Wlth Capital Management, LLC Top Holdings and 13F Report (2026) About Wlth Capital Management, LLCInvestment ActivityWlth Capital Management, LLC has $127.59 million in total holdings as of March 31, 2026.Wlth Capital Management, LLC owns shares of 26 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 3.04% of the portfolio was purchased this quarter.About 0.30% of the portfolio was sold this quarter.This quarter, Wlth Capital Management, LLC has purchased 26 new stocks and bought additional shares in 12 stocks.Wlth Capital Management, LLC sold shares of 12 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core MSCI EAFE ETF $18,914,373iShares 7-10 Year Treasury Bond ETF $16,495,393Vanguard Long-Term Treasury ETF $16,261,487iShares Core MSCI Emerging Markets ETF $11,293,670iShares Core S&P 500 ETF $10,555,805 Largest Purchases this Quarter Vanguard Long-Term Treasury ETF 16,269 shares (about $900.57K)iShares 7-10 Year Treasury Bond ETF 6,973 shares (about $665.50K)iShares Core MSCI EAFE ETF 6,479 shares (about $586.54K)iShares Core S&P 500 ETF 755 shares (about $493.17K)Invesco BulletShares 2026 Corporate Bond ETF 18,177 shares (about $355.00K) Largest Sales this Quarter iShares MSCI EAFE ETF 861 shares (about $83.63K)SPDR Portfolio Emerging Markets ETF 1,576 shares (about $73.93K)SPDR S&P 500 ETF Trust 90 shares (about $58.54K)iPath Bloomberg Commodity Index Total Return ETN 906 shares (about $43.61K)iShares Core MSCI Emerging Markets ETF 617 shares (about $43.04K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWlth Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIEFAiShares Core MSCI EAFE ETF$18,914,373$586,545 ▲3.2%208,92914.8%ETFIEFiShares 7-10 Year Treasury Bond ETF$16,495,393$665,504 ▲4.2%172,83512.9%ETFVGLTVanguard Long-Term Treasury ETF$16,261,487$900,571 ▲5.9%293,76712.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$11,293,670$43,036 ▼-0.4%161,9168.9%ETFIVViShares Core S&P 500 ETF$10,555,805$493,170 ▲4.9%16,1608.3%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$8,300,010$354,997 ▲4.5%424,9886.5%ETFIJRiShares Core S&P Small-Cap ETF$7,680,276$216,052 ▲2.9%61,7836.0%ETFIJHiShares Core S&P Mid-Cap ETF$5,863,129$196,579 ▲3.5%86,8234.6%ETFRWOSPDR Dow Jones Global Real Estate ETF$4,362,998$185,049 ▲4.4%95,3243.4%ETFMUBiShares National Muni Bond ETF$4,079,026$177,589 ▲4.6%38,4273.2%ETFDJPiPath Bloomberg Commodity Index Total Return ETN$3,350,785$43,615 ▼-1.3%69,6052.6%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$2,953,829$33,644 ▼-1.1%64,7062.3%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$2,813,287$30,635 ▼-1.1%58,2222.2%ETFSCHXSchwab US Large-Cap ETF$2,488,1060.0%97,0402.0%ETFSUBiShares Short-Term National Muni Bond ETF$1,910,930$82,644 ▲4.5%17,9431.5%ETFEFAiShares MSCI EAFE ETF$1,608,409$83,631 ▼-4.9%16,5591.3%FinanceSHYiShares 1-3 Year Treasury Bond ETF$1,487,333$17,257 ▲1.2%18,0131.2%ManufacturingSCHFSchwab International Equity ETF$1,478,812$1,906 ▼-0.1%59,7501.2%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,222,475$73,930 ▼-5.7%26,0601.0%ETFSPYSPDR S&P 500 ETF Trust$1,106,321$58,536 ▼-5.0%1,7010.9%FinanceSCHBSchwab US Broad Market ETF$1,047,950$6,677 ▼-0.6%41,7510.8%ETFSCHESchwab Emerging Markets Equity ETF$825,892$989 ▼-0.1%25,0650.6%ETFSCHMSchwab U.S. Mid-Cap ETF$580,531$62 ▼0.0%18,7510.5%ETFIWViShares Russell 3000 ETF$377,3520.0%1,0180.3%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$302,792$59 ▲0.0%5,1130.2%ETFVBVanguard Small-Cap ETF$231,813$2,095 ▼-0.9%8850.2%ETFShowing 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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