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

About Wealthcare Investment Partners, LLC

Investment Activity

  • Wealthcare Investment Partners, LLC has $360.41 million in total holdings as of March 31, 2026.
  • Wealthcare Investment Partners, LLC owns shares of 191 different stocks, but just 63 companies or ETFs make up 80% of its holdings.
  • Approximately 7.18% of the portfolio was purchased this quarter.
  • About 1.98% of the portfolio was sold this quarter.
  • This quarter, Wealthcare Investment Partners, LLC has purchased 183 new stocks and bought additional shares in 80 stocks.
  • Wealthcare Investment Partners, LLC sold shares of 74 stocks and completely divested from 4 stocks this quarter.

Largest New Holdings this Quarter

37954Y830 - Global X Copper Miners ETF
$635,222 Holding
921935508 - Vanguard U.S. Momentum Factor ETF
$439,079 Holding
64110L106 - Netflix
$435,562 Holding
72201R569 - PIMCO ETF TR
$388,587 Holding
166764100 - Chevron
$327,246 Holding

Largest Purchases this Quarter

Columbia Research Enhanced Core ETF
114,276 shares (about $4.47M)
Capital Group Dividend Value ETF
76,604 shares (about $3.31M)
JPMorgan Municipal ETF
54,178 shares (about $2.71M)
Schwab Intermediate-Term U.S. Treasury ETF
52,318 shares (about $1.30M)

Largest Sales this Quarter

Global X MLP & Energy Infrastructure ETF
9,168 shares (about $686.69K)
Invesco S&P MidCap 400 GARP ETF
5,067 shares (about $600.74K)
Invesco S&P MidCap Quality ETF
5,780 shares (about $600.03K)
iShares Gold Trust
6,539 shares (about $557.58K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWealthcare Investment Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Invesco QQQ stock logo
QQQ
Invesco QQQ
$26,001,800$177,523 -0.7%44,2347.2%Finance
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$14,459,117$193,752 1.4%307,3144.0%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$11,958,144$24,681 -0.2%292,1613.3%ETF
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$11,779,241$35,008 0.3%52,1533.3%ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$10,647,095$3,311,598 45.1%246,2893.0%ETF
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$9,593,285$103,174 -1.1%282,5712.7%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$8,928,451$557,581 -5.9%104,7082.5%Finance
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$7,912,688$140,229 1.8%68,6152.2%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$7,594,030$55,495 0.7%165,9902.1%ETF
IDMO
Invesco S&P International Developed Momentum ETF
$7,439,883$837,216 12.7%135,3942.1%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$7,009,936$253,167 3.7%11,5741.9%ETF
Columbia Research Enhanced Core ETF stock logo
RECS
Columbia Research Enhanced Core ETF
$6,838,893$4,471,611 188.9%174,7741.9%ETF
Schwab Fundamental International Equity ETF stock logo
FNDF
Schwab Fundamental International Equity ETF
$6,758,015$175,593 -2.5%139,1681.9%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$6,046,859$54,270 -0.9%99,8331.7%ETF
XLC
Communication Services Select Sector SPDR Fund
$5,769,243$26,411 0.5%51,7701.6%ETF
JPMorgan Municipal ETF stock logo
JMUB
JPMorgan Municipal ETF
$5,514,974$2,707,807 96.5%110,3441.5%ETF
GRPM
Invesco S&P MidCap 400 GARP ETF
$5,351,167$600,739 -10.1%45,1351.5%ETF
CAPITAL GROUP CORE BALANCED
$5,070,699$10,372 -0.2%146,1721.4%SHS
CAPITAL GROUP DIVIDEND GROWE
$4,979,136$34,528 -0.7%139,1601.4%SHS ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$4,959,954$810,461 19.5%71,6031.4%Manufacturing
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$4,941,649$271,677 5.8%215,9811.4%ETF
Invesco S&P MidCap Quality ETF stock logo
XMHQ
Invesco S&P MidCap Quality ETF
$4,610,350$600,028 -11.5%44,4111.3%ETF
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$4,496,746$143,660 -3.1%70,9601.2%Manufacturing
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$3,904,464$36,398 0.9%31,2161.1%ETF
Invesco S&P 500 Equal Weight Utilities ETF stock logo
RSPU
Invesco S&P 500 Equal Weight Utilities ETF
$3,902,254$119,310 3.2%48,9621.1%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$3,812,762$156,645 4.3%79,3001.1%ETF
Schwab Fundamental Emerging Markets Equity ETF stock logo
FNDE
Schwab Fundamental Emerging Markets Equity ETF
$3,740,225$597,252 19.0%98,4011.0%ETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$3,713,619$1,300,628 53.9%149,3811.0%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$3,367,031$449,400 15.4%20,3940.9%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$3,160,710$218,575 -6.5%103,4940.9%ETF
Franklin International Low Volatility High Dividend Index ETF stock logo
LVHI
Franklin International Low Volatility High Dividend Index ETF
$3,130,674$35,803 1.2%78,5220.9%ETF
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$3,048,372$44,408 1.5%46,7470.8%ETF
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$3,035,684$656,198 27.6%18,3150.8%Finance
First Trust Managed Municipal ETF stock logo
FMB
First Trust Managed Municipal ETF
$2,964,395$101,358 3.5%58,4350.8%Manufacturing
TIPZ
PIMCO Broad U.S. TIPS Index Exchange-Traded Fund
$2,903,895$115,600 4.1%54,7620.8%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$2,894,278$205,616 7.6%19,7910.8%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$2,886,141$73,461 2.6%7,7790.8%Computer and Technology
First Trust TCW Opportunistic Fixed Income ETF stock logo
FIXD
First Trust TCW Opportunistic Fixed Income ETF
$2,874,989$138,623 5.1%65,6410.8%Manufacturing
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$2,797,069$107,847 4.0%76,0690.8%ETF
Apple Inc. stock logo
AAPL
Apple
$2,721,255$11,621 -0.4%10,7720.8%Computer and Technology
Global X MLP & Energy Infrastructure ETF stock logo
MLPX
Global X MLP & Energy Infrastructure ETF
$2,676,334$686,685 -20.4%35,7320.7%ETF
iShares U.S. Financials ETF stock logo
IYF
iShares U.S. Financials ETF
$2,605,451$196,193 8.1%22,1910.7%ETF
FLJH
Franklin FTSE Japan Hedged ETF
$2,604,103$58,199 -2.2%64,2540.7%ETF
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock logo
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
$2,402,254$452,976 23.2%14,2870.7%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$2,397,896$320,880 15.4%37,5960.7%Consumer Staples
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$2,387,419$9,096 0.4%33,8590.7%ETF
First Trust International Equity Opportunities ETF stock logo
FPXI
First Trust International Equity Opportunities ETF
$2,205,384$18,293 0.8%35,2030.6%Manufacturing
iShares U.S. Consumer Staples ETF stock logo
IYK
iShares U.S. Consumer Staples ETF
$2,150,976$217,591 -9.2%30,8030.6%ETF
Ford Motor Company stock logo
F
Ford Motor
$2,128,096$313,947 17.3%182,3560.6%Auto/Tires/Trucks
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$2,100,130$98,256 -4.5%40,9100.6%ETF
Schwab Fundamental U.S. Large Company ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company ETF
$1,980,169$173,342 -8.0%70,9740.5%ETF
First Trust Indxx NextG ETF stock logo
NXTG
First Trust Indxx NextG ETF
$1,916,922$35,714 -1.8%16,8000.5%Manufacturing
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$1,891,878$126,435 -6.3%10,1750.5%Manufacturing
Columbia EM Core ex-China ETF stock logo
XCEM
Columbia EM Core ex-China ETF
$1,821,295$226,863 -11.1%44,1630.5%ETF
Putnam Focused Large Cap Value ETF stock logo
PVAL
Putnam Focused Large Cap Value ETF
$1,727,339$11,214 -0.6%37,1230.5%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,700,137$3,998 0.2%3,8270.5%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$1,695,860$73,688 4.5%23,0600.5%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$1,675,215$40,472 2.5%18,5850.5%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,655,229$7,147 0.4%9,2640.5%Computer and Technology
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$1,650,3220.0%42,3380.5%ETF
Principal U.S. Small-Cap Multi-Factor ETF stock logo
PSC
Principal U.S. Small-Cap Multi-Factor ETF
$1,629,599$641,572 64.9%28,0290.5%Manufacturing
SPDR Bloomberg Short Term High Yield Bond ETF stock logo
SJNK
SPDR Bloomberg Short Term High Yield Bond ETF
$1,617,863$43,937 -2.6%64,8440.4%ETF
iShares U.S. Utilities ETF stock logo
IDU
iShares U.S. Utilities ETF
$1,556,021$150,897 -8.8%13,5910.4%ETF
SPDR S&P Kensho New Economies Composite ETF stock logo
KOMP
SPDR S&P Kensho New Economies Composite ETF
$1,515,383$14,784 1.0%24,9080.4%ETF
WisdomTree U.S. LargeCap Dividend Fund stock logo
DLN
WisdomTree U.S. LargeCap Dividend Fund
$1,508,031$42,526 2.9%16,8440.4%Finance
First Trust North American Energy Infrastructure Fund stock logo
EMLP
First Trust North American Energy Infrastructure Fund
$1,458,765$323,882 -18.2%33,1990.4%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$1,447,4260.0%6,5910.4%ETF
Xtrackers MSCI EAFE Hedged Equity ETF stock logo
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
$1,380,466$13,791 -1.0%28,1270.4%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,316,816$109,957 9.1%26,1430.4%Computer and Technology
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$1,300,879$113,182 -8.0%1,8160.4%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$1,210,707$3,027 -0.2%5,6000.3%ETF
WALMART INC
$1,210,389$369,786 44.0%9,8360.3%COM
Capital Group Core Plus Income ETF stock logo
CGCP
Capital Group Core Plus Income ETF
$1,154,824$33,338 -2.8%51,5780.3%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$1,136,859$6,107 -0.5%14,7070.3%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$1,117,639$37,408 -3.2%24,4990.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,087,282$3,491 0.3%3,7370.3%Computer and Technology
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$1,027,521$36,944 -3.5%2,9760.3%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$1,019,136$6,493 -0.6%3,2960.3%ETF
Fidelity High Dividend ETF stock logo
FDVV
Fidelity High Dividend ETF
$1,011,374$69,908 7.4%18,3590.3%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,006,681$2,117 -0.2%4,7550.3%Retail/Wholesale
ISHARES TR
$1,000,431$343,404 52.3%29,0250.3%US MANUFACTURING
RTX Corporation stock logo
RTX
RTX
$998,597$58,890 6.3%5,1210.3%Aerospace
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$948,212$122,608 14.9%5,8080.3%Energy
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$931,346$8,183 -0.9%11,3810.3%Computer and Technology
Columbia India Consumer ETF stock logo
INCO
Columbia India Consumer ETF
$923,629$211,454 -18.6%16,5940.3%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$913,396$33,064 -3.5%13,0390.3%ETF
Global X Artificial Intelligence & Technology ETF stock logo
AIQ
Global X Artificial Intelligence & Technology ETF
$893,424$187,719 26.6%18,6520.2%ETF
ServiceNow, Inc. stock logo
NOW
ServiceNow
$888,3770.0%8,6200.2%Computer and Technology
Invesco NASDAQ Next Gen 100 ETF stock logo
QQQJ
Invesco NASDAQ Next Gen 100 ETF
$881,833$9,099 1.0%23,8400.2%Manufacturing
FlexShares Credit-Scored US Corporate Bond Index Fund stock logo
SKOR
FlexShares Credit-Scored US Corporate Bond Index Fund
$791,438$81,555 -9.3%16,3130.2%ETF
BKGI
BNY Mellon Global Infrastructure Income ETF
$785,278$203,114 34.9%17,7420.2%ETF
United States Oil Fund LP stock logo
USO
United States Oil Fund
$752,2290.0%6,6340.2%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$747,708$15,876 -2.1%9,7020.2%ETF
GLOBAL X FDS
$732,2260.0%14,9200.2%INTER-TERM TREAS
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$718,5380.0%1,8010.2%Manufacturing
First Trust Municipal High Income ETF stock logo
FMHI
First Trust Municipal High Income ETF
$702,982$255,409 57.1%14,7720.2%Manufacturing
CNRG
SPDR S&P Kensho Clean Power ETF
$701,219$27,330 -3.8%7,4150.2%ETF
Northrop Grumman Corporation stock logo
NOC
Northrop Grumman
$699,732$2,074 0.3%1,0120.2%Aerospace
Invesco Variable Rate Preferred ETF stock logo
VRP
Invesco Variable Rate Preferred ETF
$689,813$151,565 -18.0%28,6820.2%ETF
Vanguard S&P 500 Value ETF stock logo
VOOV
Vanguard S&P 500 Value ETF
$686,4260.0%3,3640.2%ETF

Showing largest 100 holdings. View all holdings.
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