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CIK: 0001908462
Total reported value
$411.5M
$411.5M
191 檔
18.2%
At the close of Q1 2026, WealthCare Investment Partners, LLC disclosed equity holdings valued at approximately $411.5M, spread across 191 reported holdings.
WealthCare Investment Partners, LLC executed strategic sector rebalancing during Q1 2026, establishing 12 new positions while fully exiting 4 holdings and trimming 74 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.21% | +0.84% | -0.68% | |
| 2 | FVD | First Trust Value Line Dvd | ETF-Other | 4.01% | -0.26% | +1.36% | |
| 3 | CGGR | Cap Group Growth Equity | ETF-Other | 3.32% | +0.10% | -0.21% | |
| 4 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 3.27% | -0.22% | +0.30% | |
| 5 | CGDV | Cap Group Dividend Value | ETF-Other | 2.95% | +0.04% | +45.14% | |
| 6 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.66% | -0.24% | -1.06% | |
| 7 | IAU | Ishares Gold Trust | ETF-Commodities | 2.48% | -0.74% | -5.88% | |
| 8 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 2.20% | +0.66% | +1.80% | |
| 9 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.11% | -0.35% | +0.74% | |
| 10 | IDMO | Invesco S&p International De | ETF-Other | 2.06% | -0.14% | +12.68% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.94% | +0.31% | +3.75% | |
| 12 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 1.90% | +0.18% | +188.89% | |
| 13 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.88% | +0.17% | -2.53% | |
| 14 | XLE | Ss Energy Select Sector | ETF-Other | 1.68% | -0.38% | -0.89% | |
| 15 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.60% | -0.47% | +0.46% | |
| 16 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.53% | -0.63% | +96.46% | |
| 17 | GRPM | Invesco S&p Midcap 400 Garp | ETF-Other | 1.48% | -0.02% | -10.09% | |
| 18 | CGBL | Cap Group Core Balanced | ETF-Other | 1.41% | -0.07% | -0.20% | |
| 19 | CGDG | Cap Group Dividend Growers | ETF-Other | 1.38% | -0.11% | -0.69% | |
| 20 | RDVY | First Trust Rising Dividend | ETF-Other | 1.38% | +0.04% | +19.53% | |
| 21 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.37% | -0.04% | +5.82% | |
| 22 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.28% | -0.21% | -11.52% | |
| 23 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.25% | +0.16% | -3.10% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.08% | +0.10% | +0.94% | |
| 25 | RSPU | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.08% | -0.09% | +3.15% | |
| 26 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.06% | -0.04% | +4.28% | |
| 27 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 1.04% | +0.13% | +19.00% | |
| 28 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.03% | -0.38% | +53.90% | |
| 29 | XLI | Ss Industrial Select Sector | ETF-Other | 0.93% | +0.14% | +15.40% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.88% | -0.13% | -6.47% | |
| 31 | LVHI | Franklin International Low V | ETF-Other | 0.87% | -0.03% | +1.16% | |
| 32 | SLV | Ishares Silver Trust | ETF-Commodities | 0.85% | -0.20% | +1.48% | |
| 33 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.84% | +0.14% | +27.58% | |
| 34 | FMB | First Trust Managed Municipa | ETF-Other | 0.82% | -0.08% | +3.54% | |
| 35 | TIPZ | Pimco Broad US Tips Index | ETF-Large Cap & Growth | 0.81% | -0.04% | +4.15% | |
| 36 | XLV | Ss Health Care Select Sector | ETF-Other | 0.80% | -0.12% | +7.65% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.80% | -0.12% | +2.61% | |
| 38 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.80% | -0.80% | EXIT | |
| 39 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.78% | -0.01% | +4.01% | |
| 40 | AAPL | Apple Inc | Stock-Tech | 0.76% | +0.21% | -0.43% | |
| 41 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.74% | +0.10% | -20.42% | |
| 42 | IYF | Ishares US Financials ETF | ETF-Other | 0.72% | -0.05% | +8.14% | |
| 43 | FLJH | Franklin Ftse Jpn Hedged ETF | ETF-Other | 0.72% | +0.14% | -2.19% | |
| 44 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 0.67% | +0.23% | +23.24% | |
| 45 | MO | Altria Group Inc | Stock-Consumer Staples | 0.67% | +0.08% | +15.45% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.66% | +0.05% | +0.38% | |
| 47 | FPXI | First Trust International Eq | ETF-Other | 0.61% | +0.11% | +0.84% | |
| 48 | IYK | Ishares US Consumer Staples | ETF-Other | 0.60% | -0.13% | -9.19% | |
| 49 | F | Ford Motor Co | Stock-Consumer Disc | 0.59% | +0.11% | +17.31% | |
| 50 | PAVE | Global X US Infrastructure | ETF-Other | 0.58% | +0.01% | -4.47% |
According to official SEC Form 13F filings, WealthCare Investment Partners, LLC reported a total U.S. public equity portfolio value of $411.5M across 191 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including QQQ, FVD, CGGR) accounted for 18.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
COPX
市值: $635.2K
Top Position Liquidated / Trimmed
GTO
前期市值: $268.4K
During Q1 2026, WealthCare Investment Partners, LLC's top holdings by market value included QQQ (7.2%)、FVD (4.0%)、CGGR (3.3%). The largest single position, QQQ, represented 7.2% of total portfolio value.
In Q1 2026, WealthCare Investment Partners, LLC made 170 total portfolio adjustments, initiating 12 new buys, adding to 80 positions, trimming 74 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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