WealthCare Investment Partners, LLC

CIK 0001908462 · PORTSMOUTH, RI · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source

WealthCare Investment Partners, LLC reported 206 positions worth $411.7M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: QQQ (8.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$411.7M
2026 Q2
Positions
206
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
32.9%
Est. Net Flow (Q)
2026 Q2
10 / 206 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1QQQINVESCO QQQ TRSH$33.1M8.04%44,954
2FVDFIRST TR EXCHANGE-TRADED FDSH$15.4M3.74%319,921
3CGGRCAPITAL GROUP GROWTH ETFSH$14.1M3.41%297,842
4ITAISHARES TRSH$12.6M3.05%51,841
5CGDVCAPITAL GROUP DIVIDEND VALUESH$12.3M2.99%249,935
6SPMOINVESCO EXCH TRADED FD TR IISH$11.8M2.86%72,886
7BUFRFIRST TR EXCHNG TRADED FD VISH$10.0M2.42%273,071
8VOOVANGUARD INDEX FDSSH$9.3M2.25%13,506
9RECSCOLUMBIA ETF TR ISH$8.6M2.08%197,881
10FNDFSCHWAB STRATEGIC TRSH$8.4M2.05%160,155

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does WealthCare Investment Partners, LLC hold as of Q2 2026?

WealthCare Investment Partners, LLC reported 206 positions worth $411.7M in its Q2 2026 13F filing. Largest positions: QQQ (8.0%), FVD (3.7%), CGGR (3.4%), ITA (3.1%) and CGDV (3.0%).

What did WealthCare Investment Partners, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did WealthCare Investment Partners, 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.