Wealthcare Capital Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 21, 2026, Wealthcare Capital Partners, Llc disclosed 168 stock positions valued at approximately $247.09M as of quarter-end September 30, 2026. The largest holdings include WISDOMTREE TR, VANGUARD INDEX FDS, and SPDR SERIES TRUST.
- Report Period
- September 30, 2026
- No. of Stocks
- 168
- Portfolio Value
- $247.09M
Holdings by Sector
Wealthcare Capital Partners, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | USFR | Other | 16.30% | 799,449 | +152,049 | +23.49% | $40,284,227 |
| VANGUARD INDEX FDS | VTI | Other | 9.91% | 65,446 | -2,290 | -3.38% | $24,492,423 |
| SPDR SERIES TRUST | SPLG | Other | 5.72% | 157,380 | +7,117 | +4.74% | $14,126,429 |
| VANGUARD WHITEHALL FDS | VYM | Other | 4.04% | 64,338 | +3,375 | +5.54% | $9,985,258 |
| SCHWAB STRATEGIC TR | SCHP | Other | 2.65% | 260,886 | +3,931 | +1.53% | $6,556,070 |
| ISHARES TR | STIP | Other | 2.41% | 59,795 | +814 | +1.38% | $5,961,602 |
| ISHARES TR | AGG | Other | 1.91% | 50,035 | +855 | +1.74% | $4,730,309 |
| APPLE INC | AAPL | Technology | 1.78% | 13,236 | +65 | +0.49% | $4,407,723 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 1.66% | 49,496 | -520 | -1.04% | $4,106,683 |
| ISHARES TR | IEF | Other | 1.54% | 42,489 | +686 | +1.64% | $3,794,656 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.49% | 15,741 | +3,738 | +31.14% | $3,672,516 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.41% | 7,001 | - | - | $3,486,148 |
| SPDR SERIES TRUST | SPSM | Other | 1.38% | 64,565 | -406 | -0.62% | $3,412,906 |
| SPDR SERIES TRUST | SPMD | Other | 1.36% | 53,208 | +3,227 | +6.46% | $3,354,232 |
| NVIDIA CORPORATION | NVDA | Technology | 1.09% | 11,791 | +604 | +5.40% | $2,692,722 |
| VANGUARD WORLD FD | MGV | Other | 1.07% | 16,420 | -495 | -2.93% | $2,645,124 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 1.04% | 52,438 | +1,142 | +2.23% | $2,561,616 |
| WISDOMTREE TR | DTH | Other | 1.02% | 45,151 | +2,279 | +5.32% | $2,519,877 |
| ISHARES TR | XT | Other | 0.93% | 27,546 | -1,510 | -5.20% | $2,297,336 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.89% | 31,317 | +1,692 | +5.71% | $2,211,293 |
| ISHARES TR | IGE | Other | 0.88% | 35,175 | -408 | -1.15% | $2,167,835 |
| DBX ETF TR | DBEF | Other | 0.86% | 38,455 | +4,677 | +13.85% | $2,113,102 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.85% | 2,745 | -54 | -1.93% | $2,093,468 |
| WISDOMTREE TR | DON | Other | 0.81% | 37,217 | +1,752 | +4.94% | $2,007,859 |
| INVESCO QQQ TR | QQQ | Other | 0.79% | 2,644 | +48 | +1.85% | $1,955,692 |
| MICROSOFT CORP | MSFT | Technology | 0.79% | 3,788 | -576 | -13.20% | $1,942,805 |
| ISHARES TR | USRT | Other | 0.77% | 30,754 | -1,240 | -3.88% | $1,893,831 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 0.75% | 39,270 | -606 | -1.52% | $1,862,576 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.71% | 35,177 | +2,496 | +7.64% | $1,766,239 |
| BLACKSTONE INC | BX | Financial Services | 0.68% | 14,978 | +73 | +0.49% | $1,678,922 |
Showing 30 of 168 holdings in the latest reporting period.