WealthCare Investment Partners, LLC
CIK
1908462
Location
PORTSMOUTH, RI
Portfolio Value
Micro
$81,381,925
Diversification
Moderately concentrated
Filing Date
Global Rank
#6,270
/ 8,517
▼ 607
Top Industry
Consumer Electronics
10.6%
3Y Alpha vs SPY
+7.3%
Period ended 46 days ago
Filed Aug 10, 2026 · 5d
19 quarters · since Dec 2021
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+108.6%
SPY
+75.3%
Annualised alpha
+7.2%
Max drawdown
−16.3%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
58 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
40.7%
+18.5 pts
Top 5
61.7%
+7.9 pts
Top 10
74.7%
+5.4 pts
HHI
1,839
Moderately concentrated+997
Portfolio Trend
19 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 53.9% | $43,895,383 |
| Technology | 16.4% | $13,313,565 |
| Communication Services | 6.6% | $5,355,732 |
| Consumer Cyclical | 6.4% | $5,213,805 |
| Consumer Defensive | 5.6% | $4,525,794 |
| Industrials | 3.4% | $2,753,547 |
| Financial Services | 3.0% | $2,470,084 |
| Healthcare | 2.8% | $2,306,422 |
| Real Estate | 0.7% | $572,272 |
| Energy | 0.6% | $504,991 |
| Basic Materials | 0.3% | $250,664 |
| Utilities | 0.3% | $219,666 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| F | Ford Motor Co | +26,297 | 208,653 | $2,900,276 | |
| VZ | Verizon Communications Inc | +8,188 | 34,331 | $1,453,574 | |
| MO | Altria Group, Inc. | +5,022 | 42,618 | $3,066,365 | |
| SLV | iShares Silver Trust | +3,628 | 50,375 | $2,693,551 | |
| AAPL | Apple Inc. | +2,965 | 13,737 | $3,974,938 | |
| ETH | Grayscale Ethereum Staking Mini ETF | +2,154 | 21,115 | $317,358 | |
| JNJ | Johnson & Johnson | +1,267 | 3,524 | $894,990 | |
| CSCO | Cisco Systems, Inc. | +1,161 | 12,542 | $1,473,183 | |
| WMT | Walmart Inc. | +859 | 10,695 | $1,211,315 | |
| QQQ | Invesco Qqq Trust, Series 1 | +720 | 44,954 | $33,104,125 | |
| AMZN | Amazon Com Inc | +691 | 5,446 | $1,297,999 | |
| MCD | Mcdonalds Corp | +408 | 1,451 | $392,219 | |
| BRK-B | Berkshire Hathaway Inc | +290 | 748 | $374,291 | |
| SPH | Suburban Propane Partners LP | +208 | 12,846 | $219,666 | |
| IBRX | ImmunityBio, Inc. | +200 | 16,710 | $146,296 | |
| DIS | Walt Disney Co | +186 | 3,806 | $366,327 | |
| AVGO | Broadcom Inc. | +163 | 1,151 | $434,790 | |
| META | Meta Platforms, Inc. | +159 | 686 | $386,416 | |
| BAC | Bank Of America Corp /De/ | +140 | 13,206 | $752,477 | |
| ETY | Eaton Vance Tax-Managed Diversified Equity Income Fund | +135 | 10,135 | $147,362 | |
| GOOGL | Alphabet Inc. | +114 | 5,389 | $1,920,133 | |
| CVX | Chevron Corp | +88 | 1,683 | $278,974 | |
| NOW | ServiceNow, Inc. | +80 | 8,700 | $863,736 | |
| PG | PROCTER & GAMBLE Co | +61 | 1,692 | $248,114 | |
| PMM | Putnam Managed Municipal Income Trust | +42 | 10,042 | $65,674 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAU | Ishares Gold Trust | −10,156 | 94,552 | $7,139,621 | |
| T | At&T Inc. | −4,467 | 19,157 | $396,549 | |
| NBIS | Nebius Group N.V. | −1,444 | 1,795 | $495,725 | |
| MSIF | Msc Income Fund, Inc. | −1,303 | 11,869 | $137,324 | |
| NVDA | Nvidia Corp | −531 | 8,733 | $1,747,385 | |
| GM | General Motors Co | −391 | 2,930 | $225,844 | |
| MSFT | Microsoft Corp | −291 | 7,488 | $2,793,173 | |
| SITM | SITIME Corp | −100 | 591 | $440,625 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
9 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ALAB | Astera Labs, Inc. | 800 | $386,416 | |
| CAT | Caterpillar Inc | 249 | $265,160 | |
| SANM | Sanmina Corp | 994 | $251,561 | |
| TXN | Texas Instruments Inc | 826 | $246,205 | |
| GE | General Electric Co | 630 | $235,449 | |
| CVS | CVS HEALTH Corp | 2,201 | $227,693 | |
| ET | Energy Transfer LP | 11,821 | $226,017 | |
| TXT | Textron Inc | 41,758 | $41,758 | |
| GS | Goldman Sachs Group Inc | 36 | $36,409 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
15 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CGGR | Capital Group Growth ETF | 292,161 | $11,741,950 | |
| CGDV | Capital Group Dividend Value ETF | 246,289 | $10,477,134 | |
| CGBL | Capital Group Core Balanced ETF | 146,172 | $5,029,778 | |
| CGDG | Capital Group Dividend Growers ETF | 139,160 | $4,995,844 | |
| BNDX | Vanguard Total International Bond ETF | 79,300 | $3,810,365 | |
| IBB | iShares Biotechnology ETF | 18,315 | $3,092,487 | |
| CGUS | Capital Group Core Equity ETF | 42,338 | $1,626,625 | |
| VIG | Vanguard Dividend Appreciation ETF | 5,600 | $1,204,336 | |
| XOM | ExxonMobil Holdings Corp | 5,808 | $985,385 | |
| INCO | Columbia India Consumer ETF | 16,594 | $912,172 | |
| USO | United States Oil Fund, LP | 6,634 | $844,176 | |
| BIV | Vanguard Intermediate-Term Bond ETF | 9,702 | $748,800 | |
| VB | Vanguard Morningstar Small-Cap ETF | 2,118 | $554,746 | |
| HSY | Hershey Co | 1,001 | $208,097 | |
| LPLA | LPL Financial Holdings Inc. | 680 | $204,564 | |
| No positions match the current search. | ||||
58 tracked positions ·
$81,381,925 total
· filing declares
206 positions · $411,749,432
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 58 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 44,954 | $33,104,125 | 40.68% | |
| IAU |
Ishares Gold Trust
|
Reduced | 94,552 | $7,139,621 | 8.77% | |
| AAPL |
Apple Inc.
Technology
|
Added | 13,737 | $3,974,938 | 4.88% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 42,618 | $3,066,365 | 3.77% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Added | 208,653 | $2,900,276 | 3.56% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 7,488 | $2,793,173 | 3.43% | |
| SLV |
iShares Silver Trust
|
Added | 50,375 | $2,693,551 | 3.31% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 5,389 | $1,920,133 | 2.36% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 8,733 | $1,747,385 | 2.15% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 12,542 | $1,473,183 | 1.81% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 34,331 | $1,453,574 | 1.79% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 5,446 | $1,297,999 | 1.59% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 10,695 | $1,211,315 | 1.49% | |
| RTX |
RTX Corp
Industrials
|
Added | 5,142 | $975,591 | 1.20% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 3,524 | $894,990 | 1.10% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 8,700 | $863,736 | 1.06% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 13,206 | $752,477 | 0.92% | |
| DELL |
Dell Technologies Inc.
Technology
|
Added | 1,626 | $701,553 | 0.86% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 858 | $640,728 | 0.79% | |
| COMP |
Compass, Inc.
Real Estate
|
Held | 46,413 | $572,272 | 0.70% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Added | 1,017 | $517,968 | 0.64% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 2,020 | $508,312 | 0.62% | |
| NBIS |
Nebius Group N.V.
Communication Services
|
Reduced | 1,795 | $495,725 | 0.61% | |
| SITM |
SITIME Corp
Technology
|
Reduced | 591 | $440,625 | 0.54% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,151 | $434,790 | 0.53% | |
| MTB |
M&T Bank Corp
Financial Services
|
Added | 1,703 | $405,331 | 0.50% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 945 | $397,467 | 0.49% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 19,157 | $396,549 | 0.49% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 1,451 | $392,219 | 0.48% | |
| ACM |
Aecom
Industrials
|
Added | 5,541 | $386,761 | 0.48% | |
| ALAB |
Astera Labs, Inc.
Technology
|
NEW | 800 | $386,416 | 0.47% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 686 | $386,416 | 0.47% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 748 | $374,291 | 0.46% | |
| DIS |
Walt Disney Co
Communication Services
|
Added | 3,806 | $366,327 | 0.45% | |
| NFLX |
Netflix Inc
Communication Services
|
Held | 4,720 | $337,008 | 0.41% | |
| GD |
General Dynamics Corp
Industrials
|
Added | 934 | $330,860 | 0.41% | |
| ETH |
Grayscale Ethereum Staking Mini ETF
|
Added | 21,115 | $317,358 | 0.39% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 966 | $316,200 | 0.39% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 783 | $283,539 | 0.35% | |
| CVX |
Chevron Corp
Energy
|
Added | 1,683 | $278,974 | 0.34% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 249 | $265,160 | 0.33% | |
| SANM |
Sanmina Corp
Technology
|
NEW | 994 | $251,561 | 0.31% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Added | 728 | $250,664 | 0.31% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 1,692 | $248,114 | 0.30% | |
| TXN |
Texas Instruments Inc
Technology
|
NEW | 826 | $246,205 | 0.30% | |
| RGEN |
Repligen Corp
Healthcare
|
Held | 1,800 | $245,592 | 0.30% | |
| GE |
General Electric Co
Industrials
|
NEW | 630 | $235,449 | 0.29% | |
| V |
Visa Inc.
Financial Services
|
Added | 685 | $235,016 | 0.29% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
NEW | 2,201 | $227,693 | 0.28% | |
| ET |
Energy Transfer LP
Energy
|
NEW | 11,821 | $226,017 | 0.28% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.