Fund HoldingsWealthTrak Capital Management LLC

Total Portfolio Value
$152.03M
Total Bought
$75.52M
Total Sold
$66.62M
Net Transaction
+$8.90M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR P500ETF
0238,962+238,962021,00013.81%+21,000
SPDR INDEX SHS FDS
ST PORT MARK ETF
0148,106+148,10607,6695.04%+7,669
SPDR INDEX SHS FDS
ST STR PO EX ETF
0115,790+115,79005,8353.84%+5,835
SPDR SERIES TRUST
ST STR P500VAL
085,523+85,52305,1993.42%+5,199
SPDR SERIES TRUST
ST STR P500GRW
041,461+41,46104,9333.24%+4,933
SPDR SERIES TRUST
ST STR AGGRE ETF
0134,817+134,81703,4412.26%+3,441
ETF OPPORTUNITIES TRUST
IDX DY FI IN ETF
0127,044+127,04402,8921.90%+2,892
BLACKROCK ETF TRUST
ISHA IN CTRY ETF
077,120+77,12002,8231.86%+2,823
SPDR SERIES TRUST
ST LON TREAS ETF
0103,904+103,90402,7251.79%+2,725
BLACKROCK ETF TRUST
ISHA I IN TE ETF
047,371+47,37102,4971.64%+2,497
SPDR SERIES TRUST
ST STR BLO 1 ETF
019,721+19,72101,8071.19%+1,807
ISHARES TR
CORE UNIVRSL USD
21,14247,643+26,5019772,1991.45%+1,222
BLACKROCK ETF TRUST
ISHA US THEM ETF
027,453+27,45301,1830.78%+1,183
DIREXION SHARES ETF TRUST
DIREXION HCM
153,237154,777+1,5405,3926,4914.27%+1,099
BLACKROCK ETF TRUST
ISHA LA CORE ETF
021,284+21,28401,0720.71%+1,072
BLACKROCK ETF TRUST
ISHA SYST AL ETF
029,473+29,47308270.54%+827
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
016,583+16,58307830.51%+783
TIDAL TRUST II
RETURN STCKD US
194,624191,732-2,8925,5046,2684.12%+764
BLACKROCK ETF TRUST
ISHARES US EQUIT
59,50560,983+1,4783,4624,1472.73%+685
BLACKROCK ETF TRUST II013,510+13,51006790.45%+679
ISHARES TR19,98821,221+1,2332,2612,9191.92%+658
EA SERIES TRUST
ASTO US GROW ETF
017,363+17,36306310.41%+631
ISHARES TR22,10327,736+5,6331,5132,1111.39%+598
AMERICAN CENTY ETF TR07,619+7,61905590.37%+559
SPDR SERIES TRUST
ST PORT HIGH ETF
020,822+20,82204880.32%+488
SPDR SERIES TRUST
ST STR SP600 SML
07,956+7,95604590.30%+459
ISHARES TR44,41545,230+8152,6293,0061.98%+377
VANGUARD INDEX FDS2,52813,097+10,5697261,0550.69%+329
ARK ETF TR
INNOVATION ETF
20,51420,715+2011,3871,6741.10%+288
VANGUARD INDEX FDS3,2373,222-151,9342,2131.46%+279
EA SERIES TRUST
EA ASTORIA DYNMC
010,838+10,83802720.18%+272
EA SERIES TRUST
AST EQU KIN ETF
05,965+5,96502540.17%+254
VANGUARD INTL EQUITY INDEX F8,58010,682+2,1026448950.59%+250
DOUBLELINE ETF TRUST
MORTGAGE ETF
04,427+4,42702170.14%+217
VANGUARD INDEX FDS2,98417,579+14,5951,3031,5141.00%+211
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
11,39211,612+2201,2261,4200.93%+194
GLOBAL X FDS
DEFENSE TECH ETF
16,50122,441+5,9401,1691,3400.88%+171
BROADCOM INC(AVGO)2,2762,27607048600.57%+155
INVESCO EXCH TRADED FD TR II14,05610,687-3,3691,5761,7261.14%+151
APPLE INC(AAPL)3,9543,966+121,0031,1480.75%+144
VANGUARD TAX-MANAGED FDS21,76421,507-2571,3951,5321.01%+138
VANGUARD INDEX FDS9,7759,353-4221,9182,0381.34%+120
SCHWAB STRATEGIC TR57,64463,009+5,3651,3381,4570.96%+119
ISHARES TR5,9155,831-844665730.38%+107
DBX ETF TR15,50715,279-2285296280.41%+98
ALPHABET INC(GOOG)1,3131,328+153784750.31%+97
NVIDIA CORPORATION(NVDA)3,5753,57506237150.47%+92
AMAZON COM INC(AMZN)1,4291,495+662983560.23%+59
PACER FDS TR
US CASH COWS 100
42,44243,553+1,1112,6552,7091.78%+54
TIDAL TRUST II
RTN STACKED BD
100,868102,664+1,7961,9011,9551.29%+53
ISHARES TR9,80310,411+6089319840.65%+53
VANGUARD INDEX FDS899887-122723240.21%+53
ISHARES TR5,5395,841+3025205630.37%+43
TESLA INC(TSLA)771782+112873290.22%+42
ISHARES TR
US TREAS BD ETF
30,09632,119+2,0236897320.48%+42
STATE STR SPDR S&P 500 ETF T(SPY)332335+32162500.16%+34
VANGUARD INDEX FDS920884-362953270.22%+32
UNITED PARCEL SVCS INC(UPS)3,2043,20403153440.23%+29
VANGUARD INDEX FDS1,2901,273-172803090.20%+29
JPMORGAN CHASE & CO(JPM)957946-112823100.20%+28
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
6,0315,825-2063293570.23%+28
ISHARES TR4,1234,040-833503690.24%+20
WORLD GOLD TR(GLDM)3,1303,806+6762903020.20%+12
VANGUARD MALVERN FDS7,2217,276+553613650.24%+5
ISHARES TR3,2503,314+643103130.21%+3
META PLATFORMS INC(META)432437+52472460.16%-1
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
7,7397,735-43643630.24%-1
MICROSOFT CORP(MSFT)1,3121,295-174864830.32%-3
RTX CORPORATION(RTX)1,4871,491+42872830.19%-4
VANGUARD BD INDEX FDS5,9785,934-444614550.30%-6
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
26,52625,290-1,2361,3421,2790.84%-64
ISHARES TR13,22211,918-1,3042,7922,7061.78%-86
ISHARES TR8,5917,236-1,3559487980.53%-150
NETFLIX INC.(NFLX)2,2100-2,2102120-212
EA SERIES TRUST
ASTO US GROW ETF
7,4180-7,4182140-214
EXXON MOBIL CORP1,3370-1,3372270-227
SPDR SERIES TRUST
ST SHO TREAS ETF
9,1290-9,1292660-266
AMERICAN CENTY ETF TR19,07412,505-6,5691,5371,2070.79%-330
SPDR SERIES TRUST
ST PORT HIGH ETF
14,8080-14,8083450-345
BONDBLOXX ETF TRUST
BLOOMBERG TEN YR
33,02924,075-8,9541,5151,0970.72%-417
GOLDMAN SACHS PHYSICAL GOLD(AAAU)83,70486,992+3,2883,8663,4422.26%-424
BLACKROCK ETF TRUST II8,4540-8,4544390-439
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
9,2470-9,2474440-444
ISHARES TR
CORE INTL AGGR
10,3320-10,3325170-517
SPDR SERIES TRUST
ST STR SP600 SML
14,1770-14,1776850-685
BLACKROCK ETF TRUST
ISHA LA CORE ETF
19,9470-19,9478190-819
ISHARES TR
MSCI USA QLT FCT
5,8830-5,8831,1280-1,128
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
29,0820-29,0821,1690-1,169
BLACKROCK ETF TRUST
ISHA US THEM ETF
42,0740-42,0741,5240-1,524
ISHARES TR20,6740-20,6741,5370-1,537
BLACKROCK ETF TRUST
ISHA I IN TE ETF
55,8850-55,8851,8410-1,841
SPDR SERIES TRUST
ST STR P500GRW
19,0830-19,0831,8680-1,868
SPDR SERIES TRUST
ST STR BLO 1 ETF
20,4180-20,4181,8710-1,871
BLACKROCK ETF TRUST
ISHA IN CTRY ETF
74,3180-74,3182,3900-2,390
SPDR SERIES TRUST
ST LON TREAS ETF
95,4730-95,4732,5110-2,511
SPDR SERIES TRUST
ST STR SP400VAL
30,9860-30,9862,6380-2,638
ETF OPPORTUNITIES TRUST
IDX DY FI IN ETF
123,3730-123,3732,8050-2,805
SPDR SERIES TRUST
ST STR P500VAL
53,7950-53,7953,0440-3,044
SPDR SERIES TRUST
ST STR AGGRE ETF
132,1780-132,1783,3860-3,386
GOLDMAN SACHS ETF TR162,950118,041-44,90916,32611,8237.78%-4,503
Page 1 of 1