Western Reserve Capital Management, LLC
All 13F Filings
- Location
- Hudson, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 134,901
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 53 | 134,901 | 13F-HR | Western Reserve Capital Management, LLC |
| Q1 2026 | 4/27/2026 | 50 | 121,847 | 13F-HR | Western Reserve Capital Management, LLC |
| Q4 2025 | 2/10/2026 | 48 | 107,246 | 13F-HR | Western Reserve Capital Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 23.36 K | 17.3% | 0 | 3.662 K | -3.662 K |
| ETFs | 111.5 K | 82.7% | 16.72 K | 0 | 16.72 K |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
134,901
Holdings
53
QoQ value change ($000)
13,054
(10.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.