Wealthcare Capital Partners, LLC
Filing Date
Global Rank
#2,338
/ 3,203
▲ 4663
Top Industry
Semiconductors
13.0%
3Y Alpha vs SPY
-15.0%
Period ended 30 days ago
Filed Jul 9, 2026 · 21d
7 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 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
-4.6%
SPY
+21.4%
Annualised alpha
-17.5%
Max drawdown
−20.1%
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. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.
Portfolio Concentration
77 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
7.1%
−0.4 pts
Top 5
25.2%
−1.8 pts
Top 10
39.8%
−2.4 pts
HHI
257
Diversified−26
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 28.1% | $15,111,834 |
| Financial Services | 21.7% | $11,664,539 |
| Unclassified | 10.8% | $5,784,471 |
| Industrials | 10.6% | $5,701,991 |
| Consumer Cyclical | 6.4% | $3,466,731 |
| Healthcare | 5.4% | $2,919,339 |
| Consumer Defensive | 5.3% | $2,834,114 |
| Utilities | 5.1% | $2,730,891 |
| Communication Services | 3.2% | $1,737,278 |
| Energy | 1.5% | $816,451 |
| Basic Materials | 1.0% | $562,868 |
| Real Estate | 0.8% | $440,404 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ZTS | Zoetis Inc. | +2,070 | 4,195 | $301,452 | |
| QQQ | Invesco Qqq Trust, Series 1 | +1,709 | 2,596 | $1,911,694 | |
| ARCC | Ares Capital Corp | +1,182 | 30,320 | $561,829 | |
| AVGO | Broadcom Inc. | +1,176 | 4,407 | $1,664,744 | |
| PG | PROCTER & GAMBLE Co | +668 | 2,802 | $410,885 | |
| SPY | Spdr S&P 500 ETF Trust | +483 | 2,799 | $2,090,209 | |
| GLDM | World Gold Trust | +418 | 16,706 | $1,326,790 | |
| BX | Blackstone Inc. | +159 | 14,905 | $1,753,871 | |
| NVDA | Nvidia Corp | +157 | 11,187 | $2,238,406 | |
| TSLA | Tesla, Inc. | +134 | 1,598 | $672,118 | |
| GOOGL | Alphabet Inc. | +106 | 1,846 | $659,705 | |
| AAPL | Apple Inc. | +103 | 13,171 | $3,811,160 | |
| TROW | Price T Rowe Group Inc | +93 | 9,565 | $1,087,444 | |
| UNH | Unitedhealth Group Inc | +70 | 2,285 | $949,714 | |
| HLI | Houlihan Lokey, Inc. | +65 | 2,399 | $321,777 | |
| TEL | TE Connectivity plc | +64 | 1,827 | $368,341 | |
| LOW | Lowes Companies Inc | +45 | 2,571 | $566,879 | |
| PSX | Phillips 66 | +29 | 1,638 | $276,903 | |
| CNP | Centerpoint Energy Inc | +25 | 5,670 | $249,706 | |
| GE | General Electric Co | +25 | 2,229 | $833,044 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +25 | 2,606 | $1,244,547 | |
| BAC | Bank Of America Corp /De/ | +24 | 8,326 | $474,415 | |
| GEV | GE Vernova Inc. | +23 | 530 | $622,675 | |
| LLY | ELI LILLY & Co | +20 | 549 | $658,487 | |
| CPK | Chesapeake Utilities Corp | +15 | 4,521 | $553,732 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DUK | Duke Energy CORP | −534 | 2,748 | $347,841 | |
| MSFT | Microsoft Corp | −443 | 4,364 | $1,627,859 | |
| PLTR | Palantir Technologies Inc. | −291 | 2,713 | $316,525 | |
| SLV | iShares Silver Trust | −257 | 8,524 | $455,778 | |
| EXC | Exelon Corp | −184 | 10,644 | $496,223 | |
| CVX | Chevron Corp | −176 | 3,255 | $539,548 | |
| AMZN | Amazon Com Inc | −167 | 5,695 | $1,357,346 | |
| AGCO | Agco Corp /De | −160 | 1,699 | $203,370 | |
| META | Meta Platforms, Inc. | −85 | 1,913 | $1,077,573 | |
| CEG | Constellation Energy Corp | −72 | 4,362 | $1,083,389 | |
| MCD | Mcdonalds Corp | −35 | 1,150 | $310,856 | |
| AMAT | Applied Materials Inc /De | −26 | 926 | $669,498 | |
| ORCL | Oracle Corp | −26 | 1,444 | $211,618 | |
| GS | Goldman Sachs Group Inc | −17 | 1,080 | $1,092,279 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
15 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AMD | Advanced Micro Devices Inc | 812 | $471,698 | |
| CMI | Cummins Inc | 453 | $323,084 | |
| MU | Micron Technology Inc | 278 | $320,892 | |
| MRVL | Marvell Technology, Inc. | 983 | $292,825 | |
| STLD | Steel Dynamics Inc | 1,032 | $236,802 | |
| UNP | Union Pacific Corp | 833 | $226,576 | |
| TD | Toronto Dominion Bank | 1,810 | $219,788 | |
| STX | Seagate Technology Holdings plc | 225 | $217,125 | |
| EMR | Emerson Electric Co | 1,471 | $210,573 | |
| UAL | United Airlines Holdings, Inc. | 1,540 | $209,424 | |
| LMT | Lockheed Martin Corp | 409 | $208,369 | |
| PFG | Principal Financial Group Inc | 1,921 | $207,045 | |
| CMC | COMMERCIAL METALS Co | 3,255 | $204,251 | |
| CBU | Community Financial System, Inc. | 2,998 | $201,225 | |
| CMPX | Compass Therapeutics, Inc. | 19,654 | $43,042 | |
| No positions match the current search. | ||||
77 tracked positions ·
$53,770,911 total
· 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 77 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 13,171 | $3,811,160 | 7.09% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 7,001 | $3,503,230 | 6.52% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 11,187 | $2,238,406 | 4.16% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 2,799 | $2,090,209 | 3.89% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 2,596 | $1,911,694 | 3.56% | |
| BX |
Blackstone Inc.
Financial Services
|
Added | 14,905 | $1,753,871 | 3.26% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 4,407 | $1,664,744 | 3.10% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 4,364 | $1,627,859 | 3.03% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 12,366 | $1,452,510 | 2.70% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 5,695 | $1,357,346 | 2.52% | |
| GLDM |
World Gold Trust
|
Added | 16,706 | $1,326,790 | 2.47% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 2,606 | $1,244,547 | 2.31% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 10,946 | $1,239,743 | 2.31% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 3,720 | $1,217,667 | 2.26% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 1,080 | $1,092,279 | 2.03% | |
| TROW |
Price T Rowe Group Inc
Financial Services
|
Added | 9,565 | $1,087,444 | 2.02% | |
| CEG |
Constellation Energy Corp
Utilities
|
Reduced | 4,362 | $1,083,389 | 2.01% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,913 | $1,077,573 | 2.00% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 2,285 | $949,714 | 1.77% | |
| GE |
General Electric Co
Industrials
|
Added | 2,229 | $833,044 | 1.55% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 646 | $687,925 | 1.28% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,598 | $672,118 | 1.25% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 926 | $669,498 | 1.25% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 2,633 | $668,703 | 1.24% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,846 | $659,705 | 1.23% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 549 | $658,487 | 1.22% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Added | 642 | $627,953 | 1.17% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 530 | $622,675 | 1.16% | |
| RTX |
RTX Corp
Industrials
|
Added | 3,162 | $599,926 | 1.12% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 2,571 | $566,879 | 1.05% | |
| ARCC |
Ares Capital Corp
Financial Services
|
Added | 30,320 | $561,829 | 1.04% | |
| CASY |
Caseys General Stores Inc
Consumer Cyclical
|
Held | 704 | $559,532 | 1.04% | |
| CPK |
Chesapeake Utilities Corp
Utilities
|
Added | 4,521 | $553,732 | 1.03% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 3,255 | $539,548 | 1.00% | |
| EXC |
Exelon Corp
Utilities
|
Reduced | 10,644 | $496,223 | 0.92% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 8,326 | $474,415 | 0.88% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 812 | $471,698 | 0.88% | |
| SLV |
iShares Silver Trust
|
Reduced | 8,524 | $455,778 | 0.85% | |
| REG |
Regency Centers Corp
Real Estate
|
Held | 5,523 | $440,404 | 0.82% | |
| V |
Visa Inc.
Financial Services
|
Held | 1,267 | $434,695 | 0.81% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 2,802 | $410,885 | 0.76% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Held | 555 | $399,622 | 0.74% | |
| TEL |
TE Connectivity plc
Technology
|
Added | 1,827 | $368,341 | 0.69% | |
| JBSS |
Sanfilippo John B & Son Inc
Consumer Defensive
|
Held | 4,090 | $351,699 | 0.65% | |
| DUK |
Duke Energy CORP
Utilities
|
Reduced | 2,748 | $347,841 | 0.65% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Held | 1,031 | $345,199 | 0.64% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 351 | $328,349 | 0.61% | |
| CMI |
Cummins Inc
Industrials
|
NEW | 453 | $323,084 | 0.60% | |
| HLI |
Houlihan Lokey, Inc.
Financial Services
|
Added | 2,399 | $321,777 | 0.60% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 278 | $320,892 | 0.60% |
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.