Wealth Care LLC
CIK
2120450
Location
MERRITT ISLAND, FL
Portfolio Value
Micro
$5,940,172
Diversification
Diversified
Filing Date
Mar 31, 2026
Global Rank
#7,260
/ 8,586
Top Industry
Asset Management
49.0%
Period ended 3 months ago
Filed Apr 24, 2026 · 53d
Clone Performance
May 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-2.6%
SPY
+2.1%
Annualised alpha
—
Max drawdown
−5.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
33 positions · as of Mar 31, 2026Top Position
26.6%
of portfolio value
Top 5
57.2%
of portfolio value
Top 10
70.6%
of portfolio value
HHI
1,057
Diversified
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 37.1% | $12,916,841 |
| Financial Services | 32.1% | $11,160,184 |
| Technology | 17.1% | $5,940,172 |
| Real Estate | 4.8% | $1,677,629 |
| Consumer Cyclical | 3.8% | $1,318,557 |
| Communication Services | 2.5% | $859,060 |
| Energy | 1.5% | $534,598 |
| Utilities | 1.2% | $410,970 |
4 positions ·
$5,940,172 total
· Technology only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Energy
Financial Services
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
First | 13,844 | $3,513,468 | 59.15% | |
| NVDA |
Nvidia Corp
Technology
|
First | 8,861 | $1,545,358 | 26.02% | |
| MSFT |
Microsoft Corp
Technology
|
First | 1,802 | $667,046 | 11.23% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
First | 1,465 | $214,300 | 3.61% |