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Whitcomb & Hess

Latest statistics and disclosures from Whitcomb & Hess's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPYV, VEA, SPYG, BOXX, IJH, and represent 46.37% of Whitcomb & Hess's stock portfolio.
Added to shares of these 10 stocks: BOXX, VMBS, FLRN, SPYV, VGSH, PGHY, LIT, IJR, IJH, XLE.
Started 4 new stock positions in PLTR, CVX, TSLA, GRC.
Reduced shares in these 10 stocks: GDX, EWP, SPYG, REMX, PM, ITOT, MUB, IVW, SCHE, GVAL.
Sold out of its position in PM.
Whitcomb & Hess was a net buyer of stock by $6.8M.
Whitcomb & Hess has $389M in assets under management (AUM), dropping by 9.68%.
Central Index Key (CIK): 0001813577

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Portfolio Holdings for Whitcomb & Hess

Whitcomb & Hess holds 57 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	12.9	$50M	+2%	905k	55.33	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	11.8	$46M		764k	59.92	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	9.9	$39M		369k	104.51	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	6.7	$26M	+6%	228k	113.86	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	5.1	$20M	+2%	306k	65.26	View chart
Ishares Tr Core S&p Scp Etf (IJR)	4.9	$19M	+4%	162k	118.83	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.9	$19M		354k	54.18	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	4.4	$17M	+9%	365k	46.96	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	3.6	$14M	-19%	182k	76.40	View chart
Spdr Series Trust Bloomberg Invt (FLRN)	3.6	$14M	+9%	451k	30.86	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	3.6	$14M	+8%	235k	58.85	View chart
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY)	3.2	$12M	+8%	622k	19.98	View chart
Global X Fds Lithium Btry Etf (LIT)	3.0	$12M	+7%	207k	56.85	View chart
Ishares Msci Spain Etf (EWP)	2.8	$11M	-13%	217k	49.50	View chart
Ishares Msci Chile Etf (ECH)	2.5	$9.7M		293k	32.96	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	2.5	$9.6M	+4%	377k	25.51	View chart
Select Sector Spdr Tr Energy (XLE)	2.4	$9.2M	+5%	103k	89.34	View chart
Ishares Msci Mly Etf New (EWM)	2.3	$9.0M	+3%	346k	25.92	View chart
Ishares Msci Brazil Etf (EWZ)	2.3	$8.9M	+3%	287k	31.00	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.6	$2.5M		107k	23.28	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.6	$2.4M		41k	60.03	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$2.2M	-2%	18k	120.72	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$2.0M	-4%	14k	145.65	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.5	$1.9M	+2%	23k	82.96	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.5	$1.8M		59k	30.29	View chart
Franklin Templeton Etf Tr Ftse Brazil (FLBR)	0.4	$1.6M		84k	19.05	View chart
Vaneck Etf Trust Emerging Mrkt Hi (HYEM)	0.4	$1.5M		74k	20.05	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$1.3M		6.3k	206.52	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$1.0M	-4%	31k	33.37	View chart
Microsoft Corporation (MSFT)	0.2	$949k		1.8k	517.83	View chart
Apple (AAPL)	0.2	$911k	+3%	3.6k	254.64	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$759k	+30%	1.1k	666.01	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.2	$702k	+3%	19k	37.11	View chart
Liquidia Corporation Com New (LQDA)	0.2	$646k	+2%	28k	22.74	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$640k		1.9k	328.19	View chart
Ishares Jp Morgan Em Etf (LEMB)	0.2	$619k	-2%	15k	41.21	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$549k		7.5k	73.46	View chart
Pentair SHS (PNR)	0.1	$464k		4.2k	110.76	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$460k		4.2k	110.47	View chart
Nvent Electric SHS (NVT)	0.1	$414k		4.2k	98.64	View chart
Abbvie (ABBV)	0.1	$403k		1.7k	231.50	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$376k		3.1k	120.50	View chart
Cambria Etf Tr Global Value Etf (GVAL)	0.1	$334k	-12%	11k	29.23	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$321k	+3%	4.3k	74.37	View chart
Vaneck Etf Trust Rare Earth And S (REMX)	0.1	$319k	-40%	4.9k	65.82	View chart
Cleveland-cliffs (CLF)	0.1	$315k	+12%	26k	12.20	View chart
JPMorgan Chase & Co. (JPM)	0.1	$308k	-10%	976.00	315.46	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$297k	+10%	495.00	600.37	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$286k	-23%	2.7k	106.49	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$277k		597.00	463.60	View chart
International Business Machines (IBM)	0.1	$255k		902.00	282.16	View chart
Tesla Motors (TSLA)	0.1	$248k	NEW	558.00	444.72	View chart
Palantir Technologies Cl A (PLTR)	0.1	$237k	NEW	1.3k	182.42	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$219k		3.0k	73.47	View chart
Chevron Corporation (CVX)	0.1	$213k	NEW	1.4k	155.31	View chart
Gorman-Rupp Company (GRC)	0.1	$208k	NEW	4.5k	46.41	View chart
Wendy's/arby's Group (WEN)	0.0	$111k	+3%	12k	9.16	View chart

Past Filings by Whitcomb & Hess

SEC 13F filings are viewable for Whitcomb & Hess going back to 2021

Whitcomb & Hess 2025 Q3 filed Oct. 9, 2025
Whitcomb & Hess 2025 Q2 filed July 3, 2025
Whitcomb & Hess 2025 Q1 filed April 8, 2025
Whitcomb & Hess 2024 Q4 filed Jan. 22, 2025
Whitcomb & Hess 2024 Q3 filed Oct. 2, 2024
Whitcomb & Hess 2024 Q2 filed July 11, 2024
Whitcomb & Hess 2024 Q1 filed April 15, 2024
Whitcomb & Hess 2023 Q4 filed Jan. 17, 2024
Whitcomb & Hess 2023 Q3 filed Oct. 18, 2023
Whitcomb & Hess 2023 Q2 filed July 7, 2023
Whitcomb & Hess 2023 Q1 filed April 19, 2023
Whitcomb & Hess 2022 Q4 filed Jan. 20, 2023
Whitcomb & Hess 2022 Q3 filed Oct. 21, 2022
Whitcomb & Hess 2022 Q2 filed Aug. 4, 2022
Whitcomb & Hess 2022 Q1 filed April 15, 2022
Whitcomb & Hess 2021 Q4 filed Feb. 11, 2022

View all past filings

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