Wealthcare Capital Partners, LLC

CIK

2053307

Location

WEST CHESTER, PA

Portfolio Value

Micro $44,768,826

Diversification

Diversified

Filing Date

Global Rank

#6,991 / 8,605 ▲ 45 · as of Mar 2026

Top Industry

Semiconductors 9.3%

3Y Alpha vs SPY

-16.4%

Period ended 3 months ago

Filed Apr 15, 2026 · 3mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

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

Cloned portfolio

+0.5%

SPY

+24.4%

Annualised alpha

-16.6%

Max drawdown

−20.1%

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

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

Top Position

7.5%

−1.0 pts

Top 5

27.0%

−2.6 pts

Top 10

42.2%

−2.8 pts

HHI

283

Diversified−24

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	25.7%	$11,507,642	11
Financial Services	22.6%	$10,111,604	11
Unclassified	9.2%	$4,126,216	4
Consumer Cyclical	7.8%	$3,512,680	6
Industrials	7.8%	$3,484,373	8
Utilities	6.7%	$3,011,788	5
Consumer Defensive	6.4%	$2,874,884	6
Healthcare	5.0%	$2,236,326	5
Communication Services	3.7%	$1,643,469	2
Energy	3.5%	$1,553,799	4
Real Estate	0.9%	$417,870	1
Basic Materials	0.6%	$288,175	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
WMT	Walmart Inc.	+2,939	10,933	$1,358,753
BX	Blackstone Inc.	+1,248	14,746	$1,695,642
DUK	Duke Energy CORP	+433	3,282	$429,745
CSCO	Cisco Systems, Inc.	+418	12,365	$959,400
ZTS	Zoetis Inc.	+344	2,125	$251,196
AVGO	Broadcom Inc.	+219	3,231	$1,000,026
MSFT	Microsoft Corp	+158	4,807	$1,779,407
BAC	Bank Of America Corp /De/	+110	8,302	$404,722
LOW	Lowes Companies Inc	+105	2,526	$596,843
JPM	Jpmorgan Chase & Co	+84	3,711	$1,091,627
JNJ	Johnson & Johnson	+67	2,627	$642,143
ABBV	AbbVie Inc.	+64	1,182	$257,073
GOOGL	Alphabet Inc.	+51	1,740	$500,354
BHP	BHP Group Ltd	+50	3,685	$268,046
CNP	Centerpoint Energy Inc	+24	5,645	$243,638
HD	Home Depot, Inc.	+22	821	$270,018
TSLA	Tesla, Inc.	+20	1,464	$544,242
CPK	Chesapeake Utilities Corp	+16	4,506	$569,423
PSX	Phillips 66	+12	1,609	$293,127
HSY	Hershey Co	+10	1,484	$308,508
HLI	Houlihan Lokey, Inc.	+10	2,334	$335,209
RTX	RTX Corp	+9	3,152	$608,020
MCD	Mcdonalds Corp	+8	1,185	$368,286
LDOS	Leidos Holdings, Inc.	+5	1,973	$306,840
META	Meta Platforms, Inc.	+2	1,998	$1,143,115
No positions match the current search.

Trimmed

Positions the filer reduced

24 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−1,840	13,068	$3,316,527
ARCC	Ares Capital Corp	−1,576	29,138	$525,066
PLTR	Palantir Technologies Inc.	−1,096	3,004	$439,425
PG	PROCTER & GAMBLE Co	−855	2,134	$308,234
EXC	Exelon Corp	−761	10,828	$530,788
JBSS	Sanfilippo John B & Son Inc	−461	4,090	$324,459
CVX	Chevron Corp	−374	3,431	$709,873
SLV	iShares Silver Trust	−337	8,781	$598,337
GLDM	World Gold Trust	−313	16,288	$1,509,734
CEG	Constellation Energy Corp	−250	4,434	$1,238,194
TEL	TE Connectivity plc	−152	1,763	$368,502
AGCO	Agco Corp /De	−141	1,859	$215,402
NVDA	Nvidia Corp	−100	11,030	$1,923,632
BRK-B	Berkshire Hathaway Inc	−93	7,001	$3,354,879
V	Visa Inc.	−76	1,267	$382,938
MA	Mastercard Inc	−68	582	$290,802
UNH	Unitedhealth Group Inc	−66	2,215	$599,356
AMAT	Applied Materials Inc /De	−55	952	$325,384
AMZN	Amazon Com Inc	−51	5,862	$1,220,878
ORCL	Oracle Corp	−32	1,470	$216,251
SPY	Spdr S&P 500 ETF Trust	−23	2,316	$1,506,187
GS	Goldman Sachs Group Inc	−18	1,097	$928,051
TROW	Price T Rowe Group Inc	−16	9,472	$853,806
CASY	Caseys General Stores Inc	−1	704	$512,413
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
XOM	Exxon Mobil Corp	1,773	$300,807
VRT	Vertiv Holdings Co	1,031	$258,347
LNG	Cheniere Energy, Inc.	881	$249,992
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
AGL	agilon health, inc.	18,349	$316,061
CMC	COMMERCIAL METALS Co	3,238	$224,134
NFLX	Netflix Inc	2,235	$209,553
QCOM	Qualcomm Inc/De	1,222	$209,023
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

65 positions · $44,768,826 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 65 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	7,001	-93	$3,354,879	−5.9%	7.49%
AAPL	Apple Inc. Technology	Reduced	13,068	-1,840	$3,316,527	−18.2%	7.41%
NVDA	Nvidia Corp Technology	Reduced	11,030	-100	$1,923,632	−7.3%	4.30%
MSFT	Microsoft Corp Technology	Added	4,807	+158	$1,779,407	−20.9%	3.97%
BX	Blackstone Inc. Financial Services	Added	14,746	+1,248	$1,695,642	−18.5%	3.79%
GLDM	World Gold Trust	Reduced	16,288	-313	$1,509,734	+6.5%	3.37%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,316	-23	$1,506,187	−5.6%	3.36%
WMT	Walmart Inc. Consumer Defensive	Added	10,933	+2,939	$1,358,753	+52.6%	3.04%
CEG	Constellation Energy Corp Utilities	Reduced	4,434	-250	$1,238,194	−25.2%	2.77%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	5,862	-51	$1,220,878	−10.5%	2.73%
META	Meta Platforms, Inc. Communication Services	Added	1,998	+2	$1,143,115	−13.2%	2.55%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,711	+84	$1,091,627	−6.6%	2.44%
AVGO	Broadcom Inc. Technology	Added	3,231	+219	$1,000,026	−4.1%	2.23%
CSCO	Cisco Systems, Inc. Technology	Added	12,365	+418	$959,400	+4.3%	2.14%
GS	Goldman Sachs Group Inc Financial Services	Reduced	1,097	-18	$928,051	−5.3%	2.07%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	2,581	0	$872,248	+11.2%	1.95%
TROW	Price T Rowe Group Inc Financial Services	Reduced	9,472	-16	$853,806	−12.1%	1.91%
CVX	Chevron Corp Energy	Reduced	3,431	-374	$709,873	+22.4%	1.59%
JNJ	Johnson & Johnson Healthcare	Added	2,627	+67	$642,143	+21.2%	1.43%
GE	General Electric Co Industrials	Added	2,204	+2	$625,429	−7.8%	1.40%
RTX	RTX Corp Industrials	Added	3,152	+9	$608,020	+5.5%	1.36%
UNH	Unitedhealth Group Inc Healthcare	Reduced	2,215	-66	$599,356	−20.4%	1.34%
SLV	iShares Silver Trust	Reduced	8,781	-337	$598,337	+1.9%	1.34%
LOW	Lowes Companies Inc Consumer Cyclical	Added	2,526	+105	$596,843	+2.2%	1.33%
PH	Parker-Hannifin Corp Industrials	Added	640	+1	$572,953	+2.0%	1.28%
CPK	Chesapeake Utilities Corp Utilities	Added	4,506	+16	$569,423	+1.7%	1.27%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,464	+20	$544,242	−16.2%	1.22%
EXC	Exelon Corp Utilities	Reduced	10,828	-761	$530,788	+5.1%	1.19%
ARCC	Ares Capital Corp Financial Services	Reduced	29,138	-1,576	$525,066	−15.5%	1.17%
CASY	Caseys General Stores Inc Consumer Cyclical	Reduced	704	-1	$512,413	+31.5%	1.14%
QQQ	Invesco Qqq Trust, Series 1	Held	887	0	$511,958	−6.0%	1.14%
GOOGL	Alphabet Inc. Communication Services	Added	1,740	+51	$500,354	−5.4%	1.12%
LLY	ELI LILLY & Co Healthcare	Held	529	0	$486,558	−14.4%	1.09%
CAT	Caterpillar Inc Industrials	Held	645	0	$456,956	+23.7%	1.02%
GEV	GE Vernova Inc. Industrials	Held	507	0	$442,560	+33.6%	0.99%
PLTR	Palantir Technologies Inc. Technology	Reduced	3,004	-1,096	$439,425	−39.7%	0.98%
DUK	Duke Energy CORP Utilities	Added	3,282	+433	$429,745	+28.7%	0.96%
REG	Regency Centers Corp Real Estate	Held	5,523	0	$417,870	+9.6%	0.93%
BAC	Bank Of America Corp /De/ Financial Services	Added	8,302	+110	$404,722	−10.2%	0.90%
V	Visa Inc. Financial Services	Reduced	1,267	-76	$382,938	−18.7%	0.86%
TEL	TE Connectivity plc Technology	Reduced	1,763	-152	$368,502	−15.4%	0.82%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,185	+8	$368,286	+2.4%	0.82%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	351	0	$349,746	+15.5%	0.78%
HLI	Houlihan Lokey, Inc. Financial Services	Added	2,334	+10	$335,209	−17.2%	0.75%
AMAT	Applied Materials Inc /De Technology	Reduced	952	-55	$325,384	+25.7%	0.73%
JBSS	Sanfilippo John B & Son Inc Consumer Defensive	Reduced	4,090	-461	$324,459	+1.0%	0.72%
HSY	Hershey Co Consumer Defensive	Added	1,484	+10	$308,508	+15.0%	0.69%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,134	-855	$308,234	−28.0%	0.69%
LDOS	Leidos Holdings, Inc. Technology	Added	1,973	+5	$306,840	−13.6%	0.69%
PWR	Quanta Services, Inc. Industrials	Held	555	0	$304,706	+30.1%	0.68%