Wealth Care LLC
Wealth Care LLC reported 73 positions worth $123.5M as of June 30, 2026 (13F filed July 15, 2026). Largest holding: IJR (9.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IJR | SH | $11.9M | 9.68% | 80,573 | — | — | |
| ▸ 2 | VTI | SH | $11.1M | 9.02% | 30,088 | — | — | |
| ▸ 3 | VIG | SH | $8.6M | 7.00% | 36,501 | — | — | |
| ▸ 4 | IJH | SH | $8.3M | 6.76% | 108,190 | — | — | |
| ▸ 5 | IAU | SH | $7.8M | 6.33% | 103,583 | — | — | |
| ▸ 6 | VYM | SH | $7.4M | 5.96% | 46,557 | — | — | |
| ▸ 7 | RSP | SH | $7.0M | 5.64% | 32,758 | — | — | |
| ▸ 8 | SCHB | SH | $5.3M | 4.32% | 183,961 | — | — | |
| ▸ 9 | PDI | SH | $4.2M | 3.38% | 249,620 | — | — | |
| ▸ 10 | IVV | SH | $4.1M | 3.29% | 5,424 | — | — |
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Frequently Asked Questions
What stocks does Wealth Care LLC hold as of Q2 2026?
Wealth Care LLC reported 73 positions worth $123.5M in its Q2 2026 13F filing. Largest positions: IJR (9.7%), VTI (9.0%), VIG (7.0%), IJH (6.8%) and IAU (6.3%).
What did Wealth Care LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Wealth Care LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.