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CORRECT CAPITAL WEALTH MANAGEMENT
Updated 3 days agoManaged by Correct Capital Wealth Management • Latest filing Q3 2026
Portfolio value
$589.1M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $607.6M |
| Q4 2025 | $533.9M |
| Q1 2026 | $535.7M |
| Q2 2026 | $580M |
| Q3 2026 | $589.1M |
Top holdings
106 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $95.5M | 574.4K | 16.21% | — | |
| 2 | ? N/A AVANTIS INTERNATIONAL EQUITY ETF | $72.7M | 806.7K | 12.34% | — |
| 3 | ? N/A AVANTIS U.S. EQUITY ETF | $62.2M | 485.8K | 10.56% | — |
| 4 | $40.9M | 945.3K | 6.95% | — | |
| 5 | $40M | 131.3K | 6.79% | — | |
| 6 | $31.1M | 1.23M | 5.28% | — | |
| 7 | ? N/A AVANTIS EMERGING MARKETS EQUITY ETF | $29.4M | 312.7K | 4.99% | — |
| 8 | ? N/A VICTORYSHARES CORE PLUS BOND ETF | $25.4M | 1.23M | 4.32% | — |
| 9 | $17.9M | 185.7K | 3.04% | — | |
| 10 | $14.4M | 122.4K | 2.45% | — | |
| 11 | $8.8M | 17.1K | 1.49% | — | |
| 12 | $8.3M | 110.4K | 1.41% | — | |
| 13 | $8.2M | 24.7K | 1.40% | — | |
| 14 | $7M | 14.2K | 1.20% | — | |
| 15 | $6M | 121.8K | 1.02% | — | |
| 16 | $5.6M | 22.3K | 0.94% | — | |
| 17 | $4.5M | 6.1K | 0.76% | — | |
| 18 | $4.1M | 18.0K | 0.70% | — | |
| 19 | $3.9M | 11.7K | 0.66% | — | |
| 20 | $3.8M | 14.4K | 0.65% | — |