Wellington Capital Management, Inc. current holdings: USA ETF
Wellington Capital Management, Inc. reported $0.00 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 16 positions, in its Form 13F for the quarter ended 2025-06-30; the largest are VTI, VWO, XLF.
- VTI: Country of operation —; Class TOTAL STK MKT; Shares 7,346; Value $2,232.
- VWO: Country of operation —; Class FTSE EMR MKT ETF; Shares 21,542; Value $1,065.
- XLF: Country of operation —; Class FINANCIAL; Shares 14,799; Value $775.
- BSV: Country of operation —; Class SHORT TRM BOND; Shares 9,813; Value $772.
Form 13F-HR as filed (SEC CIK 2057019): quarter ended 2025-06-30, filed 2025-08-18. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||