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WLTH Capital Management

Latest statistics and disclosures from WLTH Capital Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002112635

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Positions held by WLTH Capital Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for WLTH Capital Management

WLTH Capital Management holds 26 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Core Msci Eafe (IEFA)	15.2	$20M	203k	97.28	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	12.5	$16M	166k	97.21	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	12.3	$16M	278k	57.18	View chart
Ishares Core Msci Emkt (IEMG)	9.4	$12M	163k	74.97	View chart
Ishares Tr Core S&p500 Etf (IVV)	8.2	$11M	15k	684.78	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	6.2	$8.0M	407k	19.59	View chart
Ishares Tr Core S&p Scp Etf (IJR)	6.1	$7.9M	60k	130.95	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.6	$6.0M	84k	71.24	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	3.5	$4.5M	91k	49.23	View chart
Ishares Tr National Mun Etf (MUB)	3.1	$4.0M	37k	108.26	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	2.5	$3.2M	65k	48.82	View chart
Spdr Series Trust State Street Spd (SPSM)	2.3	$3.0M	59k	51.04	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	2.2	$2.9M	71k	40.71	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.0	$2.6M	97k	26.88	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.4	$1.8M	17k	107.40	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.4	$1.8M	17k	104.24	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.2	$1.6M	60k	26.49	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.1	$1.5M	18k	83.06	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.1	$1.4M	28k	50.26	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$1.2M	1.8k	681.80	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.9	$1.1M	42k	26.33	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.7	$883k	25k	35.20	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.5	$610k	19k	32.55	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$395k	1.0k	388.30	View chart
Spdr Series Trust State Street Spd (SPMD)	0.2	$320k	5.1k	62.50	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$247k	893.00	276.32	View chart

Past Filings by WLTH Capital Management

SEC 13F filings are viewable for WLTH Capital Management going back to 2025

WLTH Capital Management 2025 Q4 filed Feb. 24, 2026

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