Wheelhouse Advisory Group LLC
RIA/Wealth
Wheelhouse Advisory Group LLC is a RIA/Wealth based in St. Louis, MO led by Rishi Ghosh, reporting $271.6M in AUM as of Q3 2025 with 85% ETF concentration and 80% concentrated in top 10 holdings.
Managing PartnerRishi Ghosh
- Portfolio Value
- $232.2M
- Positions
- 45
- Top Holding
- VOOG at 10.87%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Wheelhouse Advisory Group LLC's portfolio (80.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $25.2M | 10.87% | +$1.3M Bought | — 57.9K shares | |
ETF ETF | $24.6M | 10.61% | +$1.4M Bought | — 40.2K shares | |
ETF ETF | $20.4M | 8.81% | +$1.7M Bought | — 78.8K shares | |
ETF ETF | $19.1M | 8.24% | +$690.5K Bought | — 62.2K shares | |
ETF ETF | $19.0M | 8.19% | +$506.6K Bought | — 47.3K shares | |
Unknown Unknown | $18.2M | 7.83% | +$941.7K Bought | — 84.3K shares | |
ETF ETF | $17.6M | 7.58% | +$529.4K Bought | — 23.6K shares | |
ETF ETF | $15.7M | 6.75% | +$3.8M Bought | — 325.3K shares | |
ETF ETF | $14.9M | 6.43% | +$1.0M Bought | — 149.9K shares | |
ETF ETF | $12.1M | 5.19% | +$742.3K Bought | — 41.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Wheelhouse Advisory Group LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-52.76% | |
-29.39% | |
-22.8% | |
-18.86% |
Analytics
Portfolio insights and performance metrics for Wheelhouse Advisory Group LLC
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