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CIK: 0001908462
Total reported value
$411.5M
$411.5M
171 檔
17.4%
The Q3 2025 SEC filing reveals that WealthCare Investment Partners, LLC held a total portfolio value of $411.5M, covering 171 public equity positions.
In Q3 2025, WealthCare Investment Partners, LLC displayed an active expansion posture, initiating 6 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 8.78% | +0.84% | -0.58% | |
| 2 | FVD | First Trust Value Line Dvd | ETF-Other | 4.36% | -0.26% | +4.56% | |
| 3 | CGGR | Cap Group Growth Equity | ETF-Other | 3.97% | +0.10% | +0.74% | |
| 4 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 3.45% | -0.22% | +5.29% | |
| 5 | IAU | Ishares Gold Trust | ETF-Commodities | 2.72% | -0.74% | -4.02% | |
| 6 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 2.53% | +0.66% | +8.28% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.45% | -0.35% | -6.26% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.14% | +0.31% | +7.88% | |
| 9 | GRPM | Invesco S&p Midcap 400 Garp | ETF-Other | 2.05% | -0.02% | -7.69% | |
| 10 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 2.02% | +0.17% | -3.78% | |
| 11 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.97% | -0.47% | -5.41% | |
| 12 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.85% | -0.21% | -5.63% | |
| 13 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.75% | +0.16% | +4.89% | |
| 14 | IDMO | Invesco S&p International De | ETF-Other | 1.63% | -0.14% | +118.84% | |
| 15 | CGDG | Cap Group Dividend Growers | ETF-Other | 1.58% | -0.11% | +0.51% | |
| 16 | XLE | Ss Energy Select Sector | ETF-Other | 1.53% | -0.38% | -5.65% | |
| 17 | CGDV | Cap Group Dividend Value | ETF-Other | 1.44% | +0.04% | +29.62% | |
| 18 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.32% | -0.04% | +7.81% | |
| 19 | RDVY | First Trust Rising Dividend | ETF-Other | 1.30% | +0.04% | +0.21% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.23% | -0.12% | +5.87% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.19% | -0.13% | -10.36% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.18% | +0.10% | +4.39% | |
| 23 | RSPU | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.17% | -0.09% | +2.93% | |
| 24 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.09% | -0.04% | +7.95% | |
| 25 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 1.00% | +0.10% | +10.10% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-Other | 0.94% | -0.12% | -22.56% | |
| 27 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.94% | -0.63% | -0.94% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.94% | +0.21% | +15.80% | |
| 29 | FMB | First Trust Managed Municipa | ETF-Other | 0.89% | -0.08% | +6.36% | |
| 30 | IYK | Ishares US Consumer Staples | ETF-Other | 0.83% | -0.13% | -15.59% | |
| 31 | TIPZ | Pimco Broad US Tips Index | ETF-Large Cap & Growth | 0.82% | -0.04% | +8.91% | |
| 32 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.81% | -0.80% | EXIT | |
| 33 | LVHI | Franklin International Low V | ETF-Other | 0.81% | -0.03% | +11.67% | |
| 34 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.81% | +0.13% | +57.37% | |
| 35 | IYF | Ishares US Financials ETF | ETF-Other | 0.80% | -0.05% | -2.42% | |
| 36 | FLJH | Franklin Ftse Jpn Hedged ETF | ETF-Other | 0.78% | +0.14% | -22.96% | |
| 37 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.78% | -0.01% | +12.55% | |
| 38 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.74% | — | -18.39% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.71% | +0.05% | +5.13% | |
| 40 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.71% | +0.09% | -4.49% | |
| 41 | PAVE | Global X US Infrastructure | ETF-Other | 0.70% | +0.01% | -7.65% | |
| 42 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.68% | -0.38% | +27.27% | |
| 43 | FPXI | First Trust International Eq | ETF-Other | 0.68% | +0.11% | +3.34% | |
| 44 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.67% | +0.14% | +7.61% | |
| 45 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.65% | +0.02% | -17.60% | |
| 46 | XLI | Ss Industrial Select Sector | ETF-Other | 0.63% | +0.14% | +99.75% | |
| 47 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.62% | +0.18% | +99.29% | |
| 48 | MO | Altria Group Inc | Stock-Consumer Staples | 0.61% | +0.08% | +23.43% | |
| 49 | VUG | Vanguard Growth ETF | ETF-Other | 0.61% | — | +0.15% | |
| 50 | NXTG | First Trust Indxx Nextg ETF | ETF-Other | 0.57% | +0.09% | +5.45% |
According to official SEC Form 13F filings, WealthCare Investment Partners, LLC reported a total U.S. public equity portfolio value of $411.5M across 171 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 QQQ, FVD, CGGR) accounted for 17.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
IDMO
市值: $5.0M
Top Position Liquidated / Trimmed
QQQ
前期市值: $19.7M
During Q3 2025, WealthCare Investment Partners, LLC's top holdings by market value included QQQ (8.8%)、FVD (4.4%)、CGGR (4.0%). The largest single position, QQQ, represented 8.8% of total portfolio value.
In Q3 2025, WealthCare Investment Partners, LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 30 positions, trimming 14 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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