Wealthcare Capital Partners, LLC

CIK 0002053307 · WEST CHESTER, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-09 · Open the SEC source

Wealthcare Capital Partners, LLC reported 179 positions worth $242.0M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: USFR (13.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$242.0M
2026 Q2
Positions
179
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
45.5%
Est. Net Flow (Q)
2026 Q2
10 / 179 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1USFRWISDOMTREE TRSH$32.6M13.47%647,400
2VTIVANGUARD INDEX FDSSH$25.1M10.36%67,736
3SPYMSPDR SERIES TRUSTSH$13.2M5.46%150,263
4VYMVANGUARD WHITEHALL FDSSH$9.6M3.98%60,963
5SCHPSCHWAB STRATEGIC TRSH$6.8M2.81%256,955
6STIPISHARES TRSH$6.0M2.49%58,981
7AGGISHARES TRSH$4.9M2.01%49,180
8VEUVANGUARD INTL EQUITY INDEX FSH$4.2M1.73%50,016
9IEFISHARES TRSH$4.0M1.63%41,803
10AAPLAPPLE INCSH$3.8M1.57%13,171

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Wealthcare Capital Partners, LLC hold as of Q2 2026?

Wealthcare Capital Partners, LLC reported 179 positions worth $242.0M in its Q2 2026 13F filing. Largest positions: USFR (13.5%), VTI (10.4%), SPYM (5.5%), VYM (4.0%) and SCHP (2.8%).

What did Wealthcare Capital Partners, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Wealthcare Capital Partners, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.