13F Filings History of WLTH Capital Management, LLC

Latest 13F report
Q4 2025 - 24 Feb 2026
Value $
$129,274,026
Signature - Title
Cean Kenefick-Rogers - Chief Compliance Officer
Location
Chandler, AZ
Summary
This page shows a list of all the recent 13F filings made by WLTH Capital Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WLTH Capital Management, LLC reported 26 stock holdings with total value $129,274,026 as of Q4 2025. Top holdings included IEFA, IEF, VGLT, IEMG, and IVV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 26 $129,274,026 $0 $0 $0 IEFA, IEF, VGLT, IEMG, IVV 13F-HR 24 Feb 2026, 09:07