WealthCare Investment Partners, LLC
Sector Allocation
- Other79.1%$325.6M
- Financials12.4%$51.1M
- Technology4.1%$17.0M
- Consumer Discretionary1.3%$5.4M
- Consumer Staples1.1%$4.5M
- Communication Services0.6%$2.6M
- Healthcare0.6%$2.3M
- Industrials0.5%$1.8M
- Real Estate0.1%$572,272
- Energy0.1%$505,028
AUM History
13fpro.ai/research/fund/wealthcare-investment-partners-llc-1908462
Conviction and streaks
Stable · top 10 = 32.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
QQQ
$33.1M- FIRST$15.4M
- CAPITAL$14.1M
- ISHARES$12.6M
- CAPITAL$12.3M
IVZ
$11.8M- FIRST$10.0M
- VANGUARD$9.3M
- COLUMBIA$8.6M
- SCHWAB$8.4M
IVZ
$7.9M- FIDELITY$7.2M
IAU
$7.1MIVZ
$6.0M- FIRST$5.8M
- FIRST$5.8M
- CAPITAL$5.5M
- ISHARES$5.5M
- SELECT$5.3M
- CAPITAL$5.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/wealthcare-investment-partners-llc-1908462
WealthCare Investment Partners, LLC 13F holdings — Q2 2026
$411.7M portfolio (+14.2% QoQ) · 206 holdings · Q2 2026 13F · top 10 are 33% of the stock portfolio
$33.1M
8.0% of stocks
+2%This quarter-1.2%Since filed10+ qtrsHeld- 2
FIRST TR EXCHANGE-TRADED FD - SHS
$15.4M
3.7% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT
$14.1M
3.4% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES TR - US AER DEF ETF
$12.6M
3.0% of stocks
-0.6%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT
$12.3M
3.0% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— $11.8M
2.9% of stocks
+6%This quarter-10.1%Since filed10+ qtrsHeld- 7
FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF
$10.0M
2.4% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD INDEX FDS - S&P 500 ETF SHS
$9.3M
2.3% of stocks
+17%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
COLUMBIA ETF TR I - RESH ENHNC COR
$8.6M
2.1% of stocks
+13%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
SCHWAB STRATEGIC TR - FUNDAMENTAL INTL
$8.4M
2.0% of stocks
+15%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $33.1M | 8.0% | +2% | -1.2% | 10+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | FIRST TR EXCHANGE-TRADED FD - SHS | $15.4M | 3.7% | +4% | — | — | — | — | |
| 3 | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $14.1M | 3.4% | +2% | — | — | — | — | |
| 4 | ISHARES TR - US AER DEF ETF | $12.6M | 3.0% | -0.6% | — | — | — | — | |
| 5 | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $12.3M | 3.0% | +1% | — | — | — | — | |
| 6 | $11.8M | 2.9% | +6% | -10.1% | 10+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $10.0M | 2.4% | -3% | — | — | — | — | |
| 8 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $9.3M | 2.3% | +17% | — | — | — | — | |
| 9 | COLUMBIA ETF TR I - RESH ENHNC COR | $8.6M | 2.1% | +13% | — | — | — | — | |
| 10 | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $8.4M | 2.0% | +15% | — | — | — | — |
All holdings — WealthCare Investment Partners, LLC (Q2 2026)
206 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Invesco Ltd. | Financials | $7.9M | 1.9% | 131K | -3% | 10+ qtrs | — | 13F | |
| 12 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETFetf/fund | — | $7.2M | 1.8% | 159K | -4% | — | — | 13F |
| 13 | ISHARES GOLD TRUSTetf/fund | Financials | $7.1M | 1.7% | 95K | -10% | 10+ qtrsTrimmed 6 qtrs in a row | — | 13F | |
| 14 | Invesco Ltd. | Financials | $6.0M | 1.5% | 46K | +2% | 10+ qtrs | — | 13F | |
| 15 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $5.8M | 1.4% | 72K | +0.4% | — | — | 13F |
| 16 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETFetf/fund | — | $5.8M | 1.4% | 64K | -9% | — | — | 13F |
| 17 | — | CAPITAL GROUP CORE BALANCED - SHS | — | $5.5M | 1.3% | 145K | -0.6% | — | — | 13F |
| 18 | — | ISHARES TR - US TREAS BD ETFetf/fund | — | $5.5M | 1.3% | 241K | +11% | — | — | 13F |
| 19 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETFetf/fund | — | $5.3M | 1.3% | 101K | +0.8% | — | — | 13F |
| 20 | — | CAPITAL GROUP DIVIDEND GROWE - SHS ETFetf/fund | — | $5.2M | 1.3% | 140K | +0.3% | — | — | 13F |
| 21 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $4.8M | 1.2% | 33K | +5% | — | — | 13F |
| 22 | — | SCHWAB STRATEGIC TR - FUND EM EQUI ETFetf/fund | — | $4.8M | 1.2% | 122K | +24% | — | — | 13F |
| 23 | — | SELECT SECTOR SPDR TR - ST STR SVC ETFetf/fund | — | $4.7M | 1.1% | 43K | -16% | — | — | 13F |
| 24 | Invesco Ltd. | Financials | $4.4M | 1.1% | 39K | -12% | 10+ qtrs | — | 13F | |
| 25 | — | SELECT SECTOR SPDR TR - ST STR INDL ETFetf/fund | — | $4.4M | 1.1% | 24K | +16% | — | — | 13F |
| 26 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $4.2M | 1.0% | 87K | +9% | |||
| 27 | $IVZ | Invesco Ltd. | Financials | $4.1M | 1.0% | 50K | +3% | |||
| 28 | — | ISHARES TR - ISHARES BIOTECH | — | $4.0M | 1.0% | 21K | +16% | |||
| 29 | $AAPL | Apple Inc. | Technology | $4.0M | 1.0% | 14K | +28% | |||
| 30 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | — | $3.7M | 0.9% | 19K | +35% | |||
| 31 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | — | $3.7M | 0.9% | 73K | -34% | |||
| 32 | — | FRANKLIN TEMPLETON ETF TR - FTSE JAPAN HDG | — | $3.5M | 0.9% | 78K | +21% | |||
| 33 | — | LEGG MASON ETF INVT - FRANKLIN INTL LW | — | $3.4M | 0.8% | 85K | +8% | |||
| 34 | — | GLOBAL X FDS - GLB X MLP ENRG I | — | $3.4M | 0.8% | 47K | +31% | |||
| 35 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | — | $3.4M | 0.8% | 71K | +1453% | |||
| 36 | — | PIMCO ETF TR - BROAD US TIPS | — | $3.2M | 0.8% | 61K | +11% | |||
| 37 | — | ISHARES TR - BROAD USD HIGH | — | $3.2M | 0.8% | 85K | +12% | |||
| 38 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $3.1M | 0.8% | 98K | -5% | |||
| 39 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $3.1M | 0.7% | 43K | +13% | |||
| 40 | — | FIRST TR EXCH TRADED FD III - MANAGD MUN ETF | — | $3.0M | 0.7% | 59K | +1.0% | |||
| 41 | — | FIRST TR EXCHANGE-TRADED FD - INTL EQUITY OPP | — | $3.0M | 0.7% | 36K | +1% | |||
| 42 | — | ISHARES INC - CORE MSCI EMKT | — | $2.9M | 0.7% | 35K | +5% | |||
| 43 | $F | FORD MOTOR CO | Consumer Discretionary | $2.9M | 0.7% | 209K | +14% | |||
| 44 | $MSFT | MICROSOFT CORP | Technology | $2.8M | 0.7% | 7,488 | -4% | |||
| 45 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $2.8M | 0.7% | 18K | -11% | |||
| 46 | — | ISHARES TR - U.S. FINLS ETF | — | $2.7M | 0.7% | 21K | -3% | |||
| 47 | $SLV | iShares Silver Trust | Financials | $2.7M | 0.7% | 50K | +8% | |||
| 48 | — | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | — | $2.7M | 0.7% | 109K | -27% | |||
| 49 | — | FIRST TR EXCHANGE-TRADED FD - INDXX NEXTG ETF | — | $2.5M | 0.6% | 17K | -1% | |||
| 50 | — | ISHARES TR - U.S. TECH ETF | — | $2.5M | 0.6% | 9,895 | -3% | |||
| 51 | — | GLOBAL X FDS - US INFR DEV ETF | — | $2.4M | 0.6% | 41K | +0.8% | |||
| 52 | — | PRINCIPAL EXCHANGE TRADED FD - PRIN U S SMALL | — | $2.3M | 0.6% | 33K | +19% | |||
| 53 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | — | $2.3M | 0.6% | 73K | +3% | |||
| 54 | — | COLUMBIA ETF TR II - EM CORE EX ETF | — | $2.2M | 0.5% | 42K | -6% | |||
| 55 | — | GLOBAL X FDS - ARTIFICIAL ETF | — | $2.1M | 0.5% | 32K | +70% | |||
| 56 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $1.9M | 0.5% | 23K | +490% | |||
| 57 | — | ISHARES TR - CORE MSCI EAFE | — | $1.9M | 0.5% | 20K | +8% | |||
| 58 | — | CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT | — | $1.9M | 0.5% | 44K | +3% | |||
| 59 | — | ISHARES TR - US CONSM STAPLES | — | $1.9M | 0.5% | 26K | -14% | |||
| 60 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | — | $1.9M | 0.5% | 37K | -0.6% | |||
| 61 | — | SPDR SERIES TRUST - SP KENSHO NEWEC | — | $1.9M | 0.5% | 26K | +5% | |||
| 62 | — | ISHARES TR - ISHARES SEMICDTR | — | $1.9M | 0.5% | 2,889 | -3% | |||
| 63 | — | ISHARES TR - US MANUF ETF | — | $1.8M | 0.4% | 46K | +58% | |||
| 64 | — | ISHARES TR - U.S. UTILITS ETF | — | $1.8M | 0.4% | 15K | +14% | |||
| 65 | — | SPDR SERIES TRUST - ST TERM HIGH ETF | — | $1.8M | 0.4% | 71K | +9% | |||
| 66 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $1.8M | 0.4% | 24K | +4% | |||
| 67 | $NVDA | NVIDIA CORP | Technology | $1.7M | 0.4% | 8,733 | -6% | |||
| 68 | $WT | WisdomTree, Inc. | Financials | $1.7M | 0.4% | 17K | +4% | |||
| 69 | — | VANGUARD WORLD FD - INF TECH ETF | — | $1.6M | 0.4% | 14K | +649% | |||
| 70 | — | DBX ETF TR - XTRACK MSCI EAFE | — | $1.5M | 0.4% | 28K | -2% | |||
| 71 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.5M | 0.4% | 13K | +10% | |||
| 72 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.5M | 0.3% | 34K | +31% | |||
| 73 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $1.4M | 0.3% | 5,944 | -10% | |||
| 74 | $GOOGL | Alphabet Inc. | Technology | $1.4M | 0.3% | 3,970 | +6% | |||
| 75 | — | FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY | — | $1.4M | 0.3% | 33K | -2% | |||
| 76 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $1.3M | 0.3% | 5,637 | +0.7% | |||
| 77 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.3M | 0.3% | 5,446 | +15% | |||
| 78 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $1.3M | 0.3% | 14K | -2% | |||
| 79 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $1.3M | 0.3% | 25K | +1% | |||
| 80 | $WMT | Walmart Inc. | Consumer Staples | $1.2M | 0.3% | 11K | +9% | |||
| 81 | — | VANGUARD INDEX FDS - SML CP GRW ETF | — | $1.2M | 0.3% | 3,295 | -0.0% | |||
| 82 | — | VANGUARD WELLINGTON FD - US MOMENTUM | — | $1.2M | 0.3% | 4,695 | +115% | |||
| 83 | — | CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM | — | $1.1M | 0.3% | 51K | -0.6% | |||
| 84 | $IVZ | Invesco Ltd. | Financials | $1.1M | 0.3% | 24K | +2% | |||
| 85 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | — | $1.1M | 0.3% | 18K | -3% | |||
| 86 | — | ISHARES TR - CORE DIV GRWTH | — | $1.0M | 0.2% | 13K | +1% | |||
| 87 | $RTX | RTX Corp | Industrials | $976K | 0.2% | 5,142 | +0.4% | |||
| 88 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $955K | 0.2% | 1,455 | -19% | |||
| 89 | — | GLOBAL X FDS - GLOBAL X COPPER | — | $924K | 0.2% | 12K | +43% | |||
| 90 | — | BNY MELLON ETF TRUST - ULTRA SHORT INCM | — | $924K | 0.2% | 19K | +180% | |||
| 91 | $JNJ | JOHNSON & JOHNSON | Healthcare | $895K | 0.2% | 3,524 | +56% | |||
| 92 | $NOW | ServiceNow, Inc. | Technology | $864K | 0.2% | 8,700 | +0.9% | |||
| 93 | — | SPDR SERIES TRUST - SP KENSHO CLEAN | — | $854K | 0.2% | 7,555 | +2% | |||
| 94 | — | BNY MELLON ETF TRUST - GLOBAL INFRASCTR | — | $852K | 0.2% | 19K | +7% | |||
| 95 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $830K | 0.2% | 2,737 | +29% | |||
| 96 | $IVZ | Invesco Ltd. | Financials | $812K | 0.2% | 33K | +16% | |||
| 97 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $802K | 0.2% | 2,169 | +12% | |||
| 98 | — | VANGUARD BD INDEX FDS - INTERMED TERM | — | $773K | 0.2% | 10K | +4% | |||
| 99 | — | FIRST TR EXCHANGE TRADED FD - NASDQ ARTFCIAL | — | $760K | 0.2% | 14K | -0.7% | |||
| 100 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $752K | 0.2% | 13K | +1% | |||
| 101 | — | VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD | — | $744K | 0.2% | 3,394 | +0.9% | |||
| 102 | — | ISHARES TR - RUS MD CP GR ETF | — | $726K | 0.2% | 4,956 | +3% | |||
| 103 | — | GLOBAL X FDS - INTE TER TRE ETF | — | $716K | 0.2% | 15K | -1% | |||
| 104 | — | FIRST TR EXCHANGE-TRADED FD - CLOUD COMPUTING | — | $715K | 0.2% | 5,315 | -0.9% | |||
| 105 | — | COLUMBIA ETF TR II - INDIA CONSMR ETF | — | $707K | 0.2% | 12K | -29% | |||
| 106 | $DELL | Dell Technologies Inc. | Technology | $702K | 0.2% | 1,626 | +0.1% | |||
| 107 | — | VANGUARD WELLINGTON FD - US QUALITY | — | $701K | 0.2% | 4,118 | +21% | |||
| 108 | — | FIRST TR EXCHANGE TRADED FD - INDXX INOVTV ETF | — | $692K | 0.2% | 11K | +0.1% | |||
| 109 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | — | $690K | 0.2% | 8,357 | +450% | |||
| 110 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $690K | 0.2% | 20K | -1% | |||
| 111 | — | FIRST TR EXCH TRADED FD III - MUNI HI INCM ETF | — | $660K | 0.2% | 14K | -8% | |||
| 112 | $SPY | SPDR S&P 500 ETF TRUST | — | $641K | 0.2% | 858 | +2% | |||
| 113 | — | FIRST TR EXCHANGE-TRADED FD - INDX CRI MET ETF | — | $608K | 0.1% | 19K | New | |||
| 114 | — | ETF SER SOLUTIONS - DISTILLATE US | — | $601K | 0.1% | 10K | +0.5% | |||
| 115 | — | ARK ETF TR - INNOVATION ETF | — | $597K | 0.1% | 7,385 | +5% | |||
| 116 | — | ISHARES TR - CORE S&P500 ETF | — | $589K | 0.1% | 786 | +0.4% | |||
| 117 | — | CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTOR | — | $580K | 0.1% | 21K | +1% | |||
| 118 | $COMP | Compass, Inc. | Real Estate | $572K | 0.1% | 46K | — | |||
| 119 | — | PACER FDS TR - US CASH COWS 100 | — | $571K | 0.1% | 9,181 | +0.9% | |||
| 120 | — | ISHARES TR - CORE S&P MCP ETF | — | $562K | 0.1% | 7,287 | -0.2% | |||
| 121 | — | ISHARES TR - CORE US AGGBD ET | — | $555K | 0.1% | 5,602 | +18% | |||
| 122 | — | FIRST TR EXCHANGE-TRADED FD - SENIOR LN FD | — | $550K | 0.1% | 12K | -4% | |||
| 123 | — | PIMCO ETF TR - MTG BKD SECS ACT | — | $519K | 0.1% | 11K | +34% | |||
| 124 | — | ETF SER SOLUTIONS - US GLB JETS | — | $519K | 0.1% | 16K | -2% | |||
| 125 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $518K | 0.1% | 1,017 | +0.5% | |||
| 126 | $ABBV | AbbVie Inc. | Healthcare | $508K | 0.1% | 2,020 | +0.4% | |||
| 127 | — | VANGUARD INDEX FDS - LARGE CAP ETF | — | $502K | 0.1% | 1,461 | +3% | |||
| 128 | $GOOG | Alphabet Inc. | Technology | $501K | 0.1% | 1,419 | -8% | |||
| 129 | $NBIS | Nebius Group N.V. | Technology | $496K | 0.1% | 1,795 | -45% | |||
| 130 | — | FLEXSHARES TR - CR SCD US BD | — | $472K | 0.1% | 9,721 | -40% | |||
| 131 | — | FIRST TR EXCHANGE TRAD FD VI - FST TR GLB FD | — | $462K | 0.1% | 17K | -6% | |||
| 132 | — | ISHARES TR - CORE S&P US GWT | — | $446K | 0.1% | 2,373 | -6% | |||
| 133 | $SITM | SITIME Corp | Technology | $441K | 0.1% | 591 | -14% | |||
| 134 | $AVGO | Broadcom Inc. | Technology | $435K | 0.1% | 1,151 | +16% | |||
| 135 | — | FIDELITY COVINGTON TRUST - ENHANCED LARGE | — | $424K | 0.1% | 10K | +0.2% | |||
| 136 | — | TORTOISE CAPITAL SERIES TRUS - NORTH AMRCN PIPE | — | $418K | 0.1% | 9,964 | -8% | |||
| 137 | — | BNY MELLON ETF TRUST - US LRG CP CORE | — | $413K | 0.1% | 2,882 | +0.3% | |||
| 138 | $MTB | M&T BANK CORP | Financials | $405K | 0.1% | 1,703 | +1% | |||
| 139 | — | ISHARES TR - MRGSTR MD CP GRW | — | $402K | 0.1% | 4,094 | +0.1% | |||
| 140 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $400K | 0.1% | 4,970 | +301% | |||
| 141 | $TSLA | Tesla, Inc. | Consumer Discretionary | $397K | 0.1% | 945 | — | |||
| 142 | $T | AT&T INC. | Communication Services | $397K | 0.1% | 19K | -19% | |||
| 143 | $MCD | MCDONALDS CORP | Consumer Discretionary | $392K | 0.1% | 1,451 | +39% | |||
| 144 | $ACM | AECOM | Technology | $387K | 0.1% | 5,541 | +0.4% | |||
| 145 | $META | Meta Platforms, Inc. | Technology | $387K | 0.1% | 686 | +30% | |||
| 146 | $ALAB | Astera Labs, Inc. | Technology | $386K | 0.1% | 800 | New | |||
| 147 | — | GLOBAL X FDS - DATA CTR DIG ETF | — | $379K | 0.1% | 12K | — | |||
| 148 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $374K | 0.1% | 748 | +63% | |||
| 149 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | — | $368K | 0.1% | 7,212 | -0.0% | |||
| 150 | $DIS | Walt Disney Co | Communication Services | $366K | 0.1% | 3,806 | +5% |
What changed in Q2 2026
Against the previous quarter's 13F: 18 new, 120 added to, 60 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (18)
- FIRST TR EXCHANGE-TRADED FD - INDX CRI MET ETF$608K
first bought this quarter
$ALABAstera Labs, Inc.$386K
first bought this quarter
- ISHARES TR - RUS MID CAP ETF$325K
first bought this quarter
$GSGOLDMAN SACHS GROUP INC$318K
first bought this quarter
- FIRST TR EXCHANGE TRADED FD - NASDQ SEMCNDTR$291K
first bought this quarter
- COLUMBIA ETF TR I - CORE BOND ETF$272K
first bought this quarter
+12 more in the Excel export
Added to (120)
- J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF+1453%
now $3.4M
- VANGUARD INDEX FDS - GROWTH ETF+490%
now $1.9M
- VANGUARD WORLD FD - INF TECH ETF+649%
now $1.6M
- VANGUARD INDEX FDS - S&P 500 ETF SHS+17%
now $9.3M
- SCHWAB STRATEGIC TR - FUNDAMENTAL INTL+15%
now $8.4M
- COLUMBIA ETF TR I - RESH ENHNC COR+13%
now $8.6M
+114 more in the Excel export
Trimmed (60)
- J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF-34%
now $3.7M
- SCHWAB STRATEGIC TR - INT-TRM U.S TRES-27%
now $2.7M
- SELECT SECTOR SPDR TR - ST STR SVC ETF-16%
now $4.7M
$IAUISHARES GOLD TRUST-10%
now $7.1M · held 10+ qtrs, 6 trims in a row
- FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF-9%
now $5.8M
$NBISNebius Group N.V.-45%
now $496K · held 4 qtrs
+54 more in the Excel export
Sold out (5)
- FIRST TR EXCHNG TRADED FD VIwas $2.9M
$XOM.R34088EXXON MOBIL CORPwas $948K
held 9+ qtrs
$USOUnited States Oil Fund, LPwas $752K
held 9+ qtrs
$HSYHERSHEY COwas $217K
held 1 qtr
$LPLALPL Financial Holdings Inc.was $204K
held 4 qtrs
Holdings by quarter
Every 13F WealthCare Investment Partners, LLC has filed, 18 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 10, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of WealthCare Investment Partners's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-5.1%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 10% over the last 4
Top 10 weight
33%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
WealthCare Investment Partners, LLC disclosed 206 positions worth $411.7M in its Form 13F-HR for Q2 2026, led by $QQQ (INVESCO QQQ TRUST, SERIES 1) at 8.0% of the equity portfolio. During the quarter the fund opened 18 new positions and exited 5. The portfolio is most concentrated in Other (79.1% of disclosed assets). All figures are sourced directly from WealthCare Investment Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1908462.
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AI-Powered Hedge Fund Analysis: WealthCare Investment Partners, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For WealthCare Investment Partners, LLC (SEC CIK: 1908462), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in WealthCare Investment Partners, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.