Wealthtrak Capital Management Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q4 2025
  • Location
    virginia beach, VA
  • CIK
    0002052710
  • All SEC filings

Q4 2025 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

72

$139.65M
GBIL, KRE, SPEM, HCMT
13F-HR
Feb 10, 2026
000205271026000001

77

$121.5M
KRE, SPEM, HCMT, SPDW
13F-HR
Nov 14, 2025
000205271025000008

933

$119.71M
KRE, GBIL, SPDW, SPEM
13F-HR
Aug 12, 2025
000205271025000004

973

$116.04M
KRE, GBIL, SPEM, SPDW
13F-HR
May 15, 2025
000205271025000002

934

$118.27M
KRE, GBIL, HCMT, TIDAL TR II
13F-HR
Feb 12, 2025
000205271025000001