DOSSIER · 13F-HR · Q2 2026

Wealth Care LLC

$123M in tracked AUM across 73 positions as of Q2 2026.

WC
CIK 0002120450 · last filed Jun 30, 2026
Total AUM
$123M
as of Q2 2026
Holdings
73
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Wealth Care LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IJR
ISHARES TR
$12M81K9.7%
02
VTI
VANGUARD INDEX FDS
$11M30K9.0%
03
VIG
VANGUARD SPECIALIZED FUNDS
$9M37K7.0%
04
IJH
ISHARES TR
$8M108K6.8%
05
IAU
ISHARES GOLD TR
$8M104K6.3%
06
VYM
VANGUARD WHITEHALL FDS
$7M47K6.0%
07
RSP
INVESCO EXCHANGE TRADED FD T
$7M33K5.6%
08
SCHB
SCHWAB STRATEGIC TR
$5M184K4.3%
09
PDI
PIMCO DYNAMIC INCOME FD
$4M250K3.4%
10
IVV
ISHARES TR
$4M5K3.3%

Filing history

2026Q2Jun 30
$123M 9.7%
73 positionsView →
2026Q1Mar 31
$113M
67 positionsView →