account_balance

Investment manager · 13F filer · SEC CIK 2120450

Wealth Care LLC

Reported value$123Mas of Jun 30, 2026
Positions73 9 new, 3 sold out
Top 10 weight61.4%IJR alone is 10%
FiledJul 1515 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

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
IJR iShares Tr 9.7% Held
VTI Vanguard Index FDS 9.0% Held
VIG Vanguard Specialized Funds 7.0% Held
IJH iShares Tr 6.8% Held
IAU iShares Gold Trust 6.3% Held
VYM Vanguard Whitehall FDS 6.0% Held
RSP Invesco Exchange Traded Fd T 5.6% Held
SCHB Schwab Strategic Tr 4.3% Held
PDI Pimco Dynamic Income Fund 3.4% Added +11%
IVV iShares Tr 3.3% Held
AAPL Apple Inc. 3.2% Held
DVY iShares Tr 2.0% Held

What changed

Biggest moves since Mar 31, 2026

Filed Jul 15, 2026, compared with the Apr 24, 2026 filing
add_circleNew
  • XLK $416K
  • FDHY $328K
  • GLW $308K
  • NBIS $307K
arrow_upwardAdded
arrow_downwardTrimmed
  • WY −38%
  • VB −13%
  • VDE −12%
  • SPSB −12%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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