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Whitcomb & Hess, Inc.

Q2 2026 13F filing

Updated 66 days ago

66 disclosed positions worth $463M

Portfolio value
$463M
Total holdings
66
New positions
4
Closed positions
2
Increased
34
Decreased
18
Turnover
9.1%
Filed
2026-07-08

Full holdings

Every line item disclosed in Q2 2026

?
1.N/A

SPDR SERIES TRUST

+2.9%
Value
$60.3M
Shares
991.7K
% Port
13.02%
V

VANGUARD TAX-MANAGED FDS

+1.7%
Value
$56.4M
Shares
792.1K
% Port
12.19%
?
3.N/A

SPDR SERIES TRUST

+2.3%
Value
$42.9M
Shares
360.5K
% Port
9.27%
?
4.N/A

EA SERIES TRUST

-2.7%
Value
$32M
Shares
273.0K
% Port
6.91%
E

ISHARES TR

+1.8%
Value
$26.4M
Shares
177.8K
% Port
5.70%
E

ISHARES TR

+2.4%
Value
$26M
Shares
337.6K
% Port
5.62%
V

VANGUARD INTL EQUITY INDEX F

+1.8%
Value
$22M
Shares
368.8K
% Port
4.75%
V

VANGUARD SCOTTSDALE FDS

+3.4%
Value
$19.7M
Shares
420.7K
% Port
4.25%
?
9.N/A

SPDR SERIES TRUST

+2.5%
Value
$16.2M
Shares
526.4K
% Port
3.51%
V
10.VGES

VANGUARD SCOTTSDALE FDS

+3.0%
Value
$16M
Shares
274.8K
% Port
3.45%
?
11.N/A

INVESCO EXCH TRADED FD TR II

+3.0%
Value
$14.5M
Shares
737.7K
% Port
3.14%
?
12.N/A

GLOBAL X FDS

-1.0%
Value
$13.9M
Shares
177.6K
% Port
3.00%
E
13.ETHA

ISHARES INC

+2.0%
Value
$13.1M
Shares
221.2K
% Port
2.84%
?
14.N/A

SELECT SECTOR SPDR TR

+1.7%
Value
$12M
Shares
225.4K
% Port
2.59%
?
15.N/A

VANECK ETF TRUST

+1.6%
Value
$11.8M
Shares
155.9K
% Port
2.54%
E
16.ETHA

ISHARES INC

+1.9%
Value
$11.7M
Shares
294.3K
% Port
2.52%
?
17.N/A

VANECK ETF TRUST

+2.7%
Value
$10.9M
Shares
425.8K
% Port
2.35%
E
18.ETHA

ISHARES INC

+4.1%
Value
$10.4M
Shares
384.5K
% Port
2.24%
E
19.ETHA

ISHARES INC

+2.5%
Value
$9.9M
Shares
287.5K
% Port
2.14%
S

SCHWAB STRATEGIC TR

-0.1%
Value
$3.1M
Shares
113.3K
% Port
0.68%
E
21.ETHA

ISHARES TR

+1.2%
Value
$2.6M
Shares
18.7K
% Port
0.56%
?
22.N/A

VANGUARD SCOTTSDALE FDS

+0.8%
Value
$2.5M
Shares
42.9K
% Port
0.55%
L
23.LQDA

LIQUIDIA CORPORATION

-3.9%
Value
$2.3M
Shares
28.8K
% Port
0.50%
E
24.ETHA

ISHARES TR

+3.9%
Value
$2.1M
Shares
13.1K
% Port
0.46%
?
25.N/A

ISHARES TR

+0.4%
Value
$2M
Shares
24.2K
% Port
0.43%
?
26.N/A

SPDR SERIES TRUST

-0.0%
Value
$1.8M
Shares
60.5K
% Port
0.39%
?
27.N/A

FRANKLIN TEMPLETON ETF TR

-0.1%
Value
$1.8M
Shares
82.8K
% Port
0.38%
E
28.ETHA

ISHARES TR

+1.6%
Value
$1.6M
Shares
7.2K
% Port
0.35%
?
29.N/A

VANECK ETF TRUST

-0.9%
Value
$1.5M
Shares
76.7K
% Port
0.33%
S

SCHWAB STRATEGIC TR

-0.2%
Value
$1.2M
Shares
31.8K
% Port
0.25%
A
31.AAPL

APPLE INC

+0.1%
Value
$1.1M
Shares
3.7K
% Port
0.23%
?
32.N/A

PROFESIONALLY MANAGED PORTFO

-7.3%
Value
$857K
Shares
16.1K
% Port
0.18%
S
33.SPY

STATE STR SPDR S&P 500 ETF T

-0.2%
Value
$753K
Shares
1.0K
% Port
0.16%
?
34.N/A

DBX ETF TR

+1.9%
Value
$736K
Shares
20.2K
% Port
0.16%
N
35.NVT

NVENT ELEC PLC

Unchanged
Value
$711K
Shares
4.2K
% Port
0.15%
M
36.MSFT

MICROSOFT CORP

+0.2%
Value
$687K
Shares
1.8K
% Port
0.15%
V
37.VGES

VANGUARD INDEX FDS

Unchanged
Value
$671K
Shares
1.8K
% Port
0.14%
E
38.ETHA

ISHARES INC

Unchanged
Value
$660K
Shares
15.6K
% Port
0.14%
?
39.N/A

VANGUARD STAR FDS

Unchanged
Value
$639K
Shares
7.5K
% Port
0.14%
?
40.N/A

VANGUARD ADMIRAL FDS INC

Unchanged
Value
$574K
Shares
4.2K
% Port
0.12%
A
41.ABBV

ABBVIE INC

-0.3%
Value
$478K
Shares
1.9K
% Port
0.10%
G
42.GRC

GORMAN RUPP CO

+0.0%
Value
$411K
Shares
4.5K
% Port
0.09%
V
43.VGES

VANGUARD BD INDEX FDS

Unchanged
Value
$378K
Shares
5.2K
% Port
0.08%
?
44.N/A

VANECK ETF TRUST

-13.3%
Value
$372K
Shares
4.2K
% Port
0.08%
?
45.N/A

CAMBRIA ETF TR

-3.8%
Value
$368K
Shares
10.2K
% Port
0.08%
?
46.N/A

INVESCO QQQ TR

+0.2%
Value
$365K
Shares
496
% Port
0.08%
A
47.AIRG

AIRGAIN INC

+36.0%
Value
$357K
Shares
56.7K
% Port
0.08%
P
48.PNR

PENTAIR PLC

Unchanged
Value
$321K
Shares
4.2K
% Port
0.07%
J

JPMORGAN CHASE & CO

+0.4%
Value
$309K
Shares
944
% Port
0.07%
D
50.DIA

STATE STR SPDR DOW JONES IND

-11.6%
Value
$276K
Shares
528
% Port
0.06%