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Portfolio (Quarterly)
Guide ↗
WLTH Capital Management, LLC
·
CIK 0002112635
13F Portfolio
$156M AUM
29 positions
Filed Jul 9, 2026
EDGAR ↗
← All Funds
Q2 2026
Q1 2026
·
All
4 New
7 Added
16 Reduced
1 Exited
#
Ticker
Company
Sector
Shares
Value ↓
% Port
Status
1
BSCQ
INVESCO EXCH TRD SLF IDX FD
—
424,988
$8.3M
6.50%
SOLD
Sector Allocation
Financial Services
100.0%