Wealthcare Asset Management, LLC Top Holdings and 13F Report (2026) About Wealthcare Asset Management, LLCInvestment ActivityWealthcare Asset Management, LLC has $93.95 million in total holdings as of March 31, 2026.Wealthcare Asset Management, LLC owns shares of 32 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 30.64% of the portfolio was purchased this quarter.About 96.91% of the portfolio was sold this quarter.This quarter, Wealthcare Asset Management, LLC has purchased 33 new stocks and bought additional shares in 6 stocks.Wealthcare Asset Management, LLC sold shares of 15 stocks and completely divested from 11 stocks this quarter.Largest Holdings O'Reilly Automotive $19,532,796iShares U.S. Telecommunications ETF $9,627,989iShares U.S. Basic Materials ETF $8,779,785SPDR Gold Shares $8,425,508iShares U.S. Energy ETF $8,407,939 Largest New Holdings this Quarter 464287838 - iShares U.S. Basic Materials ETF $8,779,785 Holding464287796 - iShares U.S. Energy ETF $8,407,939 Holding464287879 - iShares S&P Small-Cap 600 Value ETF $1,768,421 Holding82889N335 - SIMPLIFY EXCHANGE TRADED FUN $645,666 Holding82889N368 - SIMPLIFY EXCHANGE TRADED FUN $384,660 Holding Largest Purchases this Quarter iShares U.S. Basic Materials ETF 49,908 shares (about $8.78M)iShares U.S. Energy ETF 129,812 shares (about $8.41M)O'Reilly Automotive 54,136 shares (about $5.00M)Energy Select Sector SPDR Fund 31,572 shares (about $1.93M)iShares S&P Small-Cap 600 Value ETF 14,930 shares (about $1.77M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 77,539 shares (about $50.44M)SPDR Gold Shares 10,998 shares (about $4.73M)INNOVATOR ETFS TRUST 21,726 shares (about $556.36K)iShares MSCI Emerging Markets ETF 9,622 shares (about $546.43K)PALANTIR TECHNOLOGIES INC 3,460 shares (about $506.13K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWealthcare Asset Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorORLYO'Reilly Automotive$19,532,796$4,997,294 â–²34.4%211,60020.8%Retail/WholesaleIYZiShares U.S. Telecommunications ETF$9,627,989$107,422 â–²1.1%244,86210.2%ETFIYMiShares U.S. Basic Materials ETF$8,779,785$8,779,785 â–²New Holding49,9089.3%ETFGLDSPDR Gold Shares$8,425,508$4,732,329 â–¼-36.0%19,5819.0%FinanceIYEiShares U.S. Energy ETF$8,407,939$8,407,939 â–²New Holding129,8128.9%ETFXLEEnergy Select Sector SPDR Fund$6,909,502$1,934,097 â–²38.9%112,7907.4%ETFINNOVATOR ETFS TRUST$6,426,763$556,359 â–¼-8.0%250,9676.8%EQUITY DEFINED PAAPLApple$4,822,666$197,444 â–¼-3.9%19,0035.1%Computer and TechnologyAMZNAmazon.com$4,478,310$151,415 â–¼-3.3%21,5024.8%Retail/WholesaleWALMART INC$2,707,228$237,378 â–¼-8.1%21,7832.9%COMEEMiShares MSCI Emerging Markets ETF$1,866,052$546,430 â–¼-22.7%32,8592.0%FinanceIJSiShares S&P Small-Cap 600 Value ETF$1,768,421$1,768,421 â–²New Holding14,9301.9%ETFIVWiShares S&P 500 Growth ETF$1,763,693$328,353 â–¼-15.7%15,5931.9%ETFNVDANVIDIA$1,028,094$97,141 â–¼-8.6%5,8951.1%Computer and TechnologyMSFTMicrosoft$938,751$41,089 â–²4.6%2,5361.0%Computer and TechnologyGOOGLAlphabet$650,459$149,818 â–¼-18.7%2,2620.7%Computer and TechnologySIMPLIFY EXCHANGE TRADED FUN$645,666$645,666 â–²New Holding26,3110.7%BARRIER INCOMEXOMExxonMobil$506,131$6,957 â–¼-1.4%2,9830.5%EnergyGOOGAlphabet$422,621$861 â–²0.2%1,4730.4%Computer and TechnologySIMPLIFY EXCHANGE TRADED FUN$384,660$384,660 â–²New Holding13,1550.4%CURRENCY STRATEGIYJiShares U.S. Industrials ETF$372,303$372,303 â–²New Holding2,5230.4%ETFBUCKSimplify Treasury Option Income ETF$369,035$369,035 â–²New Holding15,7000.4%ETFAGGHSimplify Aggregate Bond ETF$366,387$366,387 â–²New Holding18,0040.4%ETFBGTBlackRock Floating Rate Income Trust$363,344$1,205 â–¼-0.3%33,7680.4%Financial ServicesCDXSimplify High Yield ETF$358,540$358,540 â–²New Holding16,8010.4%ETFSPYSPDR S&P 500 ETF Trust$349,954$50,436,958 â–¼-99.3%5380.4%FinanceTAT&T$319,188$11,422 â–¼-3.5%11,0100.3%Computer and TechnologyPALANTIR TECHNOLOGIES INC$315,672$506,128 â–¼-61.6%2,1580.3%CL AIRMIron Mountain$312,195$3,064 â–²1.0%3,0570.3%Business ServicesBRK.BBerkshire Hathaway$265,4770.0%5540.3%FinanceSIMPLIFY EXCHANGE TRADED FUN$247,880$247,880 â–²New Holding10,5210.3%TARGET 15 DISTRITSLATesla$217,846$47,956 â–¼-18.0%5860.2%Auto/Tires/TrucksIYFiShares U.S. Financials ETF$0$8,011,025 â–¼-100.0%00.0%ETFIYWiShares U.S. Technology ETF$0$5,072,735 â–¼-100.0%00.0%ManufacturingROMProShares Ultra Technology$0$2,978,399 â–¼-100.0%00.0%ETFLTLProShares Ultra Communication Services$0$2,835,171 â–¼-100.0%00.0%ETFUYGProShares Ultra Financials$0$2,740,010 â–¼-100.0%00.0%ETFUCCProShares Ultra Consumer Discretionary$0$2,544,710 â–¼-100.0%00.0%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$0$2,218,911 â–¼-100.0%00.0%ETFEFAiShares MSCI EAFE ETF$0$2,212,519 â–¼-100.0%00.0%FinanceQQQInvesco QQQ$0$2,158,014 â–¼-100.0%00.0%FinanceIYCiShares U.S. Consumer Discretionary ETF$0$1,895,279 â–¼-100.0%00.0%ETFIDUiShares U.S. Utilities ETF$0$376,866 â–¼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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