# EDGAR Filing Document

**Accession Number:** 0001998946
**File Stem:** 0001998946-26-000001
**Filing Date:** 2026-1
**Character Count:** 8400
**Document Hash:** d2316f6497ef489080d534affe020792
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001998946-26-000001.hdr.sgml**: 20260129

**ACCESSION NUMBER**: 0001998946-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260129

**DATE AS OF CHANGE**: 20260129

**EFFECTIVENESS DATE**: 20260129

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Wheelhouse Advisory Group LLC
- **CENTRAL INDEX KEY:** 0001998946

**ORGANIZATION NAME:**
- **EIN:** 853465446
- **STATE OF INCORPORATION:** MO
- **FISCAL YEAR END:** 1223

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23561
- **FILM NUMBER:** 26577647

**BUSINESS ADDRESS:**
- **STREET 1:** 12250 WEBER HILL ROAD SUITE 305
- **CITY:** ST. LOUIS
- **STATE:** MO
- **ZIP:** 63127
- **BUSINESS PHONE:** 636-400-7889

**MAIL ADDRESS:**
- **STREET 1:** 12250 WEBER HILL ROAD SUITE 305
- **CITY:** ST. LOUIS
- **STATE:** MO
- **ZIP:** 63127

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Wheelhouse Advisory Group LLC<br>**Address:** 12250 WEBER HILL ROAD SUITE 305<br>ST. LOUIS, MO 63127

**Form 13F File Number:** 028-23561

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Stacey Cheek<br>**Title:** CCO<br>**Phone:** 6364007889

**Signature, Place, and Date of Signing:**

Stacey Cheek  St. Louis, MO  01-29-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 49

**Form 13F Information Table Value Total:** $262863684

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC CLASS A | Equity | 02079K305 |  | 302237 | 963 | SH |  | SOLE |  | 0 | 0 | 0 |
| ALPHABET INC CLASS CLASS C | CAP STK CL C | 02079K107 |  | 541641 | 1721 | SH |  | SOLE |  | 0 | 0 | 0 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 224405 | 3884 | SH |  | SOLE |  | 0 | 0 | 0 |
| AMAZON.COM INC | COM | 023135106 |  | 1098239 | 4723 | SH |  | SOLE |  | 0 | 0 | 0 |
| AMEREN CORP | CAP STK CL A | 023608102 |  | 629472 | 6248 | SH |  | SOLE |  | 0 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 2320311 | 8496 | SH |  | SOLE |  | 0 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 462276 | 18632 | SH |  | SOLE |  | 0 | 0 | 0 |
| AVANTIS US SMALL CAP VALUE ETF | ETF | 025072323 |  | 16486744 | 160205 | SH |  | SOLE |  | 0 | 0 | 0 |
| BLACKROCK MUNIYLD QUALIT | COM | 09253W104 |  | 115302 | 10194 | SH |  | SOLE |  | 0 | 0 | 0 |
| BOEING CO | COM | 097023105 |  | 462486 | 2116 | SH |  | SOLE |  | 0 | 0 | 0 |
| DIMENSIONAL NATIONL MUNPL BND ETF | ETF | 25434V849 |  | 10926131 | 226824 | SH |  | SOLE |  | 0 | 0 | 0 |
| DIMENSIONAL SHRT DRT FXDINCM ETF | ETF | 25434V864 |  | 22172870 | 461742 | SH |  | SOLE |  | 0 | 0 | 0 |
| ELEVANCE HEALTH INC | COM | 036752103 |  | 431465 | 1237 | SH |  | SOLE |  | 0 | 0 | 0 |
| ELI LILLY AND CO | COM | 532457108 |  | 1225763 | 1135 | SH |  | SOLE |  | 0 | 0 | 0 |
| EMERSON ELEC CO | COM | 291011104 |  | 235875 | 1743 | SH |  | SOLE |  | 0 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 465074 | 3843 | SH |  | SOLE |  | 0 | 0 | 0 |
| FIRST TRUST MANAGED MUNICIPAL ETF | ETF | 33739N108 |  | 265001 | 5183 | SH |  | SOLE |  | 0 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 382314 | 1103 | SH |  | SOLE |  | 0 | 0 | 0 |
| INNOVATOR US EQY BUFFER ETF | INNOVATOR US EQ | 45783Y475 |  | 299873 | 6020 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES NATIONAL MUNI BOND ETF | ISHARES TR | 464288414 |  | 236288 | 2206 | SH |  | SOLE |  | 0 | 0 | 0 |
| MASTERCARD INC CLASS CLASS A | CL A | 57636Q104 |  | 842082 | 1458 | SH |  | SOLE |  | 0 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 254591 | 826 | SH |  | SOLE |  | 0 | 0 | 0 |
| META PLATFORMS INC CLASS A | CL A | 30303M102 |  | 359589 | 539 | SH |  | SOLE |  | 0 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 1993688 | 4089 | SH |  | SOLE |  | 0 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 230268 | 2859 | SH |  | SOLE |  | 0 | 0 | 0 |
| NVIDIA CORP | COM | 67066G104 |  | 2344220 | 12499 | SH |  | SOLE |  | 0 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 452157 | 2791 | SH |  | SOLE |  | 0 | 0 | 0 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 639380 | 4438 | SH |  | SOLE |  | 0 | 0 | 0 |
| ST STERT SPDR BLMBG 1 3 MN T BL ETF | SPDR SERIES TRUST | 78468R663 |  | 6124732 | 67032 | SH |  | SOLE |  | 0 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 1084724 | 2387 | SH |  | SOLE |  | 0 | 0 | 0 |
| US BANCORP DEL | COM NEW | 902973304 |  | 241380 | 4444 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD DIVIDEND APPRECIATION ETF | DIV APP ETF | 921908844 |  | 20119936 | 90847 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD FINANCIALS ETF | FINANCIALS ETF | 92204A405 |  | 10851046 | 80676 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD GROWTH ETF | ETF | 922908736 |  | 325910 | 662 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD HEALTH CARE ETF | HEALTH CARE ETF | 92204A504 |  | 24154609 | 83447 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD HIGH DIVIDEND YIELD ETF | ETF | 921946406 |  | 293688 | 2031 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD INFORMATION TECHNOLOGY ETF | ETF | 92204A702 |  | 17856265 | 23467 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD INTERMEDIATE TERM BOND ETF | ETF | 921937819 |  | 1728606 | 22133 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD LARGE CAP ETF | ETF | 922908637 |  | 20850491 | 65735 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD MEGA CAP GROWTHETF | ETF | 921910816 |  | 19988475 | 48049 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD MID CAP ETF | ETF | 922908629 |  | 13112551 | 44764 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD MUNI BND TAX EXEMPT ETF | ETF | 922907746 |  | 1885298 | 37495 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD S 500 ETF | ETF | 922908363 |  | 26557278 | 42039 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD S 500 GROWTH ETF | ETF | 921932505 |  | 27309579 | 60990 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD SMALL CAP GROWTH ETF | ETF | 922908595 |  | 664133 | 2176 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD TOTAL BOND MARKET ETF | TOTAL BND MRKT | 921937835 |  | 2063012 | 27777 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD TOTAL STOCK MARKET ETF | ETF | 922908769 |  | 353563 | 1046 | SH |  | SOLE |  | 0 | 0 | 0 |
| VISA INC CLASS CLASS A | COM | 92826C839 |  | 278463 | 787 | SH |  | SOLE |  | 0 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 620203 | 5541 | SH |  | SOLE |  | 0 | 0 | 0 |

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