§ 13F · FUND PROFILE
Wealthcare Capital Partners, LLC.
AUM · $242M (13F)Positions · 179Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | 647K | $33M | 13.5% | −1% |
| 2 | VTI | VANGUARD INDEX FDS | 68K | $25M | 10.4% | −1% |
| 3 | SPYM | SPDR SERIES TRUST | 150K | $13M | 5.5% | ±0% |
| 4 | VYM | VANGUARD WHITEHALL FDS | 61K | $10M | 4.0% | +5% |
| 5 | SCHP | SCHWAB STRATEGIC TR | 257K | $7M | 2.8% | +3% |
| 6 | STIP | ISHARES TR | 59K | $6M | 2.5% | +8% |
| 7 | AGG | ISHARES TR | 49K | $5M | 2.0% | +10% |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | 50K | $4M | 1.7% | ±0% |
| 9 | IEF | ISHARES TR | 42K | $4M | 1.6% | +5% |
| 10 | AAPL | APPLE INC | 13K | $4M | 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 $242 million in assets. The fund runs a portfolio of 179 positions.
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