Wealthcare Capital Partners, LLC Portfolio Holdings

Wealthcare Capital Partners, LLC

  • $199 Billion
  • Q2 2025

Wealthcare Capital Partners, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $199 Billion distributed in 143 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $35.6B, Vanguard Total Stock Market Et with a value of $21.6B, Unitedhealth Group Inc with a value of $12.4B, Spdr Portfolio S&P 500 ETF (Ma with a value of $10.4B, and Schwab Strategic Us Tips ETF with a value of $6.2B.

Examining the 13F form we can see an increase of $4.42B in the current position value, from $194B to 199B.

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 $199 Billion
ETFs: $146 Billion
Healthcare: $13.5 Billion
Financial Services: $11.4 Billion
Technology: $10.1 Billion
Utilities: $3.32 Billion
Consumer Cyclical: $3.3 Billion
Consumer Defensive: $2.8 Billion
Communication Services: $2.56 Billion
Other: $3.74 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$332 Million 0.17% of portfolio
13,589
Q2 2025 Reduced 17.81%
$93B
$333 Million 0.17% of portfolio
2,822
Q2 2025 Added 0.36%
$1.17T
$335 Million 0.17% of portfolio
1,891
Q2 2025 Reduced 3.47%
$0
$316 Million 0.16% of portfolio
720
Q2 2025 Reduced 16.38%
Te Connectivity PLC
-
$327 Million 0.16% of portfolio
-
Q2 2025 Reduced 0.62%
$439B
$323 Million 0.16% of portfolio
2,115
Q2 2025 Reduced 24.17%
$642B
$323 Million 0.16% of portfolio
1,476
Q2 2025 New
$380B
$289 Million 0.15% of portfolio
788
Q2 2025 Added 2.6%
$0
$301 Million 0.15% of portfolio
3,787
Q2 2025 New
$0
$306 Million 0.15% of portfolio
10,435
Q2 2025 New
$0
$289 Million 0.15% of portfolio
11,860
Q2 2025 New
$0
$291 Million 0.15% of portfolio
8,131
Q2 2025 Added 3.76%
$301B
$302 Million 0.15% of portfolio
4,271
Q2 2025 Added 9.09%
$0
$304 Million 0.15% of portfolio
1,407
Q2 2025 Reduced 8.1%
$70.8B
$279 Million 0.14% of portfolio
1,787
Q2 2025 Reduced 6.93%
$0
$272 Million 0.14% of portfolio
5,353
Q2 2025 Added 27.42%
$530B
$279 Million 0.14% of portfolio
208
Q2 2025 New
$221B
$261 Million 0.13% of portfolio
2,109
Q2 2025 Reduced 12.05%
$331B
$252 Million 0.13% of portfolio
1,359
Q2 2025 Added 8.29%
$0
$255 Million 0.13% of portfolio
3,288
Q2 2025 Reduced 28.27%
$0
$251 Million 0.13% of portfolio
1,889
Q2 2025 Added 0.96%
$0
$265 Million 0.13% of portfolio
7,884
Q2 2025 New
$0
$255 Million 0.13% of portfolio
6,403
Q2 2025 New
$738B
$256 Million 0.13% of portfolio
328
Q2 2025 New
$0
$257 Million 0.13% of portfolio
2,553
Q2 2025 Added 19.58%
$0
$256 Million 0.13% of portfolio
603
Q2 2025 Reduced 0.5%
$0
$246 Million 0.12% of portfolio
5,040
Q2 2025 Added 1.31%
Ge Vernova Inc
-
$246 Million 0.12% of portfolio
-
Q2 2025 New
$0
$246 Million 0.12% of portfolio
3,384
Q2 2025 Added 3.77%
$1.14T
$238 Million 0.12% of portfolio
1,353
Q2 2025 New
$253B
$234 Million 0.12% of portfolio
793
Q2 2025 New
$220B
$230 Million 0.12% of portfolio
592
Q2 2025 Reduced 3.9%
$26.7B
$241 Million 0.12% of portfolio
1,453
Q2 2025 Added 0.83%
$8.17B
$220 Million 0.11% of portfolio
2,130
Q2 2025 New
$55.6B
$209 Million 0.11% of portfolio
858
Q2 2025 New
$0
$228 Million 0.11% of portfolio
815
Q2 2025 Added 0.25%
$0
$204 Million 0.1% of portfolio
4,401
Q2 2025 New
$56.5B
$201 Million 0.1% of portfolio
533
Q2 2025 New
$0
$202 Million 0.1% of portfolio
2,678
Q2 2025 New
$23.8B
$205 Million 0.1% of portfolio
5,567
Q2 2025 Added 0.45%
$93.3M
$4.45 Million 0.0% of portfolio
10,592
Q2 2025 New
$0
$8.53 Million 0.0% of portfolio
14,247
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $199 Billion
  • Prior Value $194 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 21 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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