WLTH Capital Management, LLC: 13F holdings
CIK 21126352026Q2
| Positions | 29 |
|---|
| Reported value | $156.0m |
|---|
| Filed | 2026-07-09 |
|---|
Change since last quarter
| Positions | 29 (+3 vs prior quarter) |
|---|
| Reported value | $156.0m (+22.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IEFA ISHARES TR | 259,370 | $25.0m | 16.1% |
| IEF ISHARES TR | 226,074 | $21.4m | 13.7% |
| VGLT VANGUARD SCOTTSDALE FDS | 309,739 | $17.1m | 11.0% |
| IEMG ISHARES INC | 171,520 | $14.2m | 9.1% |
| BSCR INVESCO EXCH TRD SLF IDX FD | 652,354 | $12.8m | 8.2% |
| IVV ISHARES TR | 15,386 | $11.5m | 7.4% |
| IJR ISHARES TR | 59,863 | $8.9m | 5.7% |
| IJH ISHARES TR | 91,757 | $7.1m | 4.5% |
| BKGI BNY MELLON ETF TRUST | 125,573 | $5.6m | 3.6% |
| EWU SPDR INDEX SHS FDS | 63,454 | $3.2m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2112635")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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