Wheelhouse Advisory Group LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing reports that the firm manages a portfolio of 56 individual securities.
The largest position in the portfolio is Deere & Co., which the firm holds 242,967 shares. The firm also holds significant stakes in NVIDIA Corporation (1,145,050 shares) and Apple Inc. (9,728 shares). Other notable individual stock holdings include Amazon.com Inc. (4,471 shares), Microsoft Corp. (4,111 shares), and Alphabet Inc. Class A (1,046 shares).
A substantial portion of the portfolio is allocated to exchange-traded funds (ETFs). The top ETF holdings include the Vanguard S&P 500 ETF Shares (47,502 shares), the Vanguard Total Stock Market ETF (994 shares), and the Vanguard World Fund Morningstar Mega Cap ETF (267,867 shares). The firm also holds positions in the Vanguard World Fund Morningstar Financials ETF (93,094 shares) and the Vanguard World Fund Morningstar Infotech ETF (192,812 shares).
The filing lists N Stacey Cheek as the Chief Compliance Officer responsible for the report.
