WLTH Capital Management

WLTH Capital Management as of March 31, 2026

Portfolio Holdings for WLTH Capital Management

WLTH Capital Management holds 25 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 18.8 $23M 245k 91.75
Ishares Tr 7-10 Yr Trsy Bd (IEF) 12.0 $14M 151k 95.25
Vanguard Scottsdale Fds Long Term Treas (VGLT) 11.7 $14M 254k 55.30
Ishares Core Msci Emkt (IEMG) 10.2 $12M 174k 70.33
Ishares Tr Core S&p500 Etf (IVV) 8.3 $10M 15k 662.38
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 5.9 $7.1M 364k 19.55
Ishares Tr Core S&p Scp Etf (IJR) 5.7 $6.8M 54k 126.52
Ishares Tr Core S&p Mcp Etf (IJH) 4.6 $5.5M 81k 68.55
Spdr Index Shs Fds State Street Spd (RWO) 3.5 $4.2M 90k 46.69
Ishares Tr National Mun Etf (MUB) 3.4 $4.1M 39k 106.57
Barclays Bank Djubs Cmdt Etn36 (DJP) 2.5 $3.0M 62k 48.88
Spdr Index Shs Fds State Street Spd (SPDW) 2.3 $2.7M 59k 46.36
Spdr Series Trust State Street Spd (SPSM) 2.0 $2.4M 49k 49.21
Ishares Tr Shrt Nat Mun Etf (SUB) 1.6 $1.9M 18k 106.38
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.6 $1.9M 74k 26.00
Ishares Tr Msci Eafe Etf (EFA) 1.4 $1.6M 17k 98.35
Spdr Index Shs Fds State Street Spd (SPEM) 0.9 $1.1M 23k 46.98
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.7 $884k 35k 25.47
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.7 $813k 25k 32.99
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.6 $780k 1.2k 659.30
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $593k 24k 25.14
Ishares Tr Russell 3000 Etf (IWV) 0.3 $382k 1.0k 375.58
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $330k 11k 31.46
Spdr Series Trust State Street Spd (SPMD) 0.3 $307k 5.1k 60.10
Vanguard Index Fds Small Cp Etf (VB) 0.2 $235k 885.00 265.56