13F Filings History of Wheelhouse Advisory Group LLC

Latest 13F report
Q4 2025 - 29 Jan 2026
Value $
$246,376,940
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 49 stock holdings with total value $246,376,940 as of Q4 2025. Top holdings included VOOG, VOO, VHT, DFSD, and VV.

Notify me when Wheelhouse Advisory Group LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 49 $246,376,940 +$25,443,163 -$2,600,721 +$22,842,442 VOOG, VOO, VHT, DFSD, VV 13F-HR 29 Jan 2026, 15:44
Q3 2025 45 $217,256,900 +$16,615,620 -$2,253,841 +$14,361,779 VOOG, VOO, VHT, VV, MGK 13F-HR 28 Oct 2025, 12:41
Q2 2025 40 $190,172,452 +$12,786,787 -$746,707 +$12,040,080 VOOG, VOO, VHT, VV, MGK 13F-HR 23 Jul 2025, 11:44
Q1 2025 40 $163,996,276 +$15,534,923 -$2,194,634 +$13,340,289 VOO, VHT, VOOG, VIG, VV 13F-HR 29 Apr 2025, 09:25
Q4 2024 43 $157,069,386 +$10,754,687 -$992,754 +$9,761,933 VOO, VOOG, VHT, VV, MGK 13F-HR 21 Jan 2025, 10:09
Q3 2024 43 $144,556,812 +$7,272,809 -$1,184,360 +$6,088,449 VOO, VHT, VOOG, VV, VIG 13F-HR 29 Oct 2024, 11:40
Q2 2024 39 $132,536,619 +$8,005,417 -$1,539,780 +$6,465,637 VOO, VOOG, VHT, VV, MGK 13F-HR 18 Jul 2024, 15:10
Q1 2024 38 $121,119,461 +$7,899,451 -$1,708,644 +$6,190,807 VOO, VHT, VOOG, VV, VIG 13F-HR 23 Apr 2024, 13:00
Q4 2023 37 $106,542,607 $0 $0 $0 VOO, VHT, VOOG, VV, VIG 13F-HR 31 Jan 2024, 14:32