WEALTHCARE CAPITAL MANAGEMENT LLC
WEALTHCARE CAPITAL MANAGEMENT LLC reported 105 positions worth $1.05B as of June 30, 2026 (13F filed July 9, 2026). Largest holding: VTI (36.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $383.6M | 36.40% | 1,036,575 | — | — | |
| ▸ 2 | IEF | SH | $174.3M | 16.54% | 1,843,045 | — | — | |
| ▸ 3 | STIP | SH | $95.9M | 9.10% | 938,761 | — | — | |
| ▸ 4 | CAOS | SH | $94.1M | 8.93% | 1,041,170 | — | — | |
| ▸ 5 | VEU | SH | $77.6M | 7.36% | 926,244 | — | — | |
| ▸ 6 | PSLV | SH | $19.4M | 1.84% | 1,028,924 | — | — | |
| ▸ 7 | UTEN | SH | $16.2M | 1.54% | 375,016 | — | — | |
| ▸ 8 | PHYS | SH | $13.7M | 1.30% | 455,668 | — | — | |
| ▸ 9 | ITOT | SH | $13.2M | 1.25% | 80,466 | — | — | |
| ▸ 10 | BNDX | SH | $12.9M | 1.22% | 266,204 | — | — |
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Frequently Asked Questions
What stocks does WEALTHCARE CAPITAL MANAGEMENT LLC hold as of Q2 2026?
WEALTHCARE CAPITAL MANAGEMENT LLC reported 105 positions worth $1.05B in its Q2 2026 13F filing. Largest positions: VTI (36.4%), IEF (16.5%), STIP (9.1%), CAOS (8.9%) and VEU (7.4%).
What did WEALTHCARE CAPITAL MANAGEMENT LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did WEALTHCARE CAPITAL MANAGEMENT LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.