Wealthcare Capital Partners

WEST CHESTER, PAfiles as Wealthcare Capital Partners, LLC

$242m in 179 US stocks at the end of 30 June 2026. The top 10 are 45.5% of the money. It changed about 7.2% of the portfolio this quarter.

Value

$242m

Stocks

179

Top 10 share

45.5%

Turnover

7.2%

What changed this quarter

New

Bought for the first time this quarter.

Trust FOR Professional ManagCLSE
0.4% of the fund
Schwab Strategic TRSCHX
0.3% of the fund
Schwab Strategic TRSCHM
0.2% of the fund
Advanced Micro DevicesAMD
0.2% of the fund
Select Sector Spdr TRXLK
0.2% of the fund
CumminsCMI
0.1% of the fund
Micron TechnologyMU
0.1% of the fund
Vanguard Malvern FDSVTIP
0.1% of the fund
Ishares TRISTB
0.1% of the fund
Marvell TechnologyMRVL
0.1% of the fund
Invesco Exchange Traded FD TPSI
0.1% of the fund
Steel DynamicsSTLD
<0.1% of the fund
Ishares TRIVV
<0.1% of the fund
Capital Group Dividend GroweCGDG
<0.1% of the fund
Union PacificUNP
<0.1% of the fund
Toronto Dominion BankTD
<0.1% of the fund
Spdr Series TrustSPYV
<0.1% of the fund
Seagate Technology HoldingsSTX
<0.1% of the fund
Ishares TRQUAL
<0.1% of the fund
Space Exploration TechnologiesSPCX
<0.1% of the fund
Capital Group Global EquityCGGE
<0.1% of the fund
Emerson ElectricEMR
<0.1% of the fund
United Airlines HoldingsUAL
<0.1% of the fund
Lockheed MartinLMT
<0.1% of the fund
Principal Financial GroupPFG
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Whitehall FDSVYM
4.0% of the fund
+5%
Schwab Strategic TRSCHP
2.8% of the fund
+3%
Ishares TRSTIP
2.5% of the fund
+8%
Ishares TRAGG
2.0% of the fund
+10%
Ishares TRIEF
1.6% of the fund
+5%
Spdr Series TrustSPSM
1.5% of the fund
+3%
Vanguard Specialized FundsVIG
1.2% of the fund
+6%
Capital Group Dividend ValueCGDV
1.0% of the fund
+12%
Ishares TRUSRT
0.9% of the fund
+9%
State STR Spdr S&P 500 ETF TSPY
0.9% of the fund
+21%
Wisdomtree TRDON
0.8% of the fund
+5%
Ishares TRIGE
0.8% of the fund
+3%
Invesco QQQ TRQQQ
0.8% of the fund
+193%
Capital Group Growth ETFCGGR
0.8% of the fund
+20%
BroadcomAVGO
0.7% of the fund
+36%
Wisdomtree TRDES
0.6% of the fund
+3%
Vanguard Index FDSVTV
0.6% of the fund
+2%
World Gold TRGLDM
0.5% of the fund
+3%
Ishares TRPFF
0.5% of the fund
+16%
Capital Group Intl Focus EQTCGXU
0.5% of the fund
+4%
Legg Mason ETF InvtLVHD
0.4% of the fund
+17%
Janus Detroit STR TRJAAA
0.4% of the fund
+18%
UnitedHealth GroupUNH
0.4% of the fund
+3%
Amplify ETF TRHACK
0.4% of the fund
+3%
AlphabetGOOG
0.3% of the fund
+8%

Cut

Sold some of their stake.

Ishares TRXT
1.0% of the fund
-4%
Spdr Index SHS FDSSPDW
0.7% of the fund
-4%
IsharesEMXC
0.7% of the fund
-6%
MicrosoftMSFT
0.7% of the fund
-9%
Vanguard World FDVFH
0.6% of the fund
-2%
Amazon.comAMZN
0.6% of the fund
-3%
J P Morgan Exchange Traded FJEPI
0.5% of the fund
-57%
Meta PlatformsMETA
0.4% of the fund
-4%
First TR Exchange-Traded FDGRID
0.4% of the fund
-6%
Applied MaterialsAMAT
0.3% of the fund
-3%
ChevronCVX
0.2% of the fund
-5%
Ishares Silver TRSLV
0.2% of the fund
-3%
Ishares TRIXUS
0.2% of the fund
-3%
Invesco Exch Traded FD TR IIPVI
0.1% of the fund
-23%
Duke EnergyDUK
0.1% of the fund
-16%
Invesco Exch Traded FD TR IIPSCT
0.1% of the fund
-16%
Palantir TechnologiesPLTR
0.1% of the fund
-10%
McDonald'sMCD
0.1% of the fund
-3%
Alps ETF TRAMLP
0.1% of the fund
-2%
Tidal Trust IGRNY
0.1% of the fund
-4%
Vanguard Index FDSVUG
<0.1% of the fund
-15%
AgcoAGCO
<0.1% of the fund
-9%

Sold out

Sold their entire stake.

Spdr Series TrustBIL
-100%
ExxonMobil HoldingsXOM
-100%
Ishares TRSGOV
-100%
Home DepotHD
-100%
Cheniere EnergyLNG
-100%
Vanguard Intl Equity Index FVGK
-100%

Holdings

Wisdomtree TRUSFR
Share
13.5%
Value
$33m
Shares
647,400
Held
Vanguard Index FDSVTI
Share
10.4%
Value
$25m
Shares
67,736
Held
Spdr Series TrustSPYM
Share
5.5%
Value
$13m
Shares
150,263
Held
Vanguard Whitehall FDSVYM
Share
4.0%
Value
$10m
Shares
60,963
+5%
Schwab Strategic TRSCHP
Share
2.8%
Value
$7m
Shares
256,955
+3%
Ishares TRSTIP
Share
2.5%
Value
$6m
Shares
58,981
+8%
Ishares TRAGG
Share
2.0%
Value
$5m
Shares
49,180
+10%
Vanguard Intl Equity Index FVEU
Share
1.7%
Value
$4m
Shares
50,016
Held
Ishares TRIEF
Share
1.6%
Value
$4m
Shares
41,803
+5%
AppleAAPL
Share
1.6%
Value
$4m
Shares
13,171
Held
Spdr Series TrustSPSM
Share
1.5%
Value
$4m
Shares
64,971
+3%
Berkshire HathawayBRK-B
Share
1.4%
Value
$4m
Shares
7,001
Held
Spdr Series TrustSPMD
Share
1.4%
Value
$3m
Shares
49,981
Held
Vanguard Specialized FundsVIG
Share
1.2%
Value
$3m
Shares
12,003
+6%
Vanguard World FDMGV
Share
1.1%
Value
$3m
Shares
16,915
Held
Capital Group Dividend ValueCGDV
Share
1.0%
Value
$3m
Shares
51,296
+12%
Ishares TRXT
Share
1.0%
Value
$2m
Shares
29,056
-4%
Wisdomtree TRDTH
Share
1.0%
Value
$2m
Shares
42,872
Held
NvidiaNVDA
Share
0.9%
Value
$2m
Shares
11,187
Held
Ishares TRUSRT
Share
0.9%
Value
$2m
Shares
31,994
+9%
Vanguard Tax-Managed FDSVEA
Share
0.9%
Value
$2m
Shares
29,625
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.9%
Value
$2m
Shares
2,799
+21%
Wisdomtree TRDON
Share
0.8%
Value
$2m
Shares
35,465
+5%
Ishares TRIGE
Share
0.8%
Value
$2m
Shares
35,583
+3%
Invesco QQQ TRQQQ
Share
0.8%
Value
$2m
Shares
2,596
+193%
Capital Group Growth ETFCGGR
Share
0.8%
Value
$2m
Shares
39,876
+20%
DBX ETF TRDBEF
Share
0.8%
Value
$2m
Shares
33,778
Held
BlackstoneBX
Share
0.7%
Value
$2m
Shares
14,905
Held
BroadcomAVGO
Share
0.7%
Value
$2m
Shares
4,407
+36%
Ishares TRIFRA
Share
0.7%
Value
$2m
Shares
26,128
Held
Spdr Index SHS FDSSPDW
Share
0.7%
Value
$2m
Shares
32,681
-4%
Spdr Series TrustSPTM
Share
0.7%
Value
$2m
Shares
17,991
Held
IsharesEMXC
Share
0.7%
Value
$2m
Shares
15,953
-6%
MicrosoftMSFT
Share
0.7%
Value
$2m
Shares
4,364
-9%
Wisdomtree TRDES
Share
0.6%
Value
$2m
Shares
37,815
+3%
Vanguard World FDVFH
Share
0.6%
Value
$2m
Shares
11,636
-2%
Vanguard Index FDSVTV
Share
0.6%
Value
$1m
Shares
6,847
+2%
Cisco SystemsCSCO
Share
0.6%
Value
$1m
Shares
12,366
Held
Amazon.comAMZN
Share
0.6%
Value
$1m
Shares
5,695
-3%
World Gold TRGLDM
Share
0.5%
Value
$1m
Shares
16,706
+3%
Global X FDSPAVE
Share
0.5%
Value
$1m
Shares
21,471
Held
Taiwan Semiconductor ManufacturingTSM
Share
0.5%
Value
$1m
Shares
2,606
Held
WalmartWMT
Share
0.5%
Value
$1m
Shares
10,946
Held
Vaneck ETF TrustREMX
Share
0.5%
Value
$1m
Shares
13,772
Held
JPMorgan ChaseJPM
Share
0.5%
Value
$1m
Shares
3,720
Held
Ishares TRMUB
Share
0.5%
Value
$1m
Shares
11,141
Held
J P Morgan Exchange Traded FJEPI
Share
0.5%
Value
$1m
Shares
19,763
-57%
Ishares TRPFF
Share
0.5%
Value
$1m
Shares
36,298
+16%
Capital Group Intl Focus EQTCGXU
Share
0.5%
Value
$1m
Shares
31,561
+4%
Goldman Sachs GroupGS
Share
0.5%
Value
$1m
Shares
1,080
Held
Price T Rowe GroupTROW
Share
0.4%
Value
$1m
Shares
9,565
Held
Constellation EnergyCEG
Share
0.4%
Value
$1m
Shares
4,362
Held
Meta PlatformsMETA
Share
0.4%
Value
$1m
Shares
1,913
-4%
Legg Mason ETF InvtLVHD
Share
0.4%
Value
$1m
Shares
24,380
+17%
Janus Detroit STR TRJAAA
Share
0.4%
Value
$1m
Shares
20,404
+18%
First TR Exchange-Traded FDGRID
Share
0.4%
Value
$976,409
Shares
5,092
-6%
Trust FOR Professional ManagCLSE
Share
0.4%
Value
$961,310
Shares
28,162
New
UnitedHealth GroupUNH
Share
0.4%
Value
$949,841
Shares
2,285
+3%
Ishares TRSCZ
Share
0.4%
Value
$947,668
Shares
11,519
Held
Amplify ETF TRHACK
Share
0.4%
Value
$877,184
Shares
8,360
+3%
Schwab Strategic TRSCHX
Share
0.3%
Value
$846,878
Shares
28,776
New
General ElectricGE
Share
0.3%
Value
$832,976
Shares
2,229
Held
Proshares TRNOBL
Share
0.3%
Value
$821,758
Shares
14,632
Held
EA Series TrustCAOS
Share
0.3%
Value
$769,867
Shares
8,520
Held
AlphabetGOOG
Share
0.3%
Value
$769,464
Shares
2,178
+8%
Ishares TRSUB
Share
0.3%
Value
$753,488
Shares
7,077
+13%
Invesco Exch Traded FD TR IIBKLN
Share
0.3%
Value
$751,694
Shares
36,902
+11%
Ishares TRIWB
Share
0.3%
Value
$730,138
Shares
1,783
+31%
ETF SER SolutionsQTUM
Share
0.3%
Value
$718,287
Shares
4,343
+83%
Capital GRP Fixed Incm ETF TCGCP
Share
0.3%
Value
$707,685
Shares
31,749
Held
CaterpillarCAT
Share
0.3%
Value
$688,207
Shares
646
Held
TeslaTSLA
Share
0.3%
Value
$672,329
Shares
1,598
+9%
Applied MaterialsAMAT
Share
0.3%
Value
$669,619
Shares
926
-3%
Johnson & JohnsonJNJ
Share
0.3%
Value
$668,645
Shares
2,633
Held
AlphabetGOOGL
Share
0.3%
Value
$659,871
Shares
1,846
+6%
Eli LillyLLY
Share
0.3%
Value
$658,504
Shares
549
+4%
Select Sector Spdr TRXLF
Share
0.3%
Value
$644,060
Shares
12,014
Held
Spdr Series TrustTFI
Share
0.3%
Value
$643,444
Shares
14,049
Held
Ishares TRIWM
Share
0.3%
Value
$642,255
Shares
2,138
+34%
Ishares TRITOT
Share
0.3%
Value
$628,826
Shares
3,828
+11%
Parker-HannifinPH
Share
0.3%
Value
$627,664
Shares
642
Held
GE VernovaGEV
Share
0.3%
Value
$623,138
Shares
530
+5%
Ishares TRIWD
Share
0.3%
Value
$607,805
Shares
2,507
Held
Vanguard Scottsdale FDSVCSH
Share
0.2%
Value
$602,411
Shares
7,623
Held
RTXRTX
Share
0.2%
Value
$599,989
Shares
3,162
Held
Select Sector Spdr TRXLE
Share
0.2%
Value
$582,262
Shares
10,963
Held
Lowe's CompaniesLOW
Share
0.2%
Value
$566,969
Shares
2,571
Held
Alps ETF TRSDOG
Share
0.2%
Value
$564,316
Shares
8,272
Held
Ares CapitalARCC
Share
0.2%
Value
$561,830
Shares
30,320
+4%
Caseys General StoresCASY
Share
0.2%
Value
$559,532
Shares
704
Held
Chesapeake UtilitiesCPK
Share
0.2%
Value
$553,718
Shares
4,521
Held
Spdr Series TrustSDY
Share
0.2%
Value
$548,506
Shares
3,604
Held
T Rowe Price Exchange-TradedTDVG
Share
0.2%
Value
$540,656
Shares
11,027
+2%
ChevronCVX
Share
0.2%
Value
$539,630
Shares
3,255
-5%
Wisdomtree TRDGRS
Share
0.2%
Value
$529,375
Shares
8,919
+4%
Invesco Exchange Traded FD TRSP
Share
0.2%
Value
$527,799
Shares
2,481
Held
Schwab Strategic TRSCHM
Share
0.2%
Value
$521,674
Shares
14,149
New
Fidelity Covington TrustFBCG
Share
0.2%
Value
$498,263
Shares
8,022
+7%
ExelonEXC
Share
0.2%
Value
$496,218
Shares
10,644
Held
Vanguard Index FDSVO
Share
0.2%
Value
$484,123
Shares
6,009
Held

Company	Share of fund	Value	Shares	Change
Wisdomtree TRUSFR	13.5%	$33m	647,400	Held
Vanguard Index FDSVTI	10.4%	$25m	67,736	Held
Spdr Series TrustSPYM	5.5%	$13m	150,263	Held
Vanguard Whitehall FDSVYM	4.0%	$10m	60,963	+5%
Schwab Strategic TRSCHP	2.8%	$7m	256,955	+3%
Ishares TRSTIP	2.5%	$6m	58,981	+8%
Ishares TRAGG	2.0%	$5m	49,180	+10%
Vanguard Intl Equity Index FVEU	1.7%	$4m	50,016	Held
Ishares TRIEF	1.6%	$4m	41,803	+5%
AppleAAPL	1.6%	$4m	13,171	Held
Spdr Series TrustSPSM	1.5%	$4m	64,971	+3%
Berkshire HathawayBRK-B	1.4%	$4m	7,001	Held
Spdr Series TrustSPMD	1.4%	$3m	49,981	Held
Vanguard Specialized FundsVIG	1.2%	$3m	12,003	+6%
Vanguard World FDMGV	1.1%	$3m	16,915	Held
Capital Group Dividend ValueCGDV	1.0%	$3m	51,296	+12%
Ishares TRXT	1.0%	$2m	29,056	-4%
Wisdomtree TRDTH	1.0%	$2m	42,872	Held
NvidiaNVDA	0.9%	$2m	11,187	Held
Ishares TRUSRT	0.9%	$2m	31,994	+9%
Vanguard Tax-Managed FDSVEA	0.9%	$2m	29,625	Held
State STR Spdr S&P 500 ETF TSPY	0.9%	$2m	2,799	+21%
Wisdomtree TRDON	0.8%	$2m	35,465	+5%
Ishares TRIGE	0.8%	$2m	35,583	+3%
Invesco QQQ TRQQQ	0.8%	$2m	2,596	+193%
Capital Group Growth ETFCGGR	0.8%	$2m	39,876	+20%
DBX ETF TRDBEF	0.8%	$2m	33,778	Held
BlackstoneBX	0.7%	$2m	14,905	Held
BroadcomAVGO	0.7%	$2m	4,407	+36%
Ishares TRIFRA	0.7%	$2m	26,128	Held
Spdr Index SHS FDSSPDW	0.7%	$2m	32,681	-4%
Spdr Series TrustSPTM	0.7%	$2m	17,991	Held
IsharesEMXC	0.7%	$2m	15,953	-6%
MicrosoftMSFT	0.7%	$2m	4,364	-9%
Wisdomtree TRDES	0.6%	$2m	37,815	+3%
Vanguard World FDVFH	0.6%	$2m	11,636	-2%
Vanguard Index FDSVTV	0.6%	$1m	6,847	+2%
Cisco SystemsCSCO	0.6%	$1m	12,366	Held
Amazon.comAMZN	0.6%	$1m	5,695	-3%
World Gold TRGLDM	0.5%	$1m	16,706	+3%
Global X FDSPAVE	0.5%	$1m	21,471	Held
Taiwan Semiconductor ManufacturingTSM	0.5%	$1m	2,606	Held
WalmartWMT	0.5%	$1m	10,946	Held
Vaneck ETF TrustREMX	0.5%	$1m	13,772	Held
JPMorgan ChaseJPM	0.5%	$1m	3,720	Held
Ishares TRMUB	0.5%	$1m	11,141	Held
J P Morgan Exchange Traded FJEPI	0.5%	$1m	19,763	-57%
Ishares TRPFF	0.5%	$1m	36,298	+16%
Capital Group Intl Focus EQTCGXU	0.5%	$1m	31,561	+4%
Goldman Sachs GroupGS	0.5%	$1m	1,080	Held
Price T Rowe GroupTROW	0.4%	$1m	9,565	Held
Constellation EnergyCEG	0.4%	$1m	4,362	Held
Meta PlatformsMETA	0.4%	$1m	1,913	-4%
Legg Mason ETF InvtLVHD	0.4%	$1m	24,380	+17%
Janus Detroit STR TRJAAA	0.4%	$1m	20,404	+18%
First TR Exchange-Traded FDGRID	0.4%	$976,409	5,092	-6%
Trust FOR Professional ManagCLSE	0.4%	$961,310	28,162	New
UnitedHealth GroupUNH	0.4%	$949,841	2,285	+3%
Ishares TRSCZ	0.4%	$947,668	11,519	Held
Amplify ETF TRHACK	0.4%	$877,184	8,360	+3%
Schwab Strategic TRSCHX	0.3%	$846,878	28,776	New
General ElectricGE	0.3%	$832,976	2,229	Held
Proshares TRNOBL	0.3%	$821,758	14,632	Held
EA Series TrustCAOS	0.3%	$769,867	8,520	Held
AlphabetGOOG	0.3%	$769,464	2,178	+8%
Ishares TRSUB	0.3%	$753,488	7,077	+13%
Invesco Exch Traded FD TR IIBKLN	0.3%	$751,694	36,902	+11%
Ishares TRIWB	0.3%	$730,138	1,783	+31%
ETF SER SolutionsQTUM	0.3%	$718,287	4,343	+83%
Capital GRP Fixed Incm ETF TCGCP	0.3%	$707,685	31,749	Held
CaterpillarCAT	0.3%	$688,207	646	Held
TeslaTSLA	0.3%	$672,329	1,598	+9%
Applied MaterialsAMAT	0.3%	$669,619	926	-3%
Johnson & JohnsonJNJ	0.3%	$668,645	2,633	Held
AlphabetGOOGL	0.3%	$659,871	1,846	+6%
Eli LillyLLY	0.3%	$658,504	549	+4%
Select Sector Spdr TRXLF	0.3%	$644,060	12,014	Held
Spdr Series TrustTFI	0.3%	$643,444	14,049	Held
Ishares TRIWM	0.3%	$642,255	2,138	+34%
Ishares TRITOT	0.3%	$628,826	3,828	+11%
Parker-HannifinPH	0.3%	$627,664	642	Held
GE VernovaGEV	0.3%	$623,138	530	+5%
Ishares TRIWD	0.3%	$607,805	2,507	Held
Vanguard Scottsdale FDSVCSH	0.2%	$602,411	7,623	Held
RTXRTX	0.2%	$599,989	3,162	Held
Select Sector Spdr TRXLE	0.2%	$582,262	10,963	Held
Lowe's CompaniesLOW	0.2%	$566,969	2,571	Held
Alps ETF TRSDOG	0.2%	$564,316	8,272	Held
Ares CapitalARCC	0.2%	$561,830	30,320	+4%
Caseys General StoresCASY	0.2%	$559,532	704	Held
Chesapeake UtilitiesCPK	0.2%	$553,718	4,521	Held
Spdr Series TrustSDY	0.2%	$548,506	3,604	Held
T Rowe Price Exchange-TradedTDVG	0.2%	$540,656	11,027	+2%
ChevronCVX	0.2%	$539,630	3,255	-5%
Wisdomtree TRDGRS	0.2%	$529,375	8,919	+4%
Invesco Exchange Traded FD TRSP	0.2%	$527,799	2,481	Held
Schwab Strategic TRSCHM	0.2%	$521,674	14,149	New
Fidelity Covington TrustFBCG	0.2%	$498,263	8,022	+7%
ExelonEXC	0.2%	$496,218	10,644	Held
Vanguard Index FDSVO	0.2%	$484,123	6,009	Held

Showing the largest 100 of 179.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 21.7% since 30 June 2025.

Where the money is

Technology6.2%

Financial services4.6%

Industrials2.4%

Everyday goods1.4%

Health care1.2%

Retail & consumer1.2%

Utilities1.1%

Media & telecom1.0%

Energy0.3%

Materials0.2%

Real estate0.2%

Other80.1%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.