WealthCare Asset Management

WealthCare Asset Management as of March 31, 2026

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