Position in V
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$9,555,399
-$2,664,164 QoQ
Shares Held
27,851
-31.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#1,267
of 4,498 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Wealthcare Advisory Partners LLC holds $17,920,675 across 7 Credit Services names. V ranks #1 (53.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
27,851 | $9,555,399 | |
| 2 | MA |
Mastercard Inc
|
8,431 | $4,330,161 | |
| 3 | AXP |
American Express Co
|
4,748 | $1,606,011 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
29,158 | $1,259,042 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
27,011 | $484,307 | |
| 6 | COF |
Capital One Financial Corp
|
2,024 | $406,054 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
1,293 | $279,701 |
All Filings in V
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,555,399 | 27,851 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $12,219,563 | 40,430 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $14,501,858 | 41,350 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $12,997,019 | 38,072 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $13,350,235 | 37,601 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $12,813,868 | 36,563 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $11,472,252 | 36,300 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $9,874,554 | 35,914 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $9,627,399 | 36,680 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $9,597,561 | 34,390 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,130,969 | 12,026 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,586,922 | 11,247 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $2,716,058 | 11,437 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,726,713 | 12,094 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,630,241 | 12,660 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,177,633 | 12,258 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,730,466 | 8,789 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,847,787 | 8,332 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $1,917,883 | 8,850 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,871,395 | 17,380 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,806,121 | 16,278 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,307,222 | 15,620 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,851,145 | 13,035 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,435,634 | 12,180 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,160,413 | 11,184 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,663,725 | 10,326 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||