Wellment Financial - Portfolio overview

Wellment Financial has 49 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. DECU - AIM ETF PRODUCTS TRUST, 10.24%
2. GJUL - FIRST TR EXCHNG TRADED FD VI, 7.55%
3. GSEP - FIRST TR EXCHNG TRADED FD VI, 7.40%

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

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