Whitcomb & Hess, Inc. 13F Holdings · Q3 2026
Whitcomb & Hess, Inc. reported 65 securities worth $466.90M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: SPYV (13.17%), VEA (12.08%), SPYG (9.57%). Among its top 25 positions this quarter: 20 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR SERIES TRUST | $61.5M | 13.17% | 1.0M | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $56.4M | 12.08% | 798,473 | Added |
| 3 | SPYG | SPDR SERIES TRUST | $44.7M | 9.57% | 363,094 | Added |
| 4 | BOXX | EA SERIES TRUST | $34.2M | 7.33% | 288,954 | Added |
| 5 | IJH | ISHARES TR | $24.7M | 5.28% | 342,645 | Added |
| 6 | IJR | ISHARES TR | $24.4M | 5.22% | 179,191 | Added |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $22.2M | 4.76% | 374,645 | Added |
| 8 | VMBS | VANGUARD SCOTTSDALE FDS | $19.2M | 4.11% | 432,362 | Added |
| 9 | FLRN | SPDR SERIES TRUST | $16.6M | 3.55% | 537,870 | Added |
| 10 | VGSH | VANGUARD SCOTTSDALE FDS | $16.2M | 3.47% | 281,232 | Added |
| 11 | PGHY | INVESCO EXCH TRADED FD TR II | $14.5M | 3.10% | 758,374 | Added |
| 12 | GDX | VANECK ETF TRUST | $14.1M | 3.01% | 160,171 | Added |
| 13 | XLE | SELECT SECTOR SPDR TR | $13.8M | 2.95% | 223,875 | Trimmed |
| 14 | EWP | ISHARES INC | $13.0M | 2.79% | 219,961 | Trimmed |
| 15 | LIT | GLOBAL X FDS | $12.3M | 2.62% | 179,106 | Added |
| 16 | ECH | ISHARES INC | $11.3M | 2.42% | 298,532 | Added |
| 17 | EMLC | VANECK ETF TRUST | $10.9M | 2.33% | 437,431 | Added |
| 18 | EWM | ISHARES INC | $10.8M | 2.32% | 395,199 | Added |
| 19 | EWZ | ISHARES INC | $10.8M | 2.31% | 289,053 | Added |
| 20 | SCHF | SCHWAB STRATEGIC TR | $3.1M | 0.66% | 112,912 | Trimmed |
| 21 | IVW | ISHARES TR | $2.6M | 0.57% | 18,597 | Trimmed |
| 22 | VGIT | VANGUARD SCOTTSDALE FDS | $2.6M | 0.55% | 45,354 | Added |
| 23 | SHY | ISHARES TR | $2.1M | 0.45% | 26,033 | Added |
| 24 | ITOT | ISHARES TR | $2.1M | 0.44% | 12,495 | Trimmed |
| 25 | FLBR | FRANKLIN TEMPLETON ETF TR | $2.0M | 0.42% | 84,023 | Added |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR