SEC Form 13F

WLTH Capital Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-10
Reported value$156,016,022
Positions29

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIEFACORE MSCI EAFE$25,049,953259,370
ISHARES TRIEF7-10 YR TRSY BD$21,379,809226,074
VANGUARD SCOTTSDALE FDSVGLTLONG TERM TREAS$17,091,415309,739
ISHARES INCIEMGCORE MSCI EMKT$14,208,683171,520
INVESCO EXCH TRD SLF IDX FDBSCRBULSHS 2027 CB$12,795,920652,354
ISHARES TRIVVCORE S&P500 ETF$11,522,34315,386
ISHARES TRIJRCORE S&P SCP ETF$8,878,25559,863
ISHARES TRIJHCORE S&P MCP ETF$7,075,38891,757
BNY MELLON ETF TRUSTBKGIGLOBAL INFRASCTR$5,647,018125,573
SPDR INDEX SHS FDSSPDWST STR PO EX ETF$3,197,44763,454

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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