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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

WBH ADVISORY INC

Quarter ended Q2 2025 · Filed July 30, 2025 · Accession 0001259671-25-000006

Total Value
$1.17B
Positions
334
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (334)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769198,845$60.4M5.15%
2VANGUARD WORLD FD92204A70290,146$59.8M5.10%
3SCHWAB STRATEGIC TR8085241022,025,879$48.3M4.11%
4SPDR SERIES TRUST78464A854592,919$43.1M3.67%
5SELECT SECTOR SPDR TR81369Y803129,097$32.7M2.79%
6VANGUARD STAR FDS921909768469,701$32.5M2.77%
7FIDELITY MERRIMACK STR TR316188309576,197$26.4M2.25%
8VANGUARD BD INDEX FDS921937835342,632$25.2M2.15%
9VANGUARD INDEX FDS92290875194,705$22.4M1.91%
10SCHWAB STRATEGIC TR808524300730,249$21.3M1.82%
11SCHWAB STRATEGIC TR808524201859,916$21.0M1.79%
12MICROSOFT CORPMSFT42,216$21.0M1.79%
13ISHARES TR46428720032,518$20.2M1.72%
14VANGUARD SCOTTSDALE FDS92206C706336,558$20.1M1.72%
15VANGUARD SCOTTSDALE FDS92206C102330,248$19.4M1.65%
16SELECT SECTOR SPDR TR81369Y852174,568$18.9M1.61%
17VANGUARD SCOTTSDALE FDS92206C409233,683$18.6M1.58%
18ISHARES TR46432F842217,610$18.2M1.55%
19SELECT SECTOR SPDR TR81369Y605318,649$16.7M1.42%
20SELECT SECTOR SPDR TR81369Y40776,675$16.7M1.42%
21VANGUARD WORLD FD92204A50465,150$16.2M1.38%
22APPLE INCAAPL72,102$14.8M1.26%
23VANGUARD WORLD FD92204A405114,037$14.5M1.24%
24ISHARES TR464287150106,899$14.4M1.23%
25SCHWAB STRATEGIC TR808524805653,127$14.4M1.23%
26SPDR SERIES TRUST78468R853306,239$13.0M1.11%
27SELECT SECTOR SPDR TR81369Y70485,250$12.6M1.07%
28SPDR SERIES TRUST78464A847207,691$11.3M0.96%
29VANGUARD INTL EQUITY INDEX F92204274287,155$11.2M0.95%
30ISHARES TR464288588115,312$10.8M0.92%
31SELECT SECTOR SPDR TR81369Y20976,805$10.4M0.88%
32CAPITAL GRP FIXED INCM ETF T14020Y102429,060$9.7M0.82%
33ISHARES U S ETF TR46431W507182,191$9.3M0.79%
34BERKSHIRE HATHAWAY INC DELBRK-A18,623$9.0M0.77%
35ISHARES TR46432F33948,843$8.9M0.76%
36ISHARES TR46428724276,497$8.4M0.71%
37INVESCO EXCH TRADED FD TR IIIVZ36,361$8.3M0.70%
38SPDR S&P 500 ETF TRSPY12,974$8.0M0.68%
39VANGUARD BD INDEX FDS92193782797,842$7.7M0.66%
40VANGUARD INTL EQUITY INDEX F922042775113,912$7.7M0.65%
41SPDR INDEX SHS FDS78463X889177,602$7.2M0.61%
42ISHARES INC46434G103114,816$6.9M0.59%
43ISHARES TR46434V621103,054$6.6M0.56%
44VANGUARD INDEX FDS92290874437,057$6.5M0.56%
45INVESCO QQQ TRIVZ11,284$6.2M0.53%
46ELI LILLY & COLLY7,671$6.0M0.51%
47PROCTER AND GAMBLE CO74271810937,194$5.9M0.51%
48J P MORGAN EXCHANGE TRADED F46641Q670124,244$5.8M0.50%
49SELECT SECTOR SPDR TR81369Y50666,936$5.7M0.48%
50SCHWAB STRATEGIC TR808524706177,368$5.3M0.46%
51VANGUARD WORLD FD92204A88430,520$5.2M0.44%
52COSTCO WHSL CORP NEW22160K1055,005$5.0M0.42%
53ISHARES TR46432F83464,042$5.0M0.42%
54ISHARES TR46434V73874,535$4.9M0.42%
55J P MORGAN EXCHANGE TRADED F46654Q71690,445$4.8M0.41%
56ISHARES TR46428722643,764$4.3M0.37%
57ISHARES TR46428772124,811$4.3M0.37%
58ALPHABET INCGOOG24,032$4.2M0.36%
59VANGUARD INDEX FDS9229087369,487$4.2M0.35%
60MCDONALDS CORPMCD14,142$4.1M0.35%
61ISHARES TR46428780436,928$4.0M0.34%
62VANGUARD ADMIRAL FDS INC92193270320,867$3.9M0.34%
63SELECT SECTOR SPDR TR81369Y30846,117$3.7M0.32%
64VANGUARD INTL EQUITY INDEX F92204285875,149$3.7M0.32%
65SPDR INDEX SHS FDS78463X50986,684$3.7M0.32%
66SCHWAB STRATEGIC TR808524607145,569$3.7M0.31%
67JPMORGAN CHASE & CO.VYLD12,589$3.6M0.31%
68ISHARES TR46428730932,969$3.6M0.31%
69AMAZON COM INCAMZN16,532$3.6M0.31%
70SPDR SERIES TRUST78468R101117,727$3.4M0.29%
71VANGUARD WORLD FD92204A60312,042$3.4M0.29%
72JOHNSON & JOHNSONJNJ21,946$3.4M0.29%
73ISHARES INC46428639218,917$3.2M0.27%
74PEPSICO INCPEP24,121$3.2M0.27%
75SCHWAB STRATEGIC TR808524797118,254$3.1M0.27%
76SCHWAB STRATEGIC TR808524862123,571$3.0M0.26%
77SELECT SECTOR SPDR TR81369Y88634,575$2.8M0.24%
78SPDR INDEX SHS FDS78463X20246,783$2.8M0.24%
79SCHWAB STRATEGIC TR80852468085,591$2.7M0.23%
80J P MORGAN EXCHANGE TRADED F46654Q74041,074$2.6M0.23%
81CISCO SYS INCCSCO37,655$2.6M0.22%
82ISHARES TR46428746528,689$2.6M0.22%
83META PLATFORMS INCMETA3,360$2.5M0.21%
84VANGUARD WORLD FD92204A87613,892$2.5M0.21%
85VANGUARD MUN BD FDS92290774649,472$2.4M0.21%
86VANGUARD INDEX FDS92290855327,125$2.4M0.21%
87WORLD GOLD TRGLDW36,485$2.4M0.20%
88WALMART INCWMT24,360$2.4M0.20%
89SELECT SECTOR SPDR TR81369Y10027,069$2.4M0.20%
90ALPHABET INCGOOG13,244$2.3M0.20%
91VANGUARD WORLD FD92204A1086,359$2.3M0.20%
92VISA INCV6,447$2.3M0.20%
93VANGUARD WORLD FD92204A20710,347$2.3M0.19%
94DISNEY WALT CO25468710617,580$2.2M0.19%
95SELECT SECTOR SPDR TR81369Y86052,329$2.2M0.18%
96BLACKROCK ETF TRUST IIBLK41,016$2.2M0.18%
97ORACLE CORPORCL-PD9,875$2.2M0.18%
98VANGUARD WORLD FD92204A30617,841$2.1M0.18%
99VANGUARD INDEX FDS9229086377,434$2.1M0.18%
100SCHWAB STRATEGIC TR80852450875,144$2.1M0.18%
101YUM BRANDS INCYUM13,970$2.1M0.18%
102HOME DEPOT INCHD5,600$2.1M0.17%
103VANGUARD INDEX FDS9229083633,523$2.0M0.17%
104CUMMINS INCCMI6,076$2.0M0.17%
105GRAINGER W W INC3848021041,909$2.0M0.17%
106CATERPILLAR INCCAT4,981$1.9M0.16%
107VANGUARD TAX-MANAGED FDS92194385833,912$1.9M0.16%
108TRAVELERS COMPANIES INCTRV7,117$1.9M0.16%
109MASTERCARD INCORPORATEDMA3,324$1.9M0.16%
110ISHARES TR4642874089,428$1.8M0.16%
111MCCORMICK & CO INCMKC-V23,814$1.8M0.15%
112ISHARES TR46428744018,480$1.8M0.15%
113J P MORGAN EXCHANGE TRADED F46641Q13424,584$1.7M0.15%
114GOLDMAN SACHS ETF TRNVGLF13,848$1.7M0.14%
115VANGUARD SPECIALIZED FUNDS9219088447,977$1.6M0.14%
116SCHWAB STRATEGIC TR80852483967,566$1.6M0.13%
117BANK AMERICA CORP06050510433,080$1.6M0.13%
118WASTE MGMT INC DEL94106L1096,741$1.5M0.13%
119ISHARES TR46428716811,412$1.5M0.13%
120HONEYWELL INTL INC4385161066,440$1.5M0.13%
121ISHARES INC46434G85534,218$1.5M0.13%
122DEERE & CODE2,893$1.5M0.13%
123NVIDIA CORPORATIONNVDA9,169$1.4M0.12%
124PALANTIR TECHNOLOGIES INCPLTR10,565$1.4M0.12%
125ISHARES TR46428862027,869$1.4M0.12%
126ISHARES TR46434V61330,664$1.4M0.12%
127SUN CMNTYS INC86667410411,138$1.4M0.12%
128MERCADOLIBRE INCMELI539$1.4M0.12%
129ISHARES TR4642894385,712$1.4M0.12%
130GLOBAL X FDS37954Y67332,014$1.4M0.12%
131LOWES COS INC5486611076,257$1.4M0.12%
132J P MORGAN EXCHANGE TRADED F46654Q60915,860$1.4M0.12%
133J P MORGAN EXCHANGE TRADED F46641Q16720,812$1.4M0.12%
134NIKE INCNKE18,780$1.3M0.11%
135SERVICENOW INCNOW1,267$1.3M0.11%
136INTUITINTU1,630$1.3M0.11%
137COCA COLA COKO17,992$1.3M0.11%
138SPDR SERIES TRUST78468R72128,349$1.3M0.11%
139PUBLIC STORAGE OPER COPSA-PS4,314$1.3M0.11%
140CSX CORPCSX38,260$1.2M0.11%
141ISHARES TR46429B65523,614$1.2M0.10%
142ABBVIE INCABBV6,429$1.2M0.10%
143RTX CORPORATIONRTX8,049$1.2M0.10%
144J P MORGAN EXCHANGE TRADED F46641Q11819,148$1.1M0.10%
145ISHARES INC4642865259,384$1.1M0.09%
146VANGUARD SCOTTSDALE FDS92206C84719,772$1.1M0.09%
147NORFOLK SOUTHN CORP6558441084,294$1.1M0.09%
148CHUBB LIMITEDCB3,766$1.1M0.09%
149BLACKROCK INCBLK1,034$1.1M0.09%
150PARKER-HANNIFIN CORPPH1,539$1.1M0.09%
151INVESCO EXCHANGE TRADED FD TIVZ20,629$1.1M0.09%
152CHEVRON CORP NEWCVX7,503$1.1M0.09%
153ISHARES INC46428660817,791$1.1M0.09%
154CINTAS CORPCTAS4,710$1.0M0.09%
155PNC FINL SVCS GROUP INC6934751055,627$1.0M0.09%
156ISHARES TR46428986717,034$1.0M0.09%
157AMERICAN EXPRESS COAXP3,282$1.0M0.09%
158SPDR DOW JONES INDL AVERAGE78467X1092,359$1.0M0.09%
159ISHARES TR46435G4257,678$1.0M0.09%
160SHERWIN WILLIAMS COSHW3,000$1.0M0.09%
161AMERICAN TOWER CORP NEW03027X1004,632$1.0M0.09%
162J P MORGAN EXCHANGE TRADED F46641Q15922,057$1.0M0.09%
163GALLAGHER ARTHUR J & CO3635761093,166$1.0M0.09%
164SPDR SERIES TRUST78464A6314,783$1.0M0.09%
165PHILIP MORRIS INTL INC7181721095,465$995,3400.08%
166INTERNATIONAL BUSINESS MACHSINTR3,368$992,7160.08%
167NORTHROP GRUMMAN CORPNOC1,947$973,6190.08%
168ISHARES TR46429B69710,322$968,9470.08%
169ISHARES TR46428750715,115$937,4630.08%
170AUTOMATIC DATA PROCESSING INADP2,931$903,9670.08%
171INVESCO EXCHANGE TRADED FD TIVZ8,225$885,8330.08%
172PIMCO ETF TR72201R86617,139$880,2590.08%
173STARBUCKS CORPSBUX9,605$880,0710.08%
174KIMBERLY-CLARK CORPKMB6,702$863,9610.07%
175VANGUARD WORLD FD92204A8014,342$845,9520.07%
176ABBOTT LABSABLZF6,207$844,1630.07%
177SCHWAB STRATEGIC TR80852440930,452$842,6050.07%
178NEXTERA ENERGY INCNEE-PW12,132$842,1960.07%
179MERCK & CO INCMRK10,598$838,9070.07%
180ISHARES TR4642875157,510$822,3220.07%
181INTUITIVE SURGICAL INCISRG1,500$815,1150.07%
182EXXON MOBIL CORPXOM7,494$807,8140.07%
183TESLA INCTSLA2,520$800,5030.07%
184VANGUARD INDEX FDS9229086292,791$781,0660.07%
185COLGATE PALMOLIVE COCL8,525$774,9230.07%
186ISHARES TR4642877708,988$769,3730.07%
187CONSTELLATION ENERGY CORPCEG2,372$765,5870.07%
188UNITED RENTALS INCURI1,000$753,4000.06%
189UNION PAC CORPUNP3,261$750,3740.06%
190AMPHENOL CORP NEW0320951017,420$732,7250.06%
191TRANE TECHNOLOGIES PLCTT1,667$729,1620.06%
192BERKSHIRE HATHAWAY INC DELBRK-A1$728,8000.06%
193ISHARES TR46429B33316,407$721,0810.06%
194T-MOBILE US INCTMUSZ2,959$705,0790.06%
195GOLDMAN SACHS GROUP INCGSCE980$693,5950.06%
196CHURCHILL DOWNS INCCHDN6,450$651,4500.06%
197BROADCOM INCAVGO2,355$649,0520.06%
198MCCORMICK & CO INCMKC-V8,512$642,7360.05%
199LOCKHEED MARTIN CORPLMT1,375$636,8180.05%
200VANGUARD BD INDEX FDS92203C30312,606$628,5980.05%
201ISHARES TR4642875983,234$628,0620.05%
202EMERSON ELEC COEMR4,706$627,4510.05%
203BLACKROCK ETF TRUSTBLK9,089$611,4350.05%
204MARTIN MARIETTA MATLS INC5732841061,109$608,7970.05%
205SPDR SERIES TRUST78464A28424,560$608,5970.05%
206SALESFORCE INCCRM2,206$601,5940.05%
207VANECK ETF TRUST92189H20113,222$601,2040.05%
208SPDR S&P MIDCAP 400 ETF TRMDY1,045$591,7880.05%
209SPDR SERIES TRUST78464A38326,701$590,0890.05%
210DIMENSIONAL ETF TRUST25434V70816,464$590,0700.05%
211FIDELITY COVINGTON TRUST31609A10718,571$589,9970.05%
212AT&T INCT-PC20,194$584,4240.05%
213EATON CORP PLCETN1,610$574,7540.05%
214ISHARES TR4642882409,358$570,2590.05%
215ISHARES TR4642886535,603$569,2650.05%
216LINDE PLCLIN1,161$544,7560.05%
217ISHARES TR4642881585,109$543,2910.05%
218COMCAST CORP NEWCCZ15,005$535,5240.05%
219INVESCO EXCH TRADED FD TR IIIVZ25,683$524,7040.04%
220BLACKSTONE INCBX3,495$522,8460.04%
221AIR PRODS & CHEMS INCAIIR1,848$521,3110.04%
222DANAHER CORPORATION2358511022,609$515,3990.04%
223INVESCO EXCHANGE TRADED FD TIVZ10,461$503,9260.04%
224ISHARES GOLD TRIAU8,058$502,4970.04%
225FIDELITY COVINGTON TRUST3160925016,760$500,5100.04%
226FERRARI N VRACE1,000$490,7400.04%
227AMGEN INCAMGN1,727$482,1960.04%
228DUKE ENERGY CORP NEWDUKB4,063$479,4780.04%
229LEGG MASON ETF INVT52468L40612,021$479,1570.04%
230AFLAC INCAFL4,537$478,4720.04%
231ISHARES TR4642872754,254$477,8310.04%
232GLOBAL X FDS37954Y65725,361$477,5430.04%
233PRUDENTIAL FINL INCPUKPF4,410$473,8200.04%
234ALTRIA GROUP INCMO8,055$472,2470.04%
235TRACTOR SUPPLY COTSCO8,778$463,2030.04%
236INVESCO EXCH TRADED FD TR IIIVZ9,663$459,5720.04%
237ISHARES TR4642876141,075$456,4810.04%
238SPDR SERIES TRUST78468R60619,048$453,3380.04%
239FISERV INCFISV2,520$434,4730.04%
240PIMCO ETF TR72201R8748,552$429,0540.04%
241GE AEROSPACE3696043011,664$428,3250.04%
242CARLISLE COS INC1423391001,146$427,9160.04%
243INVESCO EXCH TRADED FD TR IIIVZ5,859$426,6260.04%
244HERSHEY COHSY2,525$418,9970.04%
245ISHARES TR4642875231,744$416,2930.04%
246PFIZER INCPFE17,130$415,2310.04%
247MONDELEZ INTL INC6092071056,145$414,4520.04%
248GLOBAL X FDS37954Y3438,233$413,2970.04%
249BOEING COBA-PA1,955$409,6310.03%
250SCHWAB STRATEGIC TR80852484719,260$407,5490.03%
251ACCENTURE PLC IRELANDACN1,352$404,1620.03%
252SPDR SERIES TRUST78468R5234,063$403,9840.03%
253METLIFE INCMET-PF4,966$399,3430.03%
254ISHARES TR4642884143,820$399,1140.03%
255CORNING INCGLW7,556$397,3960.03%
256INVESCO EXCHANGE TRADED FD TIVZ3,189$394,1610.03%
257ISHARES TR46429B6894,652$391,0470.03%
258ISHARES TR4642885703,359$390,1810.03%
259TARGET CORPTGT3,952$389,8650.03%
260ISHARES TR46436E7677,112$383,5500.03%
261AMERICAN ELEC PWR CO INC0255371013,624$376,0260.03%
262CROWN CASTLE INCCCI3,650$374,9650.03%
263ILLINOIS TOOL WKS INC4523081091,500$370,8750.03%
264ISHARES TR46429B6633,158$370,0000.03%
265VERIZON COMMUNICATIONS INCVZ8,540$369,5050.03%
266ISHARES TR4642886613,099$369,0600.03%
267ISHARES TR46432F3961,534$368,7560.03%
2683M COMMM2,422$368,7360.03%
269PRICE T ROWE GROUP INCTROW3,778$364,5770.03%
270FIDELITY COVINGTON TRUST3160928656,884$362,1240.03%
271SEI INVTS CO7841171034,000$359,4400.03%
272FASTENAL COFAST8,170$343,1300.03%
273SPDR GOLD TRGLD1,121$341,7140.03%
274CHIPOTLE MEXICAN GRILL INCCMG6,065$340,5500.03%
275EXELON CORPEXC7,775$337,5910.03%
276ISHARES TR464287622982$333,4860.03%
277J P MORGAN EXCHANGE TRADED F46641Q7615,496$330,0350.03%
278FIDELITY COVINGTON TRUST3160928081,666$328,5690.03%
279QUALCOMM INCQCOM2,059$327,9160.03%
280OLD DOMINION FREIGHT LINE INODFL2,000$324,6000.03%
281CVS HEALTH CORPCVS4,692$323,6350.03%
282VANECK ETF TRUST92189H4096,356$319,1350.03%
283SPDR SERIES TRUST78464A47410,482$316,4520.03%
284SNAP ON INCSNA1,000$311,1800.03%
285BECTON DICKINSON & COBDX1,803$310,5670.03%
286PAYCHEX INCPAYX2,063$300,1360.03%
287GENERAL DYNAMICS CORPGD1,028$299,8260.03%
288ANALOG DEVICES INCADI1,254$298,4770.03%
289FIDELITY NATL INFORMATION SV31620M1063,637$296,1260.03%
290VANGUARD INDEX FDS9229085951,044$289,1250.02%
291ALLIANT ENERGY CORPLNT4,752$287,3490.02%
292GOLDMAN SACHS ETF TRNVGLF3,480$283,7700.02%
293MARRIOTT INTL INC NEW5719032021,038$283,5920.02%
294SPDR SERIES TRUST78468R7965,454$277,7720.02%
295ISHARES TR46428822420,900$274,0040.02%
296ECOLAB INCECL1,016$273,7510.02%
297ADOBE INCADBE705$272,7500.02%
298NXP SEMICONDUCTORS N VNXPI1,243$271,5830.02%
299NETFLIX INCNFLX197$263,8090.02%
300AMERIPRISE FINL INC03076C106493$263,1530.02%
301VANGUARD INTL EQUITY INDEX F9220427181,955$262,7320.02%
302EASTMAN CHEM COEMN3,456$258,0450.02%
303VANGUARD WHITEHALL FDS9219468853,911$255,5930.02%
304TRUIST FINL CORP89832Q1095,910$254,0710.02%
305QUEST DIAGNOSTICS INCDGX1,400$251,4820.02%
306MARVELL TECHNOLOGY INCMRVL3,249$251,4610.02%
307ISHARES TR464287648871$248,9840.02%
308SPDR SERIES TRUST78468R7885,772$244,9640.02%
309PIMCO ETF TR72201R7182,529$242,3540.02%
310ISHARES TR464287101794$241,6540.02%
311ISHARES TR4642894202,854$240,2780.02%
312BOSTON SCIENTIFIC CORPBSX2,225$238,9870.02%
313PALO ALTO NETWORKS INCPANW1,152$235,7450.02%
314SCHWAB STRATEGIC TR8085248549,381$234,8060.02%
315ISHARES TR4642877051,893$233,9370.02%
316HASBRO INCHAS3,156$232,9850.02%
317ISHARES TR4642878461,500$226,3110.02%
318INVESCO EXCHANGE TRADED FD TIVZ4,551$223,6590.02%
319YUM CHINA HLDGS INCYUMC4,940$220,8860.02%
320M & T BK CORP55261F1041,137$220,5670.02%
321FIDELITY WISE ORIGIN BITCOINFBTC2,340$219,9370.02%
322WELLS FARGO CO NEW9497461012,739$219,4230.02%
323PPG INDS INC6935061071,900$216,1250.02%
324ISHARES TR46435G1939,264$215,2030.02%
325STRYKER CORPORATIONSYK537$212,4760.02%
326CONOCOPHILLIPSCOP2,367$212,4220.02%
327ISHARES TR46429B7472,000$205,8200.02%
328ISHARES TR46436E7592,743$204,1890.02%
329ISHARES TR4642886463,856$203,4370.02%
330SHIFT4 PMTS INC82452J1092,035$201,6890.02%
331ISHARES TR46435G5162,258$201,4830.02%
332ISHARES TR46432F8594,131$200,9730.02%
333AURORA INNOVATION INCAUROW28,559$149,6490.01%
334BLEND LABS INCBLND10,369$34,2180.00%