Wheelhouse Advisory Group Llc
13F Holdings
Filed: 2025-04-29
Portfolio Value
175.10M
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3.93%
Number of Holdings
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info
Reporting Date
2025-03-31
Key Stats trending_flat
CIK
0001998946
Filing Date
2025-04-29 09:25:20
Address
12250 Weber Hill Road Suite 305
St. Louis
MO
Prior Value
168.48M
Top 10 Holdings %
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File Number
None
Portfolio Value
Holdings
(13F - 2025-03-31)
| Company | Ticker | Shares | Value | Portfolio % | Reporting Period | Filing Date |
|---|
Top Holdings
(13F - 2025-03-31)
Vanguard S&p 500 Etf
VOO
2025-04-29
Value
18.52M
Shares
Portfolio %
10.57%
Vanguard Health Care Etf
VHT
2025-04-29
Value
17.67M
Shares
Portfolio %
10.09%
Vanguard S&p 500 Growth Etf
VOOG
2025-04-29
Value
17.12M
Shares
Portfolio %
9.78%
Vanguard Dividend Appreciation Etf
VIG
2025-04-29
Value
14.92M
Shares
Portfolio %
8.52%
Vanguard Large Cap Etf
VV
2025-04-29
Value
14.79M
Shares
Portfolio %
8.45%
Vanguard Mega Cap Growthetf
MGK
2025-04-29
Value
13.56M
Shares
Portfolio %
7.74%
Vanguard Information Technology Etf
VGT
2025-04-29
Value
11.68M
Shares
Portfolio %
6.67%
Avantis Us Small Cap Value Etf
AVSC
2025-04-29
Value
11.11M
Shares
Portfolio %
6.34%
Dimensional Shrt Drt Fxdincm Etf
DFSD
2025-04-29
Value
9.71M
Shares
Portfolio %
5.54%
Vanguard Mid Cap Etf
VO
2025-04-29
Value
9.59M
Shares
Portfolio %
5.48%