account_balance
Investment manager · 13F filer · SEC CIK 2112635
WLTH Capital Management, LLC
Reported value$16.4Mas of Sep 30, 2026
Positions19 0 new, 10 sold out
Top 10 weight77.2%IEFA alone is 11%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IEFAiShares Tr
10.8%Trimmed −93%
VGLTVanguard Scottsdale FDS
9.6%Trimmed −90%
BSCRInvesco Exch TRD SLF Idx Fd
9.1%Trimmed −88%
IEMGiShares Inc
8.3%Trimmed −90%
SHYiShares Tr
8.3%Trimmed −10%
IEFiShares Tr
7.3%Trimmed −94%
VTEBVanguard Mun Bd FDS
7.0%Trimmed −58%
IJRiShares Tr
6.3%Trimmed −87%
SCHFSchwab Strategic Tr
5.5%Trimmed −41%
IVViShares Tr
5.1%Trimmed −93%
SCHXSchwab Strategic Tr
3.9%Trimmed −77%
BKGIBny Mellon ETF Trust
3.6%Trimmed −89%
IEFAiShares Tr
10.8%−93%
VGLTVanguard Scottsdale FDS
9.6%
BSCRInvesco Exch TRD SLF Idx Fd
9.1%
IEMGiShares Inc
8.3%
SHYiShares Tr
8.3%
IEFiShares Tr
7.3%−94%
VTEBVanguard Mun Bd FDS
7.0%−58%
IJRiShares Tr
6.3%−87%
SCHFSchwab Strategic Tr
5.5%−41%
IVV5.1%
SCHX
BKGI
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IEFA iShares Tr 10.8% Trimmed −93%
VGLT Vanguard Scottsdale FDS 9.6% Trimmed −90%
BSCR Invesco Exch TRD SLF Idx Fd 9.1% Trimmed −88%
IEMG iShares Inc 8.3% Trimmed −90%
SHY iShares Tr 8.3% Trimmed −10%
IEF iShares Tr 7.3% Trimmed −94%
VTEB Vanguard Mun Bd FDS 7.0% Trimmed −58%
IJR iShares Tr 6.3% Trimmed −87%
SCHF Schwab Strategic Tr 5.5% Trimmed −41%
IVV iShares Tr 5.1% Trimmed −93%
SCHX Schwab Strategic Tr 3.9% Trimmed −77%
BKGI Bny Mellon ETF Trust 3.6% Trimmed −89%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
None
arrow_upwardAdded
None
arrow_downwardTrimmed
- IEF −94%
- IEFA −93%
- IVV −93%
- IJH −93%
remove_circleSold out
- MUB $2.68M
- EFA $1.64M
- SPEM $1.26M
- RWO $1.21M
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