Wealthcare Capital Partners, LLC
Sector Allocation
- Other59.6%$147.4M
- Financials24.8%$61.2M
- Technology7.9%$19.6M
- Industrials1.7%$4.2M
- Healthcare1.3%$3.3M
- Consumer Discretionary1.3%$3.1M
- Consumer Staples1.1%$2.6M
- Energy1.0%$2.5M
- Utilities0.8%$2.1M
- Materials0.3%$772,967
AUM History
13fpro.ai/research/fund/wealthcare-capital-partners-llc-2053307
Conviction and streaks
Concentrating · top 10 = 47.9%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 — Q3 2026
WT
$40.3M- VANGUARD$24.5M
- SPDR$14.1M
- VANGUARD$10.0M
- SCHWAB$6.6M
- ISHARES$6.0M
- ISHARES$4.7M
AAPL
$4.4M- VANGUARD$4.1M
- ISHARES$3.8M
- VANGUARD$3.7M
BRK.B
$3.5M- SPDR$3.4M
- SPDR$3.4M
NVDA
$2.7M- VANGUARD$2.6M
- CAPITAL$2.6M
- $2.5M
- ISHARES$2.3M
- VANGUARD$2.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/wealthcare-capital-partners-llc-2053307
Wealthcare Capital Partners, LLC 13F holdings — Q3 2026
$247.1M portfolio (+2.1% QoQ) · 168 holdings · Q3 2026 13F · top 10 are 48% of the stock portfolio
$40.3M
16.3% of stocks
+23%This quarter-3.6%Since filed8+ qtrsHeld- 2
VANGUARD INDEX FDS - MRNGSTR TTL STK
$24.5M
9.9% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
SPDR SERIES TRUST - ST STR P500ETF
$14.1M
5.7% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD WHITEHALL FDS - HIGH DIV YLD
$10.0M
4.0% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
SCHWAB STRATEGIC TR - US TIPS ETF
$6.6M
2.6% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - 0-5 YR TIPS ETF
$6.0M
2.4% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - CORE US AGGBD ET
$4.7M
1.9% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $4.4M
1.8% of stocks
+0.5%This quarter-0.0%Since filed8+ qtrsHeld- 9
VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US
$4.1M
1.7% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - 7-10 YR TRSY BD
$3.8M
1.5% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $40.3M | 16.3% | +23% | -3.6% | 8+ qtrs | 61.3#798 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | VANGUARD INDEX FDS - MRNGSTR TTL STK | $24.5M | 9.9% | -3% | — | — | — | — | |
| 3 | SPDR SERIES TRUST - ST STR P500ETF | $14.1M | 5.7% | +5% | — | — | — | — | |
| 4 | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $10.0M | 4.0% | +6% | — | — | — | — | |
| 5 | SCHWAB STRATEGIC TR - US TIPS ETF | $6.6M | 2.6% | +2% | — | — | — | — | |
| 6 | ISHARES TR - 0-5 YR TIPS ETF | $6.0M | 2.4% | +1% | — | — | — | — | |
| 7 | ISHARES TR - CORE US AGGBD ET | $4.7M | 1.9% | +2% | — | — | — | — | |
| 8 | $4.4M | 1.8% | +0.5% | -0.0% | 8+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $4.1M | 1.7% | -1% | — | — | — | — | |
| 10 | ISHARES TR - 7-10 YR TRSY BD | $3.8M | 1.5% | +2% | — | — | — | — |
All holdings — Wealthcare Capital Partners, LLC (Q3 2026)
168 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 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund | — | $3.7M | 1.5% | 16K | +31% | — | — | 13F |
| 12 | BERKSHIRE HATHAWAY INC | Financials | $3.5M | 1.4% | 7,001 | — | 8+ qtrs | 73.5 | 13F | |
| 13 | — | SPDR SERIES TRUST - ST STR SP600 SMLetf/fund | — | $3.4M | 1.4% | 65K | -0.6% | — | — | 13F |
| 14 | — | SPDR SERIES TRUST - ST STR P400MIDetf/fund | — | $3.4M | 1.4% | 53K | +6% | — | — | 13F |
| 15 | NVIDIA CORP | Technology | $2.7M | 1.1% | 12K | +5% | 8+ qtrsAdded 2 qtrs in a row | 86.0 | 13F | |
| 16 | — | VANGUARD WORLD FD - MRNGSTR VAL ETFetf/fund | — | $2.6M | 1.1% | 16K | -3% | — | — | 13F |
| 17 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNITlp unit | — | $2.6M | 1.0% | 52K | +2% | — | — | 13F |
| 18 | WisdomTree, Inc. | Financials | $2.5M | 1.0% | 45K | +5% | 8+ qtrs | 61.3 | 13F | |
| 19 | — | ISHARES TR - FUTU EXPO TE ETFetf/fund | — | $2.3M | 0.9% | 28K | -5% | — | — | 13F |
| 20 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $2.2M | 0.9% | 31K | +6% | — | — | 13F |
| 21 | — | ISHARES TR - NORTH AMERN NATetf/fund | — | $2.2M | 0.9% | 35K | -1% | — | — | 13F |
| 22 | — | DBX ETF TR - XTRACK MSCI EAFEetf/fund | — | $2.1M | 0.9% | 38K | +14% | — | — | 13F |
| 23 | SPDR S&P 500 ETF TRUSTetf/fund | — | $2.1M | 0.8% | 2,745 | -2% | 8+ qtrs | — | 13F | |
| 24 | WisdomTree, Inc. | Financials | $2.0M | 0.8% | 37K | +5% | 8+ qtrs | 61.3 | 13F | |
| 25 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $2.0M | 0.8% | 2,644 | +2% | 8+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $MSFT | MICROSOFT CORP | Technology | $1.9M | 0.8% | 3,788 | -13% | |||
| 27 | — | ISHARES TR - CRE U S REIT ETF | — | $1.9M | 0.8% | 31K | -4% | |||
| 28 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | — | $1.9M | 0.8% | 39K | -2% | |||
| 29 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $1.8M | 0.7% | 35K | +8% | |||
| 30 | $BX | Blackstone Inc. | Financials | $1.7M | 0.7% | 15K | +0.5% | |||
| 31 | — | SPDR SERIES TRUST - ST STR PR SP1500 | — | $1.6M | 0.7% | 18K | -2% | |||
| 32 | $AVGO | Broadcom Inc. | Technology | $1.6M | 0.7% | 4,586 | +4% | |||
| 33 | — | VANGUARD WORLD FD - FINANCIALS ETF | — | $1.5M | 0.6% | 12K | +0.3% | |||
| 34 | $WT | WisdomTree, Inc. | Financials | $1.5M | 0.6% | 40K | +6% | |||
| 35 | — | ISHARES INC - MSCI EMRG CHN | — | $1.5M | 0.6% | 15K | -4% | |||
| 36 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $1.5M | 0.6% | 6,869 | +0.3% | |||
| 37 | — | ISHARES TR - US INFRASTRUC | — | $1.5M | 0.6% | 27K | +3% | |||
| 38 | $META | Meta Platforms, Inc. | Technology | $1.4M | 0.6% | 1,936 | +1% | |||
| 39 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.4M | 0.6% | 5,628 | -1% | |||
| 40 | $GLDM | World Gold Trust | Financials | $1.4M | 0.6% | 17K | +2% | |||
| 41 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.3M | 0.5% | 12K | +0.0% | |||
| 42 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.2M | 0.5% | 2,721 | +4% | |||
| 43 | $JPM | JPMORGAN CHASE & CO | Financials | $1.2M | 0.5% | 3,729 | +0.2% | |||
| 44 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $1.2M | 0.5% | 21K | +6% | |||
| 45 | — | ISHARES TR - EAFE SML CP ETF | — | $1.2M | 0.5% | 14K | +20% | |||
| 46 | — | ISHARES TR - NATIONAL MUN ETF | — | $1.2M | 0.5% | 12K | +3% | |||
| 47 | $WMT | Walmart Inc. | Consumer Staples | $1.1M | 0.5% | 11K | +0.4% | |||
| 48 | — | GLOBAL X FDS - US INFR DEV ETF | — | $1.1M | 0.5% | 21K | -0.3% | |||
| 49 | $CEG | Constellation Energy Corp | Utilities | $1.1M | 0.5% | 4,366 | +0.1% | |||
| 50 | — | ISHARES TR - PFD AND INCM SEC | — | $1.1M | 0.4% | 37K | +3% | |||
| 51 | — | CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT | — | $1.1M | 0.4% | 32K | +0.7% | |||
| 52 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $1.1M | 0.4% | 21K | +4% | |||
| 53 | — | LEGG MASON ETF INVT - FRANKLIN US LOW | — | $1.0M | 0.4% | 25K | +2% | |||
| 54 | — | AMPLIFY ETF TR - AMPLIFY CYBERSEC | — | $1.0M | 0.4% | 8,380 | +0.2% | |||
| 55 | $GS | GOLDMAN SACHS GROUP INC | Financials | $977K | 0.4% | 1,085 | +0.5% | |||
| 56 | — | TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG | — | $932K | 0.4% | 27K | -3% | |||
| 57 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | — | $904K | 0.4% | 5,107 | +0.3% | |||
| 58 | — | VANECK ETF TRUST - RARE EAR STR ETF | — | $901K | 0.4% | 14K | +2% | |||
| 59 | $TROW | PRICE T ROWE GROUP INC | Financials | $885K | 0.4% | 8,509 | -11% | |||
| 60 | — | ISHARES TR - SHRT NAT MUN ETF | — | $860K | 0.3% | 8,224 | +16% | |||
| 61 | — | PROSHARES TR - S&P 500 DV ARIST | — | $853K | 0.3% | 16K | +8% | |||
| 62 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $841K | 0.3% | 2,291 | +0.3% | |||
| 63 | — | ISHARES TR - RUS 1000 ETF | — | $815K | 0.3% | 1,959 | +10% | |||
| 64 | — | EA SERIES TRUST - ALPHA ARCHITECT | — | $784K | 0.3% | 8,662 | +2% | |||
| 65 | $GOOG | Alphabet Inc. | Technology | $760K | 0.3% | 2,231 | +2% | |||
| 66 | $IVZ | Invesco Ltd. | Financials | $742K | 0.3% | 36K | -2% | |||
| 67 | $CVX | CHEVRON CORP | Energy | $727K | 0.3% | 3,558 | +9% | |||
| 68 | $JNJ | JOHNSON & JOHNSON | Healthcare | $698K | 0.3% | 2,637 | +0.2% | |||
| 69 | $GE | GENERAL ELECTRIC CO | Industrials | $697K | 0.3% | 2,231 | +0.1% | |||
| 70 | — | ISHARES TR - CORE S&P TTL STK | — | $693K | 0.3% | 4,168 | +9% | |||
| 71 | — | CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM | — | $684K | 0.3% | 32K | +2% | |||
| 72 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $677K | 0.3% | 11K | +0.4% | |||
| 73 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $649K | 0.3% | 12K | +1% | |||
| 74 | $LLY | ELI LILLY & Co | Healthcare | $636K | 0.3% | 549 | — | |||
| 75 | $GOOGL | Alphabet Inc. | Technology | $635K | 0.3% | 1,847 | +0.1% | |||
| 76 | — | SPDR SERIES TRUST - ST STR NUVEE ETF | — | $622K | 0.3% | 15K | +4% | |||
| 77 | — | ISHARES TR - RUS 1000 VAL ETF | — | $622K | 0.3% | 2,508 | +0.0% | |||
| 78 | $PH | Parker-Hannifin Corp | Industrials | $614K | 0.3% | 643 | +0.2% | |||
| 79 | — | ETF SER SOLUTIONS - DEFIA QUANT ETF | — | $606K | 0.3% | 3,997 | -8% | |||
| 80 | $RTX | RTX Corp | Industrials | $589K | 0.2% | 3,172 | +0.3% | |||
| 81 | $ARCC | ARES CAPITAL CORP | Other | $583K | 0.2% | 31K | +0.6% | |||
| 82 | $CPK | CHESAPEAKE UTILITIES CORP | Energy | $582K | 0.2% | 4,534 | +0.3% | |||
| 83 | $IVZ | Invesco Ltd. | Financials | $570K | 0.2% | 2,738 | +10% | |||
| 84 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $568K | 0.2% | 7,359 | -3% | |||
| 85 | $TSLA | Tesla, Inc. | Consumer Discretionary | $567K | 0.2% | 1,598 | — | |||
| 86 | $ALPS | Alps Group Inc | Healthcare | $564K | 0.2% | 8,272 | — | |||
| 87 | — | FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH | — | $558K | 0.2% | 8,832 | +10% | |||
| 88 | $PLTR | Palantir Technologies Inc. | Technology | $552K | 0.2% | 2,950 | +9% | |||
| 89 | — | T ROWE PRICE EXCHANGE-TRADED - PRICE DIV GRWT | — | $547K | 0.2% | 11K | +3% | |||
| 90 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $525K | 0.2% | 3,583 | -0.6% | |||
| 91 | $CAT | CATERPILLAR INC | Industrials | $525K | 0.2% | 647 | +0.2% | |||
| 92 | $GEV | GE Vernova Inc. | Industrials | $514K | 0.2% | 540 | +2% | |||
| 93 | — | T ROWE PRICE EXCHANGE-TRADED - TECHNOLOGY ETF | — | $504K | 0.2% | 11K | +6% | |||
| 94 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $497K | 0.2% | 812 | — | |||
| 95 | $SLV | iShares Silver Trust | Financials | $496K | 0.2% | 9,101 | +7% | |||
| 96 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $485K | 0.2% | 2,631 | +2% | |||
| 97 | $WT | WisdomTree, Inc. | Financials | $483K | 0.2% | 8,627 | -3% | |||
| 98 | — | ISHARES TR - RUSSELL 2000 ETF | — | $474K | 0.2% | 1,704 | -20% | |||
| 99 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $467K | 0.2% | 914 | -1% | |||
| 100 | $V | VISA INC. | Financials | $456K | 0.2% | 1,268 | +0.1% | |||
| 101 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $455K | 0.2% | 8,355 | +0.3% | |||
| 102 | — | ISHARES TR - CORE MSCI TOTAL | — | $435K | 0.2% | 4,582 | — | |||
| 103 | $PSX | Phillips 66 | Energy | $434K | 0.2% | 1,700 | +4% | |||
| 104 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $428K | 0.2% | 704 | — | |||
| 105 | — | ISHARES TR - RUS 1000 GRW ETF | — | $425K | 0.2% | 3,396 | +16% | |||
| 106 | — | VANGUARD INDEX FDS - MRNGSTR MID CAP | — | $424K | 0.2% | 5,408 | -10% | |||
| 107 | $MU | MICRON TECHNOLOGY INC | Technology | $420K | 0.2% | 395 | +42% | |||
| 108 | $EXC | EXELON CORP | Utilities | $413K | 0.2% | 10K | -4% | |||
| 109 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $410K | 0.2% | 2,092 | -5% | |||
| 110 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $406K | 0.2% | 2,794 | -0.3% | |||
| 111 | $REG | REGENCY CENTERS CORP | Real Estate | $397K | 0.2% | 5,523 | — | |||
| 112 | $TEL | TE Connectivity plc | Technology | $386K | 0.2% | 1,827 | — | |||
| 113 | — | SPDR SERIES TRUST - ST NUVE TERM ETF | — | $379K | 0.1% | 8,135 | -12% | |||
| 114 | — | GLOBAL X FDS - RBTCS ARTFL INTE | — | $365K | 0.1% | 10K | -7% | |||
| 115 | $PWR | QUANTA SERVICES, INC. | Industrials | $357K | 0.1% | 555 | — | |||
| 116 | — | INVESCO EXCH TRADED FD TR II - FLOAT RATE ETF | — | $354K | 0.1% | 14K | +0.3% | |||
| 117 | — | SPDR SERIES TRUST - ST INTER BD ETF | — | $345K | 0.1% | 11K | +0.3% | |||
| 118 | — | ISHARES TR - SELECT DIVID ETF | — | $332K | 0.1% | 2,183 | +11% | |||
| 119 | — | INVESCO EXCH TRADED FD TR II - S&P SMLCP INFO | — | $328K | 0.1% | 4,061 | +12% | |||
| 120 | $MA | Mastercard Inc | Financials | $324K | 0.1% | 587 | — | |||
| 121 | $DUK | Duke Energy CORP | Utilities | $321K | 0.1% | 2,817 | +3% | |||
| 122 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $320K | 0.1% | 352 | +0.3% | |||
| 123 | $BHP | BHP Group Ltd | Materials | $319K | 0.1% | 3,762 | +2% | |||
| 124 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $316K | 0.1% | 3,526 | -1.0% | |||
| 125 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $306K | 0.1% | 10K | -65% | |||
| 126 | $ABBV | AbbVie Inc. | Healthcare | $306K | 0.1% | 1,168 | -1% | |||
| 127 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $300K | 0.1% | 1,845 | New | |||
| 128 | — | ISHARES TR - CORE S&P500 ETF | — | $299K | 0.1% | 390 | +25% | |||
| 129 | — | VANGUARD WORLD FD - INDUSTRIAL ETF | — | $293K | 0.1% | 915 | +4% | |||
| 130 | — | VANGUARD WORLD FD - ENERGY ETF | — | $288K | 0.1% | 1,676 | +0.7% | |||
| 131 | $FCF | FIRST COMMONWEALTH FINANCIAL CORP /PA/ | Financials | $286K | 0.1% | 14K | — | |||
| 132 | $MRVL | Marvell Technology, Inc. | Technology | $280K | 0.1% | 1,061 | +8% | |||
| 133 | $HLI | HOULIHAN LOKEY, INC. | Financials | $279K | 0.1% | 2,210 | -8% | |||
| 134 | — | ALPS ETF TR - ALERIAN MLP | — | $278K | 0.1% | 5,358 | +2% | |||
| 135 | $ZTS | Zoetis Inc. | Healthcare | $276K | 0.1% | 3,954 | -6% | |||
| 136 | $JBSS | SANFILIPPO JOHN B & SON INC | Consumer Staples | $275K | 0.1% | 4,129 | +1.0% | |||
| 137 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | — | $272K | 0.1% | 2,885 | +11% | |||
| 138 | $KO | COCA COLA CO | Consumer Staples | $255K | 0.1% | 2,968 | +0.1% | |||
| 139 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $254K | 0.1% | 1,683 | +35% | |||
| 140 | — | ISHARES TR - US AER DEF ETF | — | $249K | 0.1% | 1,202 | -2% | |||
| 141 | $VRT | Vertiv Holdings Co | Technology | $245K | 0.1% | 1,016 | -1% | |||
| 142 | $LDOS | Leidos Holdings, Inc. | Technology | $242K | 0.1% | 1,989 | +0.4% | |||
| 143 | — | ISHARES TR - CORE S&P MCP ETF | — | $242K | 0.1% | 3,359 | -4% | |||
| 144 | $WT | WisdomTree, Inc. | Financials | $239K | 0.1% | 2,777 | +0.6% | |||
| 145 | $HSY | HERSHEY CO | Consumer Staples | $238K | 0.1% | 1,509 | +0.9% | |||
| 146 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $235K | 0.1% | 2,680 | — | |||
| 147 | $CMI | CUMMINS INC | Industrials | $234K | 0.1% | 453 | — | |||
| 148 | $IVZ | Invesco Ltd. | Financials | $231K | 0.1% | 3,273 | +0.3% | |||
| 149 | $STLD | STEEL DYNAMICS INC | Materials | $229K | 0.1% | 1,034 | +0.2% | |||
| 150 | $EMR | EMERSON ELECTRIC CO | Industrials | $229K | 0.1% | 1,475 | +0.3% |
What changed in Q3 2026
Against the previous quarter's 13F: 6 new, 102 added to, 41 trimmed, 16 sold out. Share-count changes; largest moves by dollar size first.
New positions (6)
$XOM.R34088EXXON MOBIL CORP$300K
first bought this quarter
$LNGCheniere Energy, Inc.$221K
first bought this quarter
- VANGUARD STAR FDS - VG TL INTL STK F$220K
first bought this quarter
$MPCMarathon Petroleum Corp$218K
first bought this quarter
- VANGUARD BD INDEX FDS - TOTAL BND MRKT$213K
first bought this quarter
$SESSES AI Corp$7K
first bought this quarter
Added to (102)
now $40.3M · held 8+ qtrs
- VANGUARD SPECIALIZED FUNDS - DIV APP ETF+31%
now $3.7M
- SPDR SERIES TRUST - ST STR P500ETF+5%
now $14.1M
- VANGUARD WHITEHALL FDS - HIGH DIV YLD+6%
now $10.0M
- DBX ETF TR - XTRACK MSCI EAFE+14%
now $2.1M
- SPDR SERIES TRUST - ST STR P400MID+6%
now $3.4M
+96 more in the Excel export
Trimmed (41)
- VANGUARD INDEX FDS - MRNGSTR TTL STK-3%
now $24.5M
- SCHWAB STRATEGIC TR - US LRG CAP ETF-65%
now $306K
$MSFTMICROSOFT CORP-13%
now $1.9M · held 8+ qtrs, 2 trims in a row
- ISHARES TR - FUTU EXPO TE ETF-5%
now $2.3M
- ISHARES TR - RUSSELL 2000 ETF-20%
now $474K
$TROWPRICE T ROWE GROUP INC-11%
now $885K · held 8+ qtrs
+35 more in the Excel export
Sold out (16)
- SCHWAB STRATEGIC TR - US MID-CAP ETFwas $522K
- VANGUARD MALVERN FDS - STRM INFPROIDXwas $306K
- ISHARES TR - CORE 1 5 YR USDwas $295K
- SPDR SERIES TRUST - ST SHO TREAS ETFwas $262K
- SCHWAB STRATEGIC TR - SHT TM US TRESwas $241K
- ISHARES TR - MSCI USA QLT FCTwas $217K
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Holdings by quarter
Every 13F Wealthcare Capital Partners, LLC has filed, 7 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 21, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Wealthcare Capital Partners's top 20 holdings: 66/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
-2.7%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 16% over the last 4
Top 10 weight
48%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
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 Q4 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 Capital Partners, LLC disclosed 168 positions worth $247.1M in its Form 13F-HR for Q3 2026, led by $WT (WisdomTree, Inc.) at 16.3% of the equity portfolio. During the quarter the fund opened 6 new positions and exited 16 — including a new stake in $XOM.R34088. The portfolio is most concentrated in Other (59.6% of disclosed assets). All figures are sourced directly from Wealthcare Capital Partners, LLC’s Form 13F-HR filing with the SEC under CIK 2053307.
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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 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.