Wealth Care LLC - Portfolio Stock Holdings

Wealth Care LLC disclosed 76 stock positions in a recent SEC 13F filing. $123,471,187 of stock holdings were filed, with the largest holdings including IJR, VTI, and VIG. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $668,598,634 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.