Wealthcare Capital Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$213.5M
Q ending 2026-03-31
Prior quarter
$213.4M
Q ending 2025-12-31
Change
+0.0% QoQ · +9.8% YoY
Positions
153
reported holdings
Largest positions
Top 100 of 153 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Wisdomtree Tr | USFR | Shares | $32.8M | 651K |
| Vanguard Index Fds | VTI | Shares | $22.0M | 69K |
| Spdr Series Trust | SPYM | Shares | $11.5M | 150K |
| Vanguard Whitehall Fds | VYM | Shares | $8.6M | 58K |
| Schwab Strategic Tr | SCHP | Shares | $6.7M | 250K |
| Ishares Tr | STIP | Shares | $5.7M | 55K |
| Ishares Tr | AGG | Shares | $4.5M | 45K |
| Ishares Tr | IEF | Shares | $3.8M | 40K |
| Vanguard Intl Equity Index F | VEU | Shares | $3.7M | 50K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $3.4M | 7K |
| Apple Inc | AAPL | Shares | $3.3M | 13K |
| Spdr Series Trust | SPSM | Shares | $3.1M | 63K |
| Spdr Series Trust | SPMD | Shares | $2.9M | 50K |
| J P Morgan Exchange Traded F | JEPI | Shares | $2.6M | 46K |
| Vanguard World Fd | MGV | Shares | $2.5M | 17K |
| Vanguard Specialized Funds | VIG | Shares | $2.4M | 11K |
| Wisdomtree Tr | DTH | Shares | $2.3M | 42K |
| Ishares Tr | IGE | Shares | $2.2M | 34K |
| Ishares Tr | XT | Shares | $2.1M | 30K |
| Capital Group Dividend Value | CGDV | Shares | $1.9M | 46K |
| Vanguard Tax-Managed Fds | VEA | Shares | $1.9M | 30K |
| Nvidia Corporation | NVDA | Shares | $1.9M | 11K |
| Microsoft Corp | MSFT | Shares | $1.8M | 5K |
| Wisdomtree Tr | DON | Shares | $1.8M | 34K |
| Ishares Tr | USRT | Shares | $1.7M | 29K |
| Blackstone Inc | BX | Shares | $1.7M | 15K |
| Dbx Etf Tr | DBEF | Shares | $1.7M | 34K |
| Spdr Index Shs Fds | SPDW | Shares | $1.6M | 34K |
| World Gold Tr | GLDM | Shares | $1.5M | 16K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.5M | 2K |
| Ishares Tr | IFRA | Shares | $1.5M | 26K |
| Vanguard World Fd | VFH | Shares | $1.4M | 12K |
| Spdr Series Trust | SPTM | Shares | $1.4M | 18K |
| Walmart Inc | WMT | Shares | $1.4M | 11K |
| Ishares Inc | EMXC | Shares | $1.3M | 17K |
| Capital Group Growth Etf | CGGR | Shares | $1.3M | 33K |
| Wisdomtree Tr | DES | Shares | $1.3M | 37K |
| Vanguard Index Fds | VTV | Shares | $1.3M | 7K |
| Constellation Energy Corp | CEG | Shares | $1.2M | 4K |
| Amazon Com Inc | AMZN | Shares | $1.2M | 6K |
| Vaneck Etf Trust | REMX | Shares | $1.2M | 14K |
| Ishares Tr | MUB | Shares | $1.2M | 11K |
| Meta Platforms Inc | META | Shares | $1.1M | 2K |
| Global X Fds | PAVE | Shares | $1.1M | 22K |
| Jpmorgan Chase & Co | JPM | Shares | $1.1M | 4K |
| Broadcom Inc | AVGO | Shares | $1.0M | 3K |
| Cisco Sys Inc | CSCO | Shares | $959K | 12K |
| Ishares Tr | PFF | Shares | $945K | 31K |
| Goldman Sachs Group Inc | GS | Shares | $928K | 1K |
| Capital Group Intl Focus Eqt | CGXU | Shares | $894K | 30K |
| Ishares Tr | SCZ | Shares | $891K | 11K |
| Legg Mason Etf Invt | LVHD | Shares | $888K | 21K |
| First Tr Exchange-Traded Fd | GRID | Shares | $885K | 5K |
| Janus Detroit Str Tr | JAAA | Shares | $874K | 17K |
| Taiwan Semiconductor Manufac | TSM | Shares | $872K | 3K |
| Price T Rowe Group Inc | TROW | Shares | $854K | 9K |
| Proshares Tr | NOBL | Shares | $774K | 7K |
| Ea Series Trust | CAOS | Shares | $763K | 8K |
| Chevron Corporation | CVX | Shares | $710K | 3K |
| Capital Grp Fixed Incm Etf T | CGCP | Shares | $707K | 32K |
| Invesco Exch Traded Fd Tr Ii | BKLN | Shares | $676K | 33K |
| Ishares Tr | SUB | Shares | $667K | 6K |
| Select Sector Spdr Tr | XLE | Shares | $659K | 11K |
| Spdr Series Trust | TFI | Shares | $645K | 14K |
| Johnson & Johnson | JNJ | Shares | $642K | 3K |
| Ge Aerospace | GE | Shares | $625K | 2K |
| Amplify Etf Tr | HACK | Shares | $608K | 8K |
| Rtx Corporation | RTX | Shares | $608K | 3K |
| Vanguard Scottsdale Fds | VCSH | Shares | $600K | 8K |
| Unitedhealth Group Inc | UNH | Shares | $599K | 2K |
| Ishares Silver Tr | SLV | Shares | $598K | 9K |
| Lowes Cos Inc | LOW | Shares | $597K | 3K |
| Select Sector Spdr Tr | XLF | Shares | $591K | 12K |
| Alphabet Inc | GOOG | Shares | $579K | 2K |
| Parker-Hannifin Corp | PH | Shares | $573K | 640 |
| Chesapeake Utils Corp | CPK | Shares | $569K | 5K |
| Tesla Inc | TSLA | Shares | $544K | 1K |
| Alps Etf Tr | SDOG | Shares | $538K | 8K |
| Ishares Tr | IWD | Shares | $536K | 3K |
| Spdr Series Trust | BIL | Shares | $535K | 6K |
| Exelon Corp | EXC | Shares | $531K | 11K |
| Spdr Series Trust | SDY | Shares | $525K | 4K |
| Ares Capital Corp | ARCC | Shares | $525K | 29K |
| Caseys Gen Stores Inc | CASY | Shares | $512K | 704 |
| Invesco Qqq Tr | QQQ | Shares | $512K | 887 |
| Alphabet Inc | GOOGL | Shares | $500K | 2K |
| Ishares Tr | ITOT | Shares | $489K | 3K |
| Eli Lilly & Co | LLY | Shares | $486K | 529 |
| Ishares Tr | IWB | Shares | $485K | 1K |
| T Rowe Price Etf Inc | TDVG | Shares | $481K | 11K |
| Invesco Exchange Traded Fd T | RSP | Shares | $471K | 2K |
| Caterpillar Inc | CAT | Shares | $457K | 645 |
| Invesco Exch Traded Fd Tr Ii | PVI | Shares | $457K | 18K |
| Wisdomtree Tr | DGRS | Shares | $454K | 9K |
| Spdr Series Trust | SHM | Shares | $445K | 9K |
| Ge Vernova Inc | GEV | Shares | $443K | 507 |
| Palantir Technologies Inc | PLTR | Shares | $439K | 3K |
| Duke Energy Corp New | DUK | Shares | $430K | 3K |
| Vanguard Index Fds | VO | Shares | $428K | 1K |
| Regency Ctrs Corp | REG | Shares | $418K | 6K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.