Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

WealthCare Asset Management

Latest statistics and disclosures from WealthCare Asset Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002034181

Tip: Access up to 7 years of quarterly data

Positions held by WealthCare Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for WealthCare Asset Management

WealthCare Asset Management holds 32 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
O'reilly Automotive (ORLY)	20.8	$20M	212k	92.31	View chart
Ishares Tr Us Telecom Etf (IYZ)	10.2	$9.6M	245k	39.32	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	9.3	$8.8M	50k	175.92	View chart
Spdr Gold Tr Gold Shs (GLD)	9.0	$8.4M	20k	430.29	View chart
Ishares Tr U.s. Energy Etf (IYE)	8.9	$8.4M	130k	64.77	View chart
Select Sector Spdr Tr State Street Ene (XLE)	7.4	$6.9M	113k	61.26	View chart
Innovator Etfs Trust Equity Defined P (ZMAY)	6.8	$6.4M	251k	25.61	View chart
Apple (AAPL)	5.1	$4.8M	19k	253.78	View chart
Amazon (AMZN)	4.8	$4.5M	22k	208.27	View chart
Wal-Mart Stores (WMT)	2.9	$2.7M	22k	124.28	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	2.0	$1.9M	33k	56.79	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.9	$1.8M	15k	118.45	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.9	$1.8M	16k	113.11	View chart
NVIDIA Corporation (NVDA)	1.1	$1.0M	5.9k	174.40	View chart
Microsoft Corporation (MSFT)	1.0	$939k	2.5k	370.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$651k	2.3k	287.56	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	0.7	$646k	26k	24.54	View chart
Exxon Mobil Corporation (XOM)	0.5	$506k	3.0k	169.67	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$423k	1.5k	286.91	View chart
Simplify Exchange Traded Fun Currency Strateg (FOXY)	0.4	$385k	13k	29.24	View chart
Ishares Tr Us Industrials (IYJ)	0.4	$372k	2.5k	147.56	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	0.4	$369k	16k	23.51	View chart
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)	0.4	$366k	18k	20.35	View chart
BlackRock Floating Rate Income Trust (BGT)	0.4	$363k	34k	10.76	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	0.4	$359k	17k	21.34	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$350k	538.00	650.47	View chart
At&t (T)	0.3	$319k	11k	28.99	View chart
Palantir Technologies Cl A (PLTR)	0.3	$316k	2.2k	146.28	View chart
Iron Mountain (IRM)	0.3	$312k	3.1k	102.12	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$266k	554.00	479.20	View chart
Simplify Exchange Traded Fun Target 15 Distri (XV)	0.3	$248k	11k	23.56	View chart
Tesla Motors (TSLA)	0.2	$218k	586.00	371.75	View chart

Past Filings by WealthCare Asset Management

SEC 13F filings are viewable for WealthCare Asset Management going back to 2026

WealthCare Asset Management 2026 Q1 filed April 30, 2026

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z