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WEALTHCARE CAPITAL MANAGEMENT LLC

Q2 2026 13F filing

Updated 63 days ago

105 disclosed positions worth $1.1B

Portfolio value
$1.1B
Total holdings
105
New positions
15
Closed positions
4
Increased
33
Decreased
47
Turnover
18.1%
Filed
2026-07-09

Full holdings

Every line item disclosed in Q2 2026

V

VANGUARD INDEX FDS

-4.5%
Value
$383.6M
Shares
1.04M
% Port
36.40%
E

ISHARES TR

+1.8%
Value
$174.3M
Shares
1.84M
% Port
16.54%
?
3.N/A

ISHARES TR

+2.3%
Value
$95.9M
Shares
938.8K
% Port
9.10%
?
4.N/A

EA SERIES TRUST

+2.0%
Value
$94.1M
Shares
1.04M
% Port
8.93%
V

VANGUARD INTL EQUITY INDEX F

-2.5%
Value
$77.6M
Shares
926.2K
% Port
7.36%
P

SPROTT ASSET MANAGEMENT LP

-2.9%
Value
$19.4M
Shares
1.03M
% Port
1.84%
?
7.N/A

RBB FD INC

-5.8%
Value
$16.2M
Shares
375.0K
% Port
1.54%
P

SPROTT ASSET MANAGEMENT LP

-3.0%
Value
$13.7M
Shares
455.7K
% Port
1.30%
E

ISHARES TR

+15.4%
Value
$13.2M
Shares
80.5K
% Port
1.25%
?
10.N/A

VANGUARD CHARLOTTE FDS

+33.2%
Value
$12.9M
Shares
266.2K
% Port
1.22%
E
11.ETHA

ISHARES TR

+7.5%
Value
$12.4M
Shares
115.1K
% Port
1.18%
E
12.ETHA

ISHARES TR

+1.6%
Value
$11.6M
Shares
98.4K
% Port
1.10%
S

SCHWAB STRATEGIC TR

+0.4%
Value
$11.4M
Shares
432.0K
% Port
1.09%
I
14.IVZ

INVESCO LTD

-7.1%
Value
$11.4M
Shares
432.5K
% Port
1.08%
?
15.N/A

SPDR SERIES TRUST

+1.6%
Value
$9.3M
Shares
106.4K
% Port
0.89%
?
16.N/A

SPDR SERIES TRUST

-6.9%
Value
$7.8M
Shares
170.7K
% Port
0.74%
?
17.N/A

WISDOMTREE TR

-17.2%
Value
$7.7M
Shares
153.0K
% Port
0.73%
E
18.ETHA

ISHARES TR

+182.3%
Value
$4.5M
Shares
45.8K
% Port
0.43%
E
19.ETHA

ISHARES TR

-1.8%
Value
$3.5M
Shares
37.2K
% Port
0.34%
?
20.N/A

ISHARES TR

+1.6%
Value
$3.5M
Shares
24.6K
% Port
0.33%
?
21.N/A

BONDBLOXX ETF TRUST

Value
$3.3M
Shares
70.7K
% Port
0.32%
E
22.ETHA

ISHARES TR

-9.3%
Value
$3.3M
Shares
7.7K
% Port
0.31%
A
23.ARCC

SPDR SERIES TRUST

-5.2%
Value
$3.2M
Shares
55.6K
% Port
0.30%
S

SCHWAB STRATEGIC TR

+27.8%
Value
$3.1M
Shares
96.3K
% Port
0.29%
E
25.ETHA

ISHARES TR

-1.2%
Value
$2.9M
Shares
3.9K
% Port
0.28%
?
26.N/A

SPDR SERIES TRUST

+2.1%
Value
$2.7M
Shares
39.3K
% Port
0.25%
?
27.N/A

ISHARES TR

-18.2%
Value
$2.4M
Shares
22.1K
% Port
0.22%
?
28.N/A

SPDR SERIES TRUST

-2.8%
Value
$2.3M
Shares
24.9K
% Port
0.21%
?
29.N/A

ISHARES TR

+1.1%
Value
$2.2M
Shares
27.0K
% Port
0.21%
A
30.AAPL

APPLE INC

-15.5%
Value
$2.2M
Shares
7.6K
% Port
0.21%
E
31.ETHA

ISHARES TR

+5.3%
Value
$2M
Shares
4.8K
% Port
0.19%
?
32.N/A

SPDR SERIES TRUST

-1.8%
Value
$1.8M
Shares
37.8K
% Port
0.17%
?
33.N/A

DBX ETF TR

-2.3%
Value
$1.6M
Shares
28.5K
% Port
0.15%
V
34.VGES

VANGUARD TAX-MANAGED FDS

-1.9%
Value
$1.5M
Shares
21.6K
% Port
0.15%
?
35.N/A

VANGUARD MALVERN FDS

Value
$1.3M
Shares
25.9K
% Port
0.12%
?
36.N/A

ISHARES TR

-5.8%
Value
$1.3M
Shares
15.2K
% Port
0.12%
?
37.N/A

DIMENSIONAL ETF TRUST

+23.1%
Value
$1.1M
Shares
25.7K
% Port
0.10%
?
38.N/A

CAPITAL GRP FIXED INCM ETF T

+6.2%
Value
$1.1M
Shares
47.9K
% Port
0.10%
?
39.N/A

VANGUARD WORLD FD

-5.1%
Value
$1M
Shares
6.4K
% Port
0.10%
E
40.ETHA

ISHARES INC

-15.4%
Value
$994K
Shares
9.7K
% Port
0.09%
?
41.N/A

VANGUARD WORLD FD

+3.5%
Value
$993K
Shares
12.1K
% Port
0.09%
S

SCHWAB STRATEGIC TR

Unchanged
Value
$896K
Shares
31.0K
% Port
0.09%
S
43.SPY

STATE STR SPDR S&P 500 ETF T

Unchanged
Value
$877K
Shares
1.2K
% Port
0.08%
?
44.N/A

INVESCO EXCH TRADED FD TR II

+13.8%
Value
$846K
Shares
41.5K
% Port
0.08%
V
45.VGES

VANGUARD INDEX FDS

-5.5%
Value
$827K
Shares
1.2K
% Port
0.08%
N
46.NVDA

NVIDIA CORPORATION

-4.0%
Value
$802K
Shares
4.0K
% Port
0.08%
B

BERKSHIRE HATHAWAY INC DEL

-46.8%
Value
$792K
Shares
1.6K
% Port
0.08%
?
48.N/A

SPDR INDEX SHS FDS

+11.6%
Value
$788K
Shares
15.6K
% Port
0.07%
J

JPMORGAN CHASE & CO

-0.3%
Value
$727K
Shares
2.2K
% Port
0.07%
?
50.N/A

WORLD GOLD TR

-5.4%
Value
$698K
Shares
8.8K
% Port
0.07%