§ 13F · FUND PROFILE
WLTH Capital Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 26Turnover · — · Q4Filed · Feb 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$129.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | 202K | $19.7T | 15.2% | NEW |
| 2 | IEF | ISHARES TR | 166K | $16.1T | 12.5% | NEW |
| 3 | VGLT | VANGUARD SCOTTSDALE FDS | 277K | $15.9T | 12.3% | NEW |
| 4 | IEMG | ISHARES INC | 163K | $12.2T | 9.4% | NEW |
| 5 | IVV | ISHARES TR | 15K | $10.5T | 8.2% | NEW |
| 6 | BSCQ | INVESCO EXCH TRD SLF IDX FD | 407K | $8.0T | 6.2% | NEW |
| 7 | IJR | ISHARES TR | 60K | $7.9T | 6.1% | NEW |
| 8 | IJH | ISHARES TR | 84K | $6.0T | 4.6% | NEW |
| 9 | RWO | SPDR INDEX SHS FDS | 91K | $4.5T | 3.5% | NEW |
| 10 | MUB | ISHARES TR | 37K | $4.0T | 3.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WLTH SIGNAL
AC read
WLTH Capital Management, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed