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CIK 0001813577 • 6 13F filings • Apr 8, 2025 – Jul 8, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $420K | 0.1%Prev: 0.1% | 1,904 SH | Decreased+7 SH |
| APPLE INC | COM | $960K | 0.2%Prev: 0.3% | 3,676 SH | Decreased+41 SH |
| CAMBRIA ETF TR | GLOBAL VALUE ETF | $350K | 0.1%Prev: 0.1% | 10,633 SH | Decreased+838 SH |
| CHEVRON CORP NEW | COM | $227K | 0.1% | 1,387 SH | New |
| CLEVELAND-CLIFFS INC NEW | COM | $357K | 0.1%Prev: 0.0% | 26,752 SH | Increased+7,486 SH |
| DBX ETF TR | XTRACK USD HIGH | $709K | 0.2%Prev: 0.2% | 19,146 SH | Decreased-1,600 SH |
| EA SERIES TRUST | ALPHA ARCH 1-3 | $29.1M | 6.9%Prev: 7.3% | 252,178 SH | Decreased-36,776 SH |
| FRANKLIN TEMPLETON ETF TR | FTSE BRAZIL | $1.7M | 0.4%Prev: 0.4% | 84,204 SH | Decreased+181 SH |
| GLOBAL X FDS | LITHIUM BTRY ETF | $12.8M | 3.0%Prev: 2.6% | 180,915 SH | Increased+1,809 SH |
| GORMAN RUPP CO | COM | $228K | 0.1%Prev: 0.1% | 4,476 SH | Decreased-2 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $273K | 0.1% | 902 SH | New |
| INVESCO EXCH TRADED FD TR II | GLOBAL EX US HGH | $13.9M | 3.3%Prev: 3.1% | 697,871 SH | Decreased-60,503 SH |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $221K | 0.1% | 3,067 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $310K | 0.1%Prev: 0.1% | 495 SH | Decreased+1 SH |
| ISHARES INC | JP MORGAN EM ETF | $630K | 0.1%Prev: 0.1% | 15,094 SH | Decreased-783 SH |
| ISHARES INC | MSCI BRAZIL ETF | $9.2M | 2.2%Prev: 2.3% | 283,354 SH | Decreased-5,699 SH |
| ISHARES INC | MSCI CHILE ETF | $12.8M | 3.0%Prev: 2.4% | 289,529 SH | Increased-9,003 SH |
| ISHARES INC | MSCI MLY ETF NEW | $10.2M | 2.4%Prev: 2.3% | 364,798 SH | Decreased-30,401 SH |
| ISHARES INC | MSCI SPAIN ETF | $11.7M | 2.8%Prev: 2.8% | 213,330 SH | Decreased-6,631 SH |
| ISHARES TR | 1 3 YR TREAS BD | $1.9M | 0.5%Prev: 0.5% | 23,129 SH | Decreased-2,904 SH |
| ISHARES TR | CORE S&P MCP ETF | $22.4M | 5.3%Prev: 5.3% | 323,502 SH | Decreased-19,143 SH |
| ISHARES TR | CORE S&P SCP ETF | $21.6M | 5.1%Prev: 5.2% | 171,063 SH | Decreased-8,128 SH |
| ISHARES TR | CORE S&P TTL STK | $1.9M | 0.5%Prev: 0.4% | 12,754 SH | Decreased+259 SH |
| ISHARES TR | NATIONAL MUN ETF | $287K | 0.1%Prev: 0.1% | 2,670 SH | Increased+20 SH |
| ISHARES TR | S&P 500 GRWT ETF | $2.3M | 0.5%Prev: 0.6% | 18,227 SH | Decreased-370 SH |
| ISHARES TR | S&P 500 VAL ETF | $1.4M | 0.3%Prev: 0.4% | 6,365 SH | Decreased-1,016 SH |
| JOHNSON & JOHNSON | COM | $217K | 0.1%Prev: 0.1% | 1,016 SH | Decreased-10 SH |
| JPMORGAN CHASE & CO. | COM | $302K | 0.1% | 970 SH | New |
| LIQUIDIA CORPORATION | COM NEW | $1.1M | 0.3%Prev: 0.2% | 28,232 SH | Increased+3,198 SH |
| MERCK & CO INC | COM | $212K | 0.0%Prev: 0.0% | 1,954 SH | Decreased+373 SH |
| MICROSOFT CORP | COM | $863K | 0.2%Prev: 0.2% | 1,835 SH | Decreased-13 SH |
| NVENT ELECTRIC PLC | SHS | $447K | 0.1% | 4,192 SH | New |
| PALANTIR TECHNOLOGIES INC | CL A | $233K | 0.1%Prev: 0.1% | 1,301 SH | Decreased-201 SH |
| PENTAIR PLC | SHS | $433K | 0.1%Prev: 0.0% | 4,193 SH | Increased |
| PROFESIONALLY MANAGED PORTFO | AKRE FOCUS ETF | $1.2M | 0.3%Prev: 0.2% | 18,871 SH | Increased+3,192 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $1.1M | 0.3%Prev: 0.2% | 31,254 SH | Decreased-589 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $2.8M | 0.7%Prev: 0.7% | 111,429 SH | Decreased-1,483 SH |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $10.5M | 2.5% | 222,951 SH | New |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $294K | 0.1% | 597 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $701K | 0.2% | 1,010 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $109.3M | 25.8% | 1,851,130 SH | New |
| TESLA INC | COM | $249K | 0.1% | 557 SH | New |
| VANECK ETF TRUST | EMERGING MRKT HI | $1.5M | 0.3%Prev: 0.3% | 74,116 SH | Decreased-3,443 SH |
| VANECK ETF TRUST | GOLD MINERS ETF | $15.0M | 3.5%Prev: 3.0% | 155,289 SH | Increased-4,882 SH |
| VANECK ETF TRUST | JP MRGAN EM LOC | $10.5M | 2.5%Prev: 2.3% | 403,431 SH | Decreased-34,000 SH |
| VANECK ETF TRUST | RARE EARTH AND S | $433K | 0.1% | 4,852 SH | New |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | $487K | 0.1%Prev: 0.1% | 4,172 SH | Decreased+146 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $383K | 0.1%Prev: 0.1% | 5,155 SH | Increased-139 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $201K | 0.0% | 409 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $621K | 0.1% | 1,814 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $20.0M | 4.7%Prev: 4.8% | 357,214 SH | Decreased-17,431 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $2.5M | 0.6%Prev: 0.6% | 41,654 SH | Decreased-3,700 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $18.7M | 4.4%Prev: 4.1% | 396,602 SH | Decreased-35,760 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $15.4M | 3.6%Prev: 3.5% | 262,238 SH | Decreased-18,994 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $584K | 0.1%Prev: 0.1% | 7,473 SH | Decreased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $49.8M | 11.7%Prev: 12.1% | 771,651 SH | Decreased-26,822 SH |
| WENDYS CO | COM | $103K | 0.0%Prev: 0.0% | 12,311 SH | Increased-595 SH |
| 13F-HR |
| 0001813577-25-000008 |
| $388.9M |
| View |
| Jul 8, 2026 | Q2 2026 | 13F-HR | 0001813577-26-000005 | $463.0M | View |
| Jul 3, 2025 | Q2 2025 | 13F-HR | 0001813577-25-000005 | $354.6M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0001813577-26-000004 | $428.8M | View |
| Apr 8, 2025 | Q1 2025 | 13F-HR | 0001813577-25-000004 | $330.3M | View |