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Home > Institutional Investor > Wheelhouse Advisory Group Llc > Profile

Instuitional Investor - Wheelhouse Advisory Group Llc

Fund Profile
Filing Period:
Fund Name: Wheelhouse Advisory Group Llc
Portfolio Value $378,154,166
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 DFAC 864,767 $40,187,434 10.63%
2.
Ishares Tr
 374,179 $37,672,368 9.96%
3.
Vanguard Admiral Fds Inc
 406,145 $34,717,300 9.18%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 47,502 $33,292,051 8.8%
5.
Vanguard World Fund
 VGT 93,746 $29,631,230 7.84%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.