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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 47.30% of Whitcomb & Hess's stock portfolio.
Added to shares of these 10 stocks: BOXX, SPYV, IJR, REMX, IJH, VMBS, FLRN, PGHY, VGSH, PM.
Started 3 new stock positions in REMX, PM, CLF.
Reduced shares in these 10 stocks: GDX, EWP, CVX, , , ITOT, JPM, SPSB, SPYG, ECH.
Sold out of its positions in CVX, STK, TSLA.
Whitcomb & Hess was a net buyer of stock by $3.4M.
Whitcomb & Hess has $355M in assets under management (AUM), dropping by 7.36%.
Central Index Key (CIK): 0001813577

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

Past Filings by Whitcomb & Hess

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

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
Whitcomb & Hess 2021 Q3 filed Nov. 15, 2021

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