Wheelhouse Advisory Group LLC
All 13F Filings
- Location
- St. Louis, MO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 354,359
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 55 | 354,359 | 13F-HR | Wheelhouse Advisory Group LLC |
| Q1 2026 | 4/23/2026 | 51 | 301,776 | 13F-HR | Wheelhouse Advisory Group LLC |
| Q4 2025 | 1/29/2026 | 49 | 262,864 | 13F-HR | Wheelhouse Advisory Group LLC |
| Q3 2025 | 10/28/2025 | 45 | 232,177 | 13F-HR | Wheelhouse Advisory Group LLC |
| Q2 2025 | 7/23/2025 | 40 | 202,883 | 13F-HR | Wheelhouse Advisory Group LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 21.22 K | 6.0% | 3.605 K | 0 | 3.605 K |
| ETFs | 333.1 K | 94.0% | 48.98 K | 0 | 48.98 K |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
354,359
Holdings
55
QoQ value change ($000)
52,583
(17.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.