Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

WealthTrak Capital Management LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

WealthTrak Capital Management LLC (CIK 2052710) reported $152.0M across 77 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPLG ($21.0M, 13.81%), GBIL ($11.8M, 7.78%), SPEM ($7.7M, 5.04%), HCMT ($6.5M, 4.27%), RSST ($6.3M, 4.12%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPLGSPDR SERIES TRUST$21.0M13.81%238,962Added
2GBILGOLDMAN SACHS ETF TR$11.8M7.78%118,041Trimmed
3SPEMSPDR INDEX SHS FDS$7.7M5.04%148,106Trimmed
4HCMTDIREXION SHARES ETF TRUST$6.5M4.27%154,777Added
5RSSTTIDAL TRUST II$6.3M4.12%191,732Trimmed
6SPDWSPDR INDEX SHS FDS$5.8M3.84%115,790Trimmed
7SPYVSPDR SERIES TRUST$5.2M3.42%85,523Added
8SPYGSPDR SERIES TRUST$4.9M3.24%41,461Added
9DYNFBLACKROCK ETF TRUST$4.1M2.73%60,983Added
10SPABSPDR SERIES TRUST$3.4M2.26%134,817Added
11AAAUGOLDMAN SACHS PHYSICAL GOLD$3.4M2.26%86,992Added
12USRTISHARES TR$3.0M1.98%45,230Added
13IVWISHARES TR$2.9M1.92%21,221Added
14DYFIETF OPPORTUNITIES TRUST$2.9M1.90%127,044Added
15COROBLACKROCK ETF TRUST$2.8M1.86%77,120Added
16SPTLSPDR SERIES TRUST$2.7M1.79%103,904Added
17COWZPACER FDS TR$2.7M1.78%43,553Added
18IVEISHARES TR$2.7M1.78%11,918Trimmed
19BAIBLACKROCK ETF TRUST$2.5M1.64%47,371Trimmed
20VOOVANGUARD INDEX FDS$2.2M1.46%3,222Trimmed
21IUSBISHARES TR$2.2M1.45%47,643Added
22ACWXISHARES TR$2.1M1.39%27,736Added
23VTVVANGUARD INDEX FDS$2.0M1.34%9,353Trimmed
24RSBTTIDAL TRUST II$2.0M1.29%102,664Added
25BILSPDR SERIES TRUST$1.8M1.19%19,721Trimmed

Source: SEC Form 13F filings · as of 2026-06-30