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WBH Advisory Inc.
WBH Advisory, Inc. is a Baltimore, Maryland-based independent investment advisory firm founded over 30 years ago. As a fee-only adviser, WBH serves clients across the Mid-Atlantic region with a dedicated team of 12-13 professionals. The firm specializes in comprehensive wealth management, portfolio management, financial planning, estate and tax planning, and risk management. Its clientele includes high earners, retirees, business owners, and those facing financial transitions, with a strong commitment to independent, fiduciary-based advice and customized solutions tailored to clients’ unique circumstances.
Investment Strategy
WBH Advisory, Inc. delivers individualized investment advice and portfolio management, primarily based on fundamental analysis of equities. Each portfolio is tailored according to clients' investment objectives and risk tolerance. The firm utilizes a blend of investment vehicles—including stocks, ETFs, bonds, CDs, mutual funds, and publicly traded partnerships—offering strategies that range from all-equity to all-fixed income or balanced allocations. WBH primarily pursues long-term equity holdings but may engage in cyclical analysis, margin, or options transactions on client request. They also provide comprehensive financial, estate, and tax planning, focusing on holistic wealth management for diverse life stages. Their approach emphasizes prudent asset allocation, deep research, and a commitment to the fiduciary standard.
Latest 13F Filing Activity
WBH Advisory Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 334 equity positions with a total 13F market value of $1B. The fund increased holdings in SPDR Series Trust, Vanguard World FD, Vanguard Index FDS among other positions. WBH Advisory Inc. reduced exposure to Vanguard World FD, Select Sector SPDR TR, Invesco Exchange Traded FD T among others.
Top Holdings
Equity Positions (334)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 5.15% | $60.4M | 198,845 | $219.67 | $303.93 | +$7.0M |
V VGT | VANGUARD WORLD FD | 5.10% | $59.8M | 90,146 | $385.47 | $663.28 | +$8.9M |
S SCHB | SCHWAB STRATEGIC TR | 4.11% | $48.3M | 2,025,879 | $17.17 | $23.83 | +$2.5M |
S SPLG | SPDR SERIES TRUST | 3.67% | $43.1M | 592,919 | $59.01 | $72.69 | +$16.3M |
X XLK | SELECT SECTOR SPDR TR | 2.79% | $32.7M | 129,097 | $160.89 | $253.23 | +$7.0M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Analyst and Trader | United States |
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