Wealth Care LLC: 13F holdings
CIK 21204502026Q2
| Positions | 73 |
|---|
| Reported value | $123.5m |
|---|
| Filed | 2026-07-15 |
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Change since last quarter
| Positions | 73 (+6 vs prior quarter) |
|---|
| Reported value | $123.5m (+9.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IJR ISHARES TR | 80,573 | $11.9m | 9.7% |
| VTI VANGUARD INDEX FDS | 30,088 | $11.1m | 9.0% |
| VIG VANGUARD SPECIALIZED FUNDS | 36,501 | $8.6m | 7.0% |
| IJH ISHARES TR | 108,190 | $8.3m | 6.8% |
| IAU ISHARES GOLD TR | 103,583 | $7.8m | 6.3% |
| VYM VANGUARD WHITEHALL FDS | 46,557 | $7.4m | 6.0% |
| RSP INVESCO EXCHANGE TRADED FD T | 32,758 | $7.0m | 5.6% |
| SCHB SCHWAB STRATEGIC TR | 183,961 | $5.3m | 4.3% |
| PDI PIMCO DYNAMIC INCOME FD | 249,620 | $4.2m | 3.4% |
| IVV ISHARES TR | 5,424 | $4.1m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2120450")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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