Wealth Care LLC
All 13F Filings
- Location
- Merritt Island, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 123,470
- 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 | 7/15/2026 | 73 | 123,470 | 13F-HR | Wealth Care LLC |
| Q1 2026 | 4/24/2026 | 67 | 112,574 | 13F-HR | Wealth Care LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 24.75 K | 20.0% | 2.375 K | 0 | 2.375 K |
| ETFs | 98.73 K | 80.0% | 8.52 K | 0 | 8.52 K |
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Fund Snapshot
Q2 2026
Latest filed
7/15/2026
Total value ($000)
123,470
Holdings
73
QoQ value change ($000)
10,896
(9.7%)
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.