Wealthcare Capital Partners, LLC

Est. AUM

$213.2M

13F long equity, this entity only

Positions

152

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	WISDOMTREE TR	FLOATNG RAT TREA	$32.8M	651298	15.38%	SOLE
2	VANGUARD INDEX FDS	TOTAL STK MKT	$22.0M	68686	10.34%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$11.5M	150145	5.39%	SOLE
4	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$8.6M	57835	4.02%	SOLE
5	SCHWAB STRATEGIC TR	US TIPS ETF	$6.7M	249995	3.12%	SOLE
6	ISHARES TR	0-5 YR TIPS ETF	$5.7M	54642	2.65%	SOLE
7	ISHARES TR	CORE US AGGBD ET	$4.5M	44860	2.09%	SOLE
8	ISHARES TR	7-10 YR TRSY BD	$3.8M	39890	1.79%	SOLE
9	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$3.7M	49809	1.76%	SOLE
10	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.4M	7001	1.57%	SOLE
11	APPLE INC	COM	$3.3M	13068	1.56%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$3.1M	63300	1.44%	SOLE
13	SPDR SERIES TRUST	STATE STREET SPD	$2.9M	49613	1.38%	SOLE
14	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$2.6M	46460	1.24%	SOLE
15	VANGUARD WORLD FD	MEGA CAP VAL ETF	$2.5M	17112	1.16%	SOLE
16	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.4M	11293	1.14%	SOLE
17	WISDOMTREE TR	ITL HIGH DIV FD	$2.3M	42143	1.07%	SOLE
18	ISHARES TR	NORTH AMERN NAT	$2.2M	34417	1.02%	SOLE
19	ISHARES TR	FUTURE EXPONENTI	$2.1M	30359	0.97%	SOLE
20	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$1.9M	45744	0.91%	SOLE
21	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.9M	30026	0.90%	SOLE
22	NVIDIA CORPORATION	COM	$1.9M	11030	0.90%	SOLE
23	MICROSOFT CORP	COM	$1.8M	4807	0.83%	SOLE
24	WISDOMTREE TR	US MIDCAP DIVID	$1.8M	33646	0.83%	SOLE
25	ISHARES TR	CRE U S REIT ETF	$1.7M	29439	0.82%	SOLE
26	BLACKSTONE INC	COM	$1.7M	14746	0.80%	SOLE
27	DBX ETF TR	XTRACK MSCI EAFE	$1.7M	33787	0.78%	SOLE
28	SPDR INDEX SHS FDS	STATE STREET SPD	$1.6M	34076	0.73%	SOLE
29	WORLD GOLD TR	SPDR GLD MINIS	$1.5M	16288	0.71%	SOLE
30	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.5M	2316	0.71%	SOLE
31	ISHARES TR	US INFRASTRUC	$1.5M	25947	0.70%	SOLE
32	VANGUARD WORLD FD	FINANCIALS ETF	$1.4M	11932	0.68%	SOLE
33	SPDR SERIES TRUST	STATE STREET SPD	$1.4M	18170	0.67%	SOLE
34	WALMART INC	COM	$1.4M	10933	0.64%	SOLE
35	ISHARES INC	MSCI EMRG CHN	$1.3M	16961	0.63%	SOLE
36	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$1.3M	33153	0.62%	SOLE
37	WISDOMTREE TR	US SMALLCAP DIVD	$1.3M	36600	0.62%	SOLE
38	VANGUARD INDEX FDS	VALUE ETF	$1.3M	6692	0.62%	SOLE
39	CONSTELLATION ENERGY CORP	COM	$1.2M	4434	0.58%	SOLE
40	AMAZON COM INC	COM	$1.2M	5862	0.57%	SOLE
41	VANECK ETF TRUST	RARE EARTH AND S	$1.2M	13766	0.57%	SOLE
42	ISHARES TR	NATIONAL MUN ETF	$1.2M	11000	0.55%	SOLE
43	META PLATFORMS INC	CL A	$1.1M	1998	0.54%	SOLE
44	GLOBAL X FDS	US INFR DEV ETF	$1.1M	21642	0.52%	SOLE
45	JPMORGAN CHASE & CO	COM	$1.1M	3711	0.51%	SOLE
46	BROADCOM INC	COM	$1.0M	3231	0.47%	SOLE
47	CISCO SYS INC	COM	$959K	12365	0.45%	SOLE
48	ISHARES TR	PFD AND INCM SEC	$945K	31160	0.44%	SOLE
49	GOLDMAN SACHS GROUP INC	COM	$928K	1097	0.44%	SOLE
50	CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$894K	30321	0.42%	SOLE

1–50 of 152

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.