WealthTrak Capital Management LLC
WealthTrak Capital Management LLC reported 77 positions worth $152.0M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: SPYM (13.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYM | SH | $21.0M | 13.81% | 238,962 | — | — | |
| ▸ 2 | GBIL | SH | $11.8M | 7.78% | 118,041 | — | — | |
| ▸ 3 | SPEM | SH | $7.7M | 5.04% | 148,106 | — | — | |
| ▸ 4 | HCMT | SH | $6.5M | 4.27% | 154,777 | — | — | |
| ▸ 5 | RSST | SH | $6.3M | 4.12% | 191,732 | — | — | |
| ▸ 6 | SPDW | SH | $5.8M | 3.84% | 115,790 | — | — | |
| ▸ 7 | SPYV | SH | $5.2M | 3.42% | 85,523 | — | — | |
| ▸ 8 | SPYG | SH | $4.9M | 3.24% | 41,461 | — | — | |
| ▸ 9 | DYNF | SH | $4.1M | 2.73% | 60,983 | — | — | |
| ▸ 10 | AAAU | SH | $3.4M | 2.26% | 86,992 | — | — |
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Frequently Asked Questions
What stocks does WealthTrak Capital Management LLC hold as of Q2 2026?
WealthTrak Capital Management LLC reported 77 positions worth $152.0M in its Q2 2026 13F filing. Largest positions: SPYM (13.8%), GBIL (7.8%), SPEM (5.0%), HCMT (4.3%) and RSST (4.1%).
What did WealthTrak Capital Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did WealthTrak Capital Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.