Institutional Fund
Wlth Capital Management, LLC
Chandler, AZCIK 21126353 filings on record
Portfolio Value
$127.59M
Q1 2026
Holdings
26
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-1.3%
from $129.27M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr14.8%
- Ishares Tr12.9%
- Vanguard Scottsdale Fds12.7%
- Ishares Inc8.9%
- Ishares Tr8.3%
- Invesco Exch Trd Slf Idx Fd6.5%
- Other35.9%
Portfolio Holdings
26 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 208.9K | $18.91M | 14.8% | +6.5K | Added |
| 2 | Ishares Tr | 172.8K | $16.50M | 12.9% | +7.0K | Added |
| 3 | Vanguard Scottsdale Fds | 293.8K | $16.26M | 12.7% | +16.3K | Added |
| 4 | Ishares Inc | 161.9K | $11.29M | 8.9% | −617 | Reduced |
| 5 | Ishares Tr | 16.2K | $10.56M | 8.3% | +755 | Added |
| 6 | Invesco Exch Trd Slf Idx Fd | 425.0K | $8.30M | 6.5% | +18.2K | Added |
| 7 | Ishares Tr | 61.8K | $7.68M | 6.0% | +1.7K | Added |
| 8 | Ishares Tr | 86.8K | $5.86M | 4.6% | +2.9K | Added |
| 9 | Spdr Index Shs Fds | 95.3K | $4.36M | 3.4% | +4.0K | Added |
| 10 | Ishares Tr | 38.4K | $4.08M | 3.2% | +1.7K | Added |
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