Whitcomb & Hess, Inc.

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
61
Quarter
2025 Q4
Top Holding
SPYV (12.9%)
Top 10 Concentration
67.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 61
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SPYV
SPDR SERIES TRU...
Unknown 12.90% 12.87% #1
Prev: #1
7.2 37,852 4.2%
P
S
942,692 $54,713,846 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VEA
VANGUARD TAX-MA...
ETF 11.75% 11.77% #2
Prev: #2
6.7 7,816 1.0%
P
S
771,651 $49,817,817 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPYG
SPDR SERIES TRU...
Unknown 8.79% 9.92% #3
Prev: #3
3.5 -24,559 -6.7%
P
S
344,627 $37,254,187 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BOXX
EA SERIES TRUST
Unknown 6.86% 6.68% #4
Prev: #4
4.8 24,052 10.5%
P
S
252,178 $29,071,023 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IJH
ISHARES TR
ETF 5.29% 5.13% #5
Prev: #5
4.1 17,768 5.8%
P
S
323,502 $22,438,096 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IJR
ISHARES TR
ETF 5.10% 4.94% #6
Prev: #6
4.1 9,301 5.7%
P
S
171,063 $21,642,835 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VWO
VANGUARD INTL E...
ETF 4.71% 4.93% #7
Prev: #7
3.9 3,196 0.9%
P
S
357,214 $19,989,687 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VMBS
VANGUARD SCOTTS...
ETF 4.42% 4.40% #8
Prev: #8
3.8 32,148 8.8%
P
S
396,602 $18,743,390 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FLRN
SPDR SERIES TRU...
ETF 3.64% 3.58% #9 1
Prev: #10
3.5 51,507 11.4%
P
S
502,258 $15,454,468 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VGSH
VANGUARD SCOTTS...
ETF 3.63% 3.56% #10 1
Prev: #11
3.5 26,952 11.5%
P
S
262,238 $15,409,131 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GDX
VANECK ETF TRUS...
ETF 3.53% 3.58% #11 2
Prev: #9
1.5 -26,872 -14.8%
P
S
155,289 $14,980,744 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PGHY
INVESCO EXCH TR...
ETF 3.29% 3.19% #12
Prev: #12
3.4 76,266 12.3%
P
S
697,871 $13,943,462 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ECH
ISHARES INC
ETF 3.03% 2.48% #13 2
Prev: #15
1.2 -3,440 -1.2%
P
S
289,529 $12,837,733 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
LIT
GLOBAL X FDS
ETF 3.01% 3.02% #14 1
Prev: #13
1.2 -26,000 -12.6%
P
S
180,915 $12,756,344 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EWP
ISHARES INC
ETF 2.76% 2.77% #15 1
Prev: #14
1.1 -4,018 -1.8%
P
S
213,330 $11,692,595 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
XLE
SELECT SECTOR S...
Unknown 2.47% 2.36% #16 1
Prev: #17
3.3 120,130 116.8%
P
S
222,951 $10,478,677 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EMLC
VANECK ETF TRUS...
ETF 2.47% 2.47% #17 1
Prev: #16
3.0 26,374 7.0%
P
S
403,431 $10,469,035 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EWM
ISHARES INC
ETF 2.41% 2.31% #18
Prev: #18
3.0 18,707 5.4%
P
S
364,798 $10,232,576 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EWZ
ISHARES INC
ETF 2.18% 2.29% #19
Prev: #19
0.9 -4,092 -1.4%
P
S
283,354 $9,245,837 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHF
SCHWAB STRATEGI...
Bond/Debt 0.65% 0.64% #20
Prev: #20
2.3 4,702 4.4%
P
S
111,429 $2,771,227 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VGIT
VANGUARD SCOTTS...
Bond/Debt 0.59% 0.63% #21
Prev: #21
2.2 885 2.2%
P
S
41,654 $2,497,574 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IVW
ISHARES TR
Warrant 0.54% 0.57% #22
Prev: #22
0.2 -41 -0.2%
P
S
18,227 $2,276,023 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ITOT
ISHARES TR
ETF 0.46% 0.51% #23
Prev: #23
0.2 -966 -7.0%
P
S
12,754 $1,936,078 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SHY
ISHARES TR
ETF 0.45% 0.50% #24
Prev: #24
0.2 -292 -1.2%
P
S
23,129 $1,916,206 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPSB
SPDR SERIES TRU...
ETF 0.44% 0.46% #25
Prev: #25
2.2 2,984 5.1%
P
S
61,553 $1,860,736 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VONG
VANGUARD SCOTTS...
ETF 0.00% 0.10%
Sold All 😨
(Was: #42)
0.3 -3,119 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 61 holdings

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