Wealthcare Capital Partners, LLC
CIK: 0002053307SEC EDGAR →
Portfolio Value
$213.4M
Holdings
149
As of
Q4 2025
New Positions
11
Closed Positions
10
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | WISDOMTREE TR | 725,811 | $36.5M | 17.11% |
| 2 | VANGUARD INDEX FDS | 70,395 | $23.6M | 11.06% |
| 3 | SPDR SERIES TRUST | 139,972 | $11.2M | 5.26% |
| 4 | VANGUARD WHITEHALL FDS | 49,522 | $7.1M | 3.33% |
| 5 | SCHWAB STRATEGIC TR | 252,178 | $6.7M | 3.13% |
| 6 | ISHARES TR | 50,568 | $5.2M | 2.43% |
| 7 | ISHARES TR | 40,985 | $4.1M | 1.92% |
| 8 | APPLE INC | 14,908 | $4.1M | 1.90% |
| 9 | ISHARES TR | 39,554 | $3.8M | 1.78% |
| 10 | VANGUARD INTL EQUITY INDEX F | 49,735 | $3.7M | 1.71% |
Quarterly Changes
New Positions (11)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 91 | $173.4M | 81.3% |
| Technology | 15 | $15.9M | 7.5% |
| Unknown | 5 | $5.6M | 2.6% |
| Consumer Cyclical | 6 | $3.6M | 1.7% |
| Utilities | 5 | $3.1M | 1.4% |
| Communication Services | 4 | $2.7M | 1.3% |
| Industrials | 6 | $2.6M | 1.2% |
| Consumer Defensive | 6 | $2.4M | 1.1% |
| Healthcare | 6 | $2.3M | 1.1% |
| Energy | 2 | $785K | 0.4% |
| Basic Materials | 2 | $443K | 0.2% |
| Real Estate | 1 | $381K | 0.2% |