Long-term investor

Wlth Capital Management, LLC @wlthcapitalmanagementllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002112635).

Record

  • Tracked since 2025-12-31 (294 days), 39 trades recorded
  • Returns: week n/a · month n/a · 90 days +0.1% · 6 months -1.1% · 1 year n/a · all -1.1%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 46432F842 · 10.8% · long · since 2025-12-31
  • 92206C847 · 9.6% · long · since 2025-12-31
  • 46138J783 · 9.1% · long · since 2026-06-30
  • 46434G103 · 8.3% · long · since 2025-12-31
  • 464287457 · 8.3% · long · since 2025-12-31
  • 464287440 · 7.3% · long · since 2025-12-31
  • 922907746 · 7.0% · long · since 2026-06-30
  • 464287804 · 6.3% · long · since 2025-12-31
  • 808524805 · 5.5% · long · since 2025-12-31
  • 464287200 · 5.1% · long · since 2025-12-31
  • 808524201 · 3.9% · long · since 2025-12-31
  • 09661T826 · 3.6% · long · since 2026-06-30

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