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Wealthcare Capital Partners

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

Top 5 stock holdings are USFR, VTI, SPYM, VYM, SCHP, and represent 38.20% of Wealthcare Capital Partners's stock portfolio.
Added to shares of these 10 stocks: VYM, SPYM, IGE, REMX, USRT, PVI, STIP, AGG, WMT, XOM.
Started 8 new stock positions in XOM, VIGI, LNG, VRT, PVI, IJH, VDE, VGK.
Reduced shares in these 10 stocks: USFR, VNQ, VTI, AAPL, CMC, NFLX, QCOM, SPTM, PLTR, PG.
Sold out of its positions in Agilon Health, CMC, NFLX, QCOM.
Wealthcare Capital Partners was a net buyer of stock by $2.5M.
Wealthcare Capital Partners has $214M in assets under management (AUM), dropping by 0.02%.
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 153 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wisdomtree Tr Floatng Rat Trea (USFR)	15.4	$33M	-10%	651k	50.34	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	10.3	$22M	-2%	69k	320.81	View chart
Spdr Series Trust State Street Spd (SPYM)	5.4	$12M	+7%	150k	76.54	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	4.0	$8.6M	+16%	58k	148.10	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	3.1	$6.7M		250k	26.61	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	2.6	$5.7M	+8%	55k	103.43	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.1	$4.5M	+9%	45k	99.27	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.8	$3.8M		40k	95.44	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.8	$3.7M		50k	75.10	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.6	$3.4M		7.0k	479.20	View chart
Apple (AAPL)	1.6	$3.3M	-12%	13k	253.79	View chart
Spdr Series Trust State Street Spd (SPSM)	1.4	$3.1M	+2%	63k	48.32	View chart
Spdr Series Trust State Street Spd (SPMD)	1.4	$2.9M	+8%	50k	59.22	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.2	$2.6M	+4%	47k	56.68	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.2	$2.5M	-3%	17k	144.95	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.1	$2.4M		11k	215.06	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	1.1	$2.3M	+7%	42k	54.09	View chart
Ishares Tr North Amern Nat (IGE)	1.0	$2.2M	+48%	34k	62.94	View chart
Ishares Tr Future Exponenti (XT)	1.0	$2.1M	-2%	30k	68.15	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.9	$1.9M	+17%	46k	42.54	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$1.9M		30k	64.08	View chart
NVIDIA Corporation (NVDA)	0.9	$1.9M		11k	174.40	View chart
Microsoft Corporation (MSFT)	0.8	$1.8M	+3%	4.8k	370.15	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.8	$1.8M	+9%	34k	52.54	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.8	$1.7M	+54%	29k	59.19	View chart
Blackstone Group Inc Com Cl A (BX)	0.8	$1.7M	+9%	15k	114.99	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.8	$1.7M	+3%	34k	49.40	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.7	$1.6M	-6%	34k	45.65	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.7	$1.5M		16k	92.69	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.7	$1.5M		2.3k	650.35	View chart
Ishares Tr Us Infrastruc (IFRA)	0.7	$1.5M	+4%	26k	57.20	View chart
Vanguard World Financials Etf (VFH)	0.7	$1.4M		12k	120.81	View chart
Spdr Series Trust State Street Spd (SPTM)	0.7	$1.4M	-10%	18k	79.06	View chart
Wal-Mart Stores (WMT)	0.6	$1.4M	+36%	11k	124.28	View chart
Ishares Msci Emrg Chn (EMXC)	0.6	$1.3M		17k	78.66	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.6	$1.3M	+19%	33k	40.19	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.6	$1.3M	+13%	37k	35.94	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$1.3M	+3%	6.7k	196.19	View chart
Constellation Energy (CEG)	0.6	$1.2M	-5%	4.4k	279.25	View chart
Amazon (AMZN)	0.6	$1.2M		5.9k	208.27	View chart
Vaneck Etf Trust Rare Earth And S (REMX)	0.6	$1.2M	+112%	14k	88.00	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$1.2M	+11%	11k	106.15	View chart
Meta Platforms Cl A (META)	0.5	$1.1M		2.0k	572.05	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.5	$1.1M		22k	50.81	View chart
JPMorgan Chase & Co. (JPM)	0.5	$1.1M	+2%	3.7k	294.15	View chart
Broadcom (AVGO)	0.5	$1.0M	+7%	3.2k	309.55	View chart
Cisco Systems (CSCO)	0.4	$959k	+3%	12k	77.59	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.4	$945k	+25%	31k	30.32	View chart
Goldman Sachs (GS)	0.4	$928k		1.1k	845.64	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.4	$894k		30k	29.49	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.4	$891k		11k	78.41	View chart
Legg Mason Etf Invt Franklin Us Low (LVHD)	0.4	$888k	+28%	21k	42.56	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.4	$885k	-3%	5.4k	163.59	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.4	$875k	+31%	17k	50.37	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$872k		2.6k	337.93	View chart
T. Rowe Price (TROW)	0.4	$854k		9.5k	90.14	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.4	$774k		7.3k	106.01	View chart
Ea Series Trust Alpha Architect (CAOS)	0.4	$763k		8.4k	90.76	View chart
Chevron Corporation (CVX)	0.3	$710k	-9%	3.4k	206.93	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.3	$707k	+24%	32k	22.34	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.3	$676k	+20%	33k	20.41	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$667k	+29%	6.3k	106.50	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$659k		11k	61.26	View chart
Spdr Series Trust State Street Spd (TFI)	0.3	$645k		14k	45.34	View chart
Johnson & Johnson (JNJ)	0.3	$642k	+2%	2.6k	244.41	View chart
Ge Aerospace Com New (GE)	0.3	$626k		2.2k	283.78	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.3	$609k		8.1k	75.09	View chart
Raytheon Technologies Corp (RTX)	0.3	$608k		3.2k	192.91	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$600k		7.6k	79.27	View chart
UnitedHealth (UNH)	0.3	$599k	-2%	2.2k	270.60	View chart
Ishares Silver Tr Ishares (SLV)	0.3	$598k	-3%	8.8k	68.14	View chart
Lowe's Companies (LOW)	0.3	$597k	+4%	2.5k	236.24	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.3	$591k		12k	49.37	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$579k		2.0k	286.82	View chart
Parker-Hannifin Corporation (PH)	0.3	$573k		640.00	895.69	View chart
Chesapeake Utilities Corporation (CPK)	0.3	$569k		4.5k	126.37	View chart
Tesla Motors (TSLA)	0.3	$544k		1.5k	371.62	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.3	$538k		8.3k	65.04	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$536k		2.5k	213.70	View chart
Spdr Series Trust State Street Spd (BIL)	0.3	$535k	+2%	5.8k	91.64	View chart
Exelon Corporation (EXC)	0.2	$531k	-6%	11k	49.02	View chart
Spdr Series Trust State Street Spd (SDY)	0.2	$525k		3.6k	145.94	View chart
Ares Capital Corporation (ARCC)	0.2	$525k	-5%	29k	18.02	View chart
Casey's General Stores (CASY)	0.2	$512k		704.00	727.86	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$512k		887.00	577.03	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$500k	+3%	1.7k	287.59	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$489k	+28%	3.4k	142.43	View chart
Eli Lilly & Co. (LLY)	0.2	$486k		529.00	919.40	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$485k	+77%	1.4k	356.56	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	0.2	$481k	+2%	11k	44.63	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$471k	-5%	2.5k	191.89	View chart
Caterpillar (CAT)	0.2	$457k		645.00	708.96	View chart
Invesco Exch Traded Fd Tr Ii Floating Rate Mu (PVI)	0.2	$457k	NEW	18k	24.87	View chart
Wisdomtree Tr Us S Cap Qty Div (DGRS)	0.2	$455k		8.6k	52.96	View chart
Spdr Series Trust State Street Spd (SHM)	0.2	$445k	-4%	9.3k	47.83	View chart
Ge Vernova (GEV)	0.2	$443k		507.00	873.41	View chart
Palantir Technologies Cl A (PLTR)	0.2	$439k	-26%	3.0k	146.28	View chart
Duke Energy Corp Com New (DUK)	0.2	$430k	+15%	3.3k	130.93	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$428k	+2%	1.5k	287.27	View chart
Regency Centers Corporation (REG)	0.2	$418k		5.5k	75.66	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$408k		4.7k	86.64	View chart
Bank of America Corporation (BAC)	0.2	$405k		8.3k	48.75	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$394k		1.6k	248.07	View chart
Visa Com Cl A (V)	0.2	$383k	-5%	1.3k	302.12	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.2	$376k	+19%	7.5k	50.12	View chart
Te Connectivity Ord Shs (TEL)	0.2	$368k	-7%	1.8k	208.99	View chart
McDonald's Corporation (MCD)	0.2	$368k		1.2k	310.67	View chart
Spdr Series Trust State Street Spd (SPIB)	0.2	$359k		11k	33.54	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.2	$359k		11k	33.22	View chart
Costco Wholesale Corporation (COST)	0.2	$350k		351.00	996.96	View chart
Houlihan Lokey Cl A (HLI)	0.2	$335k		2.3k	143.61	View chart
Applied Materials (AMAT)	0.2	$325k	-5%	952.00	341.76	View chart
John B. Sanfilippo & Son (JBSS)	0.2	$324k	-10%	4.1k	79.33	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$311k	-84%	3.5k	88.71	View chart
T Rowe Price Etf Technology Etf (TTEQ)	0.1	$310k	+3%	10k	30.26	View chart
Hershey Company (HSY)	0.1	$309k		1.5k	207.88	View chart
Procter & Gamble Company (PG)	0.1	$308k	-28%	2.1k	144.45	View chart
Leidos Holdings (LDOS)	0.1	$307k		2.0k	155.55	View chart
Quanta Services (PWR)	0.1	$305k		555.00	549.13	View chart
Exxon Mobil Corporation (XOM)	0.1	$301k	NEW	1.8k	169.70	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$295k		2.9k	100.66	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$294k		1.9k	151.43	View chart
Phillips 66 (PSX)	0.1	$293k		1.6k	182.15	View chart
Mastercard Incorporated Cl A (MA)	0.1	$291k	-10%	582.00	499.65	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$284k	+5%	5.4k	52.64	View chart
Vanguard World Industrial Etf (VIS)	0.1	$275k		881.00	312.27	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$273k	+5%	639.00	426.40	View chart
Home Depot (HD)	0.1	$270k	+2%	821.00	328.81	View chart
Bhp Billiton Sponsored Ads (BHP)	0.1	$268k		3.7k	72.75	View chart
Vanguard World Energy Etf (VDE)	0.1	$262k	NEW	1.5k	173.02	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT)	0.1	$260k		4.3k	60.07	View chart
Spdr Series Trust State Street Spd (SPTS)	0.1	$259k		8.9k	29.18	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$258k	NEW	1.0k	250.61	View chart
Abbvie (ABBV)	0.1	$257k	+5%	1.2k	217.50	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.1	$255k	+23%	2.4k	107.30	View chart
Zoetis Cl A (ZTS)	0.1	$251k	+19%	2.1k	118.19	View chart
Cheniere Energy Com New (LNG)	0.1	$250k	NEW	881.00	283.79	View chart
First Commonwealth Financial (FCF)	0.1	$249k		14k	17.58	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$244k		2.7k	91.78	View chart
CenterPoint Energy (CNP)	0.1	$244k		5.6k	43.16	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$243k		10k	24.27	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$238k		3.3k	73.14	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$230k	+11%	1.1k	218.71	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$226k	NEW	2.6k	88.47	View chart
Coca-Cola Company (KO)	0.1	$225k		3.0k	76.05	View chart
Wisdomtree Tr Intl Midcap Dv (DIM)	0.1	$225k		2.7k	82.82	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$218k	NEW	2.7k	82.43	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.1	$217k	-7%	9.1k	23.87	View chart
Oracle Corporation (ORCL)	0.1	$216k	-2%	1.5k	147.09	View chart
AGCO Corporation (AGCO)	0.1	$215k	-7%	1.9k	115.88	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$204k	NEW	3.0k	67.54	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$203k	-12%	465.00	436.95	View chart
I-80 Gold Corp (IAUX)	0.0	$20k		13k	1.52	View chart

Past Filings by Wealthcare Capital Partners

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

Wealthcare Capital Partners 2026 Q1 filed April 15, 2026
Wealthcare Capital Partners 2025 Q4 filed Jan. 14, 2026
Wealthcare Capital Partners 2025 Q3 filed Nov. 7, 2025
Wealthcare Capital Partners 2025 Q2 filed July 22, 2025
Wealthcare Capital Partners 2025 Q1 filed April 14, 2025
Wealthcare Capital Partners 2024 Q4 filed Jan. 29, 2025

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