WLTH Capital Management, LLC

CIK 2112635 · View on SEC EDGAR ↗

Portfolio value
$156.0M
#7,258 of 9,443 by 13F value · top 76.9%
Positions
29
As of
June 30, 2026

Portfolio value QoQ: +22.3% 13F does not disclose cash

Top 10 holdings weight
81.30%
Top 25 holdings weight
99.24%
Positions above 1%
17
Effective number of positions
11.5

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 10.9% Est. buys $34,437,058 · sells $15,459,657

New positions
4
Increased
7
Decreased
18
Closed
1
On this page

Sector breakdown

Other/Unmapped
100.0%

Full portfolio 29 positions

Type Streak 8Q trend
IEFA $25,049,953 16.06% 259,370 $6,135,580 Up ×2
IEF iShares 7-10 Year Treasury Bond ETF $21,379,809 13.70% 226,074 $4,884,416 Up ×2
VGLT Vanguard Long-Term Treasury ETF $17,091,415 10.95% 309,739 $829,928 Up ×2
IEMG $14,208,683 9.11% 171,520 $2,915,013 Up ×1
BSCR Invesco BulletShares 2027 Corporate Bond ETF $12,795,920 8.20% 652,354 Up ×1
IVV $11,522,343 7.39% 15,386 $966,538 Down ×1
IJR $8,878,255 5.69% 59,863 $1,197,979 Down ×1
IJH $7,075,388 4.54% 91,757 $1,212,259 Up ×2
BKGI $5,647,018 3.62% 125,573 Up ×1
SPDW $3,197,447 2.05% 63,454 $243,618 Down ×2
SPSM $3,098,436 1.99% 53,727 $285,149 Down ×2
VTEB $2,889,130 1.85% 57,120 Up ×1
SUB $2,799,629 1.79% 26,295 $888,699 Up ×2
DJP $2,722,259 1.74% 62,280 $-628,526 Down ×2
SCHX $2,704,735 1.73% 91,904 $216,629 Down ×1
MUB $2,680,061 1.72% 24,903 $-1,398,965 Down ×1
EFA $1,641,273 1.05% 15,800 $32,864 Down ×2
SCHF $1,551,671 0.99% 56,017 $72,859 Down ×2
SHY iShares 1-3 Year Treasury Bond ETF $1,526,261 0.98% 18,588 $38,928 Up ×2
SPY SPY $1,260,744 0.81% 1,688 $154,423 Down ×2
SPEM $1,260,015 0.81% 24,334 $37,540 Down ×2
RWO $1,213,769 0.78% 24,417 $-3,149,229 Down ×1
SCHB $1,052,377 0.67% 36,339 $4,427 Down ×2
SCHE $904,542 0.58% 24,946 $78,650 Down ×2
SCHM $684,897 0.44% 18,576 $104,366 Down ×2
IWV $431,943 0.28% 1,013 $54,591 Down ×1
SPMD $328,071 0.21% 4,856 $25,279 Down ×1
VB $215,231 0.14% 710 $-16,582 Down ×2
SCHZ $204,747 0.13% 8,852 Up ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
BSCR $12,795,920 652,354 8.20%
BKGI $5,647,018 125,573 3.62%
VTEB $2,889,130 57,120 1.85%
SCHZ $204,747 8,852 0.13%

Top movers (QoQ)

Security Action Shares Δ Value Δ
IEFA Bought more +50K +$6.1M
IEF Bought more +53K +$4.9M
RWO Trimmed -71K -$3.1M
IEMG Bought more +10K +$2.9M
MUB Trimmed -14K -$1.4M
IJH Bought more +5K +$1.2M
IJR Trimmed -2K +$1.2M
IVV Trimmed -774 +$967K
SUB Bought more +8K +$889K
VGLT Bought more +16K +$830K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
BSCQ June 30, 2026 424,988 $8,300,010