WLTH Capital Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 24, 2026, for the 2025 Q4 period, WLTH Capital Management, LLC held in its portfolio 25 assets valued at $129,274,026 (i.e. $129.27M).
The most valuable assets in the portfolio included: ISHARES TR ($19.69M), ISHARES TR ($16.12M), and VANGUARD SCOTTSDALE FDS ($15.87M).
The chart below shows the top 10 valuable assets, and the table below shows the top 25 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
WLTH Capital Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 202450 | 19693357 | CORE MSCI EAFE |
| ISHARES TR | 165862 | 16123437 | 7-10 YR TRSY BD |
| VANGUARD SCOTTSDALE FDS | 277498 | 15867351 | LONG TERM TREAS |
| ISHARES INC | 162533 | 12185130 | CORE MSCI EMKT |
| ISHARES TR | 15405 | 10548992 | CORE S&P500 ETF |
| INVESCO EXCH TRD SLF IDX FD | 406811 | 7969434 | BULSHS 2026 CB |
| ISHARES TR | 60045 | 7862887 | CORE S&P SCP ETF |
| ISHARES TR | 83912 | 5977864 | CORE S&P MCP ETF |
| SPDR INDEX SHS FDS | 91281 | 4493764 | DJ GLB RL ES ETF |
| ISHARES TR | 36754 | 3978988 | NATIONAL MUN ETF |
| SPDR SERIES TRUST | 63968 | 3323510 | STATE STREET SPD |
| SPDR INDEX SHS FDS | 65443 | 3194927 | PORTFOLIO DEVLPD |
| BARCLAYS BANK PLC | 70511 | 2870503 | DJUBS CMDT ETN36 |
| SCHWAB STRATEGIC TR | 97040 | 2608435 | US LRG CAP ETF |
| ISHARES TR | 17167 | 1843736 | SHRT NAT MUN ETF |
| ISHARES TR | 17420 | 1815897 | MSCI EAFE ETF |
| SCHWAB STRATEGIC TR | 59827 | 1584817 | INTL EQTY ETF |
| ISHARES TR | 17804 | 1478800 | 1 3 YR TREAS BD |
| SPDR INDEX SHS FDS | 27636 | 1388985 | PORTFOLIO EMG MK |
| SPDR S&P 500 ETF TR | 1791 | 1221111 | TR UNIT |
| SCHWAB STRATEGIC TR | 42017 | 1106308 | US BRD MKT ETF |
| SCHWAB STRATEGIC TR | 25095 | 883344 | EMRG MKTEQ ETF |
| SCHWAB STRATEGIC TR | 18753 | 610410 | US MID-CAP ETF |
| ISHARES TR | 1018 | 395289 | RUSSELL 3000 ETF |
| VANGUARD INDEX FDS | 893 | 246750 | SMALL CP ETF |
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