§ 13F · FUND PROFILE
Wealthcare Capital Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $218M (13F)Positions · 148Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | 651K | $33M | 15.4% | −10% |
| 2 | VTI | VANGUARD INDEX FDS | 69K | $22M | 10.3% | −2% |
| 3 | SPYM | SPDR SERIES TRUST | 150K | $11M | 5.4% | +7% |
| 4 | VYM | VANGUARD WHITEHALL FDS | 58K | $9M | 4.0% | +17% |
| 5 | SCHP | SCHWAB STRATEGIC TR | 250K | $7M | 3.1% | −1% |
| 6 | STIP | ISHARES TR | 55K | $6M | 2.6% | +8% |
| 7 | AGG | ISHARES TR | 45K | $4M | 2.1% | +9% |
| 8 | IEF | ISHARES TR | 40K | $4M | 1.8% | +1% |
| 9 | VEU | VANGUARD INTL EQUITY INDEX F | 50K | $4M | 1.8% | ±0% |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 7K | $3M | 1.6% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTHCARE SIGNAL
AC read
Wealthcare Capital Partners, LLC is a Other fund managing $218 million in assets. The fund runs a portfolio of 148 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed