WealthCare Investment Partners, LLC
Filing Date
Global Rank
#4,349
/ 8,795
▲ 43
· as of Jun 2026
Top Industry
Asset Management
37.6%
Period ended 3 months ago
Filed Aug 10, 2026 · 57d
19 quarters · since Dec 2021
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
115 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
11.4%
+3.2 pts
Top 5
34.5%
+4.1 pts
Top 10
52.4%
+2.9 pts
HHI
393
Diversified+62
Portfolio Trend
19 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 85.5% | $349,508,324 |
| Financial Services | 6.0% | $24,495,506 |
| Technology | 3.3% | $13,313,565 |
| Communication Services | 1.3% | $5,355,732 |
| Consumer Cyclical | 1.3% | $5,213,805 |
| Consumer Defensive | 1.1% | $4,525,794 |
| Industrials | 0.7% | $2,753,547 |
| Healthcare | 0.6% | $2,306,422 |
| Real Estate | 0.1% | $572,272 |
| Energy | 0.1% | $504,991 |
| Basic Materials | 0.1% | $250,664 |
| Utilities | 0.1% | $219,666 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | +54,893 | 630,602 | $46,452,678 | |
| AGNG | Global X Funds Global X Aging Population ETF | +33,234 | 164,318 | $10,179,347 | |
| AAAC | Columbia AAA CLO ETF | +32,175 | 206,949 | $8,836,147 | |
| BBAG | JPMorgan BetaBuilders U.S. Aggregate Bond ETF | +29,846 | 161,300 | $7,897,356 | |
| F | Ford Motor Co | +26,297 | 208,653 | $2,900,276 | |
| VB | Vanguard Morningstar Small-Cap ETF | +24,658 | 56,664 | $16,405,720 | |
| DTRE | First Trust Alerian Disruptive Technology Real Estate ETF | +23,464 | 54,551 | $6,853,094 | |
| BUYZ | Franklin Disruptive Commerce ETF | +13,533 | 77,787 | $3,549,420 | |
| BKAG | BNY Mellon Core Bond ETF | +13,162 | 40,405 | $1,914,262 | |
| ACYN | FT Vest Laddered Autocallable Barrier & Income ETF | +12,604 | 321,393 | $15,778,687 | |
| EDV | Vanguard World Funds Extended Duration ETF | +11,792 | 13,608 | $1,626,428 | |
| BILZ | PIMCO Ultra Short Government Active ETF | +8,726 | 71,333 | $3,701,227 | |
| VZ | Verizon Communications Inc | +8,188 | 34,331 | $1,453,574 | |
| BNDX | Vanguard Total International Bond ETF | +7,463 | 86,763 | $4,201,932 | |
| FNDA | Schwab Fundamental U.S. Small Company ETF | +7,123 | 589,176 | $22,238,690 | |
| — | +6,901 | 109,097 | $5,082,721 | ||
| IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | +6,868 | 11,751 | $1,434,453 | |
| LRGE | Legg Mason ETF Investment Trust ClearBridge Large Cap Growth Select ETF | +6,305 | 84,827 | $3,442,703 | |
| IVZ | Invesco Ltd. | +6,070 | 262,601 | $21,825,028 | |
| CGGR | Capital Group Growth ETF | +5,681 | 297,842 | $14,058,142 | |
| BCHP | Principal Focused Blue Chip ETF | +5,208 | 33,237 | $2,330,711 | |
| MO | Altria Group, Inc. | +5,022 | 42,618 | $3,066,365 | |
| CGDV | Capital Group Dividend Value ETF | +3,646 | 249,935 | $12,316,796 | |
| SLV | iShares Silver Trust | +3,628 | 50,375 | $2,693,551 | |
| VFMF | Vanguard U.S. Multifactor ETF | +3,231 | 8,813 | $1,872,703 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AFGR | First Trust Active Factor Large Cap Growth ETF | −75,141 | 273,071 | $9,975,283 | |
| IAU | Ishares Gold Trust | −10,156 | 94,552 | $7,139,621 | |
| INCO | Columbia India Consumer ETF | −7,296 | 53,461 | $2,907,302 | |
| FAAA | Fidelity AAA CLO ETF | −6,899 | 159,091 | $7,237,049 | |
| BNDC | FlexShares Core Select Bond Fund | −6,592 | 9,721 | $471,857 | |
| — | −6,170 | 105,358 | $9,486,496 | ||
| XLBI | State Street Materials Select Sector SPDR Premium Income ETF | −4,646 | 187,142 | $17,385,873 | |
| T | At&T Inc. | −4,467 | 19,157 | $396,549 | |
| ABI | VictoryShares Pioneer Asset-Based Income ETF | −1,990 | 136,518 | $14,733,840 | |
| NBIS | Nebius Group N.V. | −1,444 | 1,795 | $495,725 | |
| ACKY | VistaShares Target 15 ACKtivist Distribution ETF | −1,401 | 3,304 | $281,864 | |
| MSIF | Msc Income Fund, Inc. | −1,303 | 11,869 | $137,324 | |
| BCLO | iShares BBB-B CLO Active ETF | −1,245 | 10,687 | $239,923 | |
| CAAA | First Trust AAA CMBS ETF | −1,138 | 44,826 | $1,965,306 | |
| ESBG | First Trust Enhanced Stocks, Bonds & Gold ETF | −1,013 | 17,088 | $462,230 | |
| CGBL | Capital Group Core Balanced ETF | −929 | 145,243 | $5,513,424 | |
| TBLU | Tortoise Global Water ETF | −908 | 9,964 | $417,790 | |
| FCAL | First Trust California Municipal High income ETF | −893 | 88,857 | $4,015,236 | |
| FBCG | Fidelity Blue Chip Growth ETF | −750 | 31,307 | $1,759,610 | |
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | −726 | 23,941 | $1,512,824 | |
| NVDA | Nvidia Corp | −531 | 8,733 | $1,747,385 | |
| ASHR | Xtrackers Harvest CSI 300 China A-Shares ETF | −443 | 27,684 | $1,512,376 | |
| GM | General Motors Co | −391 | 2,930 | $225,844 | |
| AFK | VanEck Africa Index ETF | −346 | 1,455 | $954,319 | |
| MSFT | Microsoft Corp | −291 | 7,488 | $2,793,173 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
10 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 | |
| STT | State Street Corp | 3,738 | $200,394 | |
| TXT | Textron Inc | 41,758 | $41,758 | |
| GS | Goldman Sachs Group Inc | 36 | $36,409 | |
| No positions match the current search. | ||||
115 tracked positions ·
$409,020,288 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 115 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Added | 630,602 | $46,452,678 | 11.36% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 44,954 | $33,104,125 | 8.09% | |
| FNDA |
Schwab Fundamental U.S. Small Company ETF
|
Added | 589,176 | $22,238,690 | 5.44% | |
| IVZ |
Invesco Ltd.
Financial Services
|
Added | 262,601 | $21,825,028 | 5.34% | |
| XLBI |
State Street Materials Select Sector SPDR Premium Income ETF
|
Reduced | 187,142 | $17,385,873 | 4.25% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Added | 56,664 | $16,405,720 | 4.01% | |
| ACYN |
FT Vest Laddered Autocallable Barrier & Income ETF
|
Added | 321,393 | $15,778,687 | 3.86% | |
| ABI |
VictoryShares Pioneer Asset-Based Income ETF
|
Reduced | 136,518 | $14,733,840 | 3.60% | |
| CGGR |
Capital Group Growth ETF
|
Added | 297,842 | $14,058,142 | 3.44% | |
| CGDV |
Capital Group Dividend Value ETF
|
Added | 249,935 | $12,316,796 | 3.01% | |
| AGNG |
Global X Funds Global X Aging Population ETF
|
Added | 164,318 | $10,179,347 | 2.49% | |
| AFGR |
First Trust Active Factor Large Cap Growth ETF
|
Reduced | 273,071 | $9,975,283 | 2.44% | |
|
|
Reduced | 105,358 | $9,486,496 | 2.32% | ||
| AAAC |
Columbia AAA CLO ETF
|
Added | 206,949 | $8,836,147 | 2.16% | |
| BBAG |
JPMorgan BetaBuilders U.S. Aggregate Bond ETF
|
Added | 161,300 | $7,897,356 | 1.93% | |
| AIRR |
First Trust RBA American Industrial Renaissance ETF
|
Added | 103,131 | $7,825,227 | 1.91% | |
| FAAA |
Fidelity AAA CLO ETF
|
Reduced | 159,091 | $7,237,049 | 1.77% | |
| IAU |
Ishares Gold Trust
|
Reduced | 94,552 | $7,139,621 | 1.75% | |
| DTRE |
First Trust Alerian Disruptive Technology Real Estate ETF
|
Added | 54,551 | $6,853,094 | 1.68% | |
| CGBL |
Capital Group Core Balanced ETF
|
Reduced | 145,243 | $5,513,424 | 1.35% | |
| CGDG |
Capital Group Dividend Growers ETF
|
Added | 139,637 | $5,237,783 | 1.28% | |
|
|
Added | 109,097 | $5,082,721 | 1.24% | ||
| BNDX |
Vanguard Total International Bond ETF
|
Added | 86,763 | $4,201,932 | 1.03% | |
|
|
Added | 21,243 | $4,040,206 | 0.99% | ||
| FCAL |
First Trust California Municipal High income ETF
|
Reduced | 88,857 | $4,015,236 | 0.98% | |
| AAPL |
Apple Inc.
Technology
|
Added | 13,737 | $3,974,938 | 0.97% | |
| BILZ |
PIMCO Ultra Short Government Active ETF
|
Added | 71,333 | $3,701,227 | 0.90% | |
| BUYZ |
Franklin Disruptive Commerce ETF
|
Added | 77,787 | $3,549,420 | 0.87% | |
| LRGE |
Legg Mason ETF Investment Trust ClearBridge Large Cap Growth Select ETF
|
Added | 84,827 | $3,442,703 | 0.84% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 42,618 | $3,066,365 | 0.75% | |
| INCO |
Columbia India Consumer ETF
|
Reduced | 53,461 | $2,907,302 | 0.71% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Added | 208,653 | $2,900,276 | 0.71% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 7,488 | $2,793,173 | 0.68% | |
| SLV |
iShares Silver Trust
|
Added | 50,375 | $2,693,551 | 0.66% | |
| BIV |
Vanguard Intermediate-Term Bond ETF
|
Added | 33,992 | $2,528,518 | 0.62% | |
| BKF |
iShares MSCI BIC ETF
|
Reduced | 9,895 | $2,495,815 | 0.61% | |
| BCHP |
Principal Focused Blue Chip ETF
|
Added | 33,237 | $2,330,711 | 0.57% | |
| CAAA |
First Trust AAA CMBS ETF
|
Reduced | 44,826 | $1,965,306 | 0.48% | |
| CGUS |
Capital Group Core Equity ETF
|
Added | 43,629 | $1,940,617 | 0.47% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 5,389 | $1,920,133 | 0.47% | |
| BKAG |
BNY Mellon Core Bond ETF
|
Added | 40,405 | $1,914,262 | 0.47% | |
| VFMF |
Vanguard U.S. Multifactor ETF
|
Added | 8,813 | $1,872,703 | 0.46% | |
| FBCG |
Fidelity Blue Chip Growth ETF
|
Reduced | 31,307 | $1,759,610 | 0.43% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 8,733 | $1,747,385 | 0.43% | |
| CGCB |
Capital Group Core Bond ETF
|
Reduced | 72,464 | $1,722,090 | 0.42% | |
| AGGY |
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
|
Added | 17,457 | $1,681,458 | 0.41% | |
| EDV |
Vanguard World Funds Extended Duration ETF
|
Added | 13,608 | $1,626,428 | 0.40% | |
|
|
Reduced | 38,244 | $1,576,224 | 0.39% | ||
| VIG |
Vanguard Dividend Appreciation ETF
|
Added | 7,717 | $1,534,400 | 0.38% | |
| BWX |
State Street SPDR Bloomberg International Treasury Bond ETF
|
Reduced | 23,941 | $1,512,824 | 0.37% |
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.