Wheelhouse Advisory Group LLC has disclosed its latest investment holdings in a 13F filing, which reveals a total value of approximately $378 million as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategy and positions within the asset management industry.
The report highlights major investments in well-known companies, including Apple Inc., Amazon.com Inc., and Tesla Inc. This focus on technology and consumer sectors suggests that Wheelhouse Advisory Group is aligning its portfolio with current market trends and growth opportunities.
Background
Wheelhouse Advisory Group LLC, based in St. Louis, Missouri, is an asset management firm that specializes in investment advisory services. The firm operates under the Central Index Key (CIK) 0001998946 and has been active in filing various reports with the SEC, including its recent 13F filings. The company has a fiscal year ending in December and has consistently reported its holdings quarterly.
What the Filing Says
According to the filing, Wheelhouse Advisory Group's total reported holdings amount to $378,154,166, with 56 different positions. The filing was made public on October 20, 2026, and covers the period ending September 30, 2026. Stacey Cheek, the Chief Compliance Officer of the firm, signed the document.
Impact
This update may affect various stakeholders, including investors, analysts, and competitors in the asset management industry. Investors can gain insights into Wheelhouse's investment strategy and sector preferences, while competitors may analyze these holdings to assess market positioning.
What's Next
The filing does not say what happens next. However, stakeholders will likely monitor future filings for changes in investment strategy or significant shifts in holdings.