WLTH Capital Management, LLC
All 13F Filings
- Location
- Chandler, AZ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 156,016
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 | 7/9/2026 | 29 | 156,016 | 13F-HR | WLTH Capital Management, LLC |
| Q1 2026 | 4/10/2026 | 26 | 127,593 | 13F-HR/A - RESTATEMENT | WLTH Capital Management, LLC |
| Q1 2026 | 4/8/2026 | 25 | 120,013 | 13F-HR | WLTH Capital Management, LLC |
| Q4 2025 | 2/24/2026 | 26 | 129,274 | 13F-HR | WLTH Capital Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.722 K | 1.7% | 0 | 629 | -629 |
| ETFs | 153.3 K | 98.3% | 29.05 K | 0 | 29.05 K |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
156,016
Holdings
29
QoQ value change ($000)
28,423
(22.3%)
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.