Wealthcare Capital Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 9, 2026, Wealthcare Capital Partners, Llc disclosed 173 stock positions valued at approximately $242.01M as of quarter-end June 30, 2026. The largest holdings include WISDOMTREE TR, VANGUARD INDEX FDS, and SPDR SERIES TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 173
- Portfolio Value
- $242.01M
Holdings by Sector
Wealthcare Capital Partners, Llc Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 173 holdings in the latest reporting period.