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Steven Podnos

Wealth Care Llc

Assets Managed
$123.47M
Holdings
73
Last Quarter
2026 - Q2
Filed Date
8d ago
Growth Rate
9.68%(2Q avg: 4.84%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealth Care Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 73 positions.

Assets under management

The assets under management (AUM) of Wealth Care Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 123.47M in assets, with a quarterly growth rate of 9.68% and a 2-quarter average growth rate of 4.84%. The portfolio is managed by Steven Podnos, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -0.82%
9.68%
$11.95M
80,573 shares@ $148.31 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 0.08%
9.02%
$11.133M
30,088 shares@ $370.03 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 0.1%
7%
$8.636M
36,501 shares@ $236.61 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -1.78%
6.76%
$8.343M
108,190 shares@ $77.11 avg price
IAU
Ishares Gold Trust
Recent Activity
Decreased -1.49%
6.34%
$7.822M
103,583 shares@ $75.52 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Decreased -1.36%
5.96%
$7.357M
46,557 shares@ $158.04 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Decreased -0.07%
5.65%
$6.97M
32,758 shares@ $212.78 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Decreased -0.99%
4.32%
$5.328M
183,961 shares@ $28.96 avg price
PDI
Pimco Dynamic Income Fund
Recent Activity
Increased 10.52%
3.38%
$4.169M
249,620 shares@ $16.7 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.02%
3.3%
$4.062M
5,424 shares@ $748.95 avg price

1-10 of 73