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
Dec 31, 2025View all 149 โ
| Company | Value | % of portfolio |
|---|---|---|
| WisdomTree Tr | $36.52M | 17.1% |
| Vanguard Index Fds | $23.60M | 11.1% |
| SPDR Series Trust | $11.23M | 5.3% |
| Vanguard Whitehall Fds | $7.11M | 3.3% |
| Schwab Strategic Tr | $6.68M | 3.1% |
| iShares MSCI UAE ETF | $5.18M | 2.4% |
| iShares Tr | $4.09M | 1.9% |
| Apple Inc. | $4.05M | 1.9% |
| iShares Tr | $3.80M | 1.8% |
| Vanguard Intl Equity Index F | $3.66M | 1.7% |
| Warren E. Buffett | $3.57M | 1.7% |
| SPDR Series Trust | $2.88M | 1.4% |
| SPDR Series Trust | $2.64M | 1.2% |
| J P Morgan Exchange Traded F | $2.54M | 1.2% |
| Vanguard World Fd | $2.50M | 1.2% |
| Vanguard Specialized Funds | $2.49M | 1.2% |
| Microsoft Corp | $2.25M | 1.1% |
| iShares Tr | $2.18M | 1.0% |
| Blackstone Inc | $2.08M | 1.0% |
| NVIDIA Corp | $2.08M | 1.0% |
| Vanguard Index Fds | $2.05M | 1.0% |
| WisdomTree Tr | $2.03M | 1.0% |
| Vanguard Tax-Managed Fds | $1.90M | 0.9% |
| Capital Group Dividend Value | $1.71M | 0.8% |
| SPDR Series Trust | $1.67M | 0.8% |
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.