Wealth Care LLC Top Holdings and 13F Report (2026) About Wealth Care LLCInvestment ActivityWealth Care LLC has $112.57 million in total holdings as of March 31, 2026.Wealth Care LLC owns shares of 67 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Core S&P Small-Cap ETF $10,098,930Vanguard Total Stock Market ETF $9,644,827iShares Gold Trust $9,270,019Vanguard Dividend Appreciation ETF $7,842,644iShares Core S&P Mid-Cap ETF $7,438,705 Sector AllocationMap of 500 Largest Holdings ofWealth Care LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorIJRiShares Core S&P Small-Cap ETF$10,098,93081,2409.0%ETFVTIVanguard Total Stock Market ETF$9,644,82730,0648.6%ETFIAUiShares Gold Trust$9,270,019105,1508.2%FinanceVIGVanguard Dividend Appreciation ETF$7,842,64436,4677.0%ETFIJHiShares Core S&P Mid-Cap ETF$7,438,705110,1546.6%ETFVYMVanguard High Dividend Yield ETF$6,990,36947,2006.2%Financial ServicesRSPInvesco S&P 500 Equal Weight ETF$6,291,26432,7815.6%ETFSCHBSchwab US Broad Market ETF$4,663,648185,8034.1%ETFPDIPIMCO Dynamic Income Fund$3,864,633225,8703.4%Financial ServicesIVViShares Core S&P 500 ETF$3,542,1675,4233.1%ETFAAPLApple$3,513,44613,8443.1%Computer and TechnologyDVYiShares Select Dividend ETF$2,426,74516,0282.2%ETFIJJiShares S&P Mid-Cap 400 Value ETF$1,889,97214,2641.7%ETFSPYSPDR S&P 500 ETF Trust$1,709,2992,6281.5%FinanceNVDANVIDIA$1,545,2868,8611.4%Computer and TechnologySYLDCambria Shareholder Yield ETF$1,474,61819,5551.3%ETFVOVanguard Mid-Cap ETF$1,469,0515,1151.3%ETFDLSWisdomTree International SmallCap Dividend Fund$1,396,82317,1391.2%FinanceRPVInvesco S&P 500 Pure Value ETF$1,341,03312,4881.2%ETFWYWeyerhaeuser$1,166,10647,7331.0%ConstructionQQQInvesco QQQ$1,065,7461,8460.9%FinanceVIRTUS CONVERTIBLE & INCOME$1,016,29068,2990.9%COM NEWVDEVanguard Energy ETF$1,005,2605,8090.9%ETFSDYSPDR S&P Dividend ETF$1,000,8166,8580.9%ETFIWNiShares Russell 2000 Value ETF$947,9505,0000.8%ETFVWOVanguard FTSE Emerging Markets ETF$870,38316,1030.8%ETFIWMiShares Russell 2000 ETF$866,8883,4960.8%FinanceFCGFirst Trust Natural Gas ETF$815,78725,7430.7%ETFSCDLMP Capital and Income Fund$735,96649,2940.7%Financial ServicesSPSBSPDR Portfolio Short Term Corporate Bond ETF$734,19924,4160.7%ETFTSLATesla$686,0781,8460.6%Auto/Tires/TrucksMSFTMicrosoft$667,0091,8020.6%Computer and TechnologyBITBlackRock Multi-Sector Income Trust$649,57951,8830.6%Financial ServicesAMZNAmazon.com$632,3853,0360.6%Retail/WholesaleXLEEnergy Select Sector SPDR Fund$612,60010,0000.5%ETFNZFNuveen Municipal Credit Income Fund$609,00050,0000.5%Financial ServicesCEEThe Central and Eastern Europe Fund$584,42031,9360.5%FinanceNADNuveen Quality Municipal Income Fund$575,00050,0000.5%Financial ServicesNEANuveen AMT-Free Quality Municipal Income Fund$561,50050,0000.5%Financial ServicesVBVanguard Small-Cap ETF$552,5492,1100.5%ETFGOOGLAlphabet$551,7191,9190.5%Computer and TechnologyXOMExxonMobil$534,5733,1510.5%EnergyVTHRVanguard Russell 3000 ETF$521,9211,8150.5%ETFNLYAnnaly Capital Management$511,51424,1850.5%FinanceIVEiShares S&P 500 Value ETF$502,7262,3810.4%ETFVGMInv Vk Tr Inv$493,50050,0000.4%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$491,2761,0610.4%FinanceEISiShares MSCI Israel ETF$476,4524,1060.4%ETFVVisa$436,5031,4440.4%Business ServicesVKIInvesco Advantage Municipal Income Trust II$433,00050,0000.4%FinanceBEPBrookfield Renewable Partners$410,98412,5910.4%UtilitiesGLDSPDR Gold Shares$380,8078850.3%FinanceVTVVanguard Value ETF$374,1791,9070.3%ETFPAXSPIMCO Access Income Fund$362,35425,1460.3%Financial ServicesIWPiShares Russell Mid-Cap Growth ETF$335,6742,6200.3%ETFMETAMeta Platforms$307,1255370.3%Computer and TechnologySCHXSchwab US Large-Cap ETF$299,98811,7000.3%ETFMTUMiShares MSCI USA Momentum Factor ETF$289,6681,2070.3%ETFQQQMInvesco NASDAQ 100 ETF$284,0981,1960.3%ETFPTYPimco Corporate & Income Opportunity Fund$278,12423,0620.2%FinancePROFESIONALLY MANAGED PORTFO$275,6135,2150.2%AKRE FOCUS ETFIEMGiShares Core MSCI Emerging Markets ETF$268,7493,8530.2%ETFBLUEROCK PVT REAL ESTATE FD$233,98514,0870.2%COMHYTBlackRock Corporate High Yield Fund$220,59725,8920.2%Financial ServicesPALANTIR TECHNOLOGIES INC$214,3361,4650.2%CL AITOTiShares Core S&P Total U.S. Stock Market ETF$210,2271,4760.2%ETFNMCONuveen Municipal Credit Opportunities Fund$105,80010,0000.1%Financial ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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