Wealthcare Capital Partners, Llc Portfolio Stock Holdings
Wealthcare Capital Partners, Llc disclosed 179 stock positions valued at approximately $242.0 million in its latest SEC 13F filing. The largest holdings include WISDOMTREE TR, VANGUARD INDEX FDS, and SPDR SERIES TRUST. The filing reflects positions held as of June 30, 2026 and was filed on July 9, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 179
- Portfolio Value
- $242.0M
Holdings by Sector
Wealthcare Capital Partners, Llc Portfolio Holdings in Q2 2026
173 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | USFR | Other | 13.47% | 647,400 | -3,898 | -0.60% | $32,596,568 |
| VANGUARD INDEX FDS | VTI | Other | 10.36% | 67,736 | -950 | -1.38% | $25,065,156 |
| SPDR SERIES TRUST | SPLG | Other | 5.46% | 150,263 | +118 | +0.08% | $13,205,112 |
| VANGUARD WHITEHALL FDS | VYM | Other | 3.98% | 60,963 | +3,128 | +5.41% | $9,633,983 |
| SCHWAB STRATEGIC TR | SCHP | Other | 2.81% | 256,955 | +6,960 | +2.78% | $6,809,305 |
| ISHARES TR | STIP | Other | 2.49% | 58,981 | +4,339 | +7.94% | $6,025,502 |
| ISHARES TR | AGG | Other | 2.01% | 49,180 | +4,320 | +9.63% | $4,867,836 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 1.73% | 50,016 | +207 | +0.42% | $4,188,798 |
| ISHARES TR | IEF | Other | 1.63% | 41,803 | +1,913 | +4.80% | $3,953,318 |
| APPLE INC | AAPL | Technology | 1.57% | 13,171 | +103 | +0.79% | $3,811,153 |
| SPDR SERIES TRUST | SPSM | Other | 1.55% | 64,971 | +1,671 | +2.64% | $3,746,901 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.45% | 7,001 | - | - | $3,503,230 |
| SPDR SERIES TRUST | SPMD | Other | 1.40% | 49,981 | +368 | +0.74% | $3,376,716 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.17% | 12,003 | +710 | +6.29% | $2,840,107 |
| VANGUARD WORLD FD | MGV | Other | 1.14% | 16,915 | -197 | -1.15% | $2,764,796 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 1.04% | 51,296 | +5,552 | +12.14% | $2,527,886 |
| ISHARES TR | XT | Other | 0.99% | 29,056 | -1,303 | -4.29% | $2,400,897 |
| WISDOMTREE TR | DTH | Other | 0.96% | 42,872 | +729 | +1.73% | $2,319,804 |
| NVIDIA CORPORATION | NVDA | Technology | 0.92% | 11,187 | +157 | +1.42% | $2,238,313 |
| ISHARES TR | USRT | Other | 0.88% | 31,994 | +2,555 | +8.68% | $2,126,001 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.87% | 29,625 | -401 | -1.34% | $2,110,781 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.86% | 2,799 | +483 | +20.85% | $2,089,866 |
| WISDOMTREE TR | DON | Other | 0.83% | 35,465 | +1,819 | +5.41% | $2,004,485 |
| ISHARES TR | IGE | Other | 0.83% | 35,583 | +1,166 | +3.39% | $1,999,053 |
| INVESCO QQQ TR | QQQ | Other | 0.79% | 2,596 | +1,709 | +192.67% | $1,911,831 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 0.78% | 39,876 | +6,723 | +20.28% | $1,882,147 |
| DBX ETF TR | DBEF | Other | 0.76% | 33,778 | -9 | -0.03% | $1,845,292 |
| BLACKSTONE INC | BX | Financial Services | 0.72% | 14,905 | +159 | +1.08% | $1,753,852 |
| BROADCOM INC | AVGO | Technology | 0.69% | 4,407 | +1,176 | +36.40% | $1,664,578 |
| ISHARES TR | IFRA | Other | 0.68% | 26,128 | +181 | +0.70% | $1,647,133 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.68% | 32,681 | -1,395 | -4.09% | $1,646,797 |
| SPDR SERIES TRUST | SPTM | Other | 0.67% | 17,991 | -179 | -0.99% | $1,633,403 |
| ISHARES INC | EMXC | Other | 0.67% | 15,953 | -1,008 | -5.94% | $1,631,992 |
| MICROSOFT CORP | MSFT | Technology | 0.67% | 4,364 | -443 | -9.22% | $1,627,703 |
| WISDOMTREE TR | DES | Other | 0.64% | 37,815 | +1,215 | +3.32% | $1,538,314 |
| VANGUARD WORLD FD | VFH | Other | 0.63% | 11,636 | -296 | -2.48% | $1,531,271 |
| VANGUARD INDEX FDS | VTV | Other | 0.62% | 6,847 | +155 | +2.32% | $1,492,220 |
| CISCO SYS INC | CSCO | Technology | 0.60% | 12,366 | +1 | +0.01% | $1,452,546 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.56% | 5,695 | -167 | -2.85% | $1,357,346 |
| WORLD GOLD TR | GLDM | Other | 0.55% | 16,706 | +418 | +2.57% | $1,326,791 |
| GLOBAL X FDS | PAVE | Other | 0.52% | 21,471 | -171 | -0.79% | $1,265,051 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.51% | 2,606 | +25 | +0.97% | $1,244,491 |
| WALMART INC | WMT | Consumer Defensive | 0.51% | 10,946 | +13 | +0.12% | $1,239,740 |
| VANECK ETF TRUST | REMX | Other | 0.50% | 13,772 | +6 | +0.04% | $1,218,822 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.50% | 3,720 | +9 | +0.24% | $1,217,787 |
| ISHARES TR | MUB | Other | 0.50% | 11,141 | +141 | +1.28% | $1,198,994 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.46% | 19,763 | -26,697 | -57.46% | $1,116,214 |
| ISHARES TR | PFF | Other | 0.46% | 36,298 | +5,138 | +16.49% | $1,106,722 |
| CAPITAL GROUP INTL FOCUS EQT | CGXU | Other | 0.45% | 31,561 | +1,240 | +4.09% | $1,092,642 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.45% | 1,080 | -17 | -1.55% | $1,092,207 |
| PRICE T ROWE GROUP INC | TROW | Financial Services | 0.45% | 9,565 | +93 | +0.98% | $1,087,475 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 0.45% | 4,362 | -72 | -1.62% | $1,083,385 |
| META PLATFORMS INC | META | Communication Services | 0.45% | 1,913 | -85 | -4.25% | $1,077,413 |
| LEGG MASON ETF INVT | LVHD | Other | 0.44% | 24,380 | +3,525 | +16.90% | $1,072,783 |
| JANUS DETROIT STR TR | JAAA | Other | 0.43% | 20,404 | +3,043 | +17.53% | $1,030,198 |
| FIRST TR EXCHANGE-TRADED FD | GRID | Other | 0.40% | 5,092 | -317 | -5.86% | $976,409 |
| TRUST FOR PROFESSIONAL MANAG | CLSE | Other | 0.40% | 28,162 | +28,162 | +100.00% | $961,310 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.39% | 2,285 | +70 | +3.16% | $949,841 |
| ISHARES TR | SCZ | Other | 0.39% | 11,519 | +152 | +1.34% | $947,668 |
| AMPLIFY ETF TR | HACK | Other | 0.36% | 8,360 | +257 | +3.17% | $877,184 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.35% | 28,776 | +28,776 | +100.00% | $846,878 |
| GE AEROSPACE | GE | Industrials | 0.34% | 2,229 | +25 | +1.13% | $832,976 |
| PROSHARES TR | NOBL | Other | 0.34% | 14,632 | +7,332 | +100.44% | $821,758 |
| ALPHABET INC | GOOG | Communication Services | 0.32% | 2,178 | +161 | +7.98% | $769,464 |
| ISHARES TR | SUB | Other | 0.31% | 7,077 | +811 | +12.94% | $753,488 |
| INVESCO EXCH TRADED FD TR II | BKLN | Other | 0.31% | 36,902 | +3,778 | +11.41% | $751,694 |
| ISHARES TR | IWB | Other | 0.30% | 1,783 | +424 | +31.20% | $730,138 |
| ETF SER SOLUTIONS | QTUM | Other | 0.30% | 4,343 | +1,968 | +82.86% | $718,287 |
| CAPITAL GRP FIXED INCM ETF T | CGCP | Other | 0.29% | 31,749 | +114 | +0.36% | $707,685 |
| CATERPILLAR INC | CAT | Industrials | 0.28% | 646 | +1 | +0.16% | $688,207 |
| TESLA INC | TSLA | Consumer Cyclical | 0.28% | 1,598 | +134 | +9.15% | $672,329 |
| APPLIED MATLS INC | AMAT | Technology | 0.28% | 926 | -26 | -2.73% | $669,619 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.28% | 2,633 | +6 | +0.23% | $668,645 |
| ALPHABET INC | GOOGL | Communication Services | 0.27% | 1,846 | +106 | +6.09% | $659,871 |
| ELI LILLY & CO | LLY | Healthcare | 0.27% | 549 | +20 | +3.78% | $658,504 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.27% | 12,014 | +40 | +0.33% | $644,060 |
| SPDR SERIES TRUST | TFI | Other | 0.27% | 14,049 | -186 | -1.31% | $643,444 |
| ISHARES TR | IWM | Other | 0.27% | 2,138 | +548 | +34.47% | $642,255 |
| ISHARES TR | ITOT | Other | 0.26% | 3,828 | +393 | +11.44% | $628,826 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.26% | 642 | +2 | +0.31% | $627,664 |
| GE VERNOVA INC | GEV | Utilities | 0.26% | 530 | +23 | +4.54% | $623,138 |
| ISHARES TR | IWD | Other | 0.25% | 2,507 | +1 | +0.04% | $607,805 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.25% | 7,623 | +50 | +0.66% | $602,411 |
| RTX CORPORATION | RTX | Industrials | 0.25% | 3,162 | +10 | +0.32% | $599,989 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.24% | 10,963 | +208 | +1.93% | $582,262 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.23% | 2,571 | +45 | +1.78% | $566,969 |
| ALPS ETF TR | SDOG | Other | 0.23% | 8,272 | - | - | $564,316 |
| ARES CAPITAL CORP | ARCC | Financial Services | 0.23% | 30,320 | +1,182 | +4.06% | $561,830 |
| CASEYS GEN STORES INC | CASY | Consumer Cyclical | 0.23% | 704 | - | - | $559,532 |
| CHESAPEAKE UTILS CORP | CPK | Utilities | 0.23% | 4,521 | +15 | +0.33% | $553,718 |
| SPDR SERIES TRUST | SDY | Other | 0.23% | 3,604 | +4 | +0.11% | $548,506 |
| T ROWE PRICE EXCHANGE-TRADED | TDVG | Other | 0.22% | 11,027 | +243 | +2.25% | $540,656 |
| CHEVRON CORPORATION | CVX | Energy | 0.22% | 3,255 | -176 | -5.13% | $539,630 |
| WISDOMTREE TR | DGRS | Other | 0.22% | 8,919 | +337 | +3.93% | $529,375 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.22% | 2,481 | +26 | +1.06% | $527,799 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.22% | 14,149 | +14,149 | +100.00% | $521,674 |
| FIDELITY COVINGTON TRUST | FBCG | Other | 0.21% | 8,022 | +528 | +7.05% | $498,263 |
| EXELON CORP | EXC | Utilities | 0.21% | 10,644 | -184 | -1.70% | $496,218 |
| VANGUARD INDEX FDS | VO | Other | 0.20% | 6,009 | +4,520 | +303.56% | $484,123 |
| BANK OF AMER CORP | BAC | Financial Services | 0.20% | 8,326 | +24 | +0.29% | $474,437 |