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WLTH Capital Management, LLC 13F holdings

Filed 2026-07-09 · WLTH Capital Management, LLC · 29 positions · $156.0M

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Ticker	Company	Shares	Value	% of portfolio
IEFA	ISHARES TR	259.4K	$25.0M	16.1%
IEF	ISHARES TR	226.1K	$21.4M	13.7%
VGLT	VANGUARD SCOTTSDALE FDS	309.7K	$17.1M	11.0%
ACWI	ISHARES INC	171.5K	$14.2M	9.1%
BSCR	INVESCO EXCH TRD SLF IDX FD	652.4K	$12.8M	8.2%
IVV	ISHARES TR	15.4K	$11.5M	7.4%
IJR	ISHARES TR	59.9K	$8.9M	5.7%
IJH	ISHARES TR	91.8K	$7.1M	4.5%
BKGI	BNY MELLON ETF TRUST	125.6K	$5.6M	3.6%
SPDW	SPDR INDEX SHS FDS	63.5K	$3.2M	2.0%
SPSM	SPDR SERIES TRUST	53.7K	$3.1M	2.0%
VTEB	VANGUARD MUN BD FDS	57.1K	$2.9M	1.9%
SUB	ISHARES TR	26.3K	$2.8M	1.8%
DJP	BARCLAYS BANK PLC	62.3K	$2.7M	1.7%
SCHX	SCHWAB STRATEGIC TR	91.9K	$2.7M	1.7%
MUB	ISHARES TR	24.9K	$2.7M	1.7%
EFA	ISHARES TR	15.8K	$1.6M	1.1%
SCHF	SCHWAB STRATEGIC TR	56.0K	$1.6M	1.0%
SHY	ISHARES TR	18.6K	$1.5M	1.0%
SPY	STATE STR SPDR S&P 500 ETF T	1.7K	$1.3M	0.8%
SPEM	SPDR INDEX SHS FDS	24.3K	$1.3M	0.8%
RWO	SPDR INDEX SHS FDS	24.4K	$1.2M	0.8%
SCHB	SCHWAB STRATEGIC TR	36.3K	$1.1M	0.7%
SCHE	SCHWAB STRATEGIC TR	24.9K	$904,542	0.6%
SCHM	SCHWAB STRATEGIC TR	18.6K	$684,897	0.4%
IWV	ISHARES TR	1.0K	$431,943	0.3%
SPMD	SPDR SERIES TRUST	4.9K	$328,071	0.2%
VB	VANGUARD INDEX FDS	710	$215,231	0.1%
SCHZ	SCHWAB STRATEGIC TR	8.9K	$204,747	0.1%

Top Fund Holdings

13F

Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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