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CIK: 0001908462
Total reported value
$411.5M
$411.5M
157 檔
16.0%
In Q2 2025, WealthCare Investment Partners, LLC's U.S. equity holdings reached a combined market value of $411.5M, distributed across 157 disclosed stock positions.
During Q2 2025, WealthCare Investment 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 9.02% | +0.84% | -1.10% | |
| 2 | FVD | First Trust Value Line Dvd | ETF-Other | 4.56% | -0.26% | +2.97% | |
| 3 | CGGR | Cap Group Growth Equity | ETF-Other | 4.03% | +0.10% | -5.39% | |
| 4 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 3.24% | -0.22% | +4.19% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.86% | -0.35% | -0.54% | |
| 6 | IAU | Ishares Gold Trust | ETF-Commodities | 2.71% | -0.74% | -2.74% | |
| 7 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 2.41% | +0.66% | +13.49% | |
| 8 | GRPM | Invesco S&p Midcap 400 Garp | ETF-Other | 2.30% | -0.02% | -0.16% | |
| 9 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 2.18% | +0.17% | -1.63% | |
| 10 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.13% | -0.47% | -2.56% | |
| 11 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 2.09% | -0.21% | -4.79% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.06% | +0.31% | -0.89% | |
| 13 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.84% | +0.16% | -0.16% | |
| 14 | XLE | Ss Energy Select Sector | ETF-Other | 1.75% | -0.38% | -1.68% | |
| 15 | CGDG | Cap Group Dividend Growers | ETF-Other | 1.70% | -0.11% | -5.40% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.46% | -0.13% | -4.88% | |
| 17 | RDVY | First Trust Rising Dividend | ETF-Other | 1.37% | +0.04% | +0.27% | |
| 18 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.34% | -0.04% | +8.24% | |
| 19 | XLV | Ss Health Care Select Sector | ETF-Other | 1.28% | -0.12% | -5.64% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.24% | -0.12% | -1.02% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.19% | +0.10% | +7.55% | |
| 22 | CGDV | Cap Group Dividend Value | ETF-Other | 1.17% | +0.04% | +27.47% | |
| 23 | RSPU | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.16% | -0.09% | -0.89% | |
| 24 | IYK | Ishares US Consumer Staples | ETF-Other | 1.14% | -0.13% | -10.22% | |
| 25 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.12% | -0.04% | +4.16% | |
| 26 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.04% | -0.63% | +1.38% | |
| 27 | FLJH | Franklin Ftse Jpn Hedged ETF | ETF-Other | 1.01% | +0.14% | -26.64% | |
| 28 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.99% | +0.10% | +18.87% | |
| 29 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.95% | — | -17.94% | |
| 30 | FMB | First Trust Managed Municipa | ETF-Other | 0.91% | -0.08% | +2.09% | |
| 31 | IYF | Ishares US Financials ETF | ETF-Other | 0.90% | -0.05% | +1.16% | |
| 32 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.83% | +0.02% | -26.63% | |
| 33 | TIPZ | Pimco Broad US Tips Index | ETF-Large Cap & Growth | 0.82% | -0.04% | +6.60% | |
| 34 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.82% | -0.80% | EXIT | |
| 35 | PAVE | Global X US Infrastructure | ETF-Other | 0.79% | +0.01% | -18.11% | |
| 36 | IDMO | Invesco S&p International De | ETF-Other | 0.77% | -0.14% | — | |
| 37 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.76% | -0.01% | +8.05% | |
| 38 | LVHI | Franklin International Low V | ETF-Other | 0.76% | -0.03% | +21.95% | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.75% | +0.21% | +2.84% | |
| 40 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.74% | +0.09% | -1.27% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.69% | +0.05% | +8.33% | |
| 42 | NOW | Servicenow Inc | Stock-Tech | 0.69% | -0.04% | -4.55% | |
| 43 | INCO | Columbia India Consumer ETF | ETF-Other | 0.68% | -0.09% | -29.38% | |
| 44 | FPXI | First Trust International Eq | ETF-Other | 0.68% | +0.11% | +6.29% | |
| 45 | VUG | Vanguard Growth ETF | ETF-Other | 0.62% | — | +2.27% | |
| 46 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.60% | +0.14% | +7.71% | |
| 47 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.60% | -0.02% | +10.46% | |
| 48 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.59% | -0.38% | +20.35% | |
| 49 | IDU | Ishares US Utilities ETF | ETF-Other | 0.58% | — | +10.21% | |
| 50 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 0.57% | -0.02% | -4.33% |
According to official SEC Form 13F filings, WealthCare Investment Partners, LLC reported a total U.S. public equity portfolio value of $411.5M across 157 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including QQQ, FVD, CGGR) accounted for 16.0% of total reported equity market value during Q2 2025.
During Q2 2025, WealthCare Investment Partners, LLC's top holdings by market value included QQQ (9.0%)、FVD (4.6%)、CGGR (4.0%). The largest single position, QQQ, represented 9.0% of total portfolio value.
In Q2 2025, WealthCare Investment 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.
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