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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 45.22% of Whitcomb & Hess's stock portfolio.
Added to shares of these 10 stocks: BOXX, SPYV, SPYG, VMBS, VEA, IJR, IJH, PGHY, FLRN, TBLL.
Started 6 new stock positions in EIDO, KO, XOM, TBLL, IGV, AIRG.
Reduced shares in these 10 stocks: SPLV, VUG, GDX, EWZ, LIT, XLE, AKRE, CLF, SPSB, FLBR.
Sold out of its positions in SPLV, VUG.
Whitcomb & Hess was a net buyer of stock by $9.7M.
Whitcomb & Hess has $429M in assets under management (AUM), dropping by 1.11%.
Central Index Key (CIK): 0001813577

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Portfolio Holdings for Whitcomb & Hess

Whitcomb & Hess holds 64 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYV)	12.7	$55M	+2%	964k	56.58	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	11.6	$50M		779k	64.08	View chart
Spdr Series Trust State Street Spd (SPYG)	8.1	$35M	+2%	353k	97.91	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	7.6	$33M	+11%	281k	116.29	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	5.2	$22M		330k	67.53	View chart
Ishares Tr Core S&p Scp Etf (IJR)	5.1	$22M	+2%	175k	124.31	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.6	$20M		362k	54.05	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	4.5	$19M	+2%	407k	46.95	View chart
Spdr Series Trust State Street Spd (FLRN)	3.7	$16M	+2%	513k	30.78	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	3.6	$16M		267k	58.54	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	3.3	$14M		153k	91.77	View chart
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY)	3.2	$14M	+2%	716k	19.41	View chart
Select Sector Spdr Tr State Street Ene (XLE)	3.2	$14M		222k	61.26	View chart
Global X Fds Lithium Btry Etf (LIT)	3.1	$13M		180k	74.35	View chart
Ishares Msci Spain Etf (EWP)	2.7	$12M		217k	54.31	View chart
Ishares Msci Chile Etf (ECH)	2.7	$12M		289k	39.76	View chart
Ishares Msci Brazil Etf (EWZ)	2.5	$11M		281k	38.39	View chart
Ishares Msci Mly Etf New (EWM)	2.4	$11M		369k	28.41	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	2.4	$10M	+2%	415k	25.11	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.7	$2.8M		114k	24.75	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.6	$2.5M	+2%	43k	59.55	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$2.1M		19k	113.11	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.5	$2.0M	+4%	24k	82.57	View chart
Franklin Templeton Etf Tr Ftse Brazil (FLBR)	0.5	$2.0M		83k	23.89	View chart
Spdr Series Trust State Street Spd (SPSB)	0.4	$1.8M		61k	30.07	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$1.8M		13k	142.43	View chart
Vaneck Etf Trust Emerging Mrkt Hi (HYEM)	0.4	$1.5M	+4%	77k	19.73	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$1.5M	+11%	7.1k	211.16	View chart
Liquidia Corporation Com New (LQDA)	0.3	$1.1M	+6%	30k	37.74	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$1.1M	+2%	32k	32.95	View chart
Apple (AAPL)	0.2	$933k		3.7k	253.81	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.2	$919k	-7%	17k	52.85	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.2	$715k	+3%	20k	36.16	View chart
Microsoft Corporation (MSFT)	0.2	$680k		1.8k	370.16	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$657k		1.0k	650.04	View chart
Ishares Jp Morgan Em Etf (LEMB)	0.1	$635k	+3%	16k	40.80	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$582k		1.8k	320.83	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$576k		7.5k	77.11	View chart
Nvent Elec SHS (NVT)	0.1	$496k		4.2k	118.28	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$479k		4.2k	114.83	View chart
Vaneck Etf Trust Rare Earth And S (REMX)	0.1	$427k		4.9k	88.00	View chart
Abbvie (ABBV)	0.1	$414k		1.9k	217.44	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$380k		5.2k	73.64	View chart
Pentair SHS (PNR)	0.1	$365k		4.2k	87.11	View chart
Cambria Etf Tr Global Value Etf (GVAL)	0.1	$353k		11k	33.17	View chart
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)	0.1	$292k	NEW	2.8k	105.55	View chart
Chevron Corporation (CVX)	0.1	$289k		1.4k	206.92	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$286k		495.00	577.18	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$281k		2.6k	106.15	View chart
Gorman-Rupp Company (GRC)	0.1	$278k		4.5k	62.13	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$276k		597.00	463.05	View chart
JPMorgan Chase & Co. (JPM)	0.1	$276k	-3%	940.00	294.02	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$259k	NEW	3.2k	80.05	View chart
Johnson & Johnson (JNJ)	0.1	$249k		1.0k	244.54	View chart
Merck & Co (MRK)	0.1	$235k		2.0k	120.30	View chart
Airgain (AIRG)	0.1	$229k	NEW	42k	5.50	View chart
International Business Machines (IBM)	0.1	$219k		902.00	242.39	View chart
Exxon Mobil Corporation (XOM)	0.0	$210k	NEW	1.2k	169.66	View chart
Coca-Cola Company (KO)	0.0	$209k	NEW	2.7k	76.05	View chart
Tesla Motors (TSLA)	0.0	$207k		557.00	371.75	View chart
Palantir Technologies Cl A (PLTR)	0.0	$205k	+7%	1.4k	146.28	View chart
Cleveland-cliffs (CLF)	0.0	$163k	-27%	19k	8.45	View chart
Ishares Tr Msci Indonia Etf (EIDO)	0.0	$159k	NEW	10k	15.79	View chart
Wendy's/arby's Group (WEN)	0.0	$87k		13k	6.95	View chart

Past Filings by Whitcomb & Hess

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

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
Whitcomb & Hess 2022 Q3 filed Oct. 21, 2022
Whitcomb & Hess 2022 Q2 filed Aug. 4, 2022

View all past filings

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