Ryan Gilmer

Whitcomb & Hess, Inc.

Assets Managed

$428.762M

Holdings

Last Quarter

2026 - Q1

Filed Date

29d ago

Growth Rate

1.12%(2Q avg: 5.08%)

Sustained Growth

5 quarters

Portfolio positions

This chart displays the top 10 holdings in Whitcomb & Hess, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 64 positions.

Assets under management

The assets under management (AUM) of Whitcomb & Hess, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 428.762M in assets, with a quarterly growth rate of 1.12% and a 2-quarter average growth rate of 5.08%. The portfolio is managed by Ryan Gilmer, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SPYV Spdr Port S&p 500 Value Recent Activity Increased 2.26%	12.73%	$54.542M 963,988 shares@ $56.59 avg price	Increased 2.26%
VEA Vanguard Ftse Developed Etf Recent Activity Increased 0.98%	11.65%	$49.928M 779,154 shares@ $64.09 avg price	Increased 0.98%
SPYG Spdr Portfolio S&p 500 Growt Recent Activity Increased 2.3%	8.06%	$34.518M 352,548 shares@ $97.91 avg price	Increased 2.3%
BOXX Alpha Architect 1-3 Mnth Box Recent Activity Increased 11.27%	7.62%	$32.629M 280,582 shares@ $116.29 avg price	Increased 11.27%
IJH Ishares Core S&p Midcap Etf Recent Activity Increased 1.98%	5.2%	$22.278M 329,892 shares@ $67.54 avg price	Increased 1.98%
IJR Ishares Core S&p Small-cap E Recent Activity Increased 2.08%	5.07%	$21.705M 174,606 shares@ $124.31 avg price	Increased 2.08%
VWO Vanguard Ftse Emerging Marke Recent Activity Increased 1.43%	4.57%	$19.582M 362,302 shares@ $54.06 avg price	Increased 1.43%
VMBS Vanguard Mortgage-backed Sec Recent Activity Increased 2.61%	4.46%	$19.105M 406,916 shares@ $46.95 avg price	Increased 2.61%
FLRN Spdr Bloomberg Investment Gr Recent Activity Increased 2.23%	3.69%	$15.803M 513,410 shares@ $30.79 avg price	Increased 2.23%
VGSH Vanguard Short-term Treasury Recent Activity Increased 1.7%	3.65%	$15.611M 266,677 shares@ $58.54 avg price	Increased 1.7%

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