# EDGAR Filing Document

**Accession Number:** 0001998946
**File Stem:** 0001998946-26-000002
**Filing Date:** 2026-4
**Character Count:** 8517
**Document Hash:** a7051bcde685ef75a8a34dbf152dfdc6
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001998946-26-000002.hdr.sgml**: 20260423

**ACCESSION NUMBER**: 0001998946-26-000002

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260423

**DATE AS OF CHANGE**: 20260423

**EFFECTIVENESS DATE**: 20260423

**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:** 26887148

**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:** 03-31-2026

**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  04-23-2026<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:** 51

**Form 13F Information Table Value Total:** $301776439

      (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 | CAP STK CL A | 02079K305 |  | 265993 | 925 | SH |  | SOLE |  | 0 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 494098 | 1722 | SH |  | SOLE |  | 0 | 0 | 0 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 257788 | 3906 | SH |  | SOLE |  | 0 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 798924 | 3836 | SH |  | SOLE |  | 0 | 0 | 0 |
| AMEREN CORP | COM | 023608102 |  | 688808 | 6266 | SH |  | SOLE |  | 0 | 0 | 0 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 18098113 | 163828 | SH |  | SOLE |  | 0 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 2356597 | 9286 | SH |  | SOLE |  | 0 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 516706 | 17824 | SH |  | SOLE |  | 0 | 0 | 0 |
| BLACKROCK MUNIYILD QULT FD I | COM | 09254F100 |  | 207838 | 18929 | SH |  | SOLE |  | 0 | 0 | 0 |
| BOEING CO | COM | 097023105 |  | 427844 | 2150 | SH |  | SOLE |  | 0 | 0 | 0 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 |  | 29567323 | 617530 | SH |  | SOLE |  | 0 | 0 | 0 |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 |  | 13273881 | 276943 | SH |  | SOLE |  | 0 | 0 | 0 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 |  | 362132 | 1237 | SH |  | SOLE |  | 0 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 1044150 | 1135 | SH |  | SOLE |  | 0 | 0 | 0 |
| EMERSON ELEC CO | COM | 291011104 |  | 229210 | 1749 | SH |  | SOLE |  | 0 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 452375 | 2666 | SH |  | SOLE |  | 0 | 0 | 0 |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | 33739N108 |  | 249362 | 4922 | SH |  | SOLE |  | 0 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 348044 | 1058 | SH |  | SOLE |  | 0 | 0 | 0 |
| INNOVATOR ETFS TRUST | US EQTY BUF DEC | 45782C557 |  | 288965 | 6020 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 211831 | 1996 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 35274113 | 350428 | SH |  | SOLE |  | 0 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 672997 | 1347 | SH |  | SOLE |  | 0 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 249414 | 803 | SH |  | SOLE |  | 0 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 277545 | 485 | SH |  | SOLE |  | 0 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 1487399 | 4018 | SH |  | SOLE |  | 0 | 0 | 0 |
| NATIONAL HEALTHCARE CORP | COM | 635906100 |  | 201789 | 1264 | SH |  | SOLE |  | 0 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 256768 | 2765 | SH |  | SOLE |  | 0 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1875809 | 10756 | SH |  | SOLE |  | 0 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 468555 | 2834 | SH |  | SOLE |  | 0 | 0 | 0 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 631658 | 4373 | SH |  | SOLE |  | 0 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R663 |  | 6456181 | 70452 | SH |  | SOLE |  | 0 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 1602986 | 4312 | SH |  | SOLE |  | 0 | 0 | 0 |
| US BANCORP | COM NEW | 902973304 |  | 229242 | 4408 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 |  | 25537416 | 62639 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 1845494 | 23912 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 2158911 | 29317 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 350147 | 1091 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 13209614 | 45998 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 268157 | 614 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 597450 | 1977 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 20121328 | 67329 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 25987196 | 43490 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 2381255 | 47730 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 19956476 | 92795 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 308788 | 2085 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 |  | 23216118 | 85250 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD WORLD FD | FINANCIALS ETF | 92204A405 |  | 10110791 | 83692 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 16739705 | 23992 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 |  | 18247288 | 49661 | SH |  | SOLE |  | 0 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 234620 | 776 | SH |  | SOLE |  | 0 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 681247 | 5482 | SH |  | SOLE |  | 0 | 0 | 0 |

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