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CIK: 0002053307
Total reported value
$242.0M
$242.0M
148 檔
36.2%
During the Q3 2025 filing period, Wealthcare Capital Partners, LLC (CIK: 0002053307) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $242.0M across 148 reported positions.
In Q3 2025, Wealthcare Capital Partners, LLC displayed an active expansion posture, initiating 10 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 15.14% | -1.89% | -7.49% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 10.53% | +0.04% | -1.78% | |
| 3 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 6.32% | +0.11% | +0.06% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.17% | +0.08% | +0.02% | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.08% | -0.31% | +6.87% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.70% | -0.03% | +51.34% | |
| 7 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.31% | -0.16% | +11.14% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.81% | +0.02% | -0.83% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.79% | -0.08% | +15.15% | |
| 10 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.76% | -0.15% | +7.02% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.68% | -0.12% | +0.18% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.63% | -0.02% | -2.36% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.36% | -0.01% | +12.31% | |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.24% | +0.12% | +0.39% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.16% | -0.16% | +0.06% | |
| 16 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.11% | -0.02% | +2.97% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.11% | +0.03% | +3.23% | |
| 18 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.10% | +0.02% | +1.77% | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.07% | -0.77% | +26.88% | |
| 20 | BX | Blackstone Inc | Stock-Financials | 1.07% | -0.07% | +0.65% | |
| 21 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 1.05% | +0.02% | +0.50% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.94% | +0.02% | +4.86% | |
| 23 | DTH | Wisdomtree International Hig | ETF-Other | 0.84% | -0.11% | +89.28% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.84% | -0.03% | +15.09% | |
| 25 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.73% | — | -3.38% | |
| 26 | CEG | Constellation Energy | Stock-Utilities | 0.72% | -0.13% | -0.23% | |
| 27 | VFH | Vanguard Financials ETF | ETF-Other | 0.71% | -0.05% | +3.04% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.71% | +0.15% | -1.78% | |
| 29 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.70% | -0.02% | +0.17% | |
| 30 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.70% | -0.05% | -5.93% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | -0.09% | +1.32% | |
| 32 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.67% | — | +22.10% | |
| 33 | CGDV | Cap Group Dividend Value | ETF-Other | 0.64% | +0.13% | +36.53% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | -0.01% | +1.72% | |
| 35 | IFRA | Ishares US Infrastructure | ETF-Other | 0.56% | -0.02% | +6.24% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.54% | -0.01% | +1.04% | |
| 37 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.53% | +0.05% | +17.83% | |
| 38 | VTV | Vanguard Value ETF | ETF-Other | 0.52% | — | -1.61% | |
| 39 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.52% | — | +8.26% | |
| 40 | PAVE | Global X US Infrastructure | ETF-Other | 0.49% | — | +7.21% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-Other | 0.47% | -0.05% | +18.41% | |
| 42 | KMLM | Kraneshares Mt Lc Mn Ft Id S | ETF-Other | 0.47% | — | +12.25% | |
| 43 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.46% | +0.05% | +0.53% | |
| 44 | CGGR | Cap Group Growth Equity | ETF-Other | 0.46% | +0.16% | +38.22% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.45% | +0.22% | -1.63% | |
| 46 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.43% | -0.16% | +114.61% | |
| 47 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.43% | +0.02% | +37.26% | |
| 48 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.42% | +0.02% | — | |
| 49 | CGXU | Cap Group Intl Focus | ETF-Other | 0.40% | +0.03% | +23.02% | |
| 50 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.40% | -0.03% | -0.60% |
According to official SEC Form 13F filings, Wealthcare Capital Partners, LLC reported a total U.S. public equity portfolio value of $242.0M across 148 disclosed positions in Q3 2025.
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 36.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
CAOS
市值: $754.4K
Top Position Liquidated / Trimmed
IJH
前期市值: $440.0K
During Q3 2025, Wealthcare Capital Partners, LLC's top holdings by market value included USFR (15.1%)、VTI (10.5%)、UNH (6.3%). The largest single position, USFR, represented 15.1% of total portfolio value.
In Q3 2025, Wealthcare Capital Partners, LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 30 positions, trimming 8 holdings, and fully liquidating 2 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.
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