. reported 210 ETF positions worth $1.3B in its Form 13F for June 30, 2026. The largest was VTI, at $78.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.