Institutions / Wealthcare Capital Partners, LLC

Wealthcare Capital Partners, LLC

CIK 2053307 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$213.42M
Positions
149
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
WisdomTree Trโ€”$36.52M725,81117.1%
Vanguard Index Fdsโ€”$23.60M70,39511.1%
SPDR Series Trustโ€”$11.23M139,9725.3%
Vanguard Whitehall Fdsโ€”$7.11M49,5223.3%
Schwab Strategic Trโ€”$6.68M252,1783.1%
iShares MSCI UAE ETFโ€”$5.18M50,5682.4%
iShares Trโ€”$4.09M40,9851.9%
Apple Inc.โ€”$4.05M14,9081.9%
iShares Trโ€”$3.80M39,5541.8%
Vanguard Intl Equity Index Fโ€”$3.66M49,7351.7%
Warren E. Buffettโ€”$3.57M7,0941.7%
SPDR Series Trustโ€”$2.88M61,4871.4%
SPDR Series Trustโ€”$2.64M45,5361.2%
J P Morgan Exchange Traded Fโ€”$2.54M44,4481.2%
Vanguard World Fdโ€”$2.50M17,6831.2%
Vanguard Specialized Fundsโ€”$2.49M11,3381.2%
Microsoft Corpโ€”$2.25M4,6491.1%
iShares Trโ€”$2.18M31,2191.0%
Blackstone Incโ€”$2.08M13,4981.0%
NVIDIA Corpโ€”$2.08M11,1301.0%
Vanguard Index Fdsโ€”$2.05M23,1321.0%
WisdomTree Trโ€”$2.03M39,3641.0%
Vanguard Tax-Managed Fdsโ€”$1.90M30,4280.9%
Capital Group Dividend Valueโ€”$1.71M39,0810.8%
SPDR Series Trustโ€”$1.67M20,2270.8%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.