Holdings
WLTH Capital Management, LLC
As of Sep 30, 2026, WLTH Capital Management, LLC reported 19 positions worth US$16.4M. Largest: iShares Core MSCI EAFE ETF, Vanguard Long-Term Treasury ETF and Invesco BulletShares 2027 Corporate Bond ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| iShares Core MSCI EAFE ETF | 18,296 | US$1.77M | first report | Sep 30, 2026 |
| Vanguard Long-Term Treasury ETF | 31,459 | US$1.58M | first report | Sep 30, 2026 |
| Invesco BulletShares 2027 Corporate Bond ETF | 76,415 | US$1.49M | first report | Sep 30, 2026 |
| iShares Core MSCI Emerging Markets ETF | 16,893 | US$1.37M | first report | Sep 30, 2026 |
| iShares 1-3 Year Treasury Bond ETF | 16,705 | US$1.36M | first report | Sep 30, 2026 |
| iShares 7-10 Year Treasury Bond ETF | 13,502 | US$1.21M | first report | Sep 30, 2026 |
| Vanguard Tax-Exempt Bond ETF | 24,132 | US$1.14M | first report | Sep 30, 2026 |
| iShares Core S&P Small Cap ETF | 7,586 | US$1.03M | first report | Sep 30, 2026 |
| Schwab International Equity ETF | 32,905 | US$904K | first report | Sep 30, 2026 |
| iShares Core S&P 500 ETF | 1,088 | US$833K | first report | Sep 30, 2026 |