WealthCare Investment Partners

WealthCare Investment Partners as of March 31, 2026

Portfolio Holdings for WealthCare Investment Partners

WealthCare Investment Partners holds 191 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
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.2 $26M 44k 587.82
First Tr Exchange-traded SHS (FVD) 4.0 $15M 307k 47.05
Capital Group Growth Etf Shs Creation Uni (CGGR) 3.3 $12M 292k 40.93
Ishares Tr Us Aer Def Etf (ITA) 3.3 $12M 52k 225.86
Capital Group Dividend Value Shs Creation Uni (CGDV) 3.0 $11M 246k 43.23
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 2.7 $9.6M 283k 33.95
Ishares Gold Tr Ishares New (IAU) 2.5 $8.9M 105k 85.27
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 2.2 $7.9M 69k 115.32
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 2.1 $7.6M 166k 45.75
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 2.1 $7.4M 135k 54.95
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.9 $7.0M 12k 605.66
Columbia Etf Tr I Resh Enhnc Cor (RECS) 1.9 $6.8M 175k 39.13
Schwab Strategic Tr Fundamental Intl (FNDF) 1.9 $6.8M 139k 48.56
Select Sector Spdr Tr State Street Ene (XLE) 1.7 $6.0M 100k 60.57
Select Sector Spdr Tr State Street Com (XLC) 1.6 $5.8M 52k 111.44
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.5 $5.5M 110k 49.98
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM) 1.5 $5.4M 45k 118.56
Capital Group Core Balanced SHS (CGBL) 1.4 $5.1M 146k 34.69
Capital Group Dividend Growe Shs Etf (CGDG) 1.4 $5.0M 139k 35.78
First Tr Exchange Traded Risng Divd Achiv (RDVY) 1.4 $5.0M 72k 69.27
Ishares Tr Us Treas Bd Etf (GOVT) 1.4 $4.9M 216k 22.88
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 1.3 $4.6M 44k 103.81
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 1.2 $4.5M 71k 63.37
Ishares Tr Core S&p Scp Etf (IJR) 1.1 $3.9M 31k 125.08
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU) 1.1 $3.9M 49k 79.70
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.1 $3.8M 79k 48.08
Schwab Strategic Tr Fundamental Emer (FNDE) 1.0 $3.7M 98k 38.01
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 1.0 $3.7M 149k 24.86
Select Sector Spdr Tr State Street Ind (XLI) 0.9 $3.4M 20k 165.10
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.9 $3.2M 104k 30.54
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.9 $3.1M 79k 39.87
Ishares Silver Tr Ishares (SLV) 0.8 $3.0M 47k 65.21
Ishares Tr Ishares Biotech (IBB) 0.8 $3.0M 18k 165.75
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.8 $3.0M 58k 50.73
Pimco Etf Tr Broad Us Tips (TIPZ) 0.8 $2.9M 55k 53.03
Select Sector Spdr Tr State Street Hea (XLV) 0.8 $2.9M 20k 146.24
Microsoft Corporation (MSFT) 0.8 $2.9M 7.8k 371.02
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.8 $2.9M 66k 43.80
Ishares Tr Broad Usd High (USHY) 0.8 $2.8M 76k 36.77
Apple (AAPL) 0.8 $2.7M 11k 252.62
Global X Fds Glb X Mlp Enrg I (MLPX) 0.7 $2.7M 36k 74.90
Ishares Tr U.s. Finls Etf (IYF) 0.7 $2.6M 22k 117.41
Franklin Templeton Etf Tr Ftse Japan Hdg (FLJH) 0.7 $2.6M 64k 40.53
First Tr Exchange-traded Nasdq Cln Edge (GRID) 0.7 $2.4M 14k 168.14
Altria (MO) 0.7 $2.4M 38k 63.78
Ishares Core Msci Emkt (IEMG) 0.7 $2.4M 34k 70.51
First Tr Exchange-traded Intl Equity Opp (FPXI) 0.6 $2.2M 35k 62.65
Ishares Tr Us Consm Staples (IYK) 0.6 $2.2M 31k 69.83
Ford Motor Company (F) 0.6 $2.1M 182k 11.67
Global X Fds Us Infr Dev Etf (PAVE) 0.6 $2.1M 41k 51.34
Schwab Strategic Tr Fundamental Us L (FNDX) 0.5 $2.0M 71k 27.90
First Tr Exchange-traded Indxx Nextg Etf (NXTG) 0.5 $1.9M 17k 114.10
Ishares Tr U.s. Tech Etf (IYW) 0.5 $1.9M 10k 185.93
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.5 $1.8M 44k 41.24
Putnam Etf Trust Focused Lar Cap (PVAL) 0.5 $1.7M 37k 46.53
Vanguard Index Fds Growth Etf (VUG) 0.5 $1.7M 3.8k 444.25
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $1.7M 23k 73.54
Ishares Tr Core Msci Eafe (IEFA) 0.5 $1.7M 19k 90.14
NVIDIA Corporation (NVDA) 0.5 $1.7M 9.3k 178.67
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.5 $1.7M 42k 38.98
Principal Exchange Traded Prin U S Small (PSC) 0.5 $1.6M 28k 58.14
Spdr Series Trust State Street Spd (SJNK) 0.4 $1.6M 65k 24.95
Ishares Tr U.s. Utilits Etf (IDU) 0.4 $1.6M 14k 114.49
Spdr Series Trust State Street Spd (KOMP) 0.4 $1.5M 25k 60.84
Wisdomtree Tr Us Largecap Divd (DLN) 0.4 $1.5M 17k 89.53
First Tr Exchange-traded No Amer Energy (EMLP) 0.4 $1.5M 33k 43.94
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $1.4M 6.6k 219.61
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.4 $1.4M 28k 49.08
Verizon Communications (VZ) 0.4 $1.3M 26k 50.37
Vanguard World Inf Tech Etf (VGT) 0.4 $1.3M 1.8k 716.34
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.2M 5.6k 216.20
Wal-Mart Stores (WMT) 0.3 $1.2M 9.8k 123.06
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.3 $1.2M 52k 22.39
Spdr Series Trust State Street Spd (SPYM) 0.3 $1.1M 15k 77.30
Spdr Index Shs Fds State Street Spd (SPDW) 0.3 $1.1M 25k 45.62
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.1M 3.7k 290.95
Ishares Tr Ishares Semicdtr (SOXX) 0.3 $1.0M 3.0k 345.27
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $1.0M 3.3k 309.20
Fidelity Covington Trust High Divid Etf (FDVV) 0.3 $1.0M 18k 55.09
Amazon (AMZN) 0.3 $1.0M 4.8k 211.71
Ishares Tr Us Manufacturing (MADE) 0.3 $1.0M 29k 34.47
Raytheon Technologies Corp (RTX) 0.3 $999k 5.1k 195.00
Exxon Mobil Corporation (XOM) 0.3 $948k 5.8k 163.26
Cisco Systems (CSCO) 0.3 $931k 11k 81.83
Columbia Etf Tr Ii India Consmr Etf (INCO) 0.3 $924k 17k 55.66
Ishares Tr Core Div Grwth (DGRO) 0.3 $913k 13k 70.05
Global X Fds Artificial Etf (AIQ) 0.2 $893k 19k 47.90
Servicenow (NOW) 0.2 $888k 8.6k 103.06
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) 0.2 $882k 24k 36.99
Flexshares Tr Cr Scd Us Bd (SKOR) 0.2 $791k 16k 48.52
Bny Mellon Etf Trust Global Infrasctr (BKGI) 0.2 $785k 18k 44.26
United Sts Oil Units (USO) 0.2 $752k 6.6k 113.39
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $748k 9.7k 77.07
Global X Fds Inter-term Treas (MLDR) 0.2 $732k 15k 49.08
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $719k 1.8k 398.97
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.2 $703k 15k 47.59
Spdr Series Trust State Street Spd (CNRG) 0.2 $701k 7.4k 94.57
Northrop Grumman Corporation (NOC) 0.2 $700k 1.0k 691.43
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.2 $690k 29k 24.05
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.2 $686k 3.4k 204.05
At&t (T) 0.2 $681k 24k 28.81
First Tr Exchange Traded Nasdq Artfcial (ROBT) 0.2 $643k 14k 47.24
Bank of America Corporation (BAC) 0.2 $637k 13k 48.75
Global X Fds Global X Copper (COPX) 0.2 $635k 8.4k 75.64
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.2 $631k 1.5k 415.19
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $630k 1.9k 325.16
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $629k 4.8k 130.64
First Tr Exchange Traded Indxx Inovtv Etf (LEGR) 0.2 $623k 11k 57.97
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $610k 21k 29.54
First Tr Exchange-traded Cloud Computing (SKYY) 0.2 $598k 5.4k 111.48
Etf Ser Solutions Distillate Us (DSTL) 0.2 $580k 10k 58.07
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.2 $574k 13k 45.00
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.2 $571k 21k 27.30
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $567k 9.1k 62.36
Vanguard Index Fds Small Cp Etf (VB) 0.2 $564k 2.1k 266.06
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $555k 845.00 656.97
Johnson & Johnson (JNJ) 0.2 $542k 2.3k 239.94
Ishares Tr Core S&p500 Etf (IVV) 0.1 $517k 783.00 659.96
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.1 $511k 18k 28.25
Vanguard Wellington Us Quality (VFQY) 0.1 $509k 3.4k 149.74
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $498k 7.3k 68.22
Ark Etf Tr Innovation Etf (ARKK) 0.1 $494k 7.1k 69.90
AECOM Technology Corporation (ACM) 0.1 $489k 5.5k 88.54
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $469k 4.7k 99.11
Tortoise Capital Series Trus North Amrcn Pipe (TPYP) 0.1 $469k 11k 43.17
Alphabet Cap Stk Cl C (GOOG) 0.1 $445k 1.5k 289.60
Vanguard Wellington Us Momentum (VFMO) 0.1 $439k 2.2k 201.32
Netflix (NFLX) 0.1 $436k 4.7k 92.28
Vanguard Index Fds Large Cap Etf (VV) 0.1 $431k 1.4k 302.56
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $420k 4.4k 95.36
Abbvie (ABBV) 0.1 $417k 2.0k 207.13
Etf Ser Solutions Us Glb Jets (JETS) 0.1 $405k 16k 25.30
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $399k 2.5k 157.99
Grayscale Ethereum Staking Shs New (ETH) 0.1 $390k 19k 20.57
Pimco Etf Tr Mtg Bkd Secs Act (PMBS) 0.1 $389k 7.8k 49.53
Nebius Group Shs Class A (NBIS) 0.1 $373k 3.2k 115.09
Fidelity Covington Trust Enhanced Large (FELC) 0.1 $370k 10k 36.66
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $368k 7.2k 50.98
Compass Cl A (COMP) 0.1 $368k 46k 7.92
Tesla Motors (TSLA) 0.1 $365k 945.00 385.95
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 0.1 $362k 2.9k 126.01
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $360k 1.2k 290.89
Walt Disney Company (DIS) 0.1 $347k 3.6k 95.94
M&T Bank Corporation (MTB) 0.1 $344k 1.7k 204.71
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.1 $331k 17k 19.99
Bny Mellon Etf Trust Ultra Short Incm (BKUI) 0.1 $330k 6.6k 49.73
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $328k 4.1k 80.27
Chevron Corporation (CVX) 0.1 $327k 1.6k 205.17
General Dynamics Corporation (GD) 0.1 $327k 928.00 352.31
McDonald's Corporation (MCD) 0.1 $325k 1.0k 311.73
Broadcom (AVGO) 0.1 $315k 988.00 318.84
Meta Platforms Cl A (META) 0.1 $314k 527.00 595.15
Ishares Tr Msci Intl Moment (IMTM) 0.1 $303k 6.3k 48.26
Global X Fds Data Ctr & Digit (DTCR) 0.1 $302k 13k 24.18
Dell Technologies CL C (DELL) 0.1 $299k 1.6k 184.03
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.1 $293k 1.5k 198.62
JPMorgan Chase & Co. (JPM) 0.1 $284k 963.00 295.34
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $280k 2.4k 115.19
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $279k 3.7k 76.48
Spdr Series Trust State Street Spd (FITE) 0.1 $276k 3.1k 89.50
Amgen (AMGN) 0.1 $275k 777.00 354.03
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $264k 5.3k 49.78
Blackrock Etf Trust Ii Short Duration H (SHYM) 0.1 $263k 12k 22.01
Spdr Series Trust State Street Spd (ONEV) 0.1 $262k 2.0k 134.17
Suburban Propane Partners L Unit Ltd Partn (SPH) 0.1 $256k 13k 20.25
Spdr Series Trust State Street Spd (SPAB) 0.1 $255k 10k 25.56
General Motors Company (GM) 0.1 $254k 3.3k 76.60
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $253k 3.6k 70.15
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $253k 5.0k 50.56
Putnam Etf Trust Focsd Larcp Gwt (PGRO) 0.1 $250k 6.1k 40.96
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $246k 1.7k 143.83
Sitime Corp (SITM) 0.1 $245k 691.00 354.50
Harbor Etf Trust Long Term Grower (WINN) 0.1 $244k 8.6k 28.15
First Tr Exchange Traded Smid Risng Etf (SDVY) 0.1 $238k 6.0k 39.93
Procter & Gamble Company (PG) 0.1 $235k 1.6k 143.90
Sherwin-Williams Company (SHW) 0.1 $234k 726.00 322.05
Etf Ser Solutions Distillate Smlmd (DSMC) 0.1 $220k 5.9k 37.61
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $218k 458.00 476.19
Ishares Tr Trust Ishare 0-1 (SHV) 0.1 $218k 2.0k 110.33
Hershey Company (HSY) 0.1 $217k 1.0k 217.01
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.1 $216k 4.6k 47.03
Etf Ser Solutions Distillate Intnl (DSTX) 0.1 $212k 6.6k 31.98
Tidal Trust Iii Vistashares Arti (AIS) 0.1 $211k 4.7k 44.83
Repligen Corporation (RGEN) 0.1 $206k 1.8k 114.32
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.1 $206k 4.3k 47.89
Lpl Financial Holdings (LPLA) 0.1 $204k 680.00 300.49
Visa Com Cl A (V) 0.1 $204k 669.00 304.77
Msc Income Fund (MSIF) 0.0 $173k 13k 13.10
Eaton Vance Tax Managed Diversified Eq. (ETY) 0.0 $138k 10k 13.78
Immunitybio (IBRX) 0.0 $133k 17k 8.07
Putnam Managed Municipal Income Trust (PMM) 0.0 $61k 10k 6.07