Wealthcare Capital Partners, LLC 13F Holdings · Q2 2026
Wealthcare Capital Partners, LLC reported 179 securities worth $242.01M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: USFR (13.47%), VTI (10.36%), SPYM (5.46%). Among its top 25 positions this quarter: 19 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | $32.6M | 13.47% | 647,400 | Trimmed |
| 2 | VTI | VANGUARD INDEX FDS | $25.1M | 10.36% | 67,736 | Trimmed |
| 3 | SPYM | SPDR SERIES TRUST | $13.2M | 5.46% | 150,263 | Added |
| 4 | VYM | VANGUARD WHITEHALL FDS | $9.6M | 3.98% | 60,963 | Added |
| 5 | SCHP | SCHWAB STRATEGIC TR | $6.8M | 2.81% | 256,955 | Added |
| 6 | STIP | ISHARES TR | $6.0M | 2.49% | 58,981 | Added |
| 7 | AGG | ISHARES TR | $4.9M | 2.01% | 49,180 | Added |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | $4.2M | 1.73% | 50,016 | Added |
| 9 | IEF | ISHARES TR | $4.0M | 1.63% | 41,803 | Added |
| 10 | AAPL | APPLE INC | $3.8M | 1.57% | 13,171 | Added |
| 11 | SPSM | SPDR SERIES TRUST | $3.7M | 1.55% | 64,971 | Added |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.5M | 1.45% | 7,001 | Hold |
| 13 | SPMD | SPDR SERIES TRUST | $3.4M | 1.40% | 49,981 | Added |
| 14 | VIG | VANGUARD SPECIALIZED FUNDS | $2.8M | 1.17% | 12,003 | Added |
| 15 | MGV | VANGUARD WORLD FD | $2.8M | 1.14% | 16,915 | Trimmed |
| 16 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $2.5M | 1.04% | 51,296 | Added |
| 17 | XT | ISHARES TR | $2.4M | 0.99% | 29,056 | Trimmed |
| 18 | DTH | WISDOMTREE TR | $2.3M | 0.96% | 42,872 | Added |
| 19 | NVDA | NVIDIA CORPORATION | $2.2M | 0.92% | 11,187 | Added |
| 20 | USRT | ISHARES TR | $2.1M | 0.88% | 31,994 | Added |
| 21 | VEA | VANGUARD TAX-MANAGED FDS | $2.1M | 0.87% | 29,625 | Trimmed |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $2.1M | 0.86% | 2,799 | Added |
| 23 | DON | WISDOMTREE TR | $2.0M | 0.83% | 35,465 | Added |
| 24 | IGE | ISHARES TR | $2.0M | 0.83% | 35,583 | Added |
| 25 | QQQ | INVESCO QQQ TR | $1.9M | 0.79% | 2,596 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR