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CIK: 0002053307
Total reported value
$247.1M
$247.1M
179 檔
35.3%
As reported in its official Q2 2026 Form 13F filing, Wealthcare Capital Partners, LLC's tracked investment portfolio stood at $247.1M with 179 total positions.
In Q2 2026, Wealthcare Capital Partners, LLC displayed an active expansion posture, initiating 32 new positions and adding to 99 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 13.47% | +2.83% | -0.60% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 10.36% | -0.45% | -1.38% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.46% | +0.26% | +0.08% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.98% | +0.06% | +5.41% | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.81% | -0.16% | +2.78% | |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.49% | -0.08% | +7.94% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.01% | -0.10% | +9.63% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.73% | -0.07% | +0.42% | |
| 9 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.63% | -0.09% | +4.80% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.57% | +0.21% | +0.79% | |
| 11 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.55% | -0.17% | +2.64% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.45% | -0.04% | — | |
| 13 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.40% | -0.04% | +0.74% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.17% | +0.32% | +6.29% | |
| 15 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.14% | -0.07% | -1.15% | |
| 16 | CGDV | Cap Group Dividend Value | ETF-Other | 1.04% | — | +12.14% | |
| 17 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.99% | -0.06% | -4.29% | |
| 18 | DTH | Wisdomtree International Hig | ETF-Other | 0.96% | +0.06% | +1.73% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.92% | +0.17% | +1.42% | |
| 20 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.88% | -0.11% | +8.68% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.87% | +0.02% | -1.34% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.86% | -0.01% | +20.85% | |
| 23 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.83% | -0.02% | +5.41% | |
| 24 | IGE | Ishares North American Natur | ETF-Other | 0.83% | +0.05% | +3.39% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.79% | — | +192.67% | |
| 26 | CGGR | Cap Group Growth Equity | ETF-Other | 0.78% | -0.03% | +20.28% | |
| 27 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.76% | +0.10% | -0.03% | |
| 28 | BX | Blackstone Inc | Stock-Financials | 0.72% | -0.04% | +1.08% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.69% | -0.04% | +36.40% | |
| 30 | IFRA | Ishares US Infrastructure | ETF-Other | 0.68% | -0.08% | +0.70% | |
| 31 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.68% | +0.03% | -4.09% | |
| 32 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.67% | -0.01% | -0.99% | |
| 33 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.67% | -0.06% | -5.94% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.67% | +0.12% | -9.22% | |
| 35 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.64% | -0.03% | +3.32% | |
| 36 | VFH | Vanguard Financials ETF | ETF-Other | 0.63% | -0.02% | -2.48% | |
| 37 | VTV | Vanguard Value ETF | ETF-Other | 0.62% | -0.02% | +2.32% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.60% | -0.06% | +0.01% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | +0.01% | -2.85% | |
| 40 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.55% | +0.02% | +2.57% | |
| 41 | PAVE | Global X US Infrastructure | ETF-Other | 0.52% | -0.07% | -0.79% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.51% | -0.01% | +0.97% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.51% | -0.05% | +0.12% | |
| 44 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-Other | 0.50% | -0.14% | +0.04% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.50% | — | +0.24% | |
| 46 | MUB | Ishares National Muni Bond E | ETF-Other | 0.50% | -0.03% | +1.28% | |
| 47 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.46% | +0.01% | -57.46% | |
| 48 | PFF | Ishares Preferred & Income S | ETF-Other | 0.46% | -0.02% | +16.49% | |
| 49 | CGXU | Cap Group Intl Focus | ETF-Other | 0.45% | -0.01% | +4.09% | |
| 50 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.45% | -0.05% | -1.55% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | +192.67% | Add |
| 2 | CLSE | Convergence Long/short Eqy | +0.4% | NEW | New buy |
| 3 | SCHX | Schwab US Large-cap ETF | +0.4% | NEW | New buy |
| 4 | AVGO | Broadcom Inc | +0.2% | +36.40% | Add |
| 5 | SCHM | Schwab US Mid Cap ETF | +0.2% | NEW | New buy |
| 6 | AMD | Advanced Micro Devices | +0.2% | NEW | New buy |
| 7 | QTUM | Defiance Quantum ETF | +0.2% | +82.86% | Add |
| 8 | XLK | Ss Technology Select Sector | +0.2% | NEW | New buy |
| 9 | CGGR | Cap Group Growth Equity | +0.2% | +20.28% | Add |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +20.85% | Add |
| 11 | CSCO | Cisco Systems Inc | +0.2% | +0.01% | Add |
| 12 | CGDV | Cap Group Dividend Value | +0.1% | +12.14% | Add |
| 13 | AMAT | Applied Materials Inc | +0.1% | -2.73% | Trim |
| 14 | CMI | Cummins Inc | +0.1% | NEW | New buy |
| 15 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 16 | VTIP | Vanguard Short-term Tips | +0.1% | NEW | New buy |
| 17 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +2.64% | Add |
| 18 | ISTB | Ishares Core 1-5 Year Usd Bo | +0.1% | NEW | New buy |
| 19 | MRVL | Marvell Technology Inc | +0.1% | NEW | New buy |
| 20 | UNH | Unitedhealth Group Inc | +0.1% | +3.16% | Add |
| 21 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +0.97% | Add |
| 22 | PSI | Invesco Semiconductors ETF | +0.1% | NEW | New buy |
| 23 | STLD | Steel Dynamics Inc | +0.1% | NEW | New buy |
| 24 | IVV | Ishares Core S&p 500 ETF | +0.1% | NEW | New buy |
| 25 | CGDG | Cap Group Dividend Growers | +0.1% | NEW | New buy |
| 26 | IWM | Ishares Russell 2000 ETF | +0.1% | +34.47% | Add |
| 27 | UNP | Union Pacific CORP | +0.1% | NEW | New buy |
| 28 | TD | Toronto-dominion Bank | +0.1% | NEW | New buy |
| 29 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | NEW | New buy |
| 30 | STX | Seagate Technology Holdings plc | +0.1% | NEW | New buy |
| 31 | QUAL | Ishares Msci USA Quality Fac | +0.1% | NEW | New buy |
| 32 | ✓ | +0.1% | NEW | New buy | |
| 33 | CGGE | Cap Group Global Eq | +0.1% | NEW | New buy |
| 34 | EMR | Emerson Electric Co | +0.1% | NEW | New buy |
| 35 | UAL | United Airlines Holdings Inc | +0.1% | NEW | New buy |
| 36 | LMT | Lockheed Martin CORP | +0.1% | NEW | New buy |
| 37 | PFG | Principal Financial Group | +0.1% | NEW | New buy |
| 38 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +0.08% | Add |
| 39 | HACK | Amplify Cybersecurity ETF | +0.1% | +3.17% | Add |
| 40 | CMC | Commercial Metals Co | +0.1% | NEW | New buy |
| 41 | EES | Wisdomtree US Smallcap Fund | +0.1% | NEW | New buy |
| 42 | ✓ | +0.1% | NEW | New buy | |
| 43 | VOO | Vanguard S&p 500 ETF | +0.1% | NEW | New buy |
| 44 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | +0.1% | NEW | New buy |
| 45 | CBU | Community Financial System I | +0.1% | NEW | New buy |
| 46 | IWB | Ishares Russell 1000 ETF | +0.1% | +31.20% | Add |
| 47 | CAT | Caterpillar Inc | +0.1% | +0.15% | Add |
| 48 | USRT | Ishares Core US Reit ETF | +0.1% | +8.68% | Add |
| 49 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | -5.94% | Trim |
| 50 | TROW | T Rowe Price Group Inc | +0.1% | +0.98% | Add |
According to official SEC Form 13F filings, Wealthcare Capital Partners, LLC reported a total U.S. public equity portfolio value of $247.1M across 179 disclosed positions in Q2 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 35.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
CLSE
市值: $961.3K
Top Position Liquidated / Trimmed
BIL
前期市值: $535.2K
During Q2 2026, Wealthcare Capital Partners, LLC's top holdings by market value included USFR (13.5%)、VTI (10.4%)、SPYM (5.5%). The largest single position, USFR, represented 13.5% of total portfolio value.
In Q2 2026, Wealthcare Capital Partners, LLC made 172 total portfolio adjustments, initiating 32 new buys, adding to 99 positions, trimming 35 holdings, and fully liquidating 6 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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