13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002053307
Total reported value
$242.0M
$242.0M
118 檔
39.1%
In Q4 2024, Wealthcare Capital Partners, LLC's U.S. equity holdings reached a combined market value of $242.0M, distributed across 118 disclosed stock positions.
During Q4 2024, Wealthcare Capital Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 20.30% | -1.89% | — | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 10.62% | +0.04% | — | |
| 3 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 10.60% | +0.11% | — | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.57% | +0.08% | — | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.22% | -0.31% | — | |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.95% | -0.16% | — | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.06% | +0.02% | — | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.00% | -0.02% | — | |
| 9 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.78% | -0.15% | — | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.67% | -0.12% | — | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.52% | -0.08% | — | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.33% | -0.01% | — | |
| 13 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.22% | -0.02% | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.17% | -0.16% | — | |
| 15 | KMLM | Kraneshares Mt Lc Mn Ft Id S | ETF-Other | 1.15% | — | — | |
| 16 | BX | Blackstone Inc | Stock-Financials | 1.09% | -0.07% | — | |
| 17 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.07% | +0.12% | — | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.07% | -0.03% | — | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.06% | +0.03% | — | |
| 20 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 1.05% | +0.02% | — | |
| 21 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.04% | -0.77% | — | |
| 22 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.02% | +0.02% | — | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.78% | +0.15% | — | |
| 24 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.77% | — | — | |
| 25 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.70% | -0.02% | — | |
| 26 | VFH | Vanguard Financials ETF | ETF-Other | 0.66% | -0.05% | — | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.64% | -0.01% | — | |
| 28 | MUB | Ishares National Muni Bond E | ETF-Other | 0.61% | -0.05% | — | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.59% | — | — | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.59% | -0.03% | — | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.57% | +0.02% | — | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.57% | -0.09% | — | |
| 33 | CEG | Constellation Energy | Stock-Utilities | 0.56% | -0.13% | — | |
| 34 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.55% | +0.05% | — | |
| 35 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.50% | -0.25% | EXIT | |
| 36 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.50% | — | — | |
| 37 | PAVE | Global X US Infrastructure | ETF-Other | 0.48% | — | — | |
| 38 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.42% | -0.03% | — | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | -0.01% | — | |
| 40 | IFRA | Ishares US Infrastructure | ETF-Other | 0.41% | -0.02% | — | |
| 41 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.37% | — | — | |
| 42 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.37% | -0.02% | — | |
| 43 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.35% | -0.03% | — | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.35% | +0.03% | — | |
| 45 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.34% | -0.05% | — | |
| 46 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.33% | +0.02% | — | |
| 47 | HACK | Amplify Cybersecurity ETF | ETF-Other | 0.32% | +0.08% | — | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.32% | +0.03% | — | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.31% | -0.13% | — | |
| 50 | EXC | Exelon CORP | Stock-Utilities | 0.31% | -0.05% | — |
According to official SEC Form 13F filings, Wealthcare Capital Partners, LLC reported a total U.S. public equity portfolio value of $242.0M across 118 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including USFR, VTI, UNH) accounted for 39.1% of total reported equity market value during Q4 2024.
During Q4 2024, Wealthcare Capital Partners, LLC's top holdings by market value included USFR (20.3%)、VTI (10.6%)、UNH (10.6%). The largest single position, USFR, represented 20.3% of total portfolio value.
In Q4 2024, Wealthcare Capital Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.