Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $354,359,441
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 DFAC 771,244 $36,826,906 10.39%
2.
Ishares Tr
 362,616 $36,504,521 10.3%
3.
Vanguard Admiral Fds Inc
 383,497 $31,684,535 8.94%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 44,932 $30,859,942 8.71%
5.
Vanguard World Fund
 VGT 89,830 $26,860,046 7.58%
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)

Subscribe Now

30 day money back guarantee. Cancel anytime.