Wealthcare Capital Partners, LLC Top Holdings and 13F Report (2026)

About Wealthcare Capital Partners, LLC

Investment Activity

Wealthcare Capital Partners, LLC has $213.46 million in total holdings as of March 31, 2026.
Wealthcare Capital Partners, LLC owns shares of 153 different stocks, but just 53 companies or ETFs make up 80% of its holdings.
Approximately 5.23% of the portfolio was purchased this quarter.
About 4.07% of the portfolio was sold this quarter.
This quarter, Wealthcare Capital Partners, LLC has purchased 149 new stocks and bought additional shares in 81 stocks.
Wealthcare Capital Partners, LLC sold shares of 48 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

WisdomTree Floating Rate Treasury Fund: $32,786,339
Vanguard Total Stock Market ETF: $22,035,020
SPDR Portfolio S&P 500 ETF: $11,492,098
Vanguard High Dividend Yield ETF: $8,565,364
Schwab U.S. TIPS ETF: $6,652,357

Largest New Holdings this Quarter

46138G862 - Invesco Floating Rate Municipal Income ETF: $456,986 Holding
30231G102 - ExxonMobil: $300,883 Holding
92204A306 - Vanguard Energy ETF: $262,123 Holding
92537N108 - Vertiv: $258,374 Holding
16411R208 - CHENIERE ENERGY INC: $250,019 Holding

Largest Purchases this Quarter

Vanguard High Dividend Yield ETF: 8,313 shares (about $1.23M)
SPDR Portfolio S&P 500 ETF: 10,173 shares (about $778.64K)
iShares North American Natural Resources ETF: 11,206 shares (about $705.31K)
VanEck Rare Earth and Strategic Metals ETF: 7,276 shares (about $640.29K)
iShares Core U.S. REIT ETF: 10,347 shares (about $612.44K)

Largest Sales this Quarter

WisdomTree Floating Rate Treasury Fund: 74,513 shares (about $3.75M)
Vanguard Real Estate ETF: 19,621 shares (about $1.74M)
Vanguard Total Stock Market ETF: 1,709 shares (about $548.26K)
Apple: 1,840 shares (about $466.97K)
SPDR Portfolio S&P 1500 Composite Stock Market ETF: 2,057 shares (about $162.63K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
USFR WisdomTree Floating Rate Treasury Fund	$32,786,339	$3,750,984 â–¼	-10.3%	651,298	15.4%	Finance
VTI Vanguard Total Stock Market ETF	$22,035,020	$548,261 â–¼	-2.4%	68,686	10.3%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$11,492,098	$778,641 â–²	7.3%	150,145	5.4%	ETF
VYM Vanguard High Dividend Yield ETF	$8,565,364	$1,231,155 â–²	16.8%	57,835	4.0%	Financial Services
SCHP Schwab U.S. TIPS ETF	$6,652,357	$58,090 â–¼	-0.9%	249,995	3.1%	ETF
STIP iShares 0-5 Year TIPS Bond ETF	$5,651,651	$421,376 â–²	8.1%	54,642	2.6%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$4,453,252	$384,671 â–²	9.5%	44,860	2.1%	Finance
IEF iShares 7-10 Year Treasury Bond ETF	$3,807,068	$32,068 â–²	0.8%	39,890	1.8%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$3,740,637	$5,557 â–²	0.1%	49,809	1.8%	ETF
BRK.B Berkshire Hathaway	$3,354,879	$44,566 â–¼	-1.3%	7,001	1.6%	Finance
AAPL Apple	$3,316,515	$466,972 â–¼	-12.3%	13,068	1.6%	Computer and Technology
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$3,058,641	$87,604 â–²	2.9%	63,300	1.4%	ETF
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$2,938,082	$241,440 â–²	9.0%	49,613	1.4%	ETF
JEPI JPMorgan Equity Premium Income ETF	$2,633,353	$114,040 â–²	4.5%	46,460	1.2%	ETF
MGV Vanguard Mega Cap Value ETF	$2,480,431	$82,768 â–¼	-3.2%	17,112	1.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$2,428,716	$9,678 â–¼	-0.4%	11,293	1.1%	ETF
DTH WisdomTree International High Dividend Fund	$2,279,515	$150,316 â–²	7.1%	42,143	1.1%	Finance
IGE iShares North American Natural Resources ETF	$2,166,206	$705,306 â–²	48.3%	34,417	1.0%	ETF
XT iShares Exponential Technologies ETF	$2,068,945	$58,608 â–¼	-2.8%	30,359	1.0%	Manufacturing
CGDV Capital Group Dividend Value ETF	$1,945,956	$283,445 â–²	17.0%	45,744	0.9%	ETF
VEA Vanguard FTSE Developed Markets ETF	$1,924,066	$25,760 â–¼	-1.3%	30,026	0.9%	ETF
NVDA NVIDIA	$1,923,617	$17,440 â–¼	-0.9%	11,030	0.9%	Computer and Technology
MSFT Microsoft	$1,779,300	$58,483 â–²	3.4%	4,807	0.8%	Computer and Technology
DON WisdomTree U.S. MidCap Dividend Fund	$1,767,781	$152,683 â–²	9.5%	33,646	0.8%	Finance
USRT iShares Core U.S. REIT ETF	$1,742,494	$612,439 â–²	54.2%	29,439	0.8%	ETF
BX Blackstone	$1,695,661	$143,509 â–²	9.2%	14,746	0.8%	Finance
DBEF Xtrackers MSCI EAFE Hedged Equity ETF	$1,669,078	$55,476 â–²	3.4%	33,787	0.8%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$1,555,562	$109,742 â–¼	-6.6%	34,076	0.7%	ETF
GLDM SPDR Gold MiniShares Trust	$1,509,735	$29,012 â–¼	-1.9%	16,288	0.7%	Finance
SPY SPDR S&P 500 ETF Trust	$1,506,205	$14,958 â–¼	-1.0%	2,316	0.7%	Finance
IFRA iShares U.S. Infrastructure ETF	$1,484,197	$59,432 â–²	4.2%	25,947	0.7%	ETF
VFH Vanguard Financials ETF	$1,441,501	$10,994 â–²	0.8%	11,932	0.7%	ETF
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$1,436,520	$162,626 â–¼	-10.2%	18,170	0.7%	ETF
WALMART INC	$1,358,737	$365,255 â–²	36.8%	10,933	0.6%	COM
EMXC iShares MSCI Emerging Markets ex China ETF	$1,334,152	$5,821 â–¼	-0.4%	16,961	0.6%	Manufacturing
CGGR Capital Group Growth ETF	$1,332,419	$218,232 â–²	19.6%	33,153	0.6%	ETF
DES WisdomTree U.S. SmallCap Dividend Fund	$1,315,404	$152,206 â–²	13.1%	36,600	0.6%	Finance
VTV Vanguard Value ETF	$1,312,909	$39,827 â–²	3.1%	6,692	0.6%	ETF
CEG Constellation Energy	$1,238,186	$69,812 â–¼	-5.3%	4,434	0.6%	Energy
AMZN Amazon.com	$1,220,879	$10,622 â–¼	-0.9%	5,862	0.6%	Retail/Wholesale
REMX VanEck Rare Earth and Strategic Metals ETF	$1,211,408	$640,288 â–²	112.1%	13,766	0.6%	ETF
MUB iShares National Muni Bond ETF	$1,167,650	$118,463 â–²	11.3%	11,000	0.5%	ETF
META Meta Platforms	$1,142,965	$1,144 â–²	0.1%	1,998	0.5%	Computer and Technology
PAVE Global X U.S. Infrastructure Development ETF	$1,099,652	$19,969 â–¼	-1.8%	21,642	0.5%	ETF
JPM JPMorgan Chase & Co.	$1,091,587	$24,709 â–²	2.3%	3,711	0.5%	Finance
AVGO Broadcom	$1,000,141	$67,790 â–²	7.3%	3,231	0.5%	Computer and Technology
CSCO Cisco Systems	$959,385	$32,432 â–²	3.5%	12,365	0.4%	Computer and Technology
PFF iShares Preferred and Income Securities ETF	$944,766	$190,378 â–²	25.2%	31,160	0.4%	ETF
GS The Goldman Sachs Group	$927,668	$15,222 â–¼	-1.6%	1,097	0.4%	Finance
CGXU Capital Group International Focus Equity ETF	$894,166	$560 â–¼	-0.1%	30,321	0.4%	ETF
SCZ iShares MSCI EAFE Small-Cap ETF	$891,286	$11,369 â–²	1.3%	11,367	0.4%	ETF
LVHD Franklin U.S. Low Volatility High Dividend Index ETF	$887,589	$198,542 â–²	28.8%	20,855	0.4%	Manufacturing
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	$884,839	$35,007 â–¼	-3.8%	5,409	0.4%	ETF
JAAA Janus Henderson AAA CLO ETF	$874,474	$209,489 â–²	31.5%	17,361	0.4%	ETF
TSM Taiwan Semiconductor Manufacturing	$872,209		0.0%	2,581	0.4%	Computer and Technology
TROW T. Rowe Price Group	$853,788	$1,442 â–¼	-0.2%	9,472	0.4%	Finance
NOBL ProShares S&P 500 Aristocrats ETF	$773,852	$954 â–¼	-0.1%	7,300	0.4%	ETF
CAOS Alpha Architect Tail Risk ETF	$763,292	$11,345 â–²	1.5%	8,410	0.4%	ETF
CVX Chevron	$709,961	$77,390 â–¼	-9.8%	3,431	0.3%	Energy
CGCP Capital Group Core Plus Income ETF	$706,726	$137,190 â–²	24.1%	31,635	0.3%	ETF
BKLN Invesco Senior Loan ETF	$676,061	$112,888 â–²	20.0%	33,124	0.3%	ETF
SUB iShares Short-Term National Muni Bond ETF	$667,329	$150,591 â–²	29.1%	6,266	0.3%	ETF
XLE Energy Select Sector SPDR Fund	$658,833	$10,230 â–²	1.6%	10,755	0.3%	ETF
TFI SPDR Nuveen ICE Municipal Bond ETF	$645,415	$11,335 â–¼	-1.7%	14,235	0.3%	Finance
JNJ Johnson & Johnson	$642,060	$16,375 â–²	2.6%	2,627	0.3%	Medical
GE GE Aerospace	$625,451	$568 â–²	0.1%	2,204	0.3%	Aerospace
AMPLIFY ETF TR	$608,467		0.0%	8,103	0.3%	AMPLIFY CYBERSEC
RTX RTX	$608,040	$1,736 â–²	0.3%	3,152	0.3%	Aerospace
VCSH Vanguard Short-Term Corporate Bond ETF	$600,348	$2,378 â–²	0.4%	7,573	0.3%	ETF
UNH UnitedHealth Group	$599,377	$17,860 â–¼	-2.9%	2,215	0.3%	Medical
SLV iShares Silver Trust	$598,337	$22,963 â–¼	-3.7%	8,781	0.3%	ETF
LOW Lowe's Companies	$596,739	$24,805 â–²	4.3%	2,526	0.3%	Retail/Wholesale
XLF Financial Select Sector SPDR Fund	$591,153	$2,863 â–¼	-0.5%	11,974	0.3%	ETF
GOOG Alphabet	$578,507	$1,721 â–²	0.3%	2,017	0.3%	Computer and Technology
PH Parker-Hannifin	$573,242	$896 â–²	0.2%	640	0.3%	Industrials
CPK Chesapeake Utilities	$569,417	$2,022 â–²	0.4%	4,506	0.3%	Utilities
TSLA Tesla	$544,056	$7,432 â–²	1.4%	1,464	0.3%	Auto/Tires/Trucks
SDOG ALPS Sector Dividend Dogs ETF	$537,978		0.0%	8,272	0.3%	ETF
IWD iShares Russell 1000 Value ETF	$535,533	$214 â–²	0.0%	2,506	0.3%	ETF
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$535,178	$14,846 â–²	2.9%	5,840	0.3%	ETF
EXC Exelon	$530,805	$37,305 â–¼	-6.6%	10,828	0.2%	Utilities
SDY SPDR S&P Dividend ETF	$525,376	$3,065 â–²	0.6%	3,600	0.2%	ETF
ARCC Ares Capital	$525,067	$28,400 â–¼	-5.1%	29,138	0.2%	Finance
CASY Casey's General Stores	$512,413	$728 â–¼	-0.1%	704	0.2%	Retail/Wholesale
QQQ Invesco QQQ	$511,826		0.0%	887	0.2%	Finance
GOOGL Alphabet	$500,398	$14,667 â–²	3.0%	1,740	0.2%	Computer and Technology
ITOT iShares Core S&P Total U.S. Stock Market ETF	$489,247	$109,529 â–²	28.8%	3,435	0.2%	ETF
LLY Eli Lilly and Company	$486,364		0.0%	529	0.2%	Medical
IWB iShares Russell 1000 ETF	$484,565	$212,153 â–²	77.9%	1,359	0.2%	ETF
TDVG T. Rowe Price Dividend Growth ETF	$481,288	$13,210 â–²	2.8%	10,784	0.2%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$471,084	$25,713 â–¼	-5.2%	2,455	0.2%	ETF
CAT Caterpillar	$457,276		0.0%	645	0.2%	Industrials
PVI Invesco Floating Rate Municipal Income ETF	$456,986	$456,986 â–²	New Holding	18,375	0.2%	ETF
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund	$454,491	$1,589 â–²	0.4%	8,582	0.2%	Manufacturing
SHM SPDR Nuveen ICE Short Term Municipal Bond ETF	$444,723	$20,615 â–¼	-4.4%	9,298	0.2%	Finance
GE VERNOVA INC	$442,820		0.0%	507	0.2%	COM
PALANTIR TECHNOLOGIES INC	$439,425	$160,323 â–¼	-26.7%	3,004	0.2%	CL A
DUK Duke Energy	$429,726	$56,695 â–²	15.2%	3,282	0.2%	Utilities
VO Vanguard Mid-Cap ETF	$427,744	$8,905 â–²	2.1%	1,489	0.2%	ETF
REG Regency Centers	$417,870		0.0%	5,523	0.2%	Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Wealthcare Capital Partners, LLC Top Holdings and 13F Report (2026)

About Wealthcare Capital Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Wealthcare Capital Partners, LLC Top Holdings and 13F Report (2026)

About Wealthcare Capital Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWealthcare Capital Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools