Wealthcare Capital Partners, Llc Portfolio Stock Holdings
Wealthcare Capital Partners, Llc disclosed 153 stock positions valued at approximately $213.5 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 March 31, 2026 and was filed on April 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 153
- Portfolio Value
- $213.5M
Holdings by Sector
Wealthcare Capital Partners, Llc Portfolio Holdings in Q1 2026
150 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | USFR | Other | 15.36% | 651,298 | -74,513 | -10.27% | $32,786,339 |
| VANGUARD INDEX FDS | VTI | Other | 10.32% | 68,686 | -1,709 | -2.43% | $22,035,020 |
| SPDR SERIES TRUST | SPLG | Other | 5.38% | 150,145 | +10,173 | +7.27% | $11,492,098 |
| VANGUARD WHITEHALL FDS | VYM | Other | 4.01% | 57,835 | +8,313 | +16.79% | $8,565,364 |
| SCHWAB STRATEGIC TR | SCHP | Other | 3.12% | 249,995 | -2,183 | -0.87% | $6,652,357 |
| ISHARES TR | STIP | Other | 2.65% | 54,642 | +4,074 | +8.06% | $5,651,651 |
| ISHARES TR | AGG | Other | 2.09% | 44,860 | +3,875 | +9.45% | $4,453,252 |
| ISHARES TR | IEF | Other | 1.78% | 39,890 | +336 | +0.85% | $3,807,068 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 1.75% | 49,809 | +74 | +0.15% | $3,740,637 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.57% | 7,001 | -93 | -1.31% | $3,354,879 |
| APPLE INC | AAPL | Technology | 1.55% | 13,068 | -1,840 | -12.34% | $3,316,515 |
| SPDR SERIES TRUST | SPSM | Other | 1.43% | 63,300 | +1,813 | +2.95% | $3,058,641 |
| SPDR SERIES TRUST | SPMD | Other | 1.38% | 49,613 | +4,077 | +8.95% | $2,938,082 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 1.23% | 46,460 | +2,012 | +4.53% | $2,633,353 |
| VANGUARD WORLD FD | MGV | Other | 1.16% | 17,112 | -571 | -3.23% | $2,480,431 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.14% | 11,293 | -45 | -0.40% | $2,428,716 |
| WISDOMTREE TR | DTH | Other | 1.07% | 42,143 | +2,779 | +7.06% | $2,279,515 |
| ISHARES TR | IGE | Other | 1.01% | 34,417 | +11,206 | +48.28% | $2,166,206 |
| ISHARES TR | XT | Other | 0.97% | 30,359 | -860 | -2.75% | $2,068,945 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 0.91% | 45,744 | +6,663 | +17.05% | $1,945,956 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.90% | 30,026 | -402 | -1.32% | $1,924,066 |
| NVIDIA CORPORATION | NVDA | Technology | 0.90% | 11,030 | -100 | -0.90% | $1,923,617 |
| MICROSOFT CORP | MSFT | Technology | 0.83% | 4,807 | +158 | +3.40% | $1,779,300 |
| WISDOMTREE TR | DON | Other | 0.83% | 33,646 | +2,906 | +9.45% | $1,767,781 |
| ISHARES TR | USRT | Other | 0.82% | 29,439 | +10,347 | +54.20% | $1,742,494 |
| BLACKSTONE INC | BX | Financial Services | 0.79% | 14,746 | +1,248 | +9.25% | $1,695,661 |
| DBX ETF TR | DBEF | Other | 0.78% | 33,787 | +1,123 | +3.44% | $1,669,078 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.73% | 34,076 | -2,404 | -6.59% | $1,555,562 |
| WORLD GOLD TR | GLDM | Other | 0.71% | 16,288 | -313 | -1.89% | $1,509,735 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.71% | 2,316 | -23 | -0.98% | $1,506,205 |
| ISHARES TR | IFRA | Other | 0.70% | 25,947 | +1,039 | +4.17% | $1,484,197 |
| VANGUARD WORLD FD | VFH | Other | 0.68% | 11,932 | +91 | +0.77% | $1,441,501 |
| SPDR SERIES TRUST | SPTM | Other | 0.67% | 18,170 | -2,057 | -10.17% | $1,436,520 |
| WALMART INC | WMT | Consumer Defensive | 0.64% | 10,933 | +2,939 | +36.77% | $1,358,737 |
| ISHARES INC | EMXC | Other | 0.63% | 16,961 | -74 | -0.43% | $1,334,152 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 0.62% | 33,153 | +5,430 | +19.59% | $1,332,419 |
| WISDOMTREE TR | DES | Other | 0.62% | 36,600 | +4,235 | +13.09% | $1,315,404 |
| VANGUARD INDEX FDS | VTV | Other | 0.62% | 6,692 | +203 | +3.13% | $1,312,909 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 0.58% | 4,434 | -250 | -5.34% | $1,238,186 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.57% | 5,862 | -51 | -0.86% | $1,220,879 |
| VANECK ETF TRUST | REMX | Other | 0.57% | 13,766 | +7,276 | +112.11% | $1,211,408 |
| ISHARES TR | MUB | Other | 0.55% | 11,000 | +1,116 | +11.29% | $1,167,650 |
| META PLATFORMS INC | META | Communication Services | 0.54% | 1,998 | +2 | +0.10% | $1,142,965 |
| GLOBAL X FDS | PAVE | Other | 0.52% | 21,642 | -393 | -1.78% | $1,099,652 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.51% | 3,711 | +84 | +2.32% | $1,091,587 |
| BROADCOM INC | AVGO | Technology | 0.47% | 3,231 | +219 | +7.27% | $1,000,141 |
| CISCO SYS INC | CSCO | Technology | 0.45% | 12,365 | +418 | +3.50% | $959,385 |
| ISHARES TR | PFF | Other | 0.44% | 31,160 | +6,279 | +25.24% | $944,766 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.43% | 1,097 | -18 | -1.61% | $927,668 |
| CAPITAL GROUP INTL FOCUS EQT | CGXU | Other | 0.42% | 30,321 | -19 | -0.06% | $894,166 |
| ISHARES TR | SCZ | Other | 0.42% | 11,367 | +145 | +1.29% | $891,286 |
| LEGG MASON ETF INVT | LVHD | Other | 0.42% | 20,855 | +4,665 | +28.81% | $887,589 |
| FIRST TR EXCHANGE-TRADED FD | GRID | Other | 0.41% | 5,409 | -214 | -3.81% | $884,839 |
| JANUS DETROIT STR TR | JAAA | Other | 0.41% | 17,361 | +4,159 | +31.50% | $874,474 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.41% | 2,581 | - | - | $872,209 |
| PRICE T ROWE GROUP INC | TROW | Financial Services | 0.40% | 9,472 | -16 | -0.17% | $853,788 |
| PROSHARES TR | NOBL | Other | 0.36% | 7,300 | -9 | -0.12% | $773,852 |
| CHEVRON CORPORATION | CVX | Energy | 0.33% | 3,431 | -374 | -9.83% | $709,961 |
| CAPITAL GRP FIXED INCM ETF T | CGCP | Other | 0.33% | 31,635 | +6,141 | +24.09% | $706,726 |
| INVESCO EXCH TRADED FD TR II | BKLN | Other | 0.32% | 33,124 | +5,531 | +20.04% | $676,061 |
| ISHARES TR | SUB | Other | 0.31% | 6,266 | +1,414 | +29.14% | $667,329 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.31% | 10,755 | +167 | +1.58% | $658,833 |
| SPDR SERIES TRUST | TFI | Other | 0.30% | 14,235 | -250 | -1.73% | $645,415 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.30% | 2,627 | +67 | +2.62% | $642,060 |
| GE AEROSPACE | GE | Industrials | 0.29% | 2,204 | +2 | +0.09% | $625,451 |
| AMPLIFY ETF TR | HACK | Other | 0.29% | 8,103 | - | - | $608,467 |
| RTX CORPORATION | RTX | Industrials | 0.28% | 3,152 | +9 | +0.29% | $608,040 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.28% | 7,573 | +30 | +0.40% | $600,348 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.28% | 2,215 | -66 | -2.89% | $599,377 |
| ISHARES SILVER TR | SLV | Other | 0.28% | 8,781 | -337 | -3.70% | $598,337 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.28% | 2,526 | +105 | +4.34% | $596,739 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.28% | 11,974 | -58 | -0.48% | $591,153 |
| ALPHABET INC | GOOG | Communication Services | 0.27% | 2,017 | +6 | +0.30% | $578,507 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.27% | 640 | +1 | +0.16% | $573,242 |
| CHESAPEAKE UTILS CORP | CPK | Utilities | 0.27% | 4,506 | +16 | +0.36% | $569,417 |
| TESLA INC | TSLA | Consumer Cyclical | 0.25% | 1,464 | +20 | +1.39% | $544,056 |
| ALPS ETF TR | SDOG | Other | 0.25% | 8,272 | - | - | $537,978 |
| ISHARES TR | IWD | Other | 0.25% | 2,506 | +1 | +0.04% | $535,533 |
| SPDR SERIES TRUST | BIL | Other | 0.25% | 5,840 | +162 | +2.85% | $535,178 |
| EXELON CORP | EXC | Utilities | 0.25% | 10,828 | -761 | -6.57% | $530,805 |
| SPDR SERIES TRUST | SDY | Other | 0.25% | 3,600 | +21 | +0.59% | $525,376 |
| ARES CAPITAL CORP | ARCC | Financial Services | 0.25% | 29,138 | -1,576 | -5.13% | $525,067 |
| CASEYS GEN STORES INC | CASY | Consumer Cyclical | 0.24% | 704 | -1 | -0.14% | $512,413 |
| INVESCO QQQ TR | QQQ | Other | 0.24% | 887 | - | - | $511,826 |
| ALPHABET INC | GOOGL | Communication Services | 0.23% | 1,740 | +51 | +3.02% | $500,398 |
| ISHARES TR | ITOT | Other | 0.23% | 3,435 | +769 | +28.84% | $489,247 |
| ELI LILLY & CO | LLY | Healthcare | 0.23% | 529 | - | - | $486,364 |
| ISHARES TR | IWB | Other | 0.23% | 1,359 | +595 | +77.88% | $484,565 |
| T ROWE PRICE ETF INC | TDVG | Other | 0.23% | 10,784 | +296 | +2.82% | $481,288 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.22% | 2,455 | -134 | -5.18% | $471,084 |
| CATERPILLAR INC | CAT | Industrials | 0.21% | 645 | - | - | $457,276 |
| INVESCO EXCH TRADED FD TR II | PVI | Other | 0.21% | 18,375 | +18,375 | +100.00% | $456,986 |
| WISDOMTREE TR | DGRS | Other | 0.21% | 8,582 | +30 | +0.35% | $454,491 |
| SPDR SERIES TRUST | SHM | Other | 0.21% | 9,298 | -431 | -4.43% | $444,723 |
| GE VERNOVA INC | GEV | Utilities | 0.21% | 507 | - | - | $442,820 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.21% | 3,004 | -1,096 | -26.73% | $439,425 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.20% | 3,282 | +433 | +15.20% | $429,726 |
| VANGUARD INDEX FDS | VO | Other | 0.20% | 1,489 | +31 | +2.13% | $427,744 |
| REGENCY CTRS CORP | REG | Real Estate | 0.20% | 5,523 | - | - | $417,870 |
| ISHARES TR | IXUS | Other | 0.19% | 4,710 | -87 | -1.81% | $408,058 |