Titelia

Holdings of WBH ADVISORY INC

326 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 32.7 % of the equity sleeve

Sector breakdown

  • Funds 4.6 %
  • Technology 3.9 %
  • Financials 2.1 %
  • Industrials 2.1 %
  • Consumer staples 1.6 %
  • Consumer discretionary 1.4 %
  • Health care 1.4 %
  • Communication 1.3 %
  • Utilities 0.3 %
  • Materials 0.2 %
  • Energy 0.2 %
  • Real estate 0.1 %
  • Unattributed 80.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US3261.3B $100.00 %

Positions

RankCompanySharesValueWeight
301Ishares S&p 100 Etf 794254.4K $
302Vanguard Bond Index Funds 3,242249.3K $
303iShares Morningstar Growth ETF 2,564248K $
304Hershey Co/The 1,210245.5K $
305Yum China Holdings Inc 4,940242.5K $
306iShares S&P Mid-Cap 400 Value ETF 1,803240.1K $
307iShares Dow Jones U.S. ETF 1,500239.5K $
308iShares ESG Aware MSCI EM ETF 5,172236.9K $
309iPath Bloomberg Commodity Index Total Return ETN 4,918234.2K $
310M&T Bank Corp 1,114232.8K $
311Marriott International Inc/MD 697232.4K $
312Realty Income Corp 3,741231.5K $
313Alliant Energy Corp 3,182228.9K $
314Tractor Supply Co 5,039224.4K $
315Textron Inc 2,520224.1K $
316Eastman Chemical Co 2,883218.6K $
317Micron Technology Inc 593218K $
318Becton Dickinson & Co 1,387216.8K $
319Assurant Inc 1,000216.3K $
320Vanguard High Dividend Yield E 1,458215.7K $
321Ameriprise Financial Inc 491214.4K $
322Applied Materials Inc 586207.3K $
323iShares 0-5 Year TIPS Bond ETF 2,000206.2K $
324Church & Dwight Co Inc 2,174201.9K $
325Aurora Innovation Inc 28,559119.4K $
326Blend Labs Inc 10,36919.7K $