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CIK: 0002053307
Total reported value
$242.0M
$242.0M
149 檔
35.2%
The Q4 2025 SEC filing reveals that Wealthcare Capital Partners, LLC held a total portfolio value of $242.0M, covering 149 public equity positions.
In Q4 2025, Wealthcare Capital Partners, LLC displayed an active expansion posture, initiating 10 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 17.11% | -1.89% | +10.74% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 11.06% | +0.04% | +0.82% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.26% | +0.08% | -2.51% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.33% | -0.03% | +19.00% | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.13% | -0.31% | +1.49% | |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.43% | -0.16% | +4.15% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.92% | -0.08% | +5.23% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.90% | +0.02% | -3.38% | |
| 9 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.78% | -0.15% | -0.32% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.71% | -0.02% | -0.09% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.67% | -0.12% | -2.33% | |
| 12 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.35% | +0.12% | +5.86% | |
| 13 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.24% | +0.02% | +8.43% | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.19% | -0.77% | +8.83% | |
| 15 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.17% | -0.02% | +0.43% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.17% | +0.03% | +1.56% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.05% | -0.16% | -4.44% | |
| 18 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 1.02% | +0.02% | -2.09% | |
| 19 | BX | Blackstone Inc | Stock-Financials | 0.97% | -0.07% | -0.79% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.97% | +0.02% | +1.53% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.96% | -0.01% | -28.60% | |
| 22 | DTH | Wisdomtree International Hig | ETF-Other | 0.95% | -0.11% | +5.34% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.89% | -0.03% | -0.28% | |
| 24 | CGDV | Cap Group Dividend Value | ETF-Other | 0.80% | +0.13% | +18.08% | |
| 25 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.78% | — | +2.02% | |
| 26 | CEG | Constellation Energy | Stock-Utilities | 0.78% | -0.13% | -2.21% | |
| 27 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.76% | -0.05% | +2.84% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.75% | +0.15% | +0.82% | |
| 29 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.74% | — | +10.46% | |
| 30 | VFH | Vanguard Financials ETF | ETF-Other | 0.74% | -0.05% | +0.43% | |
| 31 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.74% | -0.02% | -0.20% | |
| 32 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.66% | -0.16% | +35.31% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.64% | -0.01% | +4.30% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | -0.09% | +0.30% | |
| 35 | IFRA | Ishares US Infrastructure | ETF-Other | 0.61% | -0.02% | +8.54% | |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.58% | — | +7.49% | |
| 37 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.58% | +0.05% | +0.22% | |
| 38 | CGGR | Cap Group Growth Equity | ETF-Other | 0.58% | +0.16% | +21.41% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | -0.01% | -1.79% | |
| 40 | IGE | Ishares North American Natur | ETF-Other | 0.55% | -0.18% | — | |
| 41 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.51% | +0.06% | — | |
| 42 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.51% | +0.02% | +16.61% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-Other | 0.50% | -0.05% | +1.85% | |
| 44 | PAVE | Global X US Infrastructure | ETF-Other | 0.49% | — | -1.21% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.49% | +0.22% | +1.86% | |
| 46 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.46% | +0.02% | -3.96% | |
| 47 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.46% | +0.05% | -3.31% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.43% | +0.15% | — | |
| 49 | CGXU | Cap Group Intl Focus | ETF-Other | 0.42% | +0.03% | +2.37% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.42% | -0.13% | -1.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | +2% | +10.74% | Add |
| 2 | VYM | Vanguard High Dvd Yield ETF | +0.6% | +19.00% | Add |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.5% | +0.82% | Add |
| 4 | GLDM | Spdr Gold Minishares Trust | +0.2% | +35.31% | Add |
| 5 | CGDV | Cap Group Dividend Value | +0.2% | +18.08% | Add |
| 6 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.1% | +8.43% | Add |
| 7 | AGG | Ishares Core U.s. Aggregate | +0.1% | +5.23% | Add |
| 8 | CGGR | Cap Group Growth Equity | +0.1% | +21.41% | Add |
| 9 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +8.83% | Add |
| 10 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +4.15% | Add |
| 11 | DTH | Wisdomtree International Hig | +0.1% | +5.34% | Add |
| 12 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +5.86% | Add |
| 13 | PFF | Ishares Preferred & Income S | +0.1% | +34.04% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | +18.86% | Add |
| 15 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +37.04% | Add |
| 16 | AAPL | Apple Inc | +0.1% | -3.38% | Trim |
| 17 | LVHD | Franklin U.s. Low Volatility | +0.1% | +40.43% | Add |
| 18 | LLY | Eli Lilly & Co | +0.1% | +0.19% | Add |
| 19 | DES | Wisdomtree US Smallcap Divid | +0.1% | +16.61% | Add |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | +1.26% | Add |
| 21 | DON | Wisdomtree US Midcap Dividen | +0.1% | +10.46% | Add |
| 22 | JNJ | Johnson & Johnson | +0.1% | +18.24% | Add |
| 23 | AMZN | Amazon.com Inc | +0.1% | +4.30% | Add |
| 24 | META | Meta Platforms Inc-class A | -0.1% | +0.30% | Add |
| 25 | ORCL | Oracle CORP | -0.1% | -0.99% | Trim |
| 26 | EXC | Exelon CORP | -0.1% | -27.42% | Trim |
| 27 | BX | Blackstone Inc | -0.1% | -0.79% | Trim |
| 28 | MSFT | Microsoft CORP | -0.1% | -4.44% | Trim |
| 29 | VNQ | Vanguard Real Estate ETF | -0.4% | -28.60% | Trim |
| 30 | UNH | Unitedhealth Group Inc | -6% | -94.28% | Trim |
| 31 | IGE | Ishares North American Natur | — | NEW | New buy |
| 32 | GUNR | Flexshares Global Upstream N | — | EXIT | Sold out |
| 33 | USRT | Ishares Core US Reit ETF | — | NEW | New buy |
| 34 | KMLM | Kraneshares Mt Lc Mn Ft Id S | — | EXIT | Sold out |
| 35 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 36 | SLV | Ishares Silver Trust | — | NEW | New buy |
| 37 | XOM | Exxon Mobil CORP | — | EXIT | Sold out |
| 38 | BXSL | Blackstone Secured Lending F | — | EXIT | Sold out |
| 39 | REMX | Vaneck Rar Earth Nd Stg-usdi | — | NEW | New buy |
| 40 | FSK | Fs Kkr Capital CORP | — | EXIT | Sold out |
| 41 | DFAC | Dimensional US Core Equity 2 | — | EXIT | Sold out |
| 42 | GRNY | Fundstr Gran Sh US Lrg Cap | — | NEW | New buy |
| 43 | FCF | First Commonwealth Finl CORP | — | NEW | New buy |
| 44 | CMC | Commercial Metals Co | — | NEW | New buy |
| 45 | BHP | Bhp Group Ltd-spon Adr | — | NEW | New buy |
| 46 | SCHX | Schwab US Large-cap ETF | — | EXIT | Sold out |
| 47 | QTUM | Defiance Quantum ETF | — | NEW | New buy |
| 48 | MDT | Medtronic plc | — | EXIT | Sold out |
| 49 | DIS | Walt Disney Co/the | — | EXIT | Sold out |
| 50 | LNG | Cheniere Energy Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Wealthcare Capital Partners, LLC reported a total U.S. public equity portfolio value of $242.0M across 149 disclosed positions in Q4 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, SPYM) accounted for 35.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
IGE
市值: $1.2M
Top Position Liquidated / Trimmed
GUNR
前期市值: $1.1M
During Q4 2025, Wealthcare Capital Partners, LLC's top holdings by market value included USFR (17.1%)、VTI (11.1%)、SPYM (5.3%). The largest single position, USFR, represented 17.1% of total portfolio value.
In Q4 2025, Wealthcare Capital Partners, LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 23 positions, trimming 7 holdings, and fully liquidating 10 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.
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