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WealthCare Investment Partners

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

Top 5 stock holdings are QQQ, FVD, CGGR, ITA, BUFR, and represent 22.05% of WealthCare Investment Partners's stock portfolio.
Added to shares of these 10 stocks: BUFR (+$9.8M), CGBL (+$5.2M), CGDV, XLE, IDMO, NOW, XLI, MLDR, ROBT, CGGR.
Started 14 new stock positions in ROBT, VNQ, SITM, BKUI, SDVY, BKGI, DSTX, VGIT, GM, FSMB. CGBL, ITOT, BUFR, MLDR.
Reduced shares in these 10 stocks: SCHD, XMHQ, IEF, IAU, XLV, MLPX, FNDX, INCO, IYK, GRPM.
Sold out of its positions in BUG, XLY.
WealthCare Investment Partners was a net buyer of stock by $33M.
WealthCare Investment Partners has $343M in assets under management (AUM), dropping by 11.37%.
Central Index Key (CIK): 0001908462

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Portfolio Holdings for WealthCare Investment Partners

WealthCare Investment Partners holds 183 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	8.0	$27M		45k	613.13	View chart
First Tr Exchange-traded SHS (FVD)	4.1	$14M	+4%	303k	46.19	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	3.8	$13M	+5%	293k	44.55	View chart
Ishares Tr Us Aer Def Etf (ITA)	3.4	$12M	+2%	52k	222.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	2.9	$9.8M	NEW	286k	34.30	View chart
Ishares Gold Tr Ishares New (IAU)	2.6	$9.1M	-3%	111k	81.56	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	2.3	$8.1M	+4%	67k	119.67	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.2	$7.6M		165k	46.04	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	2.2	$7.5M	+61%	170k	43.97	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.0	$7.0M	+3%	11k	628.29	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	2.0	$6.8M	+29%	120k	56.25	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.9	$6.6M		143k	45.89	View chart
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)	1.8	$6.1M	-3%	50k	120.63	View chart
Select Sector Spdr Tr State Street Com (XLC)	1.8	$6.0M		52k	116.90	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	1.5	$5.2M	-7%	50k	103.89	View chart
Capital Group Core Balanced SHS (CGBL)	1.5	$5.2M	NEW	147k	35.55	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	1.5	$5.2M	+3%	73k	70.68	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	1.5	$5.0M		140k	35.96	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.4	$4.7M	+15%	204k	23.02	View chart
Select Sector Spdr Tr State Street Ene (XLE)	1.3	$4.6M	+90%	101k	45.65	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.2	$4.2M		60k	70.15	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.1	$3.8M		31k	121.37	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.1	$3.7M	+11%	76k	48.31	View chart
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)	1.0	$3.6M		48k	75.60	View chart
Microsoft Corporation (MSFT)	1.0	$3.6M	+3%	7.6k	472.96	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.9	$3.1M	-16%	111k	27.73	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.9	$3.0M	+20%	83k	36.82	View chart
Ishares Silver Tr Ishares (SLV)	0.9	$3.0M	+14%	46k	65.75	View chart
Apple (AAPL)	0.9	$2.9M	-4%	11k	271.00	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.8	$2.9M	+8%	78k	37.27	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.8	$2.9M	+4%	56k	51.19	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.8	$2.9M	-9%	18k	155.51	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.8	$2.8M	-2%	56k	50.54	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.8	$2.8M	+39%	18k	157.98	View chart
Pimco Etf Tr Broad Us Tips (TIPZ)	0.8	$2.8M	+11%	53k	52.90	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.8	$2.8M	+11%	63k	44.29	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.8	$2.7M	-8%	45k	61.17	View chart
Ishares Tr Broad Usd High (USHY)	0.8	$2.7M	+14%	73k	37.42	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.8	$2.7M	+3%	21k	129.65	View chart
Franklin Templeton Etf Tr Ftse Japan Hdg (FLJH)	0.7	$2.5M	-2%	66k	37.87	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.7	$2.5M	+27%	61k	40.96	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.7	$2.4M	+15%	97k	25.07	View chart
Ishares Tr Ishares Biotech (IBB)	0.7	$2.4M	+3%	14k	169.00	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$2.3M		34k	69.00	View chart
Ishares Tr Us Consm Staples (IYK)	0.7	$2.3M	-9%	34k	66.71	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$2.2M	-2%	11k	199.88	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.6	$2.1M	-10%	77k	27.44	View chart
First Tr Exchange Traded Intl Equity Opp (FPXI)	0.6	$2.1M		35k	60.28	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.6	$2.1M	-5%	43k	48.85	View chart
Ford Motor Company (F)	0.6	$2.1M	+18%	156k	13.34	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.6	$1.9M	-9%	50k	39.24	View chart
First Tr Exchange-traded Indxx Nextg Etf (NXTG)	0.5	$1.9M		17k	109.24	View chart
Altria (MO)	0.5	$1.9M	+15%	33k	57.31	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$1.9M		3.8k	486.20	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.5	$1.8M		12k	155.82	View chart
NVIDIA Corporation (NVDA)	0.5	$1.7M	+2%	9.2k	188.86	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.5	$1.7M		37k	45.99	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.5	$1.7M		42k	40.36	View chart
Spdr Series Trust State Street Spd (SJNK)	0.5	$1.7M		67k	25.32	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$1.6M	+3%	18k	90.35	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$1.6M	+6%	22k	74.04	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.5	$1.6M		15k	109.52	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.5	$1.6M	+5%	41k	38.23	View chart
Spdr Series Trust State Street Spd (KOMP)	0.4	$1.5M		25k	61.40	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$1.5M	-5%	2.0k	755.84	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.4	$1.4M		16k	88.58	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$1.4M		6.6k	214.43	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.4	$1.4M	+6%	28k	48.65	View chart
Columbia Etf Tr Ii India Consmr Etf (INCO)	0.4	$1.3M	-15%	20k	65.20	View chart
Servicenow (NOW)	0.4	$1.3M	+372%	8.6k	147.45	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$1.2M		5.6k	220.61	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.4	$1.2M	+128%	53k	22.64	View chart
Spdr Series Trust State Street Spd (SPLG)	0.3	$1.2M	-2%	15k	80.39	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.2M		3.7k	315.17	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.3	$1.1M	+3%	25k	44.93	View chart
Amazon (AMZN)	0.3	$1.1M		4.8k	226.50	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$1.0M		3.3k	306.96	View chart
Principal Exchange Traded Prin U S Small (PSC)	0.3	$986k	+61%	17k	58.04	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.3	$975k	+11%	17k	57.04	View chart
Verizon Communications (VZ)	0.3	$971k	+28%	24k	40.52	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.3	$967k	-8%	3.1k	313.72	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$943k	-3%	14k	69.80	View chart
Raytheon Technologies Corp (RTX)	0.3	$902k		4.8k	187.23	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.3	$885k		24k	37.51	View chart
Flexshares Tr Cr Scd Us Bd (SKOR)	0.3	$884k	+10%	18k	49.11	View chart
Cisco Systems (CSCO)	0.3	$873k	+5%	12k	76.04	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.2	$853k	-11%	35k	24.38	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$771k	+2%	9.9k	77.85	View chart
Wal-Mart Stores (WMT)	0.2	$770k		6.8k	112.75	View chart
Global X Fds Artificial Etf (AIQ)	0.2	$758k	+34%	15k	51.43	View chart
Global X Fds Inter-term Treas (MLDR)	0.2	$740k	NEW	15k	49.60	View chart
Bank of America Corporation (BAC)	0.2	$731k		13k	55.95	View chart
Spdr Series Trust State Street Spd (CNRG)	0.2	$725k	-18%	7.7k	94.12	View chart
First Tr Exchange Traded Nasdq Artfcial (ROBT)	0.2	$716k	NEW	14k	52.46	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$709k		22k	32.50	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.2	$695k	+7%	5.4k	127.78	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.2	$692k		3.4k	205.63	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$677k	-6%	2.0k	336.30	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$676k		1.5k	444.70	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$672k		1.8k	373.25	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$659k		4.8k	138.22	View chart
First Tr Exchange-traded Indxx Inovtv Etf (LEGR)	0.2	$649k	+5%	11k	60.31	View chart
Exxon Mobil Corporation (XOM)	0.2	$620k	+84%	5.1k	122.65	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.2	$611k	-2%	13k	45.91	View chart
Ishares Tr Us Manufacturing (MADE)	0.2	$610k	+105%	19k	31.98	View chart
Northrop Grumman Corporation (NOC)	0.2	$591k	+4%	1.0k	585.76	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.2	$588k		10k	58.95	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$587k		858.00	683.57	View chart
At&t (T)	0.2	$580k		24k	24.56	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.2	$573k		21k	27.63	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$552k		2.1k	261.51	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$548k	-4%	799.00	686.33	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$547k	-11%	7.0k	78.31	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$539k		8.9k	60.44	View chart
Bny Mellon Etf Trust Global Infrasctr (BKGI)	0.2	$538k	NEW	13k	40.88	View chart
AECOM Technology Corporation (ACM)	0.2	$531k		5.5k	96.41	View chart
Grayscale Ethereum Mini Tr E Shs New (ETH)	0.2	$518k		18k	29.47	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$500k	+3%	1.6k	315.31	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$495k		7.4k	66.91	View chart
Johnson & Johnson (JNJ)	0.1	$470k	+11%	2.3k	207.31	View chart
United Sts Oil Units (USO)	0.1	$458k		6.6k	68.96	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$457k	-46%	4.8k	96.07	View chart
Etf Ser Solutions Us Glb Jets (JETS)	0.1	$455k		16k	28.29	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$451k		9.4k	47.99	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$448k	-13%	19k	23.23	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$428k		2.5k	168.17	View chart
Tesla Motors (TSLA)	0.1	$414k		946.00	438.07	View chart
Walt Disney Company (DIS)	0.1	$403k		3.6k	111.84	View chart
Tortoise Capital Series Trus North Amern Pipe (TPYP)	0.1	$399k	-5%	11k	35.63	View chart
Vanguard Wellington Us Quality (VFQY)	0.1	$392k	+24%	2.5k	154.00	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$386k	-6%	7.6k	50.93	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$385k	+10%	1.3k	292.68	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.1	$385k		10k	38.24	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$378k	+13%	3.8k	99.86	View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)	0.1	$376k		2.9k	131.07	View chart
Bny Mellon Etf Trust Ultra Short Incm (BKUI)	0.1	$373k	NEW	7.5k	49.75	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.1	$366k	+50%	16k	22.24	View chart
Spdr Series Trust State Street Spd (FITE)	0.1	$356k	-5%	4.1k	86.63	View chart
Meta Platforms Cl A (META)	0.1	$344k		529.00	650.69	View chart
M&T Bank Corporation (MTB)	0.1	$343k		1.7k	204.00	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.1	$337k	NEW	17k	20.05	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$330k		4.1k	80.71	View chart
Compass Cl A (COMP)	0.1	$328k	-37%	31k	10.50	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$319k	-20%	6.3k	50.62	View chart
General Dynamics Corporation (GD)	0.1	$319k	-5%	930.00	343.39	View chart
Broadcom (AVGO)	0.1	$319k		916.00	347.66	View chart
McDonald's Corporation (MCD)	0.1	$318k	+6%	1.0k	303.23	View chart
JPMorgan Chase & Co. (JPM)	0.1	$311k	+5%	954.00	325.64	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$307k		1.5k	207.77	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.1	$305k	+3%	6.3k	48.68	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$300k		2.4k	123.33	View chart
Repligen Corporation (RGEN)	0.1	$296k		1.8k	164.35	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$282k	-10%	895.00	315.19	View chart
General Motors Company (GM)	0.1	$280k	NEW	3.5k	80.97	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.1	$275k	-5%	3.7k	74.57	View chart
Putnam Etf Trust Focsd Larcp Gwt (PGRO)	0.1	$271k		6.1k	44.50	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.1	$268k		5.7k	47.41	View chart
Harbor Etf Trust Long Term Grower (WINN)	0.1	$268k		8.6k	31.01	View chart
Spdr Series Trust State Street Spd (ONEV)	0.1	$261k	-5%	2.0k	133.92	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$260k	+8%	3.4k	75.41	View chart
Amgen (AMGN)	0.1	$256k		782.00	327.58	View chart
Sitime Corp (SITM)	0.1	$256k	NEW	691.00	369.96	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$252k	+2%	5.1k	49.45	View chart
Spdr Series Trust State Street Spd (SPAB)	0.1	$246k	+2%	9.6k	25.74	View chart
Lpl Financial Holdings (LPLA)	0.1	$246k		679.00	361.58	View chart
Visa Com Cl A (V)	0.1	$243k		700.00	346.39	View chart
Sherwin-Williams Company (SHW)	0.1	$237k		724.00	327.93	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$234k	NEW	6.1k	38.72	View chart
Nebius Group Shs Class A (NBIS)	0.1	$233k	+6%	2.6k	89.95	View chart
Suburban Propane Partners L Unit Ltd Partn (SPH)	0.1	$233k		12k	18.69	View chart
Abbvie (ABBV)	0.1	$230k	+4%	1.0k	229.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$228k		458.00	496.85	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$216k		2.0k	110.15	View chart
Etf Ser Solutions Distillate Intnl (DSTX)	0.1	$211k	NEW	6.6k	31.91	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$211k	-8%	2.3k	92.52	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$210k	NEW	1.4k	149.16	View chart
Etf Ser Solutions Distillate Smlmd (DSMC)	0.1	$209k		5.9k	35.74	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$208k	NEW	2.3k	88.53	View chart
Dell Technologies CL C (DELL)	0.1	$207k	+11%	1.6k	127.79	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$207k	NEW	3.5k	59.91	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.0	$153k		10k	15.28	View chart
Putnam Managed Municipal Income Trust (PMM)	0.0	$62k		10k	6.20	View chart
Immunitybio (IBRX)	0.0	$33k		17k	2.02	View chart

Past Filings by WealthCare Investment Partners

SEC 13F filings are viewable for WealthCare Investment Partners going back to 2021

WealthCare Investment Partners 2025 Q4 filed Jan. 6, 2026
WealthCare Investment Partners 2025 Q3 filed Nov. 7, 2025
WealthCare Investment Partners 2025 Q2 filed July 9, 2025
WealthCare Investment Partners 2025 Q1 filed April 22, 2025
WealthCare Investment Partners 2024 Q4 filed Feb. 3, 2025
WealthCare Investment Partners 2024 Q3 filed Oct. 8, 2024
WealthCare Investment Partners 2024 Q2 filed July 18, 2024
WealthCare Investment Partners 2024 Q1 filed April 15, 2024
WealthCare Investment Partners 2023 Q4 filed Jan. 18, 2024
WealthCare Investment Partners 2023 Q3 filed Oct. 10, 2023
WealthCare Investment Partners 2023 Q2 filed July 13, 2023
WealthCare Investment Partners 2023 Q1 filed April 10, 2023
WealthCare Investment Partners 2022 Q4 filed Jan. 19, 2023
WealthCare Investment Partners 2022 Q3 filed Oct. 17, 2022
WealthCare Investment Partners 2022 Q2 filed July 18, 2022
WealthCare Investment Partners 2022 Q1 filed April 14, 2022

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