Wealthcare Capital Partners, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2053307
Institutional-grade research for retail investors
13F Reported Value
ⓘ$242.0M
Holdings
179
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Wealthcare Capital Partners, LLC disclosed 179 positions worth $242.0M in its Form 13F-HR for Q2 2026, led by $WT (WisdomTree, Inc.) at 13.5% of the equity portfolio. During the quarter the fund opened 30 new positions and exited 6. The portfolio is most concentrated in Other (62.0% of disclosed assets). All figures are sourced directly from Wealthcare Capital Partners, LLC’s Form 13F-HR filing with the SEC under CIK 2053307.
AI Fund Analysis
Diversifying
$WT13.5% weight
Held 7 quarters
VANGUARD INDEX FDS - TOTAL
10.4% weight
Held 7 quarters
SPDR SERIES TRUST - ST STR
5.5% weight
Held 7 quarters
VANGUARD WHITEHALL FDS - H
4.0% weight
Held 7 quarters
SCHWAB STRATEGIC TR - US T
2.8% weight
Held 7 quarters
VANGUARD WHITEHALL FDS - H
6 quarters accumulating
ISHARES TR - CORE US AGGBD
6 quarters accumulating
SPDR SERIES TRUST - ST STR
6 quarters accumulating
SPDR SERIES TRUST - ST STR
6 quarters accumulating
$WT6 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 62.9#716
Quality
$32.6M647,400 sh VANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$25.1M67,736 shSPDR SERIES TRUST - ST STR P500ETF
—Quality
$13.2M150,263 shVANGUARD WHITEHALL FDS - HIGH DIV YLD
—Quality
$9.6M60,963 shSCHWAB STRATEGIC TR - US TIPS ETF
—Quality
$6.8M256,955 shISHARES TR - 0-5 YR TIPS ETF
—Quality
$6.0M58,981 shISHARES TR - CORE US AGGBD ET
—Quality
$4.9M49,180 shVANGUARD INTL EQUITY INDEX F - ALLWRLD EX US
—Quality
$4.2M50,016 shISHARES TR - 7-10 YR TRSY BD
—Quality
$4.0M41,803 sh- 76.1
Quality
$3.8M13,171 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| WisdomTree, Inc.$WT | 62.9#716 | $32.6M | 647,400 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $25.1M | 67,736 |
| SPDR SERIES TRUST - ST STR P500ETF | — | $13.2M | 150,263 |
| VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $9.6M | 60,963 |
| SCHWAB STRATEGIC TR - US TIPS ETF | — | $6.8M | 256,955 |
| ISHARES TR - 0-5 YR TIPS ETF | — | $6.0M | 58,981 |
| ISHARES TR - CORE US AGGBD ET | — | $4.9M | 49,180 |
| VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $4.2M | 50,016 |
| ISHARES TR - 7-10 YR TRSY BD | — | $4.0M | 41,803 |
 Apple Inc.$AAPL | 76.1 | $3.8M | 13,171 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Wealthcare Capital Partners, LLC's 179 positions.
Showing top 10 of 179 holdings.
Sector Allocation
Other
$150.1M
Financials
$54.1M
Technology
$19.8M
Consumer Discretionary
$4.4M
Industrials
$4.2M
Healthcare
$3.5M
Utilities
$2.2M
Energy
$1.4M
Full Holdings — Wealthcare Capital Partners, LLC (Q2 2026)
All 179 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $WT | WisdomTree, Inc. | $32.6M | 13.5% | -1% | 62.9 |
| 2 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $25.1M | 10.4% | -1% | — |
| 3 | — | SPDR SERIES TRUST - ST STR P500ETF | $13.2M | 5.5% | +0% | — |
| 4 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $9.6M | 4.0% | +5% | — |
| 5 | — | SCHWAB STRATEGIC TR - US TIPS ETF | $6.8M | 2.8% | +3% | — |
| 6 | — | ISHARES TR - 0-5 YR TIPS ETF | $6.0M | 2.5% | +8% | — |
| 7 | — | ISHARES TR - CORE US AGGBD ET | $4.9M | 2.0% | +10% | — |
| 8 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $4.2M | 1.7% | +0% | — |
| 9 | — | ISHARES TR - 7-10 YR TRSY BD | $4.0M | 1.6% | +5% | — |
| 10 | $AAPL | Apple Inc. | $3.8M | 1.6% | +1% | 76.1 |
| 11 | — | SPDR SERIES TRUST - ST STR SP600 SML | $3.7M | 1.6% | +3% | — |
| 12 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.5M | 1.4% | +0% | 64.5 |
| 13 | — | SPDR SERIES TRUST - ST STR P400MID | $3.4M | 1.4% | +1% | — |
| 14 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $2.8M | 1.2% | +6% | — |
| 15 | — | VANGUARD WORLD FD - MEGA CAP VAL ETF | $2.8M | 1.1% | -1% | — |
| 16 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $2.5M | 1.0% | +12% | — |
| 17 | — | ISHARES TR - FUTU EXPO TE ETF | $2.4M | 1.0% | -4% | — |
| 18 | $WT | WisdomTree, Inc. | $2.3M | 1.0% | +2% | 62.9 |
| 19 |  $NVDA | NVIDIA CORP | $2.2M | 0.9% | +1% | 90.2 |
| 20 | — | ISHARES TR - CRE U S REIT ETF | $2.1M | 0.9% | +9% | — |
| 21 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $2.1M | 0.9% | -1% | — |
| 22 |  $SPY | SPDR S&P 500 ETF TRUST | $2.1M | 0.9% | +21% | — |
| 23 | $WT | WisdomTree, Inc. | $2.0M | 0.8% | +5% | 62.9 |
| 24 | — | ISHARES TR - NORTH AMERN NAT | $2.0M | 0.8% | +3% | — |
| 25 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.9M | 0.8% | +193% | — |
| 26 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $1.9M | 0.8% | +20% | — |
| 27 | — | DBX ETF TR - XTRACK MSCI EAFE | $1.8M | 0.8% | -0% | — |
| 28 |  $BX | Blackstone Inc. | $1.8M | 0.7% | +1% | 68 |
| 29 |  $AVGO | Broadcom Inc. | $1.7M | 0.7% | +36% | 86.4 |
| 30 | — | ISHARES TR - US INFRASTRUC | $1.6M | 0.7% | +1% | — |
| 31 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $1.6M | 0.7% | -4% | — |
| 32 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $1.6M | 0.7% | -1% | — |
| 33 | — | ISHARES INC - MSCI EMRG CHN | $1.6M | 0.7% | -6% | — |
| 34 |  $MSFT | MICROSOFT CORP | $1.6M | 0.7% | -9% | 83.7 |
| 35 | $WT | WisdomTree, Inc. | $1.5M | 0.6% | +3% | 62.9 |
| 36 | — | VANGUARD WORLD FD - FINANCIALS ETF | $1.5M | 0.6% | -2% | — |
| 37 | — | VANGUARD INDEX FDS - VALUE ETF | $1.5M | 0.6% | +2% | — |
| 38 |  $CSCO | CISCO SYSTEMS, INC. | $1.5M | 0.6% | +0% | 72.3 |
| 39 |  $AMZN | AMAZON COM INC | $1.4M | 0.6% | -3% | 74.6 |
| 40 |  $GLDM | World Gold Trust | $1.3M | 0.6% | +3% | — |
| 41 | — | GLOBAL X FDS - US INFR DEV ETF | $1.3M | 0.5% | -1% | — |
| 42 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.2M | 0.5% | +1% | — |
| 43 |  $WMT | Walmart Inc. | $1.2M | 0.5% | +0% | 63.2 |
| 44 | — | VANECK ETF TRUST - RARE EAR STR ETF | $1.2M | 0.5% | +0% | — |
| 45 |  $JPM | JPMORGAN CHASE & CO | $1.2M | 0.5% | +0% | 35.6 |
| 46 | — | ISHARES TR - NATIONAL MUN ETF | $1.2M | 0.5% | +1% | — |
| 47 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $1.1M | 0.5% | -57% | — |
| 48 | — | ISHARES TR - PFD AND INCM SEC | $1.1M | 0.5% | +16% | — |
| 49 | — | CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT | $1.1M | 0.5% | +4% | — |
| 50 |  $GS | GOLDMAN SACHS GROUP INC | $1.1M | 0.5% | -2% | — |
| 51 |  $TROW | PRICE T ROWE GROUP INC | $1.1M | 0.5% | +1% | 75.8 |
| 52 |  $CEG | Constellation Energy Corp | $1.1M | 0.5% | -2% | 62.5 |
| 53 |  $META | Meta Platforms, Inc. | $1.1M | 0.5% | -4% | 80.9 |
| 54 | — | LEGG MASON ETF INVT - FRANKLIN US LOW | $1.1M | 0.4% | +17% | — |
| 55 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $1.0M | 0.4% | +18% | — |
| 56 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | $976,409 | 0.4% | -6% | — |
| 57 | — | TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG | $961,310 | 0.4% | NEW | — |
| 58 |  $UNH | UNITEDHEALTH GROUP INC | $949,841 | 0.4% | +3% | 66.8 |
| 59 | — | ISHARES TR - EAFE SML CP ETF | $947,668 | 0.4% | +1% | — |
| 60 | — | AMPLIFY ETF TR - AMPLIFY CYBERSEC | $877,184 | 0.4% | +3% | — |
| 61 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $846,878 | 0.3% | NEW | — |
| 62 |  $GE | GENERAL ELECTRIC CO | $832,976 | 0.3% | +1% | 74.8 |
| 63 | — | PROSHARES TR - S&P 500 DV ARIST | $821,758 | 0.3% | +100% | — |
| 64 | — | EA SERIES TRUST - ALPHA ARCHITECT | $769,867 | 0.3% | +1% | — |
| 65 |  $GOOGL | Alphabet Inc. | $769,464 | 0.3% | +8% | 80.2 |
| 66 | — | ISHARES TR - SHRT NAT MUN ETF | $753,488 | 0.3% | +13% | — |
| 67 |  $IVZ | Invesco Ltd. | $751,694 | 0.3% | +11% | — |
| 68 | — | ISHARES TR - RUS 1000 ETF | $730,138 | 0.3% | +31% | — |
| 69 | — | ETF SER SOLUTIONS - DEFIA QUANT ETF | $718,287 | 0.3% | +83% | — |
| 70 | — | CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM | $707,685 | 0.3% | +0% | — |
| 71 |  $CAT | CATERPILLAR INC | $688,207 | 0.3% | +0% | 67.8 |
| 72 |  $TSLA | Tesla, Inc. | $672,329 | 0.3% | +9% | 50.1 |
| 73 |  $AMAT | APPLIED MATERIALS INC /DE | $669,619 | 0.3% | -3% | 74.8 |
| 74 |  $JNJ | JOHNSON & JOHNSON | $668,645 | 0.3% | +0% | 72.8 |
| 75 |  $GOOG | Alphabet Inc. | $659,871 | 0.3% | +6% | 80.2 |
| 76 |  $LLY | ELI LILLY & Co | $658,504 | 0.3% | +4% | 89.3 |
| 77 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $644,060 | 0.3% | +0% | — |
| 78 | — | SPDR SERIES TRUST - ST STR NUVEE ETF | $643,444 | 0.3% | -1% | — |
| 79 | — | ISHARES TR - RUSSELL 2000 ETF | $642,255 | 0.3% | +34% | — |
| 80 | — | ISHARES TR - CORE S&P TTL STK | $628,826 | 0.3% | +11% | — |
| 81 |  $PH | Parker-Hannifin Corp | $627,664 | 0.3% | +0% | 73.8 |
| 82 |  $GEV | GE Vernova Inc. | $623,138 | 0.3% | +5% | 70.1 |
| 83 | — | ISHARES TR - RUS 1000 VAL ETF | $607,805 | 0.3% | +0% | — |
| 84 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $602,411 | 0.3% | +1% | — |
| 85 |  $RTX | RTX Corp | $599,989 | 0.3% | +0% | 70 |
| 86 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $582,262 | 0.2% | +2% | — |
| 87 |  $LOW | LOWES COMPANIES INC | $566,969 | 0.2% | +2% | 63.5 |
| 88 |  $ALPS | Alps Group Inc | $564,316 | 0.2% | +0% | — |
| 89 |  $ARCC | ARES CAPITAL CORP | $561,830 | 0.2% | +4% | — |
| 90 |  $CASY | CASEYS GENERAL STORES INC | $559,532 | 0.2% | +0% | 59.9 |
| 91 |  $CPK | CHESAPEAKE UTILITIES CORP | $553,718 | 0.2% | +0% | 59.2 |
| 92 | — | SPDR SERIES TRUST - ST STR SP DIV | $548,506 | 0.2% | +0% | — |
| 93 | — | T ROWE PRICE EXCHANGE-TRADED - PRICE DIV GRWT | $540,656 | 0.2% | +2% | — |
| 94 |  $CVX | CHEVRON CORP | $539,630 | 0.2% | -5% | 54.7 |
| 95 | $WT | WisdomTree, Inc. | $529,375 | 0.2% | +4% | 62.9 |
| 96 | $IVZ | Invesco Ltd. | $527,799 | 0.2% | +1% | — |
| 97 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $521,674 | 0.2% | NEW | — |
| 98 | — | FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH | $498,263 | 0.2% | +7% | — |
| 99 |  $EXC | EXELON CORP | $496,218 | 0.2% | -2% | 63.9 |
| 100 | — | VANGUARD INDEX FDS - MID CAP ETF | $484,123 | 0.2% | +304% | — |
| 101 | — | T ROWE PRICE EXCHANGE-TRADED - TECHNOLOGY ETF | $476,194 | 0.2% | +4% | — |
| 102 |  $BAC | BANK OF AMERICA CORP /DE/ | $474,437 | 0.2% | +0% | 68.4 |
| 103 |  $AMD | ADVANCED MICRO DEVICES INC | $471,699 | 0.2% | NEW | 78.8 |
| 104 |  $SLV | iShares Silver Trust | $455,778 | 0.2% | -3% | — |
| 105 | — | SPDR SERIES TRUST - ST NUVE TERM ETF | $444,204 | 0.2% | -0% | — |
| 106 |  $REG | REGENCY CENTERS CORP | $440,404 | 0.2% | +0% | 67.6 |
| 107 | — | ISHARES TR - CORE MSCI TOTAL | $437,296 | 0.2% | -3% | — |
| 108 |  $V | VISA INC. | $434,747 | 0.2% | +0% | 83.5 |
| 109 | — | GLOBAL X FDS - RBTCS ARTFL INTE | $422,607 | 0.2% | +3% | — |
| 110 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $417,501 | 0.2% | NEW | — |
| 111 |  $PG | PROCTER & GAMBLE Co | $410,885 | 0.2% | +31% | 72.9 |
| 112 |  $PWR | QUANTA SERVICES, INC. | $399,775 | 0.2% | +0% | 62.6 |
| 113 |  $TEL | TE Connectivity plc | $368,273 | 0.1% | +4% | — |
| 114 | — | ISHARES TR - RUS 1000 GRW ETF | $362,576 | 0.1% | +357% | — |
| 115 | — | SPDR SERIES TRUST - ST INTER BD ETF | $355,905 | 0.1% | -1% | — |
| 116 | — | INVESCO EXCH TRADED FD TR II - FLOAT RATE ETF | $351,949 | 0.1% | -23% | — |
| 117 |  $JBSS | SANFILIPPO JOHN B & SON INC | $351,681 | 0.1% | +0% | 62.8 |
| 118 |  $DUK | Duke Energy CORP | $347,821 | 0.1% | -16% | 64 |
| 119 |  $VRT | Vertiv Holdings Co | $345,275 | 0.1% | +0% | 82.7 |
| 120 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $343,429 | 0.1% | +1% | — |
| 121 | — | INVESCO EXCH TRADED FD TR II - S&P SMLCP INFO | $334,903 | 0.1% | -16% | — |
| 122 |  $COST | COSTCO WHOLESALE CORP /NEW | $328,711 | 0.1% | +0% | 67 |
| 123 |  $CMI | CUMMINS INC | $322,822 | 0.1% | NEW | 58.9 |
| 124 |  $HLI | HOULIHAN LOKEY, INC. | $321,844 | 0.1% | +3% | 67.3 |
| 125 |  $MU | MICRON TECHNOLOGY INC | $320,371 | 0.1% | NEW | 88.4 |
| 126 | — | VANGUARD WORLD FD - INDUSTRIAL ETF | $318,174 | 0.1% | +0% | — |
| 127 |  $PLTR | Palantir Technologies Inc. | $316,526 | 0.1% | -10% | 85.8 |
| 128 |  $MCD | MCDONALDS CORP | $310,818 | 0.1% | -3% | 73.9 |
| 129 |  $BHP | BHP Group Ltd | $307,034 | 0.1% | +0% | — |
| 130 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $306,202 | 0.1% | NEW | — |
| 131 | — | ISHARES TR - SELECT DIVID ETF | $306,033 | 0.1% | +1% | — |
| 132 |  $MA | Mastercard Inc | $301,533 | 0.1% | +1% | 81.7 |
| 133 |  $ZTS | Zoetis Inc. | $301,460 | 0.1% | +97% | 72.6 |
| 134 |  $ABBV | AbbVie Inc. | $297,865 | 0.1% | +0% | 59.3 |
| 135 | — | ISHARES TR - US AER DEF ETF | $295,882 | 0.1% | +16% | — |
| 136 | — | ISHARES TR - CORE 1 5 YR USD | $294,663 | 0.1% | NEW | — |
| 137 |  $MRVL | Marvell Technology, Inc. | $292,721 | 0.1% | NEW | 77.3 |
| 138 |  $FCF | FIRST COMMONWEALTH FINANCIAL CORP /PA/ | $287,791 | 0.1% | +0% | — |
| 139 |  $PSX | Phillips 66 | $276,843 | 0.1% | +2% | 47.6 |
| 140 | — | ALPS ETF TR - ALERIAN MLP | $273,547 | 0.1% | -2% | — |
| 141 | — | ISHARES TR - CORE S&P MCP ETF | $269,350 | 0.1% | +16% | — |
| 142 |  $HSY | HERSHEY CO | $262,461 | 0.1% | +1% | 59.4 |
| 143 | — | SPDR SERIES TRUST - ST SHO TREAS ETF | $262,424 | 0.1% | +2% | — |
| 144 | $IVZ | Invesco Ltd. | $252,595 | 0.1% | NEW | — |
| 145 | — | VANGUARD WORLD FD - ENERGY ETF | $249,921 | 0.1% | +10% | — |
| 146 |  $CNP | CENTERPOINT ENERGY INC | $249,706 | 0.1% | +0% | 55.9 |
| 147 | $IVZ | Invesco Ltd. | $244,370 | 0.1% | +0% | — |
| 148 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | $242,980 | 0.1% | +2% | — |
| 149 | — | TIDAL TRUST I - FUND GRAN US ETF | $242,463 | 0.1% | -4% | — |
| 150 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $241,400 | 0.1% | +0% | — |
| 151 |  $KO | COCA COLA CO | $240,935 | 0.1% | +0% | 74 |
| 152 |  $STLD | STEEL DYNAMICS INC | $236,734 | 0.1% | NEW | 56 |
| 153 | $WT | WisdomTree, Inc. | $235,248 | 0.1% | +2% | 62.9 |
| 154 | — | ISHARES TR - CORE S&P500 ETF | $234,653 | 0.1% | NEW | — |
| 155 | — | CAPITAL GROUP DIVIDEND GROWE - SHS ETF | $233,634 | 0.1% | NEW | — |
| 156 |  $UNP | UNION PACIFIC CORP | $226,456 | 0.1% | NEW | 74 |
| 157 |  $TD | TORONTO DOMINION BANK | $219,742 | 0.1% | NEW | — |
| 158 | — | SPDR SERIES TRUST - ST STR P500VAL | $219,454 | 0.1% | NEW | — |
| 159 |  $STX | Seagate Technology Holdings plc | $217,381 | 0.1% | NEW | — |
| 160 | — | ISHARES TR - MSCI USA QLT FCT | $216,955 | 0.1% | NEW | — |
| 161 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $213,575 | 0.1% | NEW | — |
| 162 | — | CAPITAL GROUP GLOBAL EQUITY - SHS | $213,102 | 0.1% | NEW | — |
| 163 |  $ORCL | ORACLE CORP | $211,557 | 0.1% | -2% | 67.2 |
| 164 |  $EMR | EMERSON ELECTRIC CO | $210,539 | 0.1% | NEW | 65.9 |
| 165 |  $UAL | United Airlines Holdings, Inc. | $209,425 | 0.1% | NEW | 61.3 |
| 166 |  $LMT | LOCKHEED MARTIN CORP | $208,144 | 0.1% | NEW | 65 |
| 167 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $207,085 | 0.1% | NEW | 50.6 |
| 168 | — | VANGUARD INDEX FDS - GROWTH ETF | $204,578 | 0.1% | +411% | — |
| 169 |  $CMC | COMMERCIAL METALS Co | $204,231 | 0.1% | NEW | 66 |
| 170 |  $LDOS | Leidos Holdings, Inc. | $204,052 | 0.1% | +0% | 73.4 |
| 171 | $WT | WisdomTree, Inc. | $203,909 | 0.1% | NEW | 62.9 |
| 172 |  $AGCO | AGCO CORP /DE | $203,315 | 0.1% | -9% | 50.7 |
| 173 | — | ROUNDHILL ETF TRUST - MEMORY ETF | $202,940 | 0.1% | NEW | — |
| 174 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $202,773 | 0.1% | NEW | — |
| 175 | — | VANECK ETF TRUST - GOLD MINERS ETF | $202,222 | 0.1% | +1% | — |
| 176 | — | PROSHARES TR - RUSS 2000 DIVD | $201,671 | 0.1% | NEW | — |
| 177 |  $CBU | COMMUNITY FINANCIAL SYSTEM, INC. | $201,197 | 0.1% | NEW | 65.8 |
| 178 |  $CMPX | Compass Therapeutics, Inc. | $43,042 | 0.0% | NEW | — |
| 179 |  $IAUX | i-80 Gold Corp. | $19,070 | 0.0% | +0% | — |
New Positions (30)
TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG$961,310
SCHWAB STRATEGIC TR - US LRG CAP ETF$846,878
SCHWAB STRATEGIC TR - US MID-CAP ETF$521,674
$AMD ADVANCED MICRO DEVICES INC$471,699 SELECT SECTOR SPDR TR - ST STR TECHN ETF$417,501
$CMI CUMMINS INC$322,822$MU MICRON TECHNOLOGY INC$320,371 VANGUARD MALVERN FDS - STRM INFPROIDX$306,202
ISHARES TR - CORE 1 5 YR USD$294,663
$MRVL Marvell Technology, Inc.$292,721$STLD STEEL DYNAMICS INC$236,734 ISHARES TR - CORE S&P500 ETF$234,653
CAPITAL GROUP DIVIDEND GROWE - SHS ETF$233,634
$UNP UNION PACIFIC CORP$226,456$TD TORONTO DOMINION BANK$219,742
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Available Analysis
13F Pro tracks comprehensive institutional data for Wealthcare Capital Partners, LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Wealthcare Capital Partners, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Wealthcare Capital Partners, LLC and 8,700+ other institutional investors.
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AI-Powered Hedge Fund Analysis: Wealthcare Capital Partners, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Wealthcare Capital Partners, LLC (SEC CIK: 2053307), 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 Capital Partners, LLC's portfolio is scored on a 32-signal AI quality ranking (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.