Wealthcare Capital Partners Llc Activity in Q3 2026: New Positions and Sales
Wealthcare Capital Partners' portfolio saw changes during Q3 2026, highlighted by new positions like CLSE and SCHX, alongside a significant sale of JEPI.
As part of its investment strategy for the third quarter of 2026, Wealthcare Capital Partners Llc made several notable adjustments to its portfolio holdings. The firm manages investments with an emphasis on capturing opportunities across various sectors while managing risk.
The most significant activity during this period involved establishing new positions in exchange-traded funds (ETFs). Wealthcare notably increased exposure to CLSE, a Trust for Professional Management fund, by 100% through purchasing all shares held at the end of Q2. Similarly, the firm deployed substantial capital into SCHWAB STRATEGIC TR (SCHX)", acquiring a position worth approximately $846k during this quarter.
Additionally, Wealthcare showed strong interest in other ETFs. The firm significantly boosted its stake in PROSHARES TR (NOBL)", increasing holdings by over 100% to $821k, indicating confidence in this fund's performance. Furthermore, although specific share counts for Q3 are not provided, the significant_buy_symbols list from the portfolio indicators suggests potential interest or purchases related to funds tracking NASDAQ-100 (QQQ)", and another fund named QTUM.
In contrast, Wealthcare Capital Partners also divested a substantial position during Q3. The firm sold shares totaling approximately $1.1 million worth of J P MORGAN EXCHANGE TRADED F (JEPI)", which represented an 80,246 share reduction and a -57.46% change in portfolio allocation for this holding.
These changes reflect the dynamic nature of Wealthcare's investment approach. The firm appears to be actively allocating capital towards specific ETF strategies that align with its current market outlook while strategically exiting positions like JEPI, which saw significant reduction.
The overall portfolio structure remains dominated by large ETF holdings such as VTI and USFR, maintaining their top weight status despite quarterly adjustments elsewhere. For a more detailed view of the entire portfolio composition at the end of Q3 2026, investors can refer to the full allocation data provided.