Wheelhouse Advisory Group LLC
Wheelhouse Advisory Group LLC reported 55 holdings worth US$354M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 23, 2026
Wheelhouse Advisory Group LLC reported 55 holdings worth US$354M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Tesla, Inc. Filed Jul 23, 2026 (Form 13F).
- Holdings
- 55
- Value as reported
- US$354M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 9,583 | US$2.77M | 0.78% |
| Nvidia Corporation | 11,088 | US$2.22M | 0.63% |
| Tesla, Inc. | 4,318 | US$1.82M | 0.51% |
| Microsoft Corp. | 4,115 | US$1.53M | 0.43% |
| Eli Lilly And Company | 918 | US$1.1M | 0.31% |
| Amazon.com, Inc. | 4,399 | US$1.05M | 0.30% |
| Alphabet Inc (google) Class C | 2,764 | US$988K | 0.28% |
| Johnson & Johnson | 3,608 | US$916K | 0.26% |
| Mastercard Incorporated | 1,517 | US$779K | 0.22% |
| Ameren Corporation | 6,239 | US$705K | 0.20% |
| Walmart Inc. | 5,853 | US$663K | 0.19% |
| Procter & Gamble Company (the) | 4,506 | US$661K | 0.19% |
| Boeing Company (the) | 2,452 | US$531K | 0.15% |
| Philip Morris International Inc | 2,744 | US$496K | 0.14% |
| Exxon Mobil Corporation | 3,529 | US$483K | 0.14% |
| Elevance Health, Inc. | 1,237 | US$478K | 0.13% |
| Home Depot, Inc. (the) | 1,159 | US$409K | 0.12% |
| At&t Inc. | 18,658 | US$386K | 0.11% |
| National Healthcare Corporation | 1,577 | US$333K | 0.09% |
| Applied Materials, Inc. | 452 | US$327K | 0.09% |
| Altria Group, Inc. | 4,119 | US$296K | 0.08% |
| Meta Platforms, Inc. | 485 | US$273K | 0.08% |
| Visa Inc. | 777 | US$267K | 0.08% |
| U.s. Bancorp | 4,410 | US$266K | 0.08% |
| Nextera Energy, Inc. | 2,965 | US$260K | 0.07% |
| Emerson Electric Company | 1,756 | US$251K | 0.07% |
| Deere & Company | 344 | US$218K | 0.06% |
| Mcdonald's Corporation | 803 | US$217K | 0.06% |
Source
View original at SEC
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