WealthTrak Capital Management LLC - Portfolio overview

WealthTrak Capital Management LLC has 89 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. GBIL - GOLDMAN SACHS ETF TR, 10.12%
2. SPLG - SPDR SERIES TRUST, 8.30%
3. SPYM - SPDR SERIES TRUST, 7.96%

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

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