§ 13F · FUND PROFILE
WealthCare Investment Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $308M (13F)Positions · 171Turnover · — · Q1Filed · Apr 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M 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 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 44K | $26M | 7.2% | −1% |
| 2 | FVD | FIRST TR EXCHANGE-TRADED FD | 307K | $14M | 4.0% | +1% |
| 3 | CGGR | CAPITAL GROUP GROWTH ETF | 292K | $12M | 3.3% | ±0% |
| 4 | ITA | ISHARES TR | 52K | $12M | 3.3% | ±0% |
| 5 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 246K | $11M | 3.0% | +45% |
| 6 | BUFR | FIRST TR EXCHNG TRADED FD VI | 283K | $10M | 2.7% | −1% |
| 7 | IAU | ISHARES GOLD TR | 105K | $9M | 2.5% | −6% |
| 8 | SPMO | INVESCO EXCH TRADED FD TR II | 69K | $8M | 2.2% | +2% |
| 9 | FBND | FIDELITY MERRIMACK STR TR | 166K | $8M | 2.1% | +1% |
| 10 | IDMO | INVESCO EXCH TRADED FD TR II | 135K | $7M | 2.1% | +13% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTHCARE SIGNAL
AC read
WealthCare Investment Partners, LLC is a Other fund managing $308 million in assets. The fund runs a portfolio of 171 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