Wealthcare Capital Partners

Wealthcare Capital Partners as of March 31, 2026

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