DOSSIER · 13F-HR · Q2 2026

WLTH Capital Management, LLC

$156M in tracked AUM across 29 positions as of Q2 2026.

WC
CIK 0002112635 · last filed Jun 30, 2026
Total AUM
$156M
as of Q2 2026
Holdings
29
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

WLTH Capital Management, 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
IEFA
ISHARES TR
$25M259K16.1%
02
IEF
ISHARES TR
$21M226K13.7%
03
VGLT
VANGUARD SCOTTSDALE FDS
$17M310K11.0%
04
IEMG
ISHARES INC
$14M172K9.1%
05
BSCR
INVESCO EXCH TRD SLF IDX FD
$13M652K8.2%
06
IVV
ISHARES TR
$12M15K7.4%
07
IJR
ISHARES TR
$9M60K5.7%
08
IJH
ISHARES TR
$7M92K4.5%
09
BKGI
BNY MELLON ETF TRUST
$6M126K3.6%
10
SPDW
SPDR INDEX SHS FDS
$3M63K2.0%

Filing history

2026Q2Jun 30
$156M 22.3%
29 positionsView →
2026Q1Mar 31
$128M 1.3%
26 positionsView →
2025Q4Dec 31
$129M
26 positionsView →