Whitcomb & Hess, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, Whitcomb & Hess, Inc. held in its portfolio 57 assets valued at $424,051,427 (i.e. $424.05M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($109.28M), VANGUARD TAX-MANAGED FDS ($49.82M), and EA SERIES TRUST ($29.07M).
The chart below shows the top 10 valuable assets, and the table below shows the top 57 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Whitcomb & Hess, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 1851130 | 109283237 | STATE STREET SPD |
| VANGUARD TAX-MANAGED FDS | 771651 | 49817817 | VAN FTSE DEV MKT |
| EA SERIES TRUST | 252178 | 29071023 | ALPHA ARCH 1-3 |
| ISHARES TR | 323502 | 22438096 | CORE S&P MCP ETF |
| ISHARES TR | 171063 | 21642835 | CORE S&P SCP ETF |
| VANGUARD INTL EQUITY INDEX F | 357214 | 19989687 | FTSE EMR MKT ETF |
| VANGUARD SCOTTSDALE FDS | 396602 | 18743390 | MTG-BKD SECS ETF |
| VANGUARD SCOTTSDALE FDS | 262238 | 15409131 | SHORT TERM TREAS |
| VANECK ETF TRUST | 155289 | 14980744 | GOLD MINERS ETF |
| INVESCO EXCH TRADED FD TR II | 697871 | 13943462 | GLOBAL EX US HGH |
| ISHARES INC | 289529 | 12837733 | MSCI CHILE ETF |
| GLOBAL X FDS | 180915 | 12756344 | LITHIUM BTRY ETF |
| ISHARES INC | 213330 | 11692595 | MSCI SPAIN ETF |
| SELECT SECTOR SPDR TR | 222951 | 10478677 | STATE STREET ENE |
| VANECK ETF TRUST | 403431 | 10469035 | JP MRGAN EM LOC |
| ISHARES INC | 364798 | 10232576 | MSCI MLY ETF NEW |
| ISHARES INC | 283354 | 9245837 | MSCI BRAZIL ETF |
| SCHWAB STRATEGIC TR | 111429 | 2771227 | INTL EQTY ETF |
| VANGUARD SCOTTSDALE FDS | 41654 | 2497574 | INTER TERM TREAS |
| ISHARES TR | 18227 | 2276023 | S&P 500 GRWT ETF |
| ISHARES TR | 12754 | 1936078 | CORE S&P TTL STK |
| ISHARES TR | 23129 | 1916206 | 1 3 YR TREAS BD |
| FRANKLIN TEMPLETON ETF TR | 84204 | 1662187 | FTSE BRAZIL |
| VANECK ETF TRUST | 74116 | 1481579 | EMERGING MRKT HI |
| ISHARES TR | 6365 | 1379837 | S&P 500 VAL ETF |
| PROFESIONALLY MANAGED PORTFO | 18871 | 1221709 | AKRE FOCUS ETF |
| LIQUIDIA CORPORATION | 28232 | 1075357 | COM NEW |
| SCHWAB STRATEGIC TR | 31254 | 1067016 | EMRG MKTEQ ETF |
| APPLE INC | 3676 | 959539 | COM |
| MICROSOFT CORP | 1835 | 863474 | COM |
| DBX ETF TR | 19146 | 708769 | XTRACK USD HIGH |
| SPDR S&P 500 ETF TR | 1010 | 700717 | TR UNIT |
| ISHARES INC | 15094 | 630250 | JP MORGAN EM ETF |
| VANGUARD INDEX FDS | 1814 | 621043 | TOTAL STK MKT |
| VANGUARD STAR FDS | 7473 | 583872 | VG TL INTL STK F |
| VANGUARD ADMIRAL FDS INC | 4172 | 486831 | SMLLCP 600 IDX |
| NVENT ELECTRIC PLC | 4192 | 447035 | SHS |
| PENTAIR PLC | 4193 | 432872 | SHS |
| VANECK ETF TRUST | 4852 | 432798 | RARE EARTH AND S |
| ABBVIE INC | 1904 | 420377 | COM |
| VANGUARD BD INDEX FDS | 5155 | 382903 | TOTAL BND MRKT |
| CLEVELAND-CLIFFS INC NEW | 26752 | 357407 | COM |
| CAMBRIA ETF TR | 10633 | 349826 | GLOBAL VALUE ETF |
| INVESCO QQQ TR | 495 | 309989 | UNIT SER 1 |
| JPMORGAN CHASE & CO. | 970 | 301661 | COM |
| SPDR DOW JONES INDL AVERAGE | 597 | 293599 | UT SER 1 |
| ISHARES TR | 2670 | 287265 | NATIONAL MUN ETF |
| INTERNATIONAL BUSINESS MACHS | 902 | 273450 | COM |
| TESLA INC | 557 | 249090 | COM |
| PALANTIR TECHNOLOGIES INC | 1301 | 232827 | CL A |
| GORMAN RUPP CO | 4476 | 228198 | COM |
| CHEVRON CORP NEW | 1387 | 227244 | COM |
| INVESCO EXCH TRADED FD TR II | 3067 | 221157 | S&P500 LOW VOL |
| JOHNSON & JOHNSON | 1016 | 217069 | COM |
| MERCK & CO INC | 1954 | 211563 | COM |
| VANGUARD INDEX FDS | 409 | 200914 | GROWTH ETF |
| WENDYS CO | 12311 | 102676 | COM |
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