13F Filings History of Wheelhouse Advisory Group LLC

Latest 13F report
Q3 2025 - Oct 28, 2025
Value $
$217M
Signature - Title
Stacey Cheek - CCO
Location
St. Louis, MO
Summary
This page shows a list of all the recent 13F filings made by Wheelhouse Advisory Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wheelhouse Advisory Group LLC reported 45 stock holdings with total value $217M as of Q3 2025. Top holdings included VOOG, VOO, VHT, VV, and MGK.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 45 $217M +$16.6M -$2.25M +$14.4M VOOG, VOO, VHT, VV, MGK 13F-HR 10/28/2025, 12:41 PM
Q2 2025 40 $190M +$12.8M -$747K +$12M VOOG, VOO, VHT, VV, MGK 13F-HR 7/23/2025, 11:44 AM
Q1 2025 40 $164M +$15.5M -$2.19M +$13.3M VOO, VHT, VOOG, VIG, VV 13F-HR 4/29/2025, 09:25 AM
Q4 2024 43 $157M +$10.8M -$993K +$9.76M VOO, VOOG, VHT, VV, MGK 13F-HR 1/21/2025, 10:09 AM
Q3 2024 43 $145M +$7.27M -$1.18M +$6.09M VOO, VHT, VOOG, VV, VIG 13F-HR 10/29/2024, 11:40 AM
Q2 2024 39 $133M +$8.01M -$1.54M +$6.47M VOO, VOOG, VHT, VV, MGK 13F-HR 7/18/2024, 03:10 PM
Q1 2024 38 $121M +$7.9M -$1.71M +$6.19M VOO, VHT, VOOG, VV, VIG 13F-HR 4/23/2024, 01:00 PM
Q4 2023 37 $107M $0 $0 VOO, VHT, VOOG, VV, VIG 13F-HR 1/31/2024, 02:32 PM