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Wealth Care LLC

Wealth Care LLC is an Investment Adviser institutional filer with the SEC under CIK 2120450, reporting 73 portfolio positions, with 2 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: FL
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-07-15

Top 10 portfolio positions

The largest reported holdings in Wealth Care LLC's most recent 13F filing, ranked by reported market value.

  1. ISHARES TR (IJR)
  2. VANGUARD INDEX FDS (VTI)
  3. VANGUARD SPECIALIZED FUNDS (VIG)
  4. ISHARES TR (IJH)
  5. ISHARES GOLD TR (IAU)
  6. VANGUARD WHITEHALL FDS (VYM)
  7. INVESCO EXCHANGE TRADED FD T (RSP)
  8. SCHWAB STRATEGIC TR (SCHB)
  9. PIMCO DYNAMIC INCOME FD (PDI)
  10. ISHARES TR (IVV)
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