Wheelhouse Advisory Group LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $203 Billion distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard S&P 500 Growth ETF with a value of $21.8B, Vanguard Index Fds S&P 500 ETF with a value of $21.6B, Vanguard Health Care ETF with a value of $18B, Vanguard Large Cap ETF with a value of $17.1B, and Vanguard Mega Cap Growth ETF with a value of $16.8B.

Examining the 13F form we can see an increase of $27.8B in the current position value, from $175B to 203B.

Wheelhouse Advisory Group LLC is based out at St. Louis, MO

Below you can find more details about Wheelhouse Advisory Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $203 Billion
ETFs: $177 Billion
Technology: $4.1 Billion
Consumer Cyclical: $2.27 Billion
Consumer Defensive: $2.26 Billion
Industrials: $1.3 Billion
Communication Services: $1.27 Billion
Financial Services: $1.26 Billion
Utilities: $564 Million
Other: $465 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $203 Billion
  • Prior Value $175 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
Track This Portfolio

Track Wheelhouse Advisory Group LLC Portfolio

Follow Wheelhouse Advisory Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wheelhouse Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wheelhouse Advisory Group LLC with notifications on news.