WLTH Capital Management, LLC

13F Portfolio Filings

Most recent 13F
Q1 2026
Location
Chandler, AZ
CIK
0002112635
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2026 26 127,592 IEFA, IEF, VGLT, IEMG RESTATEMENT 4/10/2026 000195175726000585
Q4 2025 26 129,274 IEFA, IEF, VGLT, IEMG 13F-HR 2/24/2026 000195175726000486
Additional filings from WLTH Capital Management, LLC that have since been restated