Whitcomb & Hess

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

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Positions held by Whitcomb & Hess consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Whitcomb & Hess

Whitcomb & Hess holds 54 positions in its portfolio as reported in the June 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) 13.1 $46M 886k 52.34
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 12.2 $43M 759k 57.01
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Spdr Series Trust Prtflo S&p500 Gw (SPYG) 10.0 $35M 371k 95.32
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Ea Series Trust Alpha Arch 1-3 (BOXX) 6.8 $24M +4% 214k 112.68
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Ishares Tr Core S&p Mcp Etf (IJH) 5.2 $19M 299k 62.02
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.9 $17M 352k 49.46
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Ishares Tr Core S&p Scp Etf (IJR) 4.8 $17M +2% 155k 109.29
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 4.3 $15M 332k 46.34
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 3.6 $13M 217k 58.78
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Spdr Series Trust Bloomberg Invt (FLRN) 3.6 $13M +2% 411k 30.83
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Vaneck Etf Trust Gold Miners Etf (GDX) 3.3 $12M -3% 225k 52.06
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Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY) 3.2 $11M +2% 572k 19.87
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Ishares Msci Spain Etf (EWP) 3.1 $11M -2% 252k 44.03
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Ishares Msci Chile Etf (ECH) 2.6 $9.1M 290k 31.45
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Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 2.6 $9.1M 360k 25.35
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Select Sector Spdr Tr Energy (XLE) 2.3 $8.3M 98k 84.81
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Ishares Msci Mly Etf New (EWM) 2.3 $8.1M 333k 24.34
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Ishares Msci Brazil Etf (EWZ) 2.3 $8.0M 279k 28.85
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Global X Fds Lithium Btry Etf (LIT) 2.1 $7.4M 192k 38.40
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.7 $2.4M 40k 59.81
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.7 $2.3M +2% 105k 22.10
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $2.1M +4% 19k 110.10
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $1.9M -4% 14k 135.04
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $1.9M 23k 82.86
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Spdr Series Trust Portfolio Short (SPSB) 0.5 $1.8M 59k 30.19
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Franklin Templeton Etf Tr Ftse Brazil (FLBR) 0.4 $1.5M 84k 17.96
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Vaneck Etf Trust Emerging Mrkt Hi (HYEM) 0.4 $1.5M 74k 19.82
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Ishares Tr S&p 500 Val Etf (IVE) 0.3 $1.2M 6.2k 195.43
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $968k 32k 30.14
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Microsoft Corporation (MSFT) 0.3 $923k -2% 1.9k 497.37
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Apple (AAPL) 0.2 $713k 3.5k 205.19
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Dbx Etf Tr Xtrack Usd High (HYLB) 0.2 $672k 18k 36.92
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Ishares Jp Morgan Em Etf (LEMB) 0.2 $624k 15k 40.39
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $592k +2% 1.9k 303.92
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $539k 873.00 617.75
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $516k 7.5k 69.09
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Pentair SHS (PNR) 0.1 $430k 4.2k 102.66
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Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.1 $421k 4.2k 101.23
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Ishares Tr National Mun Etf (MUB) 0.1 $368k 3.5k 104.47
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Cambria Etf Tr Global Value Etf (GVAL) 0.1 $354k 13k 27.23
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Liquidia Corporation Com New (LQDA) 0.1 $347k +30% 28k 12.46
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $341k 3.1k 109.20
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Vaneck Etf Trust Rare Earth And S (REMX) 0.1 $333k NEW 8.2k 40.58
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Abbvie (ABBV) 0.1 $323k 1.7k 185.60
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JPMorgan Chase & Co. (JPM) 0.1 $317k -15% 1.1k 290.02
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $308k 4.2k 73.63
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Nvent Electric SHS (NVT) 0.1 $307k 4.2k 73.25
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International Business Machines (IBM) 0.1 $266k 902.00 294.78
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $263k 597.00 440.52
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $248k 450.00 551.64
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $220k -6% 3.0k 72.81
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Philip Morris International (PM) 0.1 $216k NEW 1.2k 182.13
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Cleveland-cliffs (CLF) 0.0 $174k NEW 23k 7.60
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Wendy's/arby's Group (WEN) 0.0 $134k 12k 11.42
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Past Filings by Whitcomb & Hess

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