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CIK: 0002053307
Total reported value
$242.0M
$242.0M
153 檔
33.7%
In Q1 2026, Wealthcare Capital Partners, LLC's U.S. equity holdings reached a combined market value of $242.0M, distributed across 153 disclosed stock positions.
In Q1 2026, Wealthcare Capital Partners, LLC displayed an active expansion posture, initiating 8 new positions and adding to 81 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 15.36% | -1.89% | -10.27% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 10.32% | +0.04% | -2.43% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.38% | +0.08% | +7.27% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 4.01% | -0.03% | +16.79% | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.12% | -0.31% | -0.87% | |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.65% | -0.16% | +8.06% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.09% | -0.08% | +9.45% | |
| 8 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.78% | -0.15% | +0.85% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.75% | -0.02% | +0.15% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.57% | -0.12% | -1.31% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.55% | +0.02% | -12.34% | |
| 12 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.43% | +0.12% | +2.95% | |
| 13 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.38% | +0.02% | +8.95% | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.23% | -0.77% | +4.53% | |
| 15 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.16% | -0.02% | -3.23% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.14% | +0.03% | -0.40% | |
| 17 | DTH | Wisdomtree International Hig | ETF-Other | 1.07% | -0.11% | +7.06% | |
| 18 | IGE | Ishares North American Natur | ETF-Other | 1.01% | -0.18% | +48.28% | |
| 19 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.97% | +0.02% | -2.75% | |
| 20 | CGDV | Cap Group Dividend Value | ETF-Other | 0.91% | +0.13% | +17.05% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.90% | -0.03% | -1.32% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.90% | +0.02% | -0.90% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.83% | -0.16% | +3.40% | |
| 24 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.83% | — | +9.45% | |
| 25 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.82% | +0.06% | +54.20% | |
| 26 | BX | Blackstone Inc | Stock-Financials | 0.79% | -0.07% | +9.25% | |
| 27 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.78% | -0.02% | +3.44% | |
| 28 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.73% | -0.05% | -6.59% | |
| 29 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.71% | -0.16% | -1.89% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.71% | +0.15% | -0.98% | |
| 31 | IFRA | Ishares US Infrastructure | ETF-Other | 0.70% | -0.02% | +4.17% | |
| 32 | VFH | Vanguard Financials ETF | ETF-Other | 0.68% | -0.05% | +0.77% | |
| 33 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.67% | — | -10.17% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.64% | -0.13% | +36.77% | |
| 35 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.63% | +0.05% | -0.43% | |
| 36 | CGGR | Cap Group Growth Equity | ETF-Other | 0.62% | +0.16% | +19.59% | |
| 37 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.62% | +0.02% | +13.09% | |
| 38 | VTV | Vanguard Value ETF | ETF-Other | 0.62% | — | +3.13% | |
| 39 | CEG | Constellation Energy | Stock-Utilities | 0.58% | -0.13% | -5.34% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | -0.01% | -0.86% | |
| 41 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-Other | 0.57% | -0.07% | +112.11% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-Other | 0.55% | -0.05% | +11.29% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.54% | -0.09% | +0.10% | |
| 44 | PAVE | Global X US Infrastructure | ETF-Other | 0.52% | — | -1.78% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.51% | -0.01% | +2.32% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.47% | +0.22% | +7.27% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.45% | +0.15% | +3.50% | |
| 48 | PFF | Ishares Preferred & Income S | ETF-Other | 0.44% | +0.02% | +25.24% | |
| 49 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.43% | +0.02% | -1.61% | |
| 50 | CGXU | Cap Group Intl Focus | ETF-Other | 0.42% | +0.03% | -0.06% |
According to official SEC Form 13F filings, Wealthcare Capital Partners, LLC reported a total U.S. public equity portfolio value of $242.0M across 153 disclosed positions in Q1 2026.
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 33.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
PVI
市值: $457.0K
Top Position Liquidated / Trimmed
CMC
前期市值: $224.1K
During Q1 2026, Wealthcare Capital Partners, LLC's top holdings by market value included USFR (15.4%)、VTI (10.3%)、SPYM (5.4%). The largest single position, USFR, represented 15.4% of total portfolio value.
In Q1 2026, Wealthcare Capital Partners, LLC made 141 total portfolio adjustments, initiating 8 new buys, adding to 81 positions, trimming 48 holdings, and fully liquidating 4 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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