Wheelhouse Advisory Group LLC - Q12026 Holdings

Wheelhouse Advisory Group LLC holds 51 stocks with a total portfolio value of $ 301.78M as of Q12026. In Q12026, Wheelhouse Advisory Group LLC added 5 new positions, increased stakes in 25 stocks, reduced 19 holdings, and fully exited 3 positions. The largest holding is Ishares Tr (SGOV), representing 11.69% of the total portfolio.