Wealthcare Capital Partners, LLC
Q3 2026 13F filing
Updated 15 days ago168 disclosed positions worth $247.1M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B WISDOMTREE TR | $40.3M | 799.4K | 16.30% | Added(+23.5%) |
| 2 | V VANGUARD INDEX FDS | $24.5M | 65.4K | 9.91% | Trimmed(-3.4%) |
| 3 | S SPDR SERIES TRUST | $14.1M | 157.4K | 5.72% | Added(+4.7%) |
| 4 | V VANGUARD WHITEHALL FDS | $10M | 64.3K | 4.04% | Added(+5.5%) |
| 5 | S SCHWAB STRATEGIC TR | $6.6M | 260.9K | 2.65% | Added(+1.5%) |
| 6 | E ISHARES TR | $6M | 59.8K | 2.41% | Added(+1.4%) |
| 7 | E ISHARES TR | $4.7M | 50.0K | 1.91% | Added(+1.7%) |
| 8 | A APPLE INC | $4.4M | 13.2K | 1.78% | Added(+0.5%) |
| 9 | V VANGUARD INTL EQUITY INDEX F | $4.1M | 49.5K | 1.66% | Trimmed(-1.0%) |
| 10 | E ISHARES TR | $3.8M | 42.5K | 1.54% | Added(+1.6%) |
| 11 | B VANGUARD SPECIALIZED FUNDS | $3.7M | 15.7K | 1.49% | Added(+31.1%) |
| 12 | B BERKSHIRE HATHAWAY INC DEL | $3.5M | 7.0K | 1.41% | Unchanged |
| 13 | A SPDR SERIES TRUST | $3.4M | 64.6K | 1.38% | Trimmed(-0.6%) |
| 14 | S SPDR SERIES TRUST | $3.4M | 53.2K | 1.36% | Added(+6.5%) |
| 15 | N NVIDIA CORPORATION | $2.7M | 11.8K | 1.09% | Added(+5.4%) |
| 16 | V VANGUARD WORLD FD | $2.6M | 16.4K | 1.07% | Trimmed(-2.9%) |
| 17 | C CAPITAL GROUP DIVIDEND VALUE | $2.6M | 52.4K | 1.04% | Added(+2.2%) |
| 18 | B WISDOMTREE TR | $2.5M | 45.2K | 1.02% | Added(+5.3%) |
| 19 | ? N/A ISHARES TR | $2.3M | 27.5K | 0.93% | Trimmed(-5.2%) |
| 20 | V VANGUARD TAX-MANAGED FDS | $2.2M | 31.3K | 0.89% | Added(+5.7%) |
| 21 | ? N/A ISHARES TR | $2.2M | 35.2K | 0.88% | Trimmed(-1.1%) |
| 22 | ? N/A DBX ETF TR | $2.1M | 38.5K | 0.86% | Added(+13.8%) |
| 23 | S STATE STR SPDR S&P 500 ETF T | $2.1M | 2.7K | 0.85% | Trimmed(-1.9%) |
| 24 | B WISDOMTREE TR | $2M | 37.2K | 0.81% | Added(+4.9%) |
| 25 | Q INVESCO QQQ TR | $2M | 2.6K | 0.79% | Added(+1.9%) |
| 26 | M MICROSOFT CORP | $1.9M | 3.8K | 0.79% | Trimmed(-13.2%) |
| 27 | E ISHARES TR | $1.9M | 30.8K | 0.77% | Trimmed(-3.9%) |
| 28 | C CAPITAL GROUP GROWTH ETF | $1.9M | 39.3K | 0.75% | Trimmed(-1.5%) |
| 29 | S SPDR INDEX SHS FDS | $1.8M | 35.2K | 0.71% | Added(+7.6%) |
| 30 | B BLACKSTONE INC | $1.7M | 15.0K | 0.68% | Added(+0.5%) |
| 31 | S SPDR SERIES TRUST | $1.6M | 17.6K | 0.66% | Trimmed(-2.0%) |
| 32 | A BROADCOM INC | $1.6M | 4.6K | 0.65% | Added(+4.1%) |
| 33 | V VANGUARD WORLD FD | $1.5M | 11.7K | 0.61% | Added(+0.3%) |
| 34 | B WISDOMTREE TR | $1.5M | 40.1K | 0.61% | Added(+6.0%) |
| 35 | E ISHARES INC | $1.5M | 15.3K | 0.61% | Trimmed(-3.9%) |
| 36 | V VANGUARD INDEX FDS | $1.5M | 6.9K | 0.60% | Added(+0.3%) |
| 37 | E ISHARES TR | $1.5M | 26.8K | 0.60% | Added(+2.7%) |
| 38 | M META PLATFORMS INC | $1.4M | 1.9K | 0.57% | Added(+1.2%) |
| 39 | A AMAZON COM INC | $1.4M | 5.6K | 0.57% | Trimmed(-1.2%) |
| 40 | G WORLD GOLD TR | $1.4M | 17.0K | 0.57% | Added(+2.0%) |
| 41 | C CISCO SYS INC | $1.3M | 12.4K | 0.54% | Added(+0.0%) |
| 42 | T TAIWAN SEMICONDUCTOR MANUFAC | $1.2M | 2.7K | 0.50% | Added(+4.4%) |
| 43 | J JPMORGAN CHASE & CO | $1.2M | 3.7K | 0.50% | Added(+0.2%) |
| 44 | J J P MORGAN EXCHANGE TRADED F | $1.2M | 20.9K | 0.47% | Added(+5.6%) |
| 45 | J ISHARES TR | $1.2M | 13.8K | 0.47% | Added(+20.0%) |
| 46 | E ISHARES TR | $1.2M | 11.5K | 0.47% | Added(+3.4%) |
| 47 | W WALMART INC | $1.1M | 11.0K | 0.46% | Added(+0.4%) |
| 48 | ? N/A GLOBAL X FDS | $1.1M | 21.4K | 0.45% | Trimmed(-0.3%) |
| 49 | C CONSTELLATION ENERGY CORP | $1.1M | 4.4K | 0.45% | Added(+0.1%) |
| 50 | E ISHARES TR | $1.1M | 37.2K | 0.44% | Added(+2.6%) |