Wealthcare Investment Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$360.4M
Q ending 2026-03-31
Prior quarter
$343.2M
Q ending 2025-12-31
Change
+5.0% QoQ · +52.8% YoY
Positions
191
reported holdings
Largest positions
Top 100 of 191 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 |
|---|---|---|---|---|
| Invesco Qqq Tr | QQQ | Shares | $26.0M | 44K |
| First Tr Exchange-Traded Fd | FVD | Shares | $14.5M | 307K |
| Capital Group Growth Etf | CGGR | Shares | $12.0M | 292K |
| Ishares Tr | ITA | Shares | $11.8M | 52K |
| Capital Group Dividend Value | CGDV | Shares | $10.6M | 246K |
| First Tr Exchng Traded Fd Vi | BUFR | Shares | $9.6M | 283K |
| Ishares Gold Tr | IAU | Shares | $8.9M | 105K |
| Invesco Exch Traded Fd Tr Ii | SPMO | Shares | $7.9M | 69K |
| Fidelity Merrimack Str Tr | FBND | Shares | $7.6M | 166K |
| Invesco Exch Traded Fd Tr Ii | IDMO | Shares | $7.4M | 135K |
| Vanguard Index Fds | VOO | Shares | $7.0M | 12K |
| Columbia Etf Tr I | RECS | Shares | $6.8M | 175K |
| Schwab Strategic Tr | FNDF | Shares | $6.8M | 139K |
| Select Sector Spdr Tr | XLE | Shares | $6.0M | 100K |
| Select Sector Spdr Tr | XLC | Shares | $5.8M | 52K |
| J P Morgan Exchange Traded F | JMUB | Shares | $5.5M | 110K |
| Invesco Exchange Traded Fd T | GRPM | Shares | $5.4M | 45K |
| Capital Group Core Balanced | CGBL | Shares | $5.1M | 146K |
| Capital Group Dividend Growe | CGDG | Shares | $5.0M | 139K |
| First Tr Exchange Traded Fd | RDVY | Shares | $5.0M | 72K |
| Ishares Tr | GOVT | Shares | $4.9M | 216K |
| Invesco Exchange Traded Fd T | XMHQ | Shares | $4.6M | 44K |
| First Tr Exchange-Traded Fd | CIBR | Shares | $4.5M | 71K |
| Ishares Tr | IJR | Shares | $3.9M | 31K |
| Invesco Exchange Traded Fd T | RSPU | Shares | $3.9M | 49K |
| Vanguard Charlotte Fds | BNDX | Shares | $3.8M | 79K |
| Schwab Strategic Tr | FNDE | Shares | $3.7M | 98K |
| Schwab Strategic Tr | SCHR | Shares | $3.7M | 149K |
| Select Sector Spdr Tr | XLI | Shares | $3.4M | 20K |
| Schwab Strategic Tr | SCHD | Shares | $3.2M | 103K |
| Legg Mason Etf Invt | LVHI | Shares | $3.1M | 79K |
| Ishares Silver Tr | SLV | Shares | $3.0M | 47K |
| Ishares Tr | IBB | Shares | $3.0M | 18K |
| First Tr Exch Traded Fd Iii | FMB | Shares | $3.0M | 58K |
| Pimco Etf Tr | TIPZ | Shares | $2.9M | 55K |
| Select Sector Spdr Tr | XLV | Shares | $2.9M | 20K |
| Microsoft Corp | MSFT | Shares | $2.9M | 8K |
| First Tr Exchng Traded Fd Vi | FIXD | Shares | $2.9M | 66K |
| Ishares Tr | USHY | Shares | $2.8M | 76K |
| Apple Inc | AAPL | Shares | $2.7M | 11K |
| Global X Fds | MLPX | Shares | $2.7M | 36K |
| Ishares Tr | IYF | Shares | $2.6M | 22K |
| Franklin Templeton Etf Tr | FLJH | Shares | $2.6M | 64K |
| First Tr Exchange-Traded Fd | GRID | Shares | $2.4M | 14K |
| Altria Group Inc | MO | Shares | $2.4M | 38K |
| Ishares Inc | IEMG | Shares | $2.4M | 34K |
| First Tr Exchange-Traded Fd | FPXI | Shares | $2.2M | 35K |
| Ishares Tr | IYK | Shares | $2.2M | 31K |
| Ford Mtr Co | F | Shares | $2.1M | 182K |
| Global X Fds | PAVE | Shares | $2.1M | 41K |
| Schwab Strategic Tr | FNDX | Shares | $2.0M | 71K |
| First Tr Exchange-Traded Fd | NXTG | Shares | $1.9M | 17K |
| Ishares Tr | IYW | Shares | $1.9M | 10K |
| Columbia Etf Tr Ii | XCEM | Shares | $1.8M | 44K |
| Putnam Etf Trust | PVAL | Shares | $1.7M | 37K |
| Vanguard Index Fds | VUG | Shares | $1.7M | 4K |
| Vanguard Bd Index Fds | BND | Shares | $1.7M | 23K |
| Ishares Tr | IEFA | Shares | $1.7M | 19K |
| Nvidia Corporation | NVDA | Shares | $1.7M | 9K |
| Capital Group Core Equity Et | CGUS | Shares | $1.7M | 42K |
| Principal Exchange Traded Fd | PSC | Shares | $1.6M | 28K |
| Spdr Series Trust | SJNK | Shares | $1.6M | 65K |
| Ishares Tr | IDU | Shares | $1.6M | 14K |
| Spdr Series Trust | KOMP | Shares | $1.5M | 25K |
| Wisdomtree Tr | DLN | Shares | $1.5M | 17K |
| First Tr Exchange-Traded Fd | EMLP | Shares | $1.5M | 33K |
| Vanguard Index Fds | VBR | Shares | $1.4M | 7K |
| Dbx Etf Tr | DBEF | Shares | $1.4M | 28K |
| Verizon Communications Inc | VZ | Shares | $1.3M | 26K |
| Vanguard World Fd | VGT | Shares | $1.3M | 2K |
| Vanguard Specialized Funds | VIG | Shares | $1.2M | 6K |
| Walmart Inc | WMT | Shares | $1.2M | 10K |
| Capital Grp Fixed Incm Etf T | CGCP | Shares | $1.2M | 52K |
| Spdr Series Trust | SPYM | Shares | $1.1M | 15K |
| Spdr Index Shs Fds | SPDW | Shares | $1.1M | 24K |
| Alphabet Inc | GOOGL | Shares | $1.1M | 4K |
| Ishares Tr | SOXX | Shares | $1.0M | 3K |
| Vanguard Index Fds | VBK | Shares | $1.0M | 3K |
| Fidelity Covington Trust | FDVV | Shares | $1.0M | 18K |
| Amazon Com Inc | AMZN | Shares | $1.0M | 5K |
| Ishares Tr | MADE | Shares | $1.0M | 29K |
| Rtx Corporation | RTX | Shares | $999K | 5K |
| Exxon Mobil Corp | XOM | Shares | $948K | 6K |
| Cisco Sys Inc | CSCO | Shares | $931K | 11K |
| Columbia Etf Tr Ii | INCO | Shares | $924K | 17K |
| Ishares Tr | DGRO | Shares | $913K | 13K |
| Global X Fds | AIQ | Shares | $893K | 19K |
| Servicenow Inc | NOW | Shares | $888K | 9K |
| Invesco Exch Traded Fd Tr Ii | QQQJ | Shares | $882K | 24K |
| Flexshares Tr | SKOR | Shares | $791K | 16K |
| Bny Mellon Etf Trust | BKGI | Shares | $785K | 18K |
| United Sts Oil Fd Lp | USO | Shares | $752K | 7K |
| Vanguard Bd Index Fds | BIV | Shares | $748K | 10K |
| Global X Fds | MLDR | Shares | $732K | 15K |
| Vaneck Etf Trust | SMH | Shares | $719K | 2K |
| First Tr Exch Traded Fd Iii | FMHI | Shares | $703K | 15K |
| Spdr Series Trust | CNRG | Shares | $701K | 7K |
| Northrop Grumman Corp | NOC | Shares | $700K | 1K |
| Invesco Exch Traded Fd Tr Ii | VRP | Shares | $690K | 29K |
| Vanguard Admiral Fds Inc | VOOV | Shares | $686K | 3K |
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.