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Filers›Holding Co.›Wealth Care LLC
DOSSIER · 13F-HR · Q1 2026

Wealth Care LLC

Wealth Care's holding co. based in Greenwich, CT — $113M in tracked AUM across 67 positions as of Q1 2026.

WC
Wealth Care·Greenwich, CT·Holding Co.
CIK 0002120450 · last filed Mar 31, 2026
Total AUM
$113M
▲ 1.7%
vs prior
Holdings
67
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Tech
16% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Wealth Care LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IJR
ISHARES TR
$10M81K9.0%
02
VTI
VANGUARD INDEX FDS
$10M30K8.6%
03
IAU
ISHARES GOLD TR
$9M105K8.2%
04
VIG
VANGUARD SPECIALIZED FUNDS
$8M36K7.0%
05
IJH
ISHARES TR
$7M110K6.6%
06
VYM
VANGUARD WHITEHALL FDS
$7M47K6.2%
07
RSP
INVESCO EXCHANGE TRADED FD T
$6M33K5.6%
08
SCHB
SCHWAB STRATEGIC TR
$5M186K4.1%
09
PDI
PIMCO DYNAMIC INCOME FD
$4M226K3.4%
10
IVV
ISHARES TR
$4M5K3.1%

Filing history

Filing history loading…
AI Agent · grounded in Wealth
haiku-4-5 · 67 positions indexed
Sector mix
  • Tech16%
  • Financials6%
  • Communications18%
  • Industrials38%
  • Energy6%
  • Other16%
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