WealthCare Investment Partners, LLC

CIK

1908462

Location

PORTSMOUTH, RI

Portfolio Value

Micro $69,689,780

Diversification

Moderately concentrated

Filing Date

Global Rank

#6,340 / 8,603 ▲ 169 · as of Mar 2026

Top Industry

Software - Infrastructure 9.6%

3Y Alpha vs SPY

+3.2%

Period ended 3 months ago

Filed Apr 9, 2026 · 3mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+89.5%

SPY

+76.0%

Annualised alpha

+3.0%

Max drawdown

−17.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

52 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

36.6%

−2.8 pts

Top 5

62.5%

−3.7 pts

Top 10

75.0%

−2.9 pts

HHI

1,625

Moderately concentrated−210

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	57.0%	$39,717,655	6
Technology	14.1%	$9,824,432	8
Communication Services	6.5%	$4,512,161	7
Consumer Defensive	6.0%	$4,147,056	4
Consumer Cyclical	5.8%	$4,017,581	5
Industrials	3.5%	$2,465,065	4
Financial Services	3.2%	$2,253,601	9
Healthcare	2.3%	$1,601,384	5
Real Estate	0.5%	$339,279	1
Energy	0.5%	$330,005	1
Utilities	0.4%	$248,842	1
Basic Materials	0.3%	$232,719	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
F	Ford Motor Co	+26,902	182,356	$2,104,388
COMP	Compass, Inc.	+15,197	46,413	$339,279
MO	Altria Group, Inc.	+5,031	37,596	$2,480,960
WMT	Walmart Inc.	+3,005	9,836	$1,222,418
VZ	Verizon Communications Inc	+2,183	26,143	$1,312,378
ETH	Grayscale Ethereum Staking Mini ETF	+1,372	18,961	$376,565
ABBV	AbbVie Inc.	+1,007	2,012	$437,589
SLV	iShares Silver Trust	+681	46,747	$3,185,340
NBIS	Nebius Group N.V.	+650	3,239	$336,078
RTX	RTX Corp	+302	5,121	$987,840
SPH	Suburban Propane Partners LP	+201	12,638	$248,842
MSFT	Microsoft Corp	+198	7,779	$2,879,552
AVGO	Broadcom Inc.	+72	988	$305,795
NVDA	Nvidia Corp	+40	9,264	$1,615,641
ACM	Aecom	+18	5,521	$468,291
DIS	Walt Disney Co	+16	3,620	$348,895
GOOGL	Alphabet Inc.	+12	3,737	$1,074,611
JPM	Jpmorgan Chase & Co	+9	963	$283,276
DELL	Dell Technologies Inc.	+6	1,625	$266,711
NOC	Northrop Grumman Corp /De/	+3	1,012	$690,426
SHW	Sherwin Williams Co	+2	726	$232,719
LPLA	LPL Financial Holdings Inc.	+1	680	$204,564
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−6,539	104,708	$9,231,057
QQQ	Invesco Qqq Trust, Series 1	−302	44,234	$25,530,980
GM	General Motors Co	−133	3,321	$247,414
CSCO	Cisco Systems, Inc.	−100	11,381	$883,051
AAPL	Apple Inc.	−46	10,772	$2,733,825
V	Visa Inc.	−31	669	$202,198
SPY	Spdr S&P 500 ETF Trust	−13	845	$549,537
AMZN	Amazon Com Inc	−10	4,755	$990,323
JNJ	Johnson & Johnson	−9	2,257	$551,701
T	At&T Inc.	−5	23,624	$684,859
AMGN	Amgen Inc	−5	777	$273,387
MCD	Mcdonalds Corp	−5	1,043	$324,153
META	Meta Platforms, Inc.	−2	527	$301,512
GD	General Dynamics Corp	−2	928	$318,508
TSLA	Tesla, Inc.	−1	945	$351,303
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
NFLX	Netflix Inc	4,720	$453,828
CVX	Chevron Corp	1,595	$330,005
PG	PROCTER & GAMBLE Co	1,631	$235,581
HSY	Hershey Co	1,001	$208,097
MSIF	Msc Income Fund, Inc.	13,172	$160,434
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

52 positions · $69,689,780 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 52 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	44,234	-302	$25,530,980	−6.7%	36.64%
IAU	Ishares Gold Trust	Reduced	104,708	-6,539	$9,231,057	+2.2%	13.25%
SLV	iShares Silver Trust	Added	46,747	+681	$3,185,340	+7.3%	4.57%
MSFT	Microsoft Corp Technology	Added	7,779	+198	$2,879,552	−21.5%	4.13%
AAPL	Apple Inc. Technology	Reduced	10,772	-46	$2,733,825	−7.0%	3.92%
MO	Altria Group, Inc. Consumer Defensive	Added	37,596	+5,031	$2,480,960	+32.1%	3.56%
F	Ford Motor Co Consumer Cyclical	Added	182,356	+26,902	$2,104,388	+3.2%	3.02%
NVDA	Nvidia Corp Technology	Added	9,264	+40	$1,615,641	−6.1%	2.32%
VZ	Verizon Communications Inc Communication Services	Added	26,143	+2,183	$1,312,378	+34.5%	1.88%
WMT	Walmart Inc. Consumer Defensive	Added	9,836	+3,005	$1,222,418	+60.6%	1.75%
GOOGL	Alphabet Inc. Communication Services	Added	3,737	+12	$1,074,611	−7.8%	1.54%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,755	-10	$990,323	−10.0%	1.42%
RTX	RTX Corp Industrials	Added	5,121	+302	$987,840	+11.8%	1.42%
NOW	ServiceNow, Inc. Technology	Held	8,620	0	$901,221	−31.8%	1.29%
CSCO	Cisco Systems, Inc. Technology	Reduced	11,381	-100	$883,051	−0.2%	1.27%
USO	United States Oil Fund, LP	Held	6,634	0	$844,176	+84.0%	1.21%
NOC	Northrop Grumman Corp /De/ Industrials	Added	1,012	+3	$690,426	+20.0%	0.99%
T	At&T Inc. Communication Services	Reduced	23,624	-5	$684,859	+16.7%	0.98%
BAC	Bank Of America Corp /De/ Financial Services	Held	13,066	0	$636,967	−11.4%	0.91%
JNJ	Johnson & Johnson Healthcare	Reduced	2,257	-9	$551,701	+17.6%	0.79%
SPY	Spdr S&P 500 ETF Trust	Reduced	845	-13	$549,537	−6.1%	0.79%
ACM	Aecom Industrials	Added	5,521	+18	$468,291	−10.7%	0.67%
NFLX	Netflix Inc Communication Services	NEW	4,720	NEW	$453,828	NEW	0.65%
ABBV	AbbVie Inc. Healthcare	Added	2,012	+1,007	$437,589	+90.6%	0.63%
ETH	Grayscale Ethereum Staking Mini ETF	Added	18,961	+1,372	$376,565	−23.7%	0.54%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	945	-1	$351,303	−17.4%	0.50%
DIS	Walt Disney Co Communication Services	Added	3,620	+16	$348,895	−14.9%	0.50%
MTB	M&T Bank Corp Financial Services	Held	1,680	0	$347,289	+2.6%	0.50%
COMP	Compass, Inc. Real Estate	Added	46,413	+15,197	$339,279	+2.8%	0.49%
NBIS	Nebius Group N.V. Communication Services	Added	3,239	+650	$336,078	+55.1%	0.48%
CVX	Chevron Corp Energy	NEW	1,595	NEW	$330,005	NEW	0.47%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,043	-5	$324,153	+1.2%	0.47%
GD	General Dynamics Corp Industrials	Reduced	928	-2	$318,508	+1.7%	0.46%
AVGO	Broadcom Inc. Technology	Added	988	+72	$305,795	−3.5%	0.44%
META	Meta Platforms, Inc. Communication Services	Reduced	527	-2	$301,512	−13.7%	0.43%
JPM	Jpmorgan Chase & Co Financial Services	Added	963	+9	$283,276	−7.8%	0.41%
AMGN	Amgen Inc Healthcare	Reduced	777	-5	$273,387	+6.8%	0.39%
DELL	Dell Technologies Inc. Technology	Added	1,625	+6	$266,711	+30.9%	0.38%
SPH	Suburban Propane Partners LP Utilities	Added	12,638	+201	$248,842	+7.9%	0.36%
GM	General Motors Co Consumer Cyclical	Reduced	3,321	-133	$247,414	−11.9%	0.36%
SITM	SITIME Corp Technology	Held	691	0	$238,636	−2.2%	0.34%
PG	PROCTER & GAMBLE Co Consumer Defensive	NEW	1,631	NEW	$235,581	NEW	0.34%
SHW	Sherwin Williams Co Basic Materials	Added	726	+2	$232,719	−0.8%	0.33%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	458	0	$219,473	−4.7%	0.31%
RGEN	Repligen Corp Healthcare	Held	1,800	0	$212,076	−28.1%	0.30%
HSY	Hershey Co Consumer Defensive	NEW	1,001	NEW	$208,097	NEW	0.30%
LPLA	LPL Financial Holdings Inc. Financial Services	Added	680	+1	$204,564	−15.6%	0.29%
V	Visa Inc. Financial Services	Reduced	669	-31	$202,198	−17.6%	0.29%
MSIF	Msc Income Fund, Inc. Financial Services	NEW	13,172	NEW	$160,434	NEW	0.23%
ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund Financial Services	Held	10,000	0	$137,900	−10.1%	0.20%