Wealthcare Capital Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, Wealthcare Capital Partners, LLC held in its portfolio 140 assets valued at $213,419,261 (i.e. $213.42M).
The most valuable assets in the portfolio included: WISDOMTREE TR ($36.52M), VANGUARD INDEX FDS ($23.60M), and SPDR SERIES TRUST ($21.18M).
The chart below shows the top 10 valuable assets, and the table below shows the top 140 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Wealthcare Capital Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| WISDOMTREE TR | 725811 | 36522802 | FLOATNG RAT TREA |
| VANGUARD INDEX FDS | 70395 | 23601172 | TOTAL STK MKT |
| SPDR SERIES TRUST | 320239 | 21182067 | STATE STREET SPD |
| VANGUARD WHITEHALL FDS | 49522 | 7107397 | HIGH DIV YLD |
| SCHWAB STRATEGIC TR | 252178 | 6680185 | US TIPS ETF |
| ISHARES TR | 50568 | 5177686 | 0-5 YR TIPS ETF |
| ISHARES TR | 40985 | 4093582 | CORE US AGGBD ET |
| APPLE INC | 14908 | 4052993 | COM |
| ISHARES TR | 39554 | 3803469 | 7-10 YR TRSY BD |
| VANGUARD INTL EQUITY INDEX F | 49735 | 3658531 | ALLWRLD EX US |
| BERKSHIRE HATHAWAY INC DEL | 7094 | 3565799 | CL B NEW |
| J P MORGAN EXCHANGE TRADED F | 44448 | 2544204 | EQUITY PREMIUM |
| VANGUARD WORLD FD | 17683 | 2496160 | MEGA CAP VAL ETF |
| VANGUARD SPECIALIZED FUNDS | 11338 | 2491893 | DIV APP ETF |
| MICROSOFT CORP | 4649 | 2248417 | COM |
| ISHARES TR | 31219 | 2177213 | FUTURE EXPONENTI |
| BLACKSTONE INC | 13498 | 2080582 | COM |
| NVIDIA CORPORATION | 11130 | 2075731 | COM |
| VANGUARD INDEX FDS | 23132 | 2046912 | REAL ESTATE ETF |
| WISDOMTREE TR | 39364 | 2031363 | ITL HIGH DIV FD |
| VANGUARD TAX-MANAGED FDS | 30428 | 1900845 | VAN FTSE DEV MKT |
| CAPITAL GROUP DIVIDEND VALUE | 39081 | 1705501 | SHS CREATION UNI |
| CONSTELLATION ENERGY CORP | 4684 | 1654732 | COM |
| SPDR INDEX SHS FDS | 36480 | 1620069 | PORTFOLIO DEVLPD |
| SPDR S&P 500 ETF TR | 2339 | 1595314 | TR UNIT |
| WISDOMTREE TR | 30740 | 1586198 | US MIDCAP DIVID |
| VANGUARD WORLD FD | 11841 | 1580642 | FINANCIALS ETF |
| DBX ETF TR | 32664 | 1571465 | XTRACK MSCI EAFE |
| WORLD GOLD TR | 16601 | 1417227 | SPDR GLD MINIS |
| AMAZON COM INC | 5913 | 1364839 | COM |
| META PLATFORMS INC | 1996 | 1317619 | CL A |
| ISHARES TR | 24908 | 1310661 | US INFRASTRUC |
| VANGUARD INDEX FDS | 6489 | 1239356 | VALUE ETF |
| ISHARES INC | 17035 | 1238104 | MSCI EMRG CHN |
| CAPITAL GROUP GROWTH ETF | 27723 | 1232842 | SHS CREATION UNI |
| JPMORGAN CHASE & CO. | 3627 | 1168782 | COM |
| ISHARES TR | 23211 | 1165192 | NORTH AMERN NAT |
| ISHARES TR | 19092 | 1087480 | CRE U S REIT ETF |
| WISDOMTREE TR | 32365 | 1082609 | US SMALLCAP DIVD |
| ISHARES TR | 9884 | 1058675 | NATIONAL MUN ETF |
| GLOBAL X FDS | 22035 | 1053055 | US INFR DEV ETF |
| BROADCOM INC | 3012 | 1042564 | COM |
| GOLDMAN SACHS GROUP INC | 1115 | 980455 | COM |
| PRICE T ROWE GROUP INC | 9488 | 971367 | COM |
| CISCO SYS INC | 11947 | 920285 | COM |
| CAPITAL GROUP INTL FOCUS EQT | 30340 | 896547 | SHS CREATION UNI |
| WALMART INC | 7994 | 890631 | COM |
| ISHARES TR | 11222 | 870042 | EAFE SML CP ETF |
| FIRST TR EXCHANGE TRADED FD | 5623 | 860443 | NASDQ CLN EDGE |
| TAIWAN SEMICONDUCTOR MFG LTD | 2581 | 784304 | SPONSORED ADS |
| ISHARES TR | 24881 | 770310 | PFD AND INCM SEC |
| PROSHARES TR | 7309 | 760617 | S&P 500 DV ARIST |
| UNITEDHEALTH GROUP INC | 2281 | 752837 | COM |
| EA SERIES TRUST | 8285 | 743798 | ALPHA ARCHITECT |
| PALANTIR TECHNOLOGIES INC | 4100 | 728775 | CL A |
| GE AEROSPACE | 2202 | 678277 | COM NEW |
| JANUS DETROIT STR TR | 13202 | 667757 | HENDRSON AAA CL |
| SELECT SECTOR SPDR TR | 12032 | 658997 | STATE STREET FIN |
| AMPLIFY ETF TR | 8103 | 651252 | AMPLIFY CYBERSEC |
| TESLA INC | 1444 | 649171 | COM |
| LEGG MASON ETF INVT | 16190 | 645683 | FRANKLIN US LOW |
| ALPHABET INC | 2011 | 631191 | CAP STK CL C |
| ARES CAPITAL CORP | 30714 | 621348 | COM |
| VANGUARD SCOTTSDALE FDS | 7543 | 601366 | SHRT TRM CORP BD |
| ISHARES SILVER TR | 9118 | 587382 | ISHARES |
| LOWES COS INC | 2421 | 583873 | COM |
| CHEVRON CORP NEW | 3805 | 579970 | COM |
| INVESCO EXCH TRADED FD TR II | 27593 | 579453 | SR LN ETF |
| CAPITAL GRP FIXED INCM ETF T | 25494 | 577184 | CORE PLUS INCM |
| RTX CORPORATION | 3143 | 576492 | COM |
| ELI LILLY & CO | 529 | 567999 | COM |
| PARKER-HANNIFIN CORP | 639 | 561776 | COM |
| CHESAPEAKE UTILS CORP | 4490 | 560218 | COM |
| INVESCO QQQ TR | 887 | 545033 | UNIT SER 1 |
| JOHNSON & JOHNSON | 2560 | 529787 | COM |
| ALPHABET INC | 1689 | 528591 | CAP STK CL A |
| ISHARES TR | 2505 | 526987 | RUS 1000 VAL ETF |
| ISHARES TR | 4852 | 517708 | SHRT NAT MUN ETF |
| EXELON CORP | 11589 | 505181 | COM |
| ALPS ETF TR | 8272 | 500208 | SECTR DIV DOGS |
| INVESCO EXCHANGE TRADED FD T | 2589 | 495883 | S&P500 EQL WGT |
| VANECK ETF TRUST | 6490 | 479741 | RARE EARTH AND S |
| SELECT SECTOR SPDR TR | 10588 | 473401 | STATE STREET ENE |
| T ROWE PRICE ETF INC | 10488 | 471627 | PRICE DIV GRWT |
| VISA INC | 1343 | 470951 | COM CL A |
| BANK AMERICA CORP | 8192 | 450579 | COM |
| TE CONNECTIVITY PLC | 1915 | 435650 | ORD SHS |
| PROCTER AND GAMBLE CO | 2989 | 428398 | COM |
| WISDOMTREE TR | 8552 | 424351 | US S CAP QTY DIV |
| VANGUARD INDEX FDS | 1458 | 423255 | MID CAP ETF |
| ISHARES TR | 4797 | 406002 | CORE MSCI TOTAL |
| HOULIHAN LOKEY INC | 2324 | 404831 | CL A |
| GLOBAL X FDS | 10959 | 397042 | RBTCS ARTFL INTE |
| ISHARES TR | 2666 | 396408 | CORE S&P TTL STK |
| ISHARES TR | 1587 | 390765 | RUSSELL 2000 ETF |
| CASEYS GEN STORES INC | 705 | 389661 | COM |
| REGENCY CTRS CORP | 5523 | 381253 | COM |
| MASTERCARD INCORPORATED | 650 | 370956 | CL A |
| CATERPILLAR INC | 645 | 369234 | COM |
| MCDONALDS CORP | 1177 | 359861 | COM |
| LEIDOS HOLDINGS INC | 1968 | 355019 | COM |
| FIDELITY COVINGTON TRUST | 6249 | 342674 | BLUE CHIP GRWTH |
| DUKE ENERGY CORP NEW | 2849 | 333957 | COM NEW |
| GE VERNOVA INC | 507 | 331470 | COM |
| T ROWE PRICE ETF INC | 9888 | 321561 | TECHNOLOGY ETF |
| SANFILIPPO JOHN B & SON INC | 4551 | 321310 | COM |
| COSTCO WHSL CORP NEW | 351 | 302686 | COM |
| ISHARES TR | 2934 | 294515 | 0-3 MNTH TREASRY |
| ORACLE CORP | 1502 | 292768 | COM |
| ISHARES TR | 603 | 285400 | RUS 1000 GRW ETF |
| ISHARES TR | 764 | 285308 | RUS 1000 ETF |
| HOME DEPOT INC | 799 | 275015 | COM |
| ISHARES TR | 1927 | 272009 | SELECT DIVID ETF |
| HERSHEY CO | 1474 | 268271 | COM |
| VANGUARD WORLD FD | 879 | 262313 | INDUSTRIAL ETF |
| VANGUARD INDEX FDS | 533 | 260085 | GROWTH ETF |
| APPLIED MATLS INC | 1007 | 258725 | COM |
| ABBVIE INC | 1118 | 255350 | COM |
| INVESCO EXCH TRADED FD TR II | 4321 | 244595 | S&P SMLCP INFO |
| SCHWAB STRATEGIC TR | 10000 | 243700 | SHT TM US TRES |
| TIDAL TRUST I | 9797 | 242574 | FUNDSTRAT GRANNY |
| ALPS ETF TR | 5111 | 240306 | ALERIAN MLP |
| FIRST COMWLTH FINL CORP PA | 14156 | 238670 | COM |
| QUANTA SVCS INC | 555 | 234229 | COM |
| INVESCO EXCH TRADED FD TR II | 3194 | 228090 | S&P500 LOW VOL |
| VANECK ETF TRUST | 2648 | 227138 | GOLD MINERS ETF |
| COMMERCIAL METALS CO | 3238 | 224126 | COM |
| ZOETIS INC | 1781 | 224077 | CL A |
| BHP GROUP LTD | 3635 | 219440 | SPONSORED ADS |
| WISDOMTREE TR | 2708 | 218142 | INTL MIDCAP DV |
| CENTERPOINT ENERGY INC | 5621 | 215492 | COM |
| ETF SER SOLUTIONS | 1920 | 210549 | DEFIANCE QUANTUM |
| NETFLIX INC | 2235 | 209554 | COM |
| QUALCOMM INC | 1222 | 209081 | COM |
| AGCO CORP | 2000 | 208599 | COM |
| COCA COLA CO | 2961 | 207007 | COM |
| PHILLIPS 66 | 1597 | 206125 | COM |
| ISHARES TR | 942 | 202286 | US AER DEF ETF |
| I-80 GOLD CORP | 13243 | 19335 | COM |
| AGILON HEALTH INC | 18349 | 12637 | COM |
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