Wealthcare Capital Partners, LLC
CIK 0002053307 · WEST CHESTER, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-09 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$242.0M
2026 Q2
Positions
179
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
45.5%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
USFR
WISDOMTREE TR
13.5%
VTI
VANGUARD INDEX FDS
10.4%
SPYM
SPDR SERIES TRUST
5.5%
VYM
VANGUARD WHITEHALL FDS
4.0%
SCHP
SCHWAB STRATEGIC TR
2.8%
STIP
ISHARES TR
2.5%
AGG
ISHARES TR
2.0%
VEU
VANGUARD INTL EQUITY INDEX F
1.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.