WLTH Capital Management, LLC - Portfolio overview

WLTH Capital Management, LLC has 26 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are funds.

Largest reported holdings by portfolio allocation

1. IEFA - ISHARES TR, 14.82%
2. IEF - ISHARES TR, 12.93%
3. VGLT - VANGUARD SCOTTSDALE FDS, 12.74%

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

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