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Wealthcare Capital Partners

Latest statistics and disclosures from Wealthcare Capital Partners's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002053307

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Positions held by Wealthcare Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wealthcare Capital Partners

Wealthcare Capital Partners holds 118 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Wisdomtree Tr Floatng Rat Trea (USFR)	20.3	$39M	774k	50.32	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	10.6	$20M	70k	289.81	View chart
UnitedHealth (UNH)	10.6	$20M	40k	505.86	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	4.6	$8.8M	127k	68.94	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	3.2	$6.2M	239k	25.83	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	2.9	$5.7M	56k	100.60	View chart
Apple (AAPL)	2.1	$4.0M	16k	250.42	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	2.0	$3.8M	67k	57.41	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.8	$3.4M	37k	92.45	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.7	$3.2M	7.1k	453.28	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.5	$2.9M	30k	96.90	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.3	$2.6M	29k	89.08	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.2	$2.3M	19k	124.91	View chart
Microsoft Corporation (MSFT)	1.2	$2.2M	5.3k	421.49	View chart
Kraneshares Trust Mount Lucas Etf (KMLM)	1.1	$2.2M	79k	28.10	View chart
Blackstone Group Inc Com Cl A (BX)	1.1	$2.1M	12k	172.41	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	1.1	$2.1M	46k	44.92	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.1	$2.0M	16k	127.59	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.1	$2.0M	10k	195.83	View chart
Ishares Tr Exponential Tech (XT)	1.1	$2.0M	34k	59.66	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.0	$2.0M	35k	57.53	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	1.0	$2.0M	36k	54.69	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$1.5M	2.5k	586.08	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.8	$1.5M	21k	71.43	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.7	$1.3M	32k	41.40	View chart
Vanguard World Financials Etf (VFH)	0.7	$1.3M	11k	118.07	View chart
Amazon (AMZN)	0.6	$1.2M	5.6k	219.39	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$1.2M	11k	106.55	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$1.1M	6.7k	169.30	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$1.1M	24k	47.82	View chart
NVIDIA Corporation (NVDA)	0.6	$1.1M	8.2k	134.29	View chart
Meta Platforms Cl A (META)	0.6	$1.1M	1.9k	585.51	View chart
Constellation Energy (CEG)	0.6	$1.1M	4.8k	223.69	View chart
T. Rowe Price (TROW)	0.5	$1.1M	9.3k	113.09	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.5	$959k	11k	91.43	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.5	$957k	19k	50.97	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.5	$929k	23k	40.41	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.4	$809k	18k	45.62	View chart
JPMorgan Chase & Co. (JPM)	0.4	$807k	3.4k	239.69	View chart
Ishares Tr Us Infrastruc (IFRA)	0.4	$791k	17k	46.29	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.4	$715k	20k	36.36	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.4	$709k	7.1k	99.55	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.4	$675k	11k	60.75	View chart
Procter & Gamble Company (PG)	0.3	$665k	4.0k	167.63	View chart
Lowe's Companies (LOW)	0.3	$662k	2.7k	246.78	View chart
Goldman Sachs (GS)	0.3	$625k	1.1k	572.37	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.3	$622k	8.3k	74.49	View chart
Tesla Motors (TSLA)	0.3	$621k	1.5k	403.97	View chart
Wal-Mart Stores (WMT)	0.3	$592k	6.6k	90.35	View chart
Exelon Corporation (EXC)	0.3	$588k	16k	37.64	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$548k	11k	48.33	View chart
Chesapeake Utilities Corporation (CPK)	0.3	$542k	4.5k	121.35	View chart
John B. Sanfilippo & Son (JBSS)	0.3	$537k	6.2k	87.11	View chart
Chevron Corporation (CVX)	0.3	$534k	3.7k	144.83	View chart
Broadcom (AVGO)	0.3	$532k	2.3k	231.87	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.3	$505k	3.8k	132.12	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.3	$495k	14k	34.35	View chart
Exxon Mobil Corporation (XOM)	0.3	$488k	4.5k	107.57	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.3	$485k	13k	37.78	View chart
Johnson & Johnson (JNJ)	0.2	$480k	3.3k	144.61	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$473k	7.2k	66.14	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$470k	7.5k	62.31	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.2	$468k	8.3k	56.51	View chart
Wisdomtree Tr Us S Cap Qty Div (DGRS)	0.2	$464k	9.1k	51.23	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$460k	8.3k	55.45	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$450k	2.3k	197.48	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$445k	870.00	511.43	View chart
Leidos Holdings (LDOS)	0.2	$439k	3.0k	144.08	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$438k	5.1k	85.66	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$429k	8.3k	51.99	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.2	$414k	8.0k	51.91	View chart
Palantir Technologies Cl A (PLTR)	0.2	$409k	5.4k	75.63	View chart
Regency Centers Corporation (REG)	0.2	$408k	5.5k	73.93	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$400k	3.8k	105.48	View chart
Houlihan Lokey Cl A (HLI)	0.2	$398k	2.3k	173.64	View chart
Parker-Hannifin Corporation (PH)	0.2	$396k	623.00	636.28	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.2	$393k	19k	21.07	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.2	$392k	16k	24.67	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$388k	17k	23.18	View chart
McDonald's Corporation (MCD)	0.2	$385k	1.3k	289.82	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$376k	2.1k	175.21	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$372k	1.7k	221.00	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$371k	1.4k	264.15	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.2	$367k	12k	31.95	View chart
Costco Wholesale Corporation (COST)	0.2	$359k	392.00	916.93	View chart
Visa Com Cl A (V)	0.2	$356k	1.1k	315.95	View chart
Raytheon Technologies Corp (RTX)	0.2	$349k	3.0k	115.74	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$347k	1.9k	185.13	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$347k	1.8k	190.44	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	0.2	$344k	11k	30.73	View chart
Mastercard Incorporated Cl A (MA)	0.2	$338k	642.00	526.71	View chart
Bank of America Corporation (BAC)	0.2	$321k	7.3k	43.95	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$319k	778.00	410.44	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.2	$312k	6.6k	47.39	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$312k	2.4k	128.62	View chart
Zoetis Cl A (ZTS)	0.2	$308k	1.9k	162.95	View chart
Duke Energy Corp Com New (DUK)	0.2	$296k	2.7k	107.74	View chart
Ge Aerospace Com New (GE)	0.1	$285k	1.7k	166.81	View chart
Home Depot (HD)	0.1	$282k	726.00	388.83	View chart
Walt Disney Company (DIS)	0.1	$274k	2.5k	111.34	View chart
Te Connectivity Ord Shs (TEL)	0.1	$274k	1.9k	142.95	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$271k	7.8k	34.59	View chart
Casey's General Stores (CASY)	0.1	$259k	654.00	396.23	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$259k	4.1k	63.47	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$244k	1.9k	131.32	View chart
Coca-Cola Company (KO)	0.1	$243k	3.9k	62.26	View chart
Hershey Company (HSY)	0.1	$242k	1.4k	169.32	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$239k	5.0k	48.16	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$235k	1.2k	189.26	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$228k	3.3k	70.00	View chart
Caterpillar (CAT)	0.1	$223k	614.00	363.01	View chart
Invesco Exch Traded Fd Tr Ii Floating Rate Mu (PVI)	0.1	$222k	9.0k	24.71	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$219k	6.4k	34.13	View chart
Community Bank System (CBU)	0.1	$208k	3.4k	61.69	View chart
Vanguard World Industrial Etf (VIS)	0.1	$206k	811.00	254.41	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$204k	4.0k	50.71	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	0.1	$203k	5.1k	39.59	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$202k	1.5k	137.55	View chart

Past Filings by Wealthcare Capital Partners

SEC 13F filings are viewable for Wealthcare Capital Partners going back to 2024

Wealthcare Capital Partners 2024 Q4 filed Jan. 29, 2025

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