Wealthcare Capital Partners, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Wealthcare Capital Partners, LLC 13F Holdings
CIK 0002053307
As of Sep 30, 2025, Wealthcare Capital Partners, LLC reported
148 positions worth $217.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| WISDOMTREE FLOATING RATE TREASURY FUND | USFR | — | 655,415 | $32.9M | 15.14% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 69,822 | $22.9M | 10.53% |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 39,847 |
|
3.8M6.32% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 143,578 |
1.2M | 5.17% |
| SCHWAB US TIPS ETF | SCHP | — | 248,466 | $6.7M | 3.08% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 41,616 | $5.9M | 2.70% |
| ISHARES 0-5 YEAR TIPS BOND ETF | STIP | — | 48,554 | $5.0M | 2.31% |
| APPLE INC | AAPL | Technology | 15,430 | $3.9M | 1.81% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 38,949 | $3.9M | 1.79% |
| ISHARES 7-10 YEAR TREASURY BOND ETF | IEF | — | 39,679 | $3.8M | 1.76% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 7,263 | $3.7M | 1.68% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 49,782 | $3.6M | 1.63% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 32,396 | $3.0M | 1.36% |
| SS SPDR P S&P 600 SMALL CAP | SPSM | — | 58,086 | $2.7M | 1.24% |
| MICROSOFT CORP | MSFT | Technology | 4,865 | $2.5M | 1.16% |
| VANGUARD MEGA CAP VALUE INDEX FUND | MGV | — | 17,607 | $2.4M | 1.11% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 11,164 | $2.4M | 1.11% |
| SS SPDR P S&P 400 MIDCAP ETF | SPMD | — | 41,996 | $2.4M | 1.10% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 40,840 | $2.3M | 1.07% |
| BLACKSTONE INC | BX | Financial Services | 13,605 | $2.3M | 1.07% |
| ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF | XT | — | 31,885 | $2.3M | 1.05% |
| NVIDIA CORP | NVDA | Technology | 10,962 | $2.0M | 0.94% |
| WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND | DTH | — | 37,370 |
.8M | 0.84% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 30,512 |
.8M | 0.84% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF | SPTM | — | 19,827 |
.6M | 0.73% |