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Wealth Care LLC

Q2 2026 13F Holdings

  • Location
    merritt island, FL
  • Num holdings

    73

  • Value ($000)

    $123,470

  • Date Filed
    07/15/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$11.95M
10 %

80,573

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$11.13M
9 %

30,088

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$8.64M
7 %

36,501

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$8.34M
7 %

108,190

I
IAU

ISHARES GOLD TR

ISHARES NEW
464285204
$7.82M
6 %

103,583

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$7.36M
6 %

46,557

R
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$6.97M
6 %

32,758

S
SCHB

SCHWAB STRATEGIC TR

US BRD MKT ETF
808524102
$5.33M
4 %

183,961

P
PDI

PIMCO DYNAMIC INCOME FD

SHS
72201Y101
$4.17M
3 %

249,620

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$4.06M
3 %

5,424

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