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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 47.42% of Whitcomb & Hess's stock portfolio.
Added to shares of these 10 stocks: BOXX, SPYV, VMBS, VEA, PGHY, GDX, VGSH, IJH, FLRN, VWO.
Started 3 new stock positions in SCHX, Exxon Mobil Corp, PLTR.
Reduced shares in these 10 stocks: IBM, TBLL, , GOOGL, LQDA, ITOT, XLE, EWP, REMX, MRK.
Sold out of its positions in GOOGL, IBM, TBLL, TSLA.
Whitcomb & Hess was a net buyer of stock by $7.0M.
Whitcomb & Hess has $467M in assets under management (AUM), dropping by 0.85%.
Central Index Key (CIK): 0001813577

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Portfolio Holdings for Whitcomb & Hess

Whitcomb & Hess holds 65 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust St Str P500val (SPYV)	13.2	$62M		1.0M	61.13	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	12.1	$56M		799k	70.61	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	9.6	$45M		363k	123.08	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	7.3	$34M	+5%	289k	118.39	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	5.3	$25M		343k	71.95	View chart
Ishares Tr Core S&p Scp Etf (IJR)	5.2	$24M		179k	136.04	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.8	$22M		375k	59.31	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	4.1	$19M	+2%	432k	44.41	View chart
Spdr Series Trust St Str Rate Etf (FLRN)	3.6	$17M	+2%	538k	30.84	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	3.5	$16M	+2%	281k	57.56	View chart
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY)	3.1	$15M	+2%	758k	19.09	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	3.0	$14M	+2%	160k	87.80	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	2.9	$14M		224k	61.50	View chart
Ishares Msci Spain Etf (EWP)	2.8	$13M		220k	59.20	View chart
Global X Fds Lithium Btry Etf (LIT)	2.6	$12M		179k	68.42	View chart
Ishares Msci Chile Etf (ECH)	2.4	$11M		299k	37.81	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	2.3	$11M	+2%	437k	24.83	View chart
Ishares Msci Mly Etf New (EWM)	2.3	$11M	+2%	395k	27.38	View chart
Ishares Msci Brazil Etf (EWZ)	2.3	$11M		289k	37.25	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.7	$3.1M		113k	27.47	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$2.6M		19k	142.26	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.6	$2.6M	+5%	45k	56.66	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.5	$2.1M	+7%	26k	81.20	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$2.1M	-4%	13k	166.28	View chart
Franklin Templeton Etf Tr Ftse Brazil (FLBR)	0.4	$2.0M		84k	23.40	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.4	$1.8M		61k	29.59	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$1.7M	+2%	7.4k	228.29	View chart
Vaneck Etf Trust Emerging Mrkt Hi (HYEM)	0.3	$1.5M		78k	19.41	View chart
Apple (AAPL)	0.3	$1.2M		3.6k	333.07	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$1.2M		32k	36.45	View chart
Microsoft Corporation (MSFT)	0.2	$948k		1.8k	513.04	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.2	$826k	-2%	16k	52.67	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$770k		1.0k	762.85	View chart
Liquidia Corporation Com New (LQDA)	0.2	$758k	-13%	25k	30.26	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.2	$731k	+2%	21k	35.22	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.1	$679k		1.8k	374.26	View chart
Nvent Elec SHS (NVT)	0.1	$672k		4.2k	160.37	View chart
Ishares Jp Morgan Em Etf (LEMB)	0.1	$671k	+2%	16k	42.25	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$635k		7.5k	84.96	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$509k	-3%	4.0k	126.52	View chart
Abbvie (ABBV)	0.1	$496k		1.9k	261.56	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$371k	+2%	5.3k	70.15	View chart
Cambria Etf Tr Global Value Etf (GVAL)	0.1	$371k	-4%	9.8k	37.84	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$365k		494.00	739.77	View chart
Gorman-Rupp Company (GRC)	0.1	$334k		4.5k	74.49	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$322k	+9%	3.0k	106.48	View chart
Airgain (AIRG)	0.1	$311k	+10%	63k	4.96	View chart
JPMorgan Chase & Co. (JPM)	0.1	$306k	-2%	924.00	330.95	View chart
Chevron Corporation (CVX)	0.1	$290k		1.4k	204.19	View chart
Palantir Technologies Cl A (PLTR)	0.1	$281k	NEW	1.5k	187.05	View chart
Johnson & Johnson (JNJ)	0.1	$272k		1.0k	264.81	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$268k		528.00	508.38	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$268k	+6%	2.7k	101.10	View chart
Coca-Cola Company (KO)	0.1	$236k		2.7k	86.08	View chart
Merck & Co (MRK)	0.0	$230k	-19%	1.6k	145.36	View chart
Philip Morris International (PM)	0.0	$227k		1.2k	190.82	View chart
Pentair SHS (PNR)	0.0	$222k		4.2k	52.99	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.0	$221k		2.5k	90.11	View chart
Ishares Tr Msci Indonia Etf (EIDO)	0.0	$212k	+17%	18k	11.73	View chart
Cleveland-cliffs (CLF)	0.0	$212k		19k	11.01	View chart
Vaneck Etf Trust Rare Ear Str Etf (REMX)	0.0	$209k	-22%	3.2k	64.26	View chart
Exxonmobil Holdings Corp Com Shs	0.0	$202k	NEW	1.2k	162.69	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$200k	NEW	6.7k	30.00	View chart
Wendy's/arby's Group (WEN)	0.0	$82k		13k	6.38	View chart
Angel Studios Cl A Com (ANGX)	0.0	$63k		13k	4.67	View chart

Past Filings by Whitcomb & Hess

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

Whitcomb & Hess 2026 Q3 filed Oct. 7, 2026
Whitcomb & Hess 2026 Q2 filed July 8, 2026
Whitcomb & Hess 2026 Q1 filed April 8, 2026
Whitcomb & Hess 2025 Q4 filed Jan. 14, 2026
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

View all past filings

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