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Whitcomb & Hess, Inc.
Whitcomb & Hess, Inc. is a Certified Public Accounting (CPA) and investment advisory firm providing tax, accounting, management, and investment services to individuals and businesses.
Investment Strategy
Diversified investment approach focusing on ETFs like SPDR Series Trust, Vanguard Tax-Managed Funds, and others.
Latest 13F Filing Activity
Whitcomb & Hess, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 57 equity positions with a total 13F market value of $389M. The fund increased holdings in Global X FDS, SPDR Series Trust, SPDR Series Trust among other positions. Whitcomb & Hess, Inc. reduced exposure to Ishares Inc., Philip Morris Intl Inc., Ishares TR among others.
Top Holdings
Equity Positions (57)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPYV | SPDR SERIES TRUST | 12.87% | $50.1M | 904,840 | $40.42 | $55.33 | +$3.7M |
V VEA | VANGUARD TAX-MANAGED FDS | 11.77% | $45.8M | 763,835 | $50.22 | $59.92 | +$2.5M |
S SPYG | SPDR SERIES TRUST | 9.92% | $38.6M | 369,186 | $61.70 | $104.51 | +$3.2M |
B BOXX | EA SERIES TRUST | 6.68% | $26.0M | 228,126 | $108.48 | $113.86 | +$1.8M |
I IJH | ISHARES TR | 5.13% | $20.0M | 305,734 | $54.01 | $65.26 | +$1.4M |
Industry Allocation
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