WLTH Capital Management, LLC - Portfolio Stock Holdings
WLTH Capital Management, LLC disclosed 29 stock positions in a recent SEC 13F filing. $16,433,427 of stock holdings were filed, with the largest holdings including IEFA, VGLT, and BSCR. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $229,766,959 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
29Est. Stock Holding Value:
$16,433,427Top Stock Holdings By Sector
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Portfolio Stock Holdings - WLTH Capital Management, LLC
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