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Home > Institutional Investor > Wlth Capital Management, Llc > 13F Holdings

Instuitional Investor - Wlth Capital Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 VLUE 202,450 $19,693,357 15.23%
2.
Ishares Trust
 IEF 165,862 $16,123,437 12.47%
3.
Vanguard Scottsdale Funds
 277,498 $15,867,351 12.27%
4.
Ishares Inc - CORE MSCI EMKT
 162,533 $12,185,130 9.43%
5.
Ishares Trust
 IEF 15,405 $10,548,992 8.16%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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