Wealthcare Capital Partners, LLC Portfolio Holdings

Wealthcare Capital Partners, LLC

  • $213 Billion
  • Q4 2025

Wealthcare Capital Partners, LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $213 Billion distributed in 149 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $36.5B, Vanguard Total Stock Market Et with a value of $23.6B, Spdr Portfolio S&P 500 ETF (Ma with a value of $11.2B, Vanguard Whitehall Fds (Vangua with a value of $7.11B, and Schwab Strategic Us Tips ETF with a value of $6.68B.

Examining the 13F form we can see an decrease of $4.16B in the current position value, from $218B to 213B.

Wealthcare Capital Partners, LLC is based out at West Chester, PA

Below you can find more details about Wealthcare Capital Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $213 Billion
ETFs: $167 Billion
Technology: $13 Billion
Financial Services: $11.3 Billion
Consumer Cyclical: $3.62 Billion
Utilities: $3.27 Billion
Communication Services: $2.69 Billion
Industrials: $2.63 Billion
Consumer Defensive: $2.42 Billion
Other: $3.95 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.39B
$560 Million 0.26% of portfolio
4,490
Q4 2025 Added 0.31%
$8.94B
$405 Million 0.19% of portfolio
2,324
Q4 2025 Added 0.35%
$6.92B
$224 Million 0.11% of portfolio
3,238
Q4 2025 New
$7.79B
$209 Million 0.1% of portfolio
2,000
Q4 2025 Reduced 6.32%

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $213 Billion
  • Prior Value $218 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 11 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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