Wealth Care LLC - Portfolio overview

Wealth Care LLC has 67 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. IJR - ISHARES TR, 8.97%
2. VTI - VANGUARD INDEX FDS, 8.57%
3. IAU - ISHARES GOLD TR, 8.23%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.