Wealthcare Capital Partners, LLC

CIK

2053307

Location

WEST CHESTER, PA

Portfolio Value

Small $236,410,701

Diversification

Diversified

Filing Date

Global Rank

#5,759 / 8,814 ▲ 100 · as of Jun 2026

Top Industry

Semiconductors 13.7%

Period ended 22 days ago

Filed Oct 21, 2026 · 1d

8 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 63.9% of the book (60%+)

Turnover

Low turnover

14.8% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.5 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 77.7%; sector active share 69.5% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

168 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

19.9%

+3.6 pts

Top 5

57.0%

+4.0 pts

Top 10

67.2%

+3.3 pts

HHI

824

Diversified+127

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	79.2%	$187,346,731	90
Technology	6.9%	$16,279,040	14
Financial Services	4.7%	$11,072,227	17
Industrials	2.1%	$4,901,517	13
Consumer Cyclical	1.3%	$3,115,668	6
Communication Services	1.2%	$2,799,653	3
Healthcare	1.2%	$2,755,979	5
Consumer Defensive	1.1%	$2,636,472	6
Utilities	1.1%	$2,635,834	5
Energy	0.8%	$1,900,292	5
Basic Materials	0.2%	$570,295	3
Real Estate	0.2%	$396,993	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
USFR	WisdomTree Floating Rate Treasury Fund	+152,049	799,449	$40,284,235
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+7,117	157,380	$14,126,428
DBEF	Xtrackers MSCI EAFE Hedged Equity ETF	+4,677	38,455	$2,113,102
SCHP	Schwab U.S. TIPS ETF	+3,931	260,886	$6,556,065
VIG	Vanguard Specialized Funds	+3,738	15,741	$3,672,532
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	+3,375	64,338	$9,985,257
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	+3,227	53,208	$3,354,232
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	+2,496	35,177	$1,766,237
SCZ	iShares MSCI EAFE Small-Cap ETF	+2,301	13,820	$1,166,684
DTH	WisdomTree International High Dividend Fund	+2,279	45,151	$2,519,877
DES	WisdomTree U.S. SmallCap Dividend Fund	+2,249	40,064	$1,518,425
DON	WisdomTree U.S. Midcap Dividend Fund	+1,752	37,217	$2,007,857
VEA	Vanguard FTSE Developed Markets ETF	+1,692	31,317	$2,211,293
SUB	iShares Short-Term National Muni Bond ETF	+1,147	8,224	$859,736
CGDV	Capital Group Dividend Value ETF	+1,142	52,438	$2,561,596
—		+1,140	15,772	$0
JEPI	JPMorgan Equity Premium Income ETF	+1,110	20,873	$1,173,480
PFF	iShares Preferred and Income Securities ETF	+943	37,241	$1,098,609
AGG	iShares Core U.S. Aggregate Bond ETF	+855	50,035	$4,730,308
STIP	iShares 0-5 Year TIPS Bond ETF	+814	59,795	$5,961,561
FBCG	Fidelity Covington Trust	+810	8,832	$558,270
JAAA	Janus Henderson AAA CLO ETF	+785	21,189	$1,069,408
IFRA	iShares U.S. Infrastructure ETF	+700	26,828	$1,476,344
IEF	iShares 7-10 Year Treasury Bond ETF	+686	42,489	$3,794,692
TTEQ	T. Rowe Price Technology ETF	+653	11,330	$503,505
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHX	Schwab U.S. Large-Cap ETF	−18,575	10,201	$306,030
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−2,290	65,446	$24,492,511
XT	iShares Future Exponential Technologies ETF	−1,510	27,546	$2,297,336
USRT	iShares Core U.S. REIT ETF	−1,240	30,754	$1,893,831
—		−1,126	8,135	$0
TROW	Price T Rowe Group Inc	−1,056	8,509	$885,361
BOTZ	Global X Robotics & Artificial Intelligence ETF	−777	10,362	$0
CLSE	Convergence Long/Short Equity ETF	−751	27,411	$932,248
—		−691	8,078	$0
EMXC	iShares MSCI Emerging Markets ex China ETF	−629	15,324	$1,518,301
CGGR	Capital Group Growth ETF	−606	39,270	$1,862,576
VO	VANGUARD MID-CAP INDEX FUND	−601	5,408	$424,095
MSFT	Microsoft Corp	−576	3,788	$1,942,865
BKLN	Invesco Ltd.	−561	36,341	$0
VEU	Vanguard International Equity Index Funds	−520	49,496	$4,106,683
MGV	VANGUARD MEGA CAP VALUE INDEX FUND	−495	16,420	$2,645,097
IWM	iShares Russell 2000 ETF	−434	1,704	$473,524
EXC	Exelon Corp	−409	10,235	$413,494
IGE	iShares North American Natural Resources ETF	−408	35,175	$2,167,835
—		−406	64,565	$0
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	−369	17,622	$1,622,105
—		−346	3,997	$0
DGRS	WisdomTree U.S. SmallCap Quality Dividend Growth Fund	−292	8,627	$482,645
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	−264	7,359	$568,482
ZTS	Zoetis Inc.	−241	3,954	$276,107
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	1,845	$300,273
LNG	Cheniere Energy, Inc.	822	$221,142
VXUS	Vanguard Total International Stock ETF	2,585	$219,621
MPC	Marathon Petroleum Corp	552	$218,271
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	3,032	$212,694
SES	SES AI Corp	11,541	$6,924
No positions match the current search.

Sold Out

Positions the filer fully exited

16 positions

Ticker	Company	Shares	Value
SCHM	Schwab U.S. Mid-Cap ETF	14,149	$521,673
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	6,096	$306,202
ISTB	iShares Core 1-5 Year USD Bond ETF	6,107	$294,662
—		9,046	$262,424
SCHO	Schwab Short-Term U.S. Treasury ETF	10,000	$241,400
QUAL	iShares MSCI USA Quality Factor ETF	989	$217,016
CGGE	Capital Group Global Equity ETF	6,047	$213,096
ORCL	Oracle Corp	1,444	$211,618
UAL	United Airlines Holdings, Inc.	1,540	$209,424
VUG	VANGUARD GROWTH INDEX FUND	2,375	$204,582
EES	WisdomTree U.S. SmallCap Fund	3,008	$203,912
AGCO	Agco Corp	1,699	$203,370
VOO	VANGUARD 500 INDEX FUND	295	$202,608
SMDV	ProShares Russell 2000 Dividend Growers ETF	2,618	$201,664
CBU	Community Financial System, Inc.	2,998	$201,225
CMPX	Compass Therapeutics, Inc.	19,654	$43,042
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

168 tracked positions · $236,410,701 total · filing declares 168 positions · $247,094,778 · as of Sep 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 168 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
USFR	WisdomTree Floating Rate Treasury Fund	Added	799,449	+152,049	$40,284,235	+23.6%	17.04%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	65,446	-2,290	$24,492,511	−2.3%	10.36%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	157,380	+7,117	$14,126,428	+7.0%	5.98%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Added	64,338	+3,375	$9,985,257	+3.6%	4.22%
SCHP	Schwab U.S. TIPS ETF	Added	260,886	+3,931	$6,556,065	−3.7%	2.77%
STIP	iShares 0-5 Year TIPS Bond ETF	Added	59,795	+814	$5,961,561	−1.1%	2.52%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	50,035	+855	$4,730,308	−2.8%	2.00%
AAPL	Apple Inc. Technology	Added	13,236	+65	$4,407,852	+15.7%	1.86%
VEU	Vanguard International Equity Index Funds	Reduced	49,496	-520	$4,106,683	−2.0%	1.74%
IEF	iShares 7-10 Year Treasury Bond ETF	Added	42,489	+686	$3,794,692	−4.0%	1.61%
VIG	Vanguard Specialized Funds	Added	15,741	+3,738	$3,672,532	+29.3%	1.55%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	7,001	0	$3,486,147	−0.5%	1.47%
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	Added	53,208	+3,227	$3,354,232	−0.7%	1.42%
NVDA	Nvidia Corp Technology	Added	11,791	+604	$2,692,828	+20.3%	1.14%
MGV	VANGUARD MEGA CAP VALUE INDEX FUND	Reduced	16,420	-495	$2,645,097	−4.3%	1.12%
CGDV	Capital Group Dividend Value ETF	Added	52,438	+1,142	$2,561,596	+1.3%	1.08%
DTH	WisdomTree International High Dividend Fund	Added	45,151	+2,279	$2,519,877	+8.6%	1.07%
XT	iShares Future Exponential Technologies ETF	Reduced	27,546	-1,510	$2,297,336	−4.3%	0.97%
VEA	Vanguard FTSE Developed Markets ETF	Added	31,317	+1,692	$2,211,293	+4.8%	0.94%
IGE	iShares North American Natural Resources ETF	Reduced	35,175	-408	$2,167,835	+8.4%	0.92%
DBEF	Xtrackers MSCI EAFE Hedged Equity ETF	Added	38,455	+4,677	$2,113,102	+14.5%	0.89%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,745	-54	$2,093,419	+0.2%	0.89%
DON	WisdomTree U.S. Midcap Dividend Fund	Added	37,217	+1,752	$2,007,857	+0.2%	0.85%
QQQ	Invesco Qqq Trust, Series 1	Added	2,644	+48	$1,955,951	+2.3%	0.83%
MSFT	Microsoft Corp Technology	Reduced	3,788	-576	$1,942,865	+19.4%	0.82%
USRT	iShares Core U.S. REIT ETF	Reduced	30,754	-1,240	$1,893,831	−10.9%	0.80%
CGGR	Capital Group Growth ETF	Reduced	39,270	-606	$1,862,576	−1.0%	0.79%
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	Added	35,177	+2,496	$1,766,237	+7.3%	0.75%
BX	Blackstone Inc. Financial Services	Added	14,978	+73	$1,678,884	−4.3%	0.71%
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	Reduced	17,622	-369	$1,622,105	−0.7%	0.69%
AVGO	Broadcom Inc. Technology	Added	4,586	+179	$1,610,557	−3.3%	0.68%
VFH	VANGUARD FINANCIALS INDEX FUND	Added	11,676	+40	$1,518,930	−0.8%	0.64%
DES	WisdomTree U.S. SmallCap Dividend Fund	Added	40,064	+2,249	$1,518,425	−1.3%	0.64%
EMXC	iShares MSCI Emerging Markets ex China ETF	Reduced	15,324	-629	$1,518,301	−7.0%	0.64%
VTV	VANGUARD VALUE INDEX FUND	Added	6,869	+22	$1,484,253	−0.5%	0.63%
IFRA	iShares U.S. Infrastructure ETF	Added	26,828	+700	$1,476,344	−10.4%	0.62%
META	Meta Platforms, Inc. Communication Services	Added	1,936	+23	$1,403,948	+30.3%	0.59%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	5,628	-67	$1,402,216	+3.3%	0.59%
GLDM	World Gold Trust	Added	17,038	+332	$1,400,182	+5.5%	0.59%
CSCO	Cisco Systems, Inc. Technology	Added	12,368	+2	$1,331,167	−8.4%	0.56%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,721	+115	$1,241,292	−0.3%	0.53%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,729	+9	$1,233,665	+1.3%	0.52%
JEPI	JPMorgan Equity Premium Income ETF	Added	20,873	+1,110	$1,173,480	+5.1%	0.50%
SCZ	iShares MSCI EAFE Small-Cap ETF	Added	13,820	+2,301	$1,166,684	+23.1%	0.49%
MUB	iShares National Muni Bond ETF	Added	11,520	+379	$1,164,672	−2.9%	0.49%
WMT	Walmart Inc. Consumer Defensive	Added	10,991	+45	$1,142,184	−7.9%	0.48%
CEG	Constellation Energy Corp Utilities	Added	4,366	+4	$1,109,051	+2.4%	0.47%
PFF	iShares Preferred and Income Securities ETF	Added	37,241	+943	$1,098,609	−0.7%	0.46%
CGXU	Capital Group International Focus Equity ETF	Added	31,780	+219	$1,089,736	−0.3%	0.46%
JAAA	Janus Henderson AAA CLO ETF	Added	21,189	+785	$1,069,408	+3.8%	0.45%

Showing the top 50 of 168 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.