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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 | $414K | 0.1%Prev: 0.1% | 1,906 SH | Increased+162 SH |
| AIRGAIN INC | COM | $229K | 0.1% | 41,684 SH | New |
| APPLE INC | COM | $933K | 0.2%Prev: 0.2% | 3,676 SH | Increased+203 SH |
| CAMBRIA ETF TR | GLOBAL VALUE ETF | $353K | 0.1%Prev: 0.1% | 10,633 SH | Increased-2,567 SH |
| CHEVRON CORPORATION | COM | $289K | 0.1% | 1,398 SH | New |
| CLEVELAND-CLIFFS INC NEW | COM | $163K | 0.0% | 19,266 SH | New |
| COCA COLA CO | COM | $208K | 0.0% | 2,741 SH | New |
| DBX ETF TR | XTRACK USD HIGH | $715K | 0.2%Prev: 0.2% | 19,782 SH | Increased+1,738 SH |
| EA SERIES TRUST | ALPHA ARCH 1-3 | $32.6M | 7.6%Prev: 6.9% | 280,582 SH | Increased+74,815 SH |
| EXXON MOBIL CORP | COM | $210K | 0.0% | 1,236 SH | New |
| FRANKLIN TEMPLETON ETF TR | FTSE BRAZIL | $2.0M | 0.5%Prev: 0.4% | 82,956 SH | Increased-1,785 SH |
| GLOBAL X FDS | LITHIUM BTRY ETF | $13.3M | 3.1%Prev: 2.2% | 179,496 SH | Increased-10,073 SH |
| GORMAN RUPP CO | COM | $278K | 0.1% | 4,477 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $219K | 0.1%Prev: 0.1% | 902 SH | Decreased |
| INVESCO EXCH TRADED FD TR II | GLOBAL EX US HGH | $13.9M | 3.2%Prev: 3.4% | 715,864 SH | Increased+156,102 SH |
| INVESCO EXCH TRADED FD TR II | SHORT TERM TREAS | $292K | 0.1% | 2,764 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $286K | 0.1%Prev: 0.1% | 495 SH | Increased+45 SH |
| ISHARES INC | JP MORGAN EM ETF | $635K | 0.1%Prev: 0.2% | 15,559 SH | Increased-166 SH |
| ISHARES INC | MSCI BRAZIL ETF | $10.8M | 2.5%Prev: 2.2% | 280,458 SH | Increased+1,235 SH |
| ISHARES INC | MSCI CHILE ETF | $11.5M | 2.7%Prev: 2.6% | 288,842 SH | Increased-2,323 SH |
| ISHARES INC | MSCI MLY ETF NEW | $10.5M | 2.4%Prev: 2.3% | 369,421 SH | Increased+39,560 SH |
| ISHARES INC | MSCI SPAIN ETF | $11.8M | 2.7%Prev: 3.0% | 216,761 SH | Increased-41,471 SH |
| ISHARES TR | 1 3 YR TREAS BD | $2.0M | 0.5%Prev: 0.6% | 24,084 SH | Increased+1,691 SH |
| ISHARES TR | CORE S&P MCP ETF | $22.3M | 5.2%Prev: 5.2% | 329,892 SH | Increased+35,859 SH |
| ISHARES TR | CORE S&P SCP ETF | $21.7M | 5.1%Prev: 4.8% | 174,606 SH | Increased+23,335 SH |
| ISHARES TR | CORE S&P TTL STK | $1.8M | 0.4%Prev: 0.6% | 12,576 SH | Decreased-2,410 SH |
| ISHARES TR | EXPANDED TECH | $259K | 0.1% | 3,238 SH | New |
| ISHARES TR | MSCI INDONIA ETF | $159K | 0.0% | 10,090 SH | New |
| ISHARES TR | NATIONAL MUN ETF | $281K | 0.1%Prev: 0.1% | 2,645 SH | Decreased-877 SH |
| ISHARES TR | S&P 500 GRWT ETF | $2.1M | 0.5%Prev: 0.5% | 18,485 SH | Increased+641 SH |
| ISHARES TR | S&P 500 VAL ETF | $1.5M | 0.3%Prev: 0.4% | 7,074 SH | Increased+853 SH |
| JOHNSON & JOHNSON | COM | $249K | 0.1% | 1,019 SH | New |
| JPMORGAN CHASE & CO | COM | $276K | 0.1% | 940 SH | New |
| LIQUIDIA CORPORATION | COM NEW | $1.1M | 0.3%Prev: 0.1% | 29,945 SH | Increased+8,645 SH |
| MERCK & CO INC | COM | $235K | 0.1% | 1,954 SH | New |
| MICROSOFT CORP | COM | $680K | 0.2%Prev: 0.2% | 1,837 SH | Decreased-66 SH |
| NVENT ELEC PLC | SHS | $496K | 0.1% | 4,192 SH | New |
| PALANTIR TECHNOLOGIES INC | CL A | $205K | 0.0% | 1,401 SH | New |
| PENTAIR PLC | SHS | $365K | 0.1%Prev: 0.1% | 4,193 SH | Decreased |
| PROFESIONALLY MANAGED PORTFO | AKRE FOCUS ETF | $919K | 0.2% | 17,383 SH | New |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $1.1M | 0.2%Prev: 0.3% | 31,888 SH | Increased-397 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $2.8M | 0.7%Prev: 0.6% | 113,482 SH | Increased+11,157 SH |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $13.6M | 3.2% | 221,624 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $106.7M | 24.9% | 1,890,447 SH | New |
| STATE STR SPDR DOW JONES IND | UT SER 1 | $276K | 0.1% | 597 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $657K | 0.2% | 1,011 SH | New |
| TESLA INC | COM | $207K | 0.0%Prev: 0.1% | 557 SH | Decreased-310 SH |
| VANECK ETF TRUST | EMERGING MRKT HI | $1.5M | 0.4%Prev: 0.4% | 77,426 SH | Increased+4,131 SH |
| VANECK ETF TRUST | GOLD MINERS ETF | $14.1M | 3.3%Prev: 3.2% | 153,434 SH | Increased-79,300 SH |
| VANECK ETF TRUST | JP MRGAN EM LOC | $10.4M | 2.4%Prev: 2.6% | 414,471 SH | Increased+59,056 SH |
| VANECK ETF TRUST | RARE EARTH AND S | $427K | 0.1% | 4,852 SH | New |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | $479K | 0.1%Prev: 0.1% | 4,172 SH | Increased+12 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $380K | 0.1%Prev: 0.1% | 5,155 SH | Increased+976 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $582K | 0.1%Prev: 0.2% | 1,814 SH | Increased-91 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $19.6M | 4.6%Prev: 4.8% | 362,302 SH | Increased+13,076 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $2.5M | 0.6%Prev: 0.7% | 42,546 SH | Increased+2,527 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $19.1M | 4.5%Prev: 4.6% | 406,916 SH | Increased+80,911 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $15.6M | 3.6%Prev: 3.8% | 266,677 SH | Increased+53,222 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $576K | 0.1%Prev: 0.1% | 7,473 SH | Increased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $49.9M | 11.6%Prev: 11.7% | 779,154 SH | Increased+21,762 SH |
| WENDYS CO | COM | $87K | 0.0%Prev: 0.1% | 12,546 SH | Decreased+942 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 |