13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001908462
Total reported value
$411.5M
$411.5M
183 檔
18.4%
During the Q4 2025 filing period, WealthCare Investment Partners, LLC (CIK: 0001908462) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $411.5M across 183 reported positions.
In Q4 2025, WealthCare Investment Partners, LLC displayed an active expansion posture, initiating 11 new positions and adding to 29 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 | 7.96% | +0.84% | -0.67% | |
| 2 | FVD | First Trust Value Line Dvd | ETF-Other | 4.08% | -0.26% | +4.07% | |
| 3 | CGGR | Cap Group Growth Equity | ETF-Other | 3.80% | +0.10% | +5.75% | |
| 4 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 3.36% | -0.22% | +2.39% | |
| 5 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.85% | -0.24% | — | |
| 6 | IAU | Ishares Gold Trust | ETF-Commodities | 2.64% | -0.74% | -3.34% | |
| 7 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 2.35% | +0.66% | +4.34% | |
| 8 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.21% | -0.35% | +0.93% | |
| 9 | CGDV | Cap Group Dividend Value | ETF-Other | 2.17% | +0.04% | +61.97% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.04% | +0.31% | +3.88% | |
| 11 | IDMO | Invesco S&p International De | ETF-Other | 1.97% | -0.14% | +29.64% | |
| 12 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.91% | +0.17% | -0.87% | |
| 13 | GRPM | Invesco S&p Midcap 400 Garp | ETF-Other | 1.76% | -0.02% | -3.83% | |
| 14 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.76% | -0.47% | -0.71% | |
| 15 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.52% | -0.21% | -7.50% | |
| 16 | CGBL | Cap Group Core Balanced | ETF-Other | 1.52% | -0.07% | — | |
| 17 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.51% | +0.16% | +3.68% | |
| 18 | CGDG | Cap Group Dividend Growers | ETF-Other | 1.47% | -0.11% | +0.23% | |
| 19 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.37% | -0.04% | +15.48% | |
| 20 | XLE | Ss Energy Select Sector | ETF-Other | 1.34% | -0.38% | +90.58% | |
| 21 | RDVY | First Trust Rising Dividend | ETF-Other | 1.22% | +0.04% | +0.36% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.09% | +0.10% | +1.49% | |
| 23 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.07% | -0.04% | +11.56% | |
| 24 | RSPU | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.05% | -0.09% | +1.92% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 1.04% | -0.12% | +3.59% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.89% | -0.13% | -16.67% | |
| 27 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.89% | +0.13% | +20.63% | |
| 28 | SLV | Ishares Silver Trust | ETF-Commodities | 0.88% | -0.20% | +14.83% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.85% | +0.21% | -4.49% | |
| 30 | LVHI | Franklin International Low V | ETF-Other | 0.84% | -0.03% | +8.85% | |
| 31 | FMB | First Trust Managed Municipa | ETF-Other | 0.84% | -0.08% | +4.95% | |
| 32 | XLV | Ss Health Care Select Sector | ETF-Other | 0.83% | -0.12% | -9.34% | |
| 33 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.83% | -0.63% | -2.58% | |
| 34 | XLI | Ss Industrial Select Sector | ETF-Other | 0.81% | +0.14% | +39.26% | |
| 35 | TIPZ | Pimco Broad US Tips Index | ETF-Large Cap & Growth | 0.81% | -0.04% | +11.67% | |
| 36 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.81% | -0.80% | EXIT | |
| 37 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.80% | +0.10% | -8.74% | |
| 38 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.80% | -0.01% | +14.64% | |
| 39 | IYF | Ishares US Financials ETF | ETF-Other | 0.78% | -0.05% | +3.52% | |
| 40 | FLJH | Franklin Ftse Jpn Hedged ETF | ETF-Other | 0.72% | +0.14% | -2.23% | |
| 41 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.72% | +0.18% | +27.67% | |
| 42 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.71% | -0.38% | +15.57% | |
| 43 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.71% | +0.14% | +3.12% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.68% | +0.05% | +1.71% | |
| 45 | IYK | Ishares US Consumer Staples | ETF-Other | 0.66% | -0.13% | -9.81% | |
| 46 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.63% | +0.09% | -2.60% | |
| 47 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.62% | — | -10.84% | |
| 48 | FPXI | First Trust International Eq | ETF-Other | 0.61% | +0.11% | -0.01% | |
| 49 | PAVE | Global X US Infrastructure | ETF-Other | 0.61% | +0.01% | -5.41% | |
| 50 | F | Ford Motor Co | Stock-Consumer Disc | 0.60% | +0.11% | +18.72% |
According to official SEC Form 13F filings, WealthCare Investment Partners, LLC reported a total U.S. public equity portfolio value of $411.5M across 183 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 QQQ, FVD, CGGR) accounted for 18.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
BUFR
市值: $9.8M
Top Position Liquidated / Trimmed
QQQ
前期市值: $27.0M
During Q4 2025, WealthCare Investment Partners, LLC's top holdings by market value included QQQ (8.0%)、FVD (4.1%)、CGGR (3.8%). The largest single position, QQQ, represented 8.0% of total portfolio value.
In Q4 2025, WealthCare Investment Partners, LLC made 50 total portfolio adjustments, initiating 11 new buys, adding to 29 positions, trimming 10 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.