WLTH Capital Management, LLC — 13F holdings

WLTH Capital Management, LLC reported 19 holdings worth $16.4M in its 13F filing for Q3 2026, filed October 20, 2026.

Largest positions

  1. IEFA ISHARES TR — $1.77M (10.8%)
  2. VGLT VANGUARD SCOTTSDALE FDS — $1.58M (9.6%)
  3. BSCR INVESCO EXCH TRD SLF IDX FD — $1.49M (9.1%)
  4. IEMG ISHARES INC — $1.37M (8.3%)
  5. SHY ISHARES TR — $1.36M (8.3%)
  6. IEF ISHARES TR — $1.21M (7.3%)
  7. VTEB VANGUARD MUN BD FDS — $1.14M (7.0%)
  8. IJR ISHARES TR — $1.03M (6.3%)
  9. SCHF SCHWAB STRATEGIC TR — $904K (5.5%)
  10. IVV ISHARES TR — $833K (5.1%)