§ 13F · FUND PROFILE
WealthCare Investment Partners, LLC.
AUM · $412M (13F)Positions · 206Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 45K | $33M | 8.0% | +2% |
| 2 | FVD | FIRST TR EXCHANGE-TRADED FD | 320K | $15M | 3.7% | +4% |
| 3 | CGGR | CAPITAL GROUP GROWTH ETF | 298K | $14M | 3.4% | +2% |
| 4 | ITA | ISHARES TR | 52K | $13M | 3.1% | −1% |
| 5 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 250K | $12M | 3.0% | +1% |
| 6 | SPMO | INVESCO EXCH TRADED FD TR II | 73K | $12M | 2.9% | +6% |
| 7 | BUFR | FIRST TR EXCHNG TRADED FD VI | 273K | $10M | 2.4% | −3% |
| 8 | VOO | VANGUARD INDEX FDS | 14K | $9M | 2.3% | +17% |
| 9 | RECS | COLUMBIA ETF TR I | 198K | $9M | 2.1% | +13% |
| 10 | FNDF | SCHWAB STRATEGIC TR | 160K | $8M | 2.1% | +15% |
§ 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 $412 million in assets. The fund runs a broad portfolio of 206 positions.
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