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Wealth Care LLC

Q1 2026 13F Holdings

  • Location
    merritt island, FL
  • Num holdings

    67

  • Value ($000)

    $112,574

  • Date Filed
    04/24/2026
  • Form type
    13F-HR
  • CIK
    0002120450
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$10.1M
9 %

81,240

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$9.64M
9 %

30,064

I
IAU

ISHARES GOLD TR

ISHARES NEW
464285204
$9.27M
8 %

105,150

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$7.84M
7 %

36,467

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$7.44M
7 %

110,154

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$6.99M
6 %

47,200

R
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$6.29M
6 %

32,781

S
SCHB

SCHWAB STRATEGIC TR

US BRD MKT ETF
808524102
$4.66M
4 %

185,803

P
PDI

PIMCO DYNAMIC INCOME FD

SHS
72201Y101
$3.86M
3 %

225,870

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$3.54M
3 %

5,423

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